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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 4602

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: 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
12.0
2[+]Worldwide Healthcare Trust PLC OrdFrostrow Capital LLP
172
163.7
3[+]Workspace Group PLCWorkspace Group
206
US235.7
4[+]Witan Pacific IT PLCWitan
111
SS45.5
5[+]Witan Investment Trust plcWitan
113
93.3
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
146
SS-22.0
10[+]VinaCapital Vietnam Opportunity OrdVinaCapital
110
95.1
11[+]Vietnam Infrastructure OrdVinaCapital
148
128.7
12[+]Vietnam HoldingIndependently Managed
155
US134.8
13[+]Value & Income Trust plcOLIM
121
72.6
14[+]Utilico Ltd ZDP 2016Ingot Capital Mgmt Pty Limited
19
24.0
15[+]Utilico Emerging MarketsIngot Capital Mgmt Pty Limited
125
51.4
16[+]Ukraine Opportunity TrustFabien Pictet & Partners Ltd
316
SS40.8
17[+]UK Commercial PropertyIgnis Ast Mangement
72
47.5
18[+]UBS (CH) Property - Swiss Residential AnfosUBS AG
n/a
US5.0
19[+]UBS (CH) Property - Swiss Mixed SimaUBS AG
n/a
US3.9
20[+]UBS (CH) Property - Swiss Commercial SwissrealUBS AG
n/a
US-2.5
21[+]UBS (CH) Property - Leman Residential FonciparsUBS AG
n/a
US5.2
22[+]UBS (CH) Property - Direct ResidentialUBS AG
n/a
US-5.3
23[+]Twentyfour Select Monthly Income Fund Limited Ord 1PTwentyFour AssetManagement LLP
n/a
SHn/a
24[+]TwentyFour Income Limited OrdTwentyFour AssetManagement LLP
48
SHn/a
25[+]Troy Income & Growth Trust plcTroy Asset Management
92
47.8
26[+]Trikona Trinity Capital PLCTrikona Trinity Capital
273
US-59.7
27[+]Treveria PLCTreveria Asset Management
529
US-59.0
28[+]Trading Emissions PLCTrading Emissions PLC
499
US-35.8
29[+]TR Property Investment Trust plcF&C
149
SS117.1
30[+]TR European Growth Trust PLCHenderson Global Investors Ltd
146
97.5
31[+]TMW Wertgrund WohnSelect D EURTMW Pramerica Prop Invest GmbH
n/a
n/a
32[+]TMW Immobilien WeltfondsTMW Pramerica Prop Invest GmbH
n/a
US-40.6
33[+]Tiger Resource Finance Plc 1P OrdIndependently Managed
308
US-49.6
34[+]Threadneedle UK Select TrustThreadneedle Investments
91
52.5
35[+]Thorney Opportunities Ltd Wts (22/04/2015)Australian Securities Exchange
n/a
SHn/a
36[+]Third Point Offshore Investors Ltd GBPThird Point
85
US74.9
37[+]The Renewables Infrastructure Group Limited Ord GBPInfraRed Capital Partners
n/a
SSn/a
38[+]The North American Income Trust plc Ord 25pAberdeen Asset Managers
94
60.9
39[+]The Mercantile Investment Trust PlcJP Morgan Asset Management UK
122
87.8
40[+]The Local Shopping REIT plcLocal Shopping Reit
250
US-17.5
41[+]The Investment Company OrdMiton
181
105.1
42[+]The European Investment Trust PlcEdinburgh Partners
129
76.3
43[+]The Diverse Income Trust PLC Ord 0.1PMiton
74
98.6
44[+]The City of London Investment Trust OrdHenderson Global Investors Ltd
92
64.4
45[+]The Cayenne Trust plcCayenne Asset Management Ltd
49
28.3
46[+]The Biotech Growth Trust PLCFrostrow Capital LLP
215
278.0
47[+]The Bankers Investment Trust OrdHenderson Global Investors Ltd
109
76.1
48[+]Terra CatalystTerra Catalyst
611
US86.0
49[+]Terra Capital Plc Ord 0.10Speymill Macau Property Co plc
100
US16.8
50[+]Templeton Emerging MarketsFranklin Templeton Investments
121
16.3
51[+]Temple Bar Investment Trust PLCInvestec Asset Management Ltd
97
66.6
52[+]TejooriIndependently Managed
732
US-85.0
53[+]Technology Trust PLCAllianz Global Investors UK
170
SS86.3
54[+]Target Healthcare REIT Limited Ord NPVTarget Advisers
40
SSn/a
55[+]Taliesin PropertyIndependently Managed
133
87.7
56[+]Symphony International Holdings LD Ord NPV (CDI)Symphony International Holdings
176
US35.9
57[+]SVM UK EmergingSVM Asset Management
119
-8.7
58[+]SVG Capital plcSVG Advisers
157
US134.7
59[+]Strategic Equity Capital plcGVO Investment Management
88
161.8
60[+]Stobart GroupStobart Group
270
US4.4
61[+]Starwood European Real Estate Finance Ltd OrdStarwood Capital Group Mgmt
44
SHn/a
62[+]Standard Life UK Smaller Companies Trust PLCStandard Life Investments Ltd
136
55.0
63[+]Standard Life Investments Property Income TrustStandard Life Investments Ltd
99
82.5
64[+]Standard Life European Private EquityStandard Life Investments Ltd
131
US101.9
65[+]Standard Life Equity Income TrustStandard Life Investments Ltd
119
79.6
66[+]St Peter Port CapitalSt Peter Port Invest Mgmt Ltd
99
US-21.7
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
n/a
US-5.1
69[+]Spark Ventures PLCSPARK Ventures
446
US-39.3
70[+]South African Property Opportunities plcSAPRO plc
235
US-37.8
71[+]Small Companies Dividend Trust plc Ordinary SharesChelverton Asset Mgmt Ltd
145
130.6
72[+]Sirius Real Estate LtdSirius Real Estate Limited
216
US74.1
73[+]Shires Income plc Ord 50pAberdeen Asset Managers
145
78.9
74[+]Shaftesbury PLCIndependently Managed
126
US75.2
75[+]Seneca Global Income & Growth TrustSeneca Investment Managers Ltd
59
47.3

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