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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 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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For Sale In

Fund performance league table: 394 funds

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394 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
SS88.1
2[+]Worldwide Healthcare Trust PLC OrdFrostrow Capital LLP
145
149.9
3[+]Workspace Group PLCWorkspace Group
191
NS310.0
4[+]Woodford Patient Capital Trust PLC ORD 1PWoodford Investment Management
n/a
SHn/a
5[+]Witan Pacific IT PLCWitan
87
SS38.2
6[+]Witan Investment Trust plcWitan
100
83.4
7[+]Weiss Korea Opportunity LtdWeiss Asset Management LP
102
SHn/a
8[+]VinalandVinaCapital
112
NS8.1
9[+]VinaCapital Vietnam Opportunity OrdVinaCapital
118
73.7
10[+]Vietnam Infrastructure OrdVinaCapital
105
127.6
11[+]Vietnam Holding OrdIndependently Managed
119
US76.4
12[+]Value & Income Trust plcOLIM
97
63.1
13[+]Utilico Ltd ZDP 2016Ingot Capital Mgmt Pty Limited
14
23.5
14[+]Utilico Emerging MarketsIngot Capital Mgmt Pty Limited
117
28.7
15[+]Ukraine Opportunity TrustFabien Pictet & Partners Ltd
240
SS-1.2
16[+]UK Commercial PropertyIgnis Ast Mangement
62
SS52.4
17[+]UBS (CH) Property - Swiss Residential AnfosUBS AG
n/a
NS-3.1
18[+]UBS (CH) Property - Swiss Mixed SimaUBS AG
n/a
NS-1.9
19[+]UBS (CH) Property - Swiss Commercial SwissrealUBS AG
n/a
NS-6.8
20[+]UBS (CH) Property - Leman Residential FonciparsUBS AG
n/a
NS-0.1
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
82
38.9
25[+]Tritax Big Box Reit PLC Ord 1PTritax Management
44
SSn/a
26[+]Trikona Trinity Capital PLCTrikona Trinity Capital
168
NS-53.1
27[+]Treveria PLCTreveria Asset Management
411
NS-27.3
28[+]Trading Emissions PLCTrading Emissions PLC
327
US12.5
29[+]TR Property Investment Trust plcF&C
155
SS109.7
30[+]TR European Growth Trust PLCHenderson Global Investors Ltd
109
135.7
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-34.0
33[+]Tiger Resource Finance Plc 1P OrdIndependently Managed
295
US-68.0
34[+]Threadneedle UK Select TrustThreadneedle Investments
61
56.2
35[+]Third Point Offshore Investors Ltd GBPThird Point
66
US110.1
36[+]The Scottish Investment Trust PLCScottish Investment Trust
96
45.3
37[+]The Renewables Infrastructure Group Limited Ord GBPInfraRed Capital Partners
45
SSn/a
38[+]The North American Income Trust plc Ord 25pAberdeen Asset Managers
81
33.9
39[+]The Mercantile Investment Trust PlcJP Morgan Asset Management UK
97
90.2
40[+]The Local Shopping REIT plcLocal Shopping Reit
189
NS-26.8
41[+]The Investment Company OrdMiton Asset Management
131
81.9
42[+]The European Investment Trust PlcEdinburgh Partners
95
78.1
43[+]The Diverse Income Trust PLC Ord 0.1PMiton Asset Management
60
97.6
44[+]The City of London Investment Trust OrdHenderson Global Investors Ltd
87
48.2
45[+]The Cayenne Trust plcCayenne Asset Management Ltd
35
45.6
46[+]The Biotech Growth Trust PLCFrostrow Capital LLP
202
194.6
47[+]The Bankers Investment Trust OrdHenderson Global Investors Ltd
90
67.8
48[+]Terra CatalystTerra Catalyst
378
US170.3
49[+]Terra Capital Plc Ord 0.10Speymill Macau Property Co plc
83
NS16.2
50[+]Templeton Emerging MarketsFranklin Templeton Investments
123
-1.7
51[+]Temple Bar Investment Trust PLCInvestec Asset Management Ltd
84
42.0
52[+]TejooriIndependently Managed
623
US-89.0
53[+]Technology Trust PLCAllianz Global Invtrs GmbH(UK)
127
SS100.8
54[+]Target Healthcare REIT Limited Ord NPVTarget Advisers
38
SHn/a
55[+]Taliesin Property LtdIndependently Managed
111
NS116.7
56[+]Symphony International Holdings LD Ord NPV (CDI)Symphony International Holdings
219
US31.4
57[+]SVM UK EmergingSVM Asset Management
140
18.0
58[+]SVG Capital plcSVG Advisers
129
US70.1
59[+]Strategic Equity Capital plcGVQ Investment Management
88
201.2
60[+]Stobart GroupStobart Group
196
NS5.9
61[+]Starwood European Real Estate Finance Ltd OrdStarwood Capital Group Mgmt
40
SSn/a
62[+]Standard Life UK Smaller Companies Trust PLCStandardLife Investments
100
58.0
63[+]Standard Life Investments Property Income TrustStandardLife Investments
77
SS58.8
64[+]Standard Life European Private EquityStandardLife Investments
121
US71.0
65[+]Standard Life Equity Income TrustStandardLife Investments
106
82.1
66[+]St Peter Port CapitalSt Peter Port Invest Mgmt Ltd
216
US-57.7
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
449
NS-66.7
69[+]Spark Ventures PLCSPARK Ventures
297
US-58.9
70[+]South African Property Opportunities plcSAPRO plc
151
NS-44.2
71[+]Small Companies Dividend Trust plc Ordinary SharesChelverton Asset Mgmt Ltd
129
117.9
72[+]Sirius Real Estate LtdSirius Real Estate Limited
172
NS102.9
73[+]Shires Income plc Ord 50pAberdeen Asset Managers
114
44.0
74[+]Shaftesbury PLCIndependently Managed
123
NS71.3
75[+]Seneca Global Income & Growth TrustSeneca Investment Managers Ltd
46
64.0

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