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Selecting a geography allows you to choose funds which invest in a specific geographical region, or regions if you select more than one. The geography does not necessarily reflect the domicile of the fund, where it is legally based.

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Investment Focus allows you to search for funds which invest in a specific industrial sector or sectors.

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FE Risk Score

FE Risk scores tell you how risky an investment is compared to the FTSE100. They do not show you how risky an investment is in absolute terms, but are a useful means to compare potential investments with this most widely known index.

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FE Crown Fund Rating

FE Crown Fund Rating

FE Crown Fund Ratings assign a rating to funds based on quant analysis of consistency, volatility and performance. Narrow your search by choosing to view only the highest rated funds.

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Sectors

You can narrow your search by peer groups of funds which are grouped together in sectors, based on similar investment strategies and objectives. Sectors may be defined by an industry body, like the IMA, or by FE – which has its own custom sectors.

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Performance

1 year at least   %

3 year at least   %

5 year at least   %

Yield   %  

Ratio

Volatility
 

Volatility

Volatility is a measure of risk which shows how the returns of a fund fluctuate relative to its average returns. The more returns fluctuate, the more likely you are to buy or sell during a peak or trough, so more volatile funds tend to be considered a riskier bet.

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       %
Sharpe Ratio
 

Sharpe Ratio

Sharpe Ratio is a measure which shows how much a fund has returned over and above the returns available from a risk free investment, ultimately showing you how much a fund has returned ‘per unit of risk’ taken.

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       %
Maximum Loss
 

Maximum Loss

Maximum loss shows the maximum a fund has lost between a single peak and trough, at any time during the period you’ve selected. Effectively it shows you the worst case scenario had you invested at the peak and sold at the trough during that time.

