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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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0 4756

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   £

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Fund performance league table: 408 funds

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408 funds
         
Rank ChartFund Group FE Risk Score What is FE Risk Score?FE Crown Rating What is FE Crown Rating?3y  
1[+]Yatra Capital LtdIL & FS Investment Adv LLC
n/a
12.4
2[+]Worldwide Healthcare Trust PLC OrdFrostrow Capital LLP
160
140.5
3[+]Workspace Group PLCWorkspace Group
198
US177.4
4[+]Witan Pacific IT PLCWitan
99
SS24.6
5[+]Witan Investment Trust plcWitan
104
64.1
6[+]Westoz Investment Company Ltd Wts (30/06/2012)Australian Securities Exchange
n/a
US-50.0
7[+]Watermark Market Neutral Limited Wts (31/12/2014)Australian Securities Exchange
n/a
SHn/a
8[+]WAM Research Limited Wts (17/06/2015)Australian Securities Exchange
n/a
SHn/a
9[+]VinalandVinaCapital
141
SS-23.9
10[+]VinaCapital Vietnam Opportunity OrdVinaCapital
113
99.7
11[+]Vietnam Infrastructure OrdVinaCapital
153
114.7
12[+]Vietnam HoldingIndependently Managed
154
US130.5
13[+]Value & Income Trust plcOLIM
112
52.5
14[+]Utilico Ltd ZDP 2014Ingot Capital Mgmt Pty Limited
14
14.6
15[+]Utilico Emerging MarketsIngot Capital Mgmt Pty Limited
122
42.3
16[+]Ukraine Opportunity TrustFabien Pictet & Partners Ltd
327
SS35.3
17[+]UK Commercial PropertyIgnis Ast Mangement
74
31.4
18[+]UBS (CH) Property Fund - Swiss Residential «Anfos»UBS AG
n/a
US0.4
19[+]UBS (CH) Property Fund - Swiss Mixed «Sima»UBS AG
n/a
US2.7
20[+]UBS (CH) Property Fund - Swiss Commercial «Swissreal»UBS AG
n/a
US-5.7
21[+]UBS (CH) Property Fund - Léman Residential «Foncipars»UBS AG
n/a
US4.4
22[+]UBS (CH) Property Fund - Direct ResidentialUBS AG
n/a
US-8.3
23[+]Twentyfour Select Monthly Income Fund Limited Ord 1PTwentyFour AssetManagement LLP
n/a
SHn/a
24[+]TwentyFour Income Limited OrdTwentyFour AssetManagement LLP
50
SHn/a
25[+]Troy Income & Growth Trust plcTroy Asset Management
91
34.6
26[+]Trikona Trinity Capital PLCTrikona Trinity Capital
285
US-67.4
27[+]Treveria PLCTreveria Asset Management
547
US-66.7
28[+]Trading Emissions PLCTrading Emissions PLC
514
US-50.2
29[+]TR Property Investment Trust plcF&C
150
SS66.4
30[+]TR European Growth Trust PLCHenderson Global Investors Ltd
149
58.6
31[+]TMW Immobilien WeltfondsTMW Pramerica Prop Invest GmbH
n/a
US-40.5
32[+]Tiger Resource Finance Plc 1P OrdIndependently Managed
319
US-47.9
33[+]Threadneedle UK Select TrustThreadneedle Investments
94
47.0
34[+]Thorney Opportunities Ltd Wts (22/04/2015)Australian Securities Exchange
n/a
SHn/a
35[+]Third Point Offshore Investors Ltd GBPThird Point
88
US70.7
36[+]The Renewables Infrastructure Group Limited Ord GBPInfraRed Capital Partners
n/a
SSn/a
37[+]The North American Income Trust plc Ord 25pAberdeen Asset Managers
95
48.0
38[+]The Mercantile Investment Trust PlcJP Morgan Asset Management UK
125
61.9
39[+]The Local Shopping REIT plcLocal Shopping Reit
256
US-21.9
40[+]The Investment Company OrdMiton
186
82.3
41[+]The European Investment Trust PlcEdinburgh Partners
132
48.3
42[+]The Diverse Income Trust PLC Ord 0.1PMiton
75
90.5
43[+]The City of London Investment Trust OrdHenderson Global Investors Ltd
91
43.3
44[+]The Cayenne Trust plcCayenne Asset Management Ltd
45
22.5
45[+]The Biotech Growth Trust PLCFrostrow Capital LLP
215
233.8
46[+]The Bankers Investment Trust OrdHenderson Global Investors Ltd
106
51.1
47[+]Terra CatalystTerra Catalyst
633
US76.0
48[+]Terra Capital Plc Ord 0.10Speymill Macau Property Co plc
108
US35.1
49[+]Templeton Emerging MarketsFranklin Templeton Investments
122
2.1
50[+]Temple Bar Investment Trust PLCInvestec Asset Management Ltd
98
49.2
51[+]TejooriIndependently Managed
757
US-84.0
52[+]Technology Trust PLCAllianz Global Investors UK
168
SS60.5
53[+]Target Healthcare REIT Limited Ord NPVTarget Advisers
41
SSn/a
54[+]Taliesin PropertyIndependently Managed
131
US91.5
55[+]Symphony International Holdings LD Ord NPV (CDI)Symphony International Holdings
182
US15.3
56[+]SVM UK EmergingSVM Asset Management
120
-11.5
57[+]SVG Capital plcSVG Advisers
158
US95.3
58[+]Strategic Equity Capital plcGVO Investment Management
77
135.8
59[+]Stobart GroupStobart Group
282
US-3.6
60[+]Starwood European Real Estate Finance Ltd OrdStarwood Capital Group Mgmt
45
SHn/a
61[+]Standard Life UK Smaller Companies Trust PLCStandard Life Investments Ltd
136
37.4
62[+]Standard Life Investments Property Income TrustStandard Life Investments Ltd
101
65.5
63[+]Standard Life European Private EquityStandard Life Investments Ltd
135
US87.0
64[+]Standard Life Equity Income TrustStandard Life Investments Ltd
122
58.4
65[+]St Peter Port CapitalSt Peter Port Invest Mgmt Ltd
103
US-16.4
66[+]SQN Asset Finance Income Ord NPVSQN Capital Management
n/a
SHn/a
67[+]SPDI Secure Property Development & Investment PLC Ord EUR0.01 (DI)Aisi Capital
n/a
US-5.1
68[+]Spark Ventures PLCSPARK Ventures
447
US-44.3
69[+]South African Property Opportunities plcSAPRO plc
244
US-39.7
70[+]Small Companies Dividend Trust plc Ordinary SharesChelverton Asset Mgmt Ltd
137
107.4
71[+]Sirius Real Estate LtdSirius Real Estate Limited
187
US21.0
72[+]Shires Income plc Ord 50pAberdeen Asset Managers
137
55.4
73[+]Shaftesbury PLCIndependently Managed
127
US48.0
74[+]Seneca Global Income & Growth TrustSeneca Investment Managers Ltd
60
38.9
75[+]Securities Trust Of ScotlandMartin Currie Fund Mgmt Ltd
100
31.6

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.

Key to codes

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