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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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0 3021

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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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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Additional information

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For Sale In

Fund performance league table: 413 funds

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413 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
SS81.5
2[+]Worldwide Healthcare Trust PLC OrdFrostrow Capital LLP
142
164.5
3[+]Workspace Group PLCWorkspace Group
182
NS341.8
4[+]Woodford Patient Capital Trust PLC ORD 1PWoodford Investment Management
n/a
SHn/a
5[+]Witan Pacific IT PLCWitan
90
SS49.1
6[+]Witan Investment Trust plcWitan
102
104.2
7[+]Weiss Korea Opportunity LtdWeiss Asset Management LP
101
SHn/a
8[+]VinalandVinaCapital
111
NS3.4
9[+]VinaCapital Vietnam Opportunity OrdVinaCapital
113
58.8
10[+]Vietnam Infrastructure OrdVinaCapital
107
102.7
11[+]Vietnam HoldingIndependently Managed
118
US62.0
12[+]Value & Income Trust plcOLIM
99
69.5
13[+]Utilico Ltd ZDP 2016Ingot Capital Mgmt Pty Limited
14
25.2
14[+]Utilico Emerging MarketsIngot Capital Mgmt Pty Limited
119
32.5
15[+]Ukraine Opportunity TrustFabien Pictet & Partners Ltd
248
SS0.0
16[+]UK Commercial PropertyIgnis Ast Mangement
58
SS51.7
17[+]UBS (CH) Property - Swiss Residential AnfosUBS AG
n/a
NS-0.7
18[+]UBS (CH) Property - Swiss Mixed SimaUBS AG
n/a
NS-1.0
19[+]UBS (CH) Property - Swiss Commercial SwissrealUBS AG
n/a
NS-5.8
20[+]UBS (CH) Property - Leman Residential FonciparsUBS AG
n/a
NS0.7
21[+]UBS (CH) Property - Direct ResidentialUBS AG
n/a
NS0.5
22[+]Twentyfour Select Monthly Income Fund Limited Ord 1PTwentyFour AssetManagement LLP
n/a
SSn/a
23[+]TwentyFour Income Limited OrdTwentyFour AssetManagement LLP
45
SSn/a
24[+]Troy Income & Growth Trust plcTroy Asset Management
80
57.9
25[+]Tritax Big Box Reit PLC Ord 1PTritax Management
n/a
SSn/a
26[+]Trikona Trinity Capital PLCTrikona Trinity Capital
177
NS-57.3
27[+]Treveria PLCTreveria Asset Management
386
NS-3.1
28[+]Trading Emissions PLCTrading Emissions PLC
333
US-13.4
29[+]TR Property Investment Trust plcF&C
158
SS140.9
30[+]TR European Growth Trust PLCHenderson Global Investors Ltd
109
137.9
31[+]TMW Wertgrund WohnSelect D EURTMW Pramerica Prop Invest GmbH
n/a
n/a
32[+]TMW Immobilien WeltfondsTMW Pramerica Prop Invest GmbH
n/a
NS-34.7
33[+]Tiger Resource Finance Plc 1P OrdIndependently Managed
310
US-66.4
34[+]Threadneedle UK Select TrustThreadneedle Investments
64
57.0
35[+]Third Point Offshore Investors Ltd GBPThird Point
69
US111.4
36[+]The Scottish Investment Trust PLCScottish Investment Trust
98
59.1
37[+]The Renewables Infrastructure Group Limited Ord GBPInfraRed Capital Partners
45
SSn/a
38[+]The North American Income Trust plc Ord 25pAberdeen Asset Managers
85
37.3
39[+]The Mercantile Investment Trust PlcJP Morgan Asset Management UK
101
103.2
40[+]The Local Shopping REIT plcLocal Shopping Reit
195
NS-25.5
41[+]The Investment Company OrdMiton Asset Management
137
77.5
42[+]The European Investment Trust PlcEdinburgh Partners
95
94.4
43[+]The Diverse Income Trust PLC Ord 0.1PMiton Asset Management
61
96.1
44[+]The City of London Investment Trust OrdHenderson Global Investors Ltd
87
68.3
45[+]The Cayenne Trust plcCayenne Asset Management Ltd
37
42.8
46[+]The Biotech Growth Trust PLCFrostrow Capital LLP
211
233.1
47[+]The Bankers Investment Trust OrdHenderson Global Investors Ltd
92
81.8
48[+]Terra CatalystTerra Catalyst
397
US168.5
49[+]Terra Capital Plc Ord 0.10Speymill Macau Property Co plc
82
NS13.9
50[+]Templeton Emerging MarketsFranklin Templeton Investments
126
11.0
51[+]Temple Bar Investment Trust PLCInvestec Asset Management Ltd
87
55.7
52[+]TejooriIndependently Managed
559
US-81.0
53[+]Technology Trust PLCAllianz Global Invtrs GmbH(UK)
131
SS109.6
54[+]Target Healthcare REIT Limited Ord NPVTarget Advisers
39
SHn/a
55[+]Taliesin Property LtdIndependently Managed
103
NS106.4
56[+]Symphony International Holdings LD Ord NPV (CDI)Symphony International Holdings
182
US31.8
57[+]SVM UK EmergingSVM Asset Management
147
17.0
58[+]SVG Capital plcSVG Advisers
130
US92.9
59[+]Strategic Equity Capital plcGVQ Investment Management
77
166.3
60[+]Stobart GroupStobart Group
205
NS13.8
61[+]Starwood European Real Estate Finance Ltd OrdStarwood Capital Group Mgmt
38
SSn/a
62[+]Standard Life UK Smaller Companies Trust PLCStandardLife Investments
101
65.8
63[+]Standard Life Investments Property Income TrustStandardLife Investments
73
SS67.7
64[+]Standard Life European Private EquityStandardLife Investments
120
US72.0
65[+]Standard Life Equity Income TrustStandardLife Investments
107
81.6
66[+]St Peter Port CapitalSt Peter Port Invest Mgmt Ltd
227
US-56.3
67[+]SQN Asset Finance Income Ord NPVSQN Capital Management
n/a
SHn/a
68[+]SPDI Secure Property Development & Investment PLC Ord EUR0.01 (DI)Aisi Capital
439
NS-54.6
69[+]Spark Ventures PLCSPARK Ventures
306
US-54.1
70[+]South African Property Opportunities plcSAPRO plc
159
NS-44.2
71[+]Small Companies Dividend Trust plc Ordinary SharesChelverton Asset Mgmt Ltd
135
121.3
72[+]Sirius Real Estate LtdSirius Real Estate Limited
173
NS124.9
73[+]Shires Income plc Ord 50pAberdeen Asset Managers
110
67.3
74[+]Shaftesbury PLCIndependently Managed
126
NS81.3
75[+]Seneca Global Income & Growth TrustSeneca Investment Managers Ltd
46
61.7

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