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  £

Period

Additional information

Fund size   £

Launch date     

For Sale In

Fund performance league table: 8222 funds

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8222 funds
Rank ChartFund Group FE Risk Score What is FE Risk Score?FE Crown Rating What is FE Crown Rating?3y  
526[+]Wesleyan Ethical Shares PnWesleyan Assurance Society
126
n/a
527[+]Wesleyan Emerging Market Shares PnWesleyan Assurance Society
123
n/a
528[+]Wesleyan Deposit Pn S1Wesleyan Assurance Society
0
0.0
529[+]Wesleyan Corporate Bond PnWesleyan Assurance Society
21
n/a
530[+]Wesleyan Asia (ex Japan) Shares PnWesleyan Assurance Society
102
n/a
531[+]United Friendly Property Pn S1United Friendly
37
20.1
532[+]United Friendly Money Pn S1United Friendly
0
0.0
533[+]United Friendly Managed Pn S1United Friendly
65
34.1
534[+]United Friendly Equity Pn S1United Friendly
93
46.3
535[+]TSB Island PnTSB
78
28.1
536[+]TSB Deposit PnTSB
0
0.2
537[+]Threadneedle UK Smaller Companies PnThreadneedle Pensions
116
71.7
538[+]Threadneedle UK Gilt PnThreadneedle Pensions
57
8.7
539[+]Threadneedle UK Equity PnThreadneedle Pensions
107
49.6
540[+]Threadneedle UK Equity High Alpha Pn 1 WRAThreadneedle Pensions
109
59.0
541[+]Threadneedle UK Equity 1 Pn 1 WRAThreadneedle Pensions
107
51.9
542[+]Threadneedle UK Cash Pn 3 WRAThreadneedle Pensions
0
0.9
543[+]Threadneedle UK Bond Pn 2 WRAThreadneedle Pensions
37
18.3
544[+]Threadneedle Property Pn FOFThreadneedle Pensions
13
10.3
545[+]Threadneedle Pre Retirement PnThreadneedle Pensions
90
16.6
546[+]Threadneedle Pooled Multi Asset Pn WRAThreadneedle Pensions
54
29.2
547[+]Threadneedle Pacific Basin Equity PnThreadneedle Pensions
109
35.9
548[+]Threadneedle North American Equity PnThreadneedle Pensions
116
75.7
549[+]Threadneedle Multi Asset Pn FOFThreadneedle Pensions
54
21.3
550[+]Threadneedle Mixed PnThreadneedle Pensions
85
43.8
551[+]Threadneedle Managed Equity PnThreadneedle Pensions
108
52.3
552[+]Threadneedle Long Dated UK Bond Pn PThreadneedle Pensions
79
15.7
553[+]Threadneedle Long Dated UK Bond PnThreadneedle Pensions
103
14.3
554[+]Threadneedle Long Dated Gilt Pn 3 WRAThreadneedle Pensions
79
16.2
555[+]Threadneedle Japanese Equity PnThreadneedle Pensions
139
32.8
556[+]Threadneedle Index Linked Pn 2 WRAThreadneedle Pensions
66
18.8
557[+]Threadneedle Index Linked Bond PnThreadneedle Pensions
66
18.7
558[+]Threadneedle High Alpha UK Equity PnThreadneedle Pensions
n/a
8.6
559[+]Threadneedle Global Equity PnThreadneedle Pensions
103
53.9
560[+]Threadneedle Global 60/40 Equity Pn 1 WRAThreadneedle Pensions
104
55.3
561[+]Threadneedle Gilt Pn BWRAThreadneedle Pensions
42
9.1
562[+]Threadneedle European Equity PnThreadneedle Pensions
132
60.8
563[+]Threadneedle Corporate Bond PnThreadneedle Pensions
71
27.5
564[+]Threadneedle Cautious Pathway PnThreadneedle Pensions
72
33.6
565[+]Threadneedle BGI World ex UK Index Pn 3Threadneedle Pensions
99
60.2
566[+]Threadneedle BGI Aquila Life Overseas Bond Index Pn GThreadneedle Pensions
62
-3.2
567[+]Threadneedle BGI Aquila Life Over 15 years Gilt Index Pn PThreadneedle Pensions
82
15.0
568[+]Threadneedle Balanced Pathway PnThreadneedle Pensions
92
43.7
569[+]Threadneedle Adventurous Pathway PnThreadneedle Pensions
111
52.3
570[+]Teachers Managed PnTeachers Assurance
73
34.1
571[+]Teachers Cash PnTeachers Assurance
1
2.3
572[+]SWIP PM UK Long Corporate Bond Pn S1SWIP
63
28.5
573[+]SWIP PM UK Index Pn S1SWIP
105
41.8
574[+]SWIP PM UK Equity PnSWIP
105
33.5
575[+]SWIP PM UK Equity Cap Pn S1SWIP
104
36.0
576[+]SWIP PM UK Corporate Bond Pn S1SWIP
40
26.0
577[+]SWIP PM UK Bond PnSWIP
41
15.8
578[+]SWIP PM UK Alpha Pn S1SWIP
102
28.7
579[+]SWIP PM Stock Exchange PnSWIP
80
32.5
580[+]SWIP PM Stock Exchange Equity PnSWIP
101
39.8
581[+]SWIP PM Stk Exchange Fixed Interest PnSWIP
41
9.2
582[+]SWIP PM Protection Pn S1SWIP
84
US16.0
583[+]SWIP PM Property Pn S1SWIP
34
24.8
584[+]SWIP PM Overseas Equity PnSWIP
107
46.2
585[+]SWIP PM Overseas Bond PnSWIP
52
-4.5
586[+]SWIP PM North American Equity PnSWIP
119
70.5
587[+]SWIP PM Managed PnSWIP
82
33.3
588[+]SWIP PM Japanese Equity PnSWIP
141
36.8
589[+]SWIP PM International Equity Pn S1SWIP
107
55.7
590[+]SWIP PM Index Linked Protection Pn S1SWIP
73
21.3
591[+]SWIP PM Index Linked Gilt Tracker Pn S1SWIP
75
21.0
592[+]SWIP PM Gilt Pn S1SWIP
44
8.0
593[+]SWIP PM European Equity Pn S1SWIP
117
47.7
594[+]SWIP PM Emerging Markets Equity Pn S1SWIP
118
8.9
595[+]SWIP PM Diversified Growth PnSWIP
61
23.8
596[+]SWIP PM Consensus Pn S1SWIP
78
36.7
597[+]SWIP PM Cash Pn S1SWIP
0
1.1
598[+]SW TM Levitas B Pn Series 1Scottish Widows Plc
n/a
SHn/a
599[+]SW TM Levitas A Pn Series 1Scottish Widows Plc
n/a
SHn/a
600[+]Stan Life World Ex UK Equity (BlackRock) PnStandard Life Assurance Co
102
SHn/a

All prices in Pence Sterling (GBX) unless otherwise specified. Price performance figures are calculated on a bid price to bid price basis and shown in Sterling with net income (dividends) reinvested. Performance figures are shown in Sterling unless otherwise specified.

Key to codes

LC : Low correlation to benchmarks
SH : Fund with a short history
US : Fund in an unrated sector