To continue using this website, please tell us a
little about yourself:

I am a financial adviser

I am a discretionary fund manager / multimanager

I am a financial paraplanner

I work in financial services

I am a private investor

This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies on the website and how to delete cookies, see our Privacy and Cookie Policy.

I accept the FE Trustnet cookie policy

For more information Click here

Login

Login

Register

It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
You are here: Prices & Performance
Apply basic filters

Fund name

Geographies

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.

Close x

Management Groups

Select a specific management group, or groups, to narrow your search to funds managed by individual asset management businesses.

Close x

Investment Focus

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

Close x

Asset Class

You can choose to view funds which invest only in a specific asset class or asset classes, allowing you to focus on a broad swathe of funds which invest specifically in equities, bonds, or commodities – for example.

Close x
0 2884

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.

FE Risk Score help Close x

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 IA, or by FE – which has its own custom sectors.

Close x
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.

FE Crown Fund Rating help Close x

Click on the icons for more information on each filter

 
Apply advanced filters

Show

Hide

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.

More : Volatility help Close x
       %
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.

More :Sharpe Ratio help Close x
       %
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.

Close x
  £

Period

Additional information

Fund size   £

Launch date     

For Sale In

Fund performance league table: 75 funds

Create a custom tab
Create a custom tab
75 funds
           
Perf
NAV
 
Rank ChartFund Group Focus Price Prem/Disc NAV NDY FE Risk Score What is FE Risk Score?1y 3y 5y 1y 3y 5y  
1[+]Adams PLC Ord EUR0.01Independently Managed0.15
(EUR)
0.00
946
52.6839.73757.7n/an/an/a
2[+]Aew UK REIT PLC Ord GBP0.01AEW UK Investment Management LLP102.630.00
n/a
n/an/an/an/an/an/a
3[+]Alpha PyreneesAlpha Real Capital1.00-74.43.900.00
706
-78.9-94.2-94.6-53.5-84.4-77.2
4[+]Alpha Real Trust LimitedAlpha Tiger Property Trust Ltd68.503.18
150
31.723.916.4n/an/an/a
5[+]ALSTRIA Office REIT-AGALSTRIA11.73
(EUR)
0.00
n/a
0.08.827.8n/an/an/a
6[+]Aseana Properties LtdAseana Properties Ltd0.59
(USD)
0.00
141
40.537.229.6n/an/an/a
7[+]AXA Property Trust Limited Ord NPVAXA Real Estate Invest Mgrs45.13-15.753.550.00
114
8.438.812.3-1.2-8.1-20.8
8[+]Belvoir Lettings PLC ORD 1PBelvoir133.505.09
185
7.092.5n/an/an/an/a
9[+]Black Sea PropertyBlack Sea Property Limited0.1885.71
582
-88.3-76.7-85.6n/an/an/a
10[+]British Land PLCBritish Land807.003.43
135
18.977.7135.2n/an/an/a
11[+]Cache Logistics TrustARA CWT Trust Mgmt Cache Ltd1.16
(SGD)
0.00
n/a
0.030.142.2n/an/an/a
12[+]Camper & Nicholsons Marina InvestmentsMarina7.880.00
199
-16.0-39.4-61.6n/an/an/a
13[+]Commerz HausInvestCommerz Real AG0.00
(EUR)
n/a
n/a
0.03.8n/an/an/an/a
