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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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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.

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0 3041

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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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.

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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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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: 407 funds

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407 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
SS85.9
2[+]Worldwide Healthcare Trust PLC OrdFrostrow Capital LLP
138
160.4
3[+]Workspace Group PLCWorkspace Group
181
NS299.0
4[+]Woodford Patient Capital Trust PLC ORD 1PWoodford Investment Management
n/a
n/a
5[+]Witan Pacific IT PLCWitan
89
SS47.7
6[+]Witan Investment Trust plcWitan
100
86.8
7[+]Westoz Investment Company Ltd Wts (30/06/2012)Australian Securities Exchange
n/a
US-90.0
8[+]Weiss Korea Opportunity LtdWeiss Asset Management LP
98
SHn/a
9[+]WAM Research Limited Wts (17/06/2015)Australian Securities Exchange
n/a
SHn/a
10[+]VinalandVinaCapital
111
NS-8.0
11[+]VinaCapital Vietnam Opportunity OrdVinaCapital
102
64.2
12[+]Vietnam Infrastructure OrdVinaCapital
106
74.0
13[+]Vietnam HoldingIndependently Managed
115
US64.2
14[+]Value & Income Trust plcOLIM
98
61.5
15[+]Utilico Ltd ZDP 2016Ingot Capital Mgmt Pty Limited
14
23.7
16[+]Utilico Emerging MarketsIngot Capital Mgmt Pty Limited
118
33.2
17[+]Ukraine Opportunity TrustFabien Pictet & Partners Ltd
234
SS1.1
18[+]UK Commercial PropertyIgnis Ast Mangement
56
SS51.7
19[+]UBS (CH) Property - Swiss Residential AnfosUBS AG
n/a
NS-0.4
20[+]UBS (CH) Property - Swiss Mixed SimaUBS AG
n/a
NS0.2
21[+]UBS (CH) Property - Swiss Commercial SwissrealUBS AG
n/a
NS-5.6
22[+]UBS (CH) Property - Leman Residential FonciparsUBS AG
n/a
NS-0.1
23[+]UBS (CH) Property - Direct ResidentialUBS AG
n/a
NS-2.2
24[+]Twentyfour Select Monthly Income Fund Limited Ord 1PTwentyFour AssetManagement LLP
n/a
SSn/a
25[+]TwentyFour Income Limited OrdTwentyFour AssetManagement LLP
45
SSn/a
26[+]Troy Income & Growth Trust plcTroy Asset Management
75
45.2
27[+]Tritax Big Box Reit PLC Ord 1PTritax Management
n/a
SSn/a
28[+]Trikona Trinity Capital PLCTrikona Trinity Capital
178
NS-58.9
29[+]Treveria PLCTreveria Asset Management
389
NS-40.8
30[+]Trading Emissions PLCTrading Emissions PLC
324
US-35.6
31[+]TR Property Investment Trust plcF&C
145
SS129.1
32[+]TR European Growth Trust PLCHenderson Global Investors Ltd
107
107.0
33[+]TMW Wertgrund WohnSelect D EURTMW Pramerica Prop Invest GmbH
n/a
n/a
34[+]TMW Immobilien WeltfondsTMW Pramerica Prop Invest GmbH
n/a
NS-36.4
35[+]Tiger Resource Finance Plc 1P OrdIndependently Managed
307
US-65.4
36[+]Threadneedle UK Select TrustThreadneedle Investments
63
47.6
37[+]Thorney Opportunities Ltd Wts (22/04/2015)Australian Securities Exchange
n/a
SHn/a
38[+]Third Point Offshore Investors Ltd GBPThird Point
68
US99.5
39[+]The Scottish Investment Trust PLCScottish Investment Trust
97
46.6
40[+]The Renewables Infrastructure Group Limited Ord GBPInfraRed Capital Partners
45
SSn/a
41[+]The North American Income Trust plc Ord 25pAberdeen Asset Managers
81
39.9
42[+]The Mercantile Investment Trust PlcJP Morgan Asset Management UK
97
71.9
43[+]The Local Shopping REIT plcLocal Shopping Reit
193
NS-27.1
44[+]The Investment Company OrdMiton Asset Management
127
81.8
45[+]The European Investment Trust PlcEdinburgh Partners
96
79.5
46[+]The Diverse Income Trust PLC Ord 0.1PMiton Asset Management
62
77.8
47[+]The City of London Investment Trust OrdHenderson Global Investors Ltd
86
55.8
48[+]The Cayenne Trust plcCayenne Asset Management Ltd
36
39.4
49[+]The Biotech Growth Trust PLCFrostrow Capital LLP
202
217.0
50[+]The Bankers Investment Trust OrdHenderson Global Investors Ltd
91
68.3
51[+]Terra CatalystTerra Catalyst
402
US104.2
52[+]Terra Capital Plc Ord 0.10Speymill Macau Property Co plc
76
NS10.5
53[+]Templeton Emerging MarketsFranklin Templeton Investments
124
8.5
54[+]Temple Bar Investment Trust PLCInvestec Asset Management Ltd
85
42.3
55[+]TejooriIndependently Managed
564
US-81.0
56[+]Technology Trust PLCAllianz Global Invtrs GmbH(UK)
129
SS98.1
57[+]Target Healthcare REIT Limited Ord NPVTarget Advisers
38
SHn/a
58[+]Taliesin Property LtdIndependently Managed
103
NS105.1
59[+]Symphony International Holdings LD Ord NPV (CDI)Symphony International Holdings
180
US21.8
60[+]SVM UK EmergingSVM Asset Management
147
9.1
61[+]SVG Capital plcSVG Advisers
125
US82.1
62[+]Strategic Equity Capital plcGVO Investment Management
68
137.7
63[+]Stobart GroupStobart Group
205
NS0.6
64[+]Starwood European Real Estate Finance Ltd OrdStarwood Capital Group Mgmt
36
SSn/a
65[+]Standard Life UK Smaller Companies Trust PLCStandardLife Investments
97
41.0
66[+]Standard Life Investments Property Income TrustStandardLife Investments
73
SS78.6
67[+]Standard Life European Private EquityStandardLife Investments
120
US56.9
68[+]Standard Life Equity Income TrustStandardLife Investments
98
64.2
69[+]St Peter Port CapitalSt Peter Port Invest Mgmt Ltd
227
US-53.3
70[+]SQN Asset Finance Income Ord NPVSQN Capital Management
n/a
SHn/a
71[+]SPDI Secure Property Development & Investment PLC Ord EUR0.01 (DI)Aisi Capital
339
NS-73.7
72[+]Spark Ventures PLCSPARK Ventures
308
US-51.7
73[+]South African Property Opportunities plcSAPRO plc
159
NS-42.9
74[+]Small Companies Dividend Trust plc Ordinary SharesChelverton Asset Mgmt Ltd
127
96.0
75[+]Sirius Real Estate LtdSirius Real Estate Limited
159
NS92.7

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
PT : Passive fund