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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 3244

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 IA, 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     

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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
SS61.4
2[+]Worldwide Healthcare Trust PLC OrdFrostrow Capital LLP
141
156.3
3[+]Workspace Group PLCWorkspace Group
185
NS295.0
4[+]Witan Pacific IT PLCWitan
92
SS35.7
5[+]Witan Investment Trust plcWitan
102
72.5
6[+]Westoz Investment Company Ltd Wts (30/06/2012)Australian Securities Exchange
n/a
US-50.0
7[+]Weiss Korea Opportunity LtdWeiss Asset Management LP
92
SHn/a
8[+]WAM Research Limited Wts (17/06/2015)Australian Securities Exchange
n/a
SHn/a
9[+]VinalandVinaCapital
115
NS-12.9
10[+]VinaCapital Vietnam Opportunity OrdVinaCapital
99
60.9
11[+]Vietnam Infrastructure OrdVinaCapital
110
79.6
12[+]Vietnam HoldingIndependently Managed
120
US64.9
13[+]Value & Income Trust plcOLIM
100
56.4
14[+]Utilico Ltd ZDP 2016Ingot Capital Mgmt Pty Limited
15
24.9
15[+]Utilico Emerging MarketsIngot Capital Mgmt Pty Limited
113
28.3
16[+]Ukraine Opportunity TrustFabien Pictet & Partners Ltd
239
SS21.3
17[+]UK Commercial PropertyIgnis Ast Mangement
58
SS56.0
18[+]UBS (CH) Property - Swiss Residential AnfosUBS AG
n/a
NS-0.8
19[+]UBS (CH) Property - Swiss Mixed SimaUBS AG
n/a
NS-1.0
20[+]UBS (CH) Property - Swiss Commercial SwissrealUBS AG
n/a
NS-6.6
21[+]UBS (CH) Property - Leman Residential FonciparsUBS AG
n/a
NS-0.3
22[+]UBS (CH) Property - Direct ResidentialUBS AG
n/a
NS-2.8
23[+]Twentyfour Select Monthly Income Fund Limited Ord 1PTwentyFour AssetManagement LLP
n/a
SSn/a
24[+]TwentyFour Income Limited OrdTwentyFour AssetManagement LLP
47
SSn/a
25[+]Troy Income & Growth Trust plcTroy Asset Management
78
42.2
26[+]Tritax Big Box Reit PLC Ord 1PTritax Management
n/a
SSn/a
27[+]Trikona Trinity Capital PLCTrikona Trinity Capital
190
NS-60.9
28[+]Treveria PLCTreveria Asset Management
404
NS-57.1
29[+]Trading Emissions PLCTrading Emissions PLC
329
US-38.0
30[+]TR Property Investment Trust plcF&C
143
SS116.2
31[+]TR European Growth Trust PLCHenderson Global Investors Ltd
114
88.0
32[+]TMW Wertgrund WohnSelect D EURTMW Pramerica Prop Invest GmbH
n/a
n/a
33[+]TMW Immobilien WeltfondsTMW Pramerica Prop Invest GmbH
n/a
NS-38.1
34[+]Tiger Resource Finance Plc 1P OrdIndependently Managed
306
US-67.6
35[+]Threadneedle UK Select TrustThreadneedle Investments
68
54.0
36[+]Thorney Opportunities Ltd Wts (22/04/2015)Australian Securities Exchange
n/a
SHn/a
37[+]Third Point Offshore Investors Ltd GBPThird Point
72
US94.2
38[+]The Scottish Investment Trust PLCScottish Investment Trust
96
39.3
39[+]The Renewables Infrastructure Group Limited Ord GBPInfraRed Capital Partners
48
SSn/a
40[+]The North American Income Trust plc Ord 25pAberdeen Asset Managers
82
34.3
41[+]The Mercantile Investment Trust PlcJP Morgan Asset Management UK
91
60.6
42[+]The Local Shopping REIT plcLocal Shopping Reit
195
NS-33.7
43[+]The Investment Company OrdMiton Asset Management
134
84.4
44[+]The European Investment Trust PlcEdinburgh Partners
100
58.6
45[+]The Diverse Income Trust PLC Ord 0.1PMiton Asset Management
63
85.4
46[+]The City of London Investment Trust OrdHenderson Global Investors Ltd
87
51.2
47[+]The Cayenne Trust plcCayenne Asset Management Ltd
38
36.8
48[+]The Biotech Growth Trust PLCFrostrow Capital LLP
200
225.0
49[+]The Bankers Investment Trust OrdHenderson Global Investors Ltd
95
59.6
50[+]Terra CatalystTerra Catalyst
429
US72.7
51[+]Terra Capital Plc Ord 0.10Speymill Macau Property Co plc
79
NS11.5
52[+]Templeton Emerging MarketsFranklin Templeton Investments
116
-4.4
53[+]Temple Bar Investment Trust PLCInvestec Asset Management Ltd
86
38.0
54[+]TejooriIndependently Managed
602
US-81.0
55[+]Technology Trust PLCAllianz Global Investors UK
134
SS86.1
56[+]Target Healthcare REIT Limited Ord NPVTarget Advisers
40
SHn/a
57[+]Taliesin Property LtdIndependently Managed
106
NS95.8
58[+]Symphony International Holdings LD Ord NPV (CDI)Symphony International Holdings
149
US15.6
59[+]SVM UK EmergingSVM Asset Management
156
8.2
60[+]SVG Capital plcSVG Advisers
132
US75.6
61[+]Strategic Equity Capital plcGVO Investment Management
72
129.2
62[+]Stobart GroupStobart Group
218
NS-7.1
63[+]Starwood European Real Estate Finance Ltd OrdStarwood Capital Group Mgmt
36
SSn/a
64[+]Standard Life UK Smaller Companies Trust PLCStandard Life Investments Ltd
103
47.5
65[+]Standard Life Investments Property Income TrustStandard Life Investments Ltd
78
SS76.1
66[+]Standard Life European Private EquityStandard Life Investments Ltd
112
US58.9
67[+]Standard Life Equity Income TrustStandard Life Investments Ltd
103
63.2
68[+]St Peter Port CapitalSt Peter Port Invest Mgmt Ltd
229
US-55.2
69[+]SQN Asset Finance Income Ord NPVSQN Capital Management
n/a
SHn/a
70[+]SPDI Secure Property Development & Investment PLC Ord EUR0.01 (DI)Aisi Capital
318
NS-77.8
71[+]Spark Ventures PLCSPARK Ventures
324
US-52.5
72[+]South African Property Opportunities plcSAPRO plc
164
NS-39.2
73[+]Small Companies Dividend Trust plc Ordinary SharesChelverton Asset Mgmt Ltd
133
99.0
74[+]Sirius Real Estate LtdSirius Real Estate Limited
169
NS85.9
75[+]Shires Income plc Ord 50pAberdeen Asset Managers
109
48.6

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