14[+]Custodian REIT PLC Ord 1PCustodian Capital Limited108.136.7101.304.86
n/a
1.1n/an/an/an/an/a
15[+]Derwent LondonIndependently Managed3,524.001.00
139
31.595.1215.0n/an/an/a
16[+]Dolphin Capital InvestorsDolphin Capital Investors19.25-75.378.000.00
212
-47.44.1-46.9-23.3n/an/a
17[+]Duet Real Estate Finance Limited OrdDRC Capital25.63-30.636.9215.60
251
4.344.0n/a13.227.3n/a
18[+]Eastern European Property LtdElysium56.25-46.6105.360.00
93
-20.2-21.97.13.7n/an/a
19[+]Ediston Property Investment Company PLC Ord 1PEdiston Real Estate108.886.2102.563.67
n/a
n/an/an/an/an/an/a
20[+]Empiric Student Property PLCEmpiric Student Property PLC108.259.698.772.77
n/a
10.3n/an/an/an/an/a
21[+]European Real Estate Investment Trust LimitedEuropean Real Estate InvTstLd117.50-35.2181.400.00
222
-4.3-8.213.710.0n/an/a
22[+]F&C Commercial PropertyF&C (BMO Global Asset Management)142.0013.9124.704.23
82
23.154.7104.014.048.878.7
23[+]F&C UK Real Estate Investments Limited Ord 1PF&C (BMO Global Asset Management)99.506.793.305.03
69
23.487.587.418.452.765.7
24[+]GCP Student Living Plc ORD 1PGravis Capital Partners LLP129.758.9119.194.32
49
26.5n/an/an/an/an/a
25[+]Globalworth Real Estate Investments LimitedGlobalworth Asset Managers6.13
(EUR)
0.00
193
6.5n/an/an/an/an/a
26[+]Great Portland Estates plcGreat Portland Estates802.500.98
128
24.0107.5208.8n/an/an/a
27[+]Hammerson plcHammerson630.503.24
138
10.655.3124.1n/an/an/a
28[+]Hansteen Holdings PLCHansteen Holding PLC116.9014.6102.004.28
127
16.484.7132.4n/an/a65.0
29[+]Highcroft Investments PLCHighcroft Investments1,000.008.3923.003.60
83
32.7127.2223.7n/an/a70.2
30[+]Industrial Multi Property Trust PLC Ord 10PAlpha Real Capital54.00-76.2227.000.00
425
-56.1-6.8-78.42.0-25.4-29.2
31[+]INTU Properties PLC Ord 50PCapital Shopping Centre Gr PLC314.404.36
142
4.211.328.0n/an/an/a
32[+]Invista European Real EstateInvista IT0.40-93.36.000.00
1653
-87.3-97.3-98.1-58.8-80.8-85.9
33[+]Japan Residential Investment CompanyIndependently Managed56.13-1.957.206.41
112
3.826.691.73.4n/an/a
34[+]Land Securities Group PLCLand Securities1,249.002.29
137
22.081.4169.3n/an/an/a
35[+]Macau Property OpportunitiesSniper Capital Limited215.00-27.6297.000.00
152
-17.3101.677.76.0n/an/a
36[+]McKay Securities PLCIndependently Managed259.001.04
163
18.6121.5147.7n/an/an/a
37[+]MedicxMedicx Group81.5018.568.807.18
84
4.331.362.016.438.161.0
38[+]Mucklow (A & J) GroupIndependently Managed492.884.16
170
19.055.2140.90.00.00.0
39[+]New Europe Property Investments plcNew Europe Property Investment9.88
(EUR)
3.26
209
81.8258.3274.7n/an/an/a
40[+]OttomanIndependently Managed6.130.00
405
-35.1-21.1-31.2n/an/an/a
41[+]Pacific Alliance China LandPacific Alliance Group2.21
(USD)
0.00
72
28.760.8167.6n/an/an/a
42[+]Pactolus Hungarian Property plcPactolus Hungarian Prop plc25.500.00
56
-3.821.42.0n/an/an/a
43[+]Picton Property Income Ltd OrdPicton Capital Limited70.251.869.004.38
76
18.6111.4113.123.144.259.4
44[+]Primary Health Properties PLCPrimary Health Properties386.505.11
91
18.544.378.6n/an/an/a
45[+]Raven RussiaRaven Russia Property53.750.00
223
-31.1-9.037.3n/an/an/a
46[+]Real Estate Credit Investments Pcc Limited Ord NPVReal Estate Credit Invtmts Ltd174.636.7163.606.18
77
14.3151.339.511.8n/an/a
47[+]Redefine International PLC Ord 8PRedefine International52.306.31
152
6.1141.5n/an/an/an/a
48[+]Schroder Global Real Estate SecuritiesSchroder Real Estate Mgmt117.00-6.9125.631.86
101
9.433.576.510.324.366.2
49[+]Schroder Real Estate Investment Trust Limited OrdSchroder Real Estate Mgmt59.002.357.704.20
91
16.2107.1131.119.340.755.9
50[+]Shaftesbury PLCIndependently Managed863.500.76
123
31.971.3170.4n/an/an/a
51[+]Sirius Real Estate LtdSirius Real Estate Limited0.46
(EUR)
4.20
172
39.2102.976.6n/an/an/a
52[+]South African Property Opportunities plcSAPRO plc18.880.00
151
-34.9-44.2-47.7n/an/an/a
53[+]SPDI Secure Property Development & Investment PLC Ord EUR0.01 (DI)Aisi Capital26.000.00
449
-58.1-66.7-90.9n/an/an/a
54[+]Standard Life Investments Property Income TrustStandardLife Investments83.005.60
77
14.258.887.517.957.979.0
55[+]Starwood European Real Estate Finance Ltd OrdStarwood Capital Group Mgmt107.508.299.355.86
40
10.8n/an/a7.2n/an/a
56[+]Stobart GroupStobart Group104.005.77
196
-17.45.9-8.90.00.00.0
57[+]Taliesin Property LtdIndependently Managed2,432.5031.31,853.200.00
111
21.2116.7290.97.0n/an/a
58[+]Target Healthcare REIT Limited Ord NPVTarget Advisers107.7511.896.403.81
38
9.1n/an/an/an/an/a
59[+]Terra Capital Plc Ord 0.10Speymill Macau Property Co plc0.87
(USD)
4.28
83
4.416.276.5n/an/an/a
60[+]Terra CatalystTerra Catalyst98.000.00
378
50.8170.366.1n/an/an/a
61[+]The Local Shopping REIT plcLocal Shopping Reit28.500.00
189
-12.0-26.8-34.4n/an/an/a
62[+]TMW Immobilien WeltfondsTMW Pramerica Prop Invest GmbH0.00
(EUR)
0.00
n/a
0.0-34.0-43.1n/an/an/a
63[+]TMW Wertgrund WohnSelect D EURTMW Pramerica Prop Invest GmbH0.00
(EUR)
n/a
n/a
n/an/an/an/an/an/a
64[+]TR Property Investment Trust plcF&C (BMO Global Asset Management)292.00-0.1292.401.01
155
11.5109.7155.014.081.8124.5
65[+]Treveria PLCTreveria Asset Management0.02
(EUR)
0.00
411
-57.1-27.3-45.5n/an/an/a
66[+]Trikona Trinity Capital PLCTrikona Trinity Capital6.63-29.59.400.00
168
-19.7-53.1-71.8-1.8n/an/a
67[+]UBS (CH) Property - Direct ResidentialUBS AG16.15
(CHF)
0.00
n/a
0.00.5n/an/an/an/a
68[+]UBS (CH) Property - Leman Residential FonciparsUBS AG80.40
(CHF)
0.00
n/a
0.0-0.115.1n/an/an/a
69[+]UBS (CH) Property - Swiss Commercial SwissrealUBS AG68.00
(CHF)
0.00
n/a
0.0-6.86.8n/an/an/a
70[+]UBS (CH) Property - Swiss Mixed SimaUBS AG102.00
(CHF)
0.00
n/a
0.0-1.917.2n/an/an/a
71[+]UBS (CH) Property - Swiss Residential AnfosUBS AG67.00
(CHF)
0.00
n/a
0.0-3.113.3n/an/an/a
72[+]UK Commercial PropertyIgnis Ast Mangement90.907.384.704.05
62
16.052.457.213.639.755.3
73[+]VinalandVinaCapital0.52
(USD)
0.00
112
-7.08.1-33.5n/an/an/a
74[+]Workspace Group PLCWorkspace Group914.501.20
191
58.5310.0380.3n/an/an/a
75[+]Yatra Capital LtdIL & FS Investment Adv LLC5.02
(EUR)
n/a
n/a
65.988.161.5n/an/an/a

All prices in Pence Sterling (GBX) unless otherwise specified. Price total return performance figures are calculated using closing mid prices and with net income (dividends) reinvested. NAV total return performance figures are calculated using fully diluted (where applicable) daily estimated NAV figures from Thomson Financial Datastream and with gross income (dividends) reinvested.