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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 3516

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     

For Sale In

Fund performance league table: 406 funds

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406 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
SS39.4
2[+]Worldwide Healthcare Trust PLC OrdFrostrow Capital LLP
143
158.2
3[+]Workspace Group PLCWorkspace Group
174
NS273.8
4[+]Witan Pacific IT PLCWitan
90
SS34.6
5[+]Witan Investment Trust plcWitan
101
79.5
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
100
SHn/a
8[+]WAM Research Limited Wts (17/06/2015)Australian Securities Exchange
n/a
SHn/a
9[+]VinalandVinaCapital
111
NS-5.6
10[+]VinaCapital Vietnam Opportunity OrdVinaCapital
106
86.6
11[+]Vietnam Infrastructure OrdVinaCapital
114
141.3
12[+]Vietnam HoldingIndependently Managed
125
US132.4
13[+]Value & Income Trust plcOLIM
100
55.4
14[+]Utilico Ltd ZDP 2016Ingot Capital Mgmt Pty Limited
14
22.9
15[+]Utilico Emerging MarketsIngot Capital Mgmt Pty Limited
117
42.1
16[+]Ukraine Opportunity TrustFabien Pictet & Partners Ltd
258
SS27.9
17[+]UK Commercial PropertyIgnis Ast Mangement
56
SS47.2
18[+]UBS (CH) Property - Swiss Residential AnfosUBS AG
n/a
NS0.7
19[+]UBS (CH) Property - Swiss Mixed SimaUBS AG
n/a
NS0.9
20[+]UBS (CH) Property - Swiss Commercial SwissrealUBS AG
n/a
NS-5.3
21[+]UBS (CH) Property - Leman Residential FonciparsUBS AG
n/a
NS2.9
22[+]UBS (CH) Property - Direct ResidentialUBS AG
n/a
NS-1.8
23[+]Twentyfour Select Monthly Income Fund Limited Ord 1PTwentyFour AssetManagement LLP
n/a
SSn/a
24[+]TwentyFour Income Limited OrdTwentyFour AssetManagement LLP
42
SSn/a
25[+]Troy Income & Growth Trust plcTroy Asset Management
79
45.8
26[+]Tritax Big Box Reit PLC Ord 1PTritax Management
n/a
SSn/a
27[+]Trikona Trinity Capital PLCTrikona Trinity Capital
206
NS-58.9
28[+]Treveria PLCTreveria Asset Management
406
NS-46.7
29[+]Trading Emissions PLCTrading Emissions PLC
381
US-13.7
30[+]TR Property Investment Trust plcF&C
130
SS122.1
31[+]TR European Growth Trust PLCHenderson Global Investors Ltd
114
86.5
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-40.1
34[+]Tiger Resource Finance Plc 1P OrdIndependently Managed
245
US-59.1
35[+]Threadneedle UK Select TrustThreadneedle Investments
74
60.8
36[+]Thorney Opportunities Ltd Wts (22/04/2015)Australian Securities Exchange
n/a
SHn/a
37[+]Third Point Offshore Investors Ltd GBPThird Point
65
US112.8
38[+]The Scottish Investment Trust PLCScottish Investment Trust
99
39.7
39[+]The Renewables Infrastructure Group Limited Ord GBPInfraRed Capital Partners
n/a
SSn/a
40[+]The North American Income Trust plc Ord 25pAberdeen Asset Managers
80
44.9
41[+]The Mercantile Investment Trust PlcJP Morgan Asset Management UK
97
72.4
42[+]The Local Shopping REIT plcLocal Shopping Reit
204
NS-30.3
43[+]The Investment Company OrdMiton Asset Management
139
105.1
44[+]The European Investment Trust PlcEdinburgh Partners
102
57.3
45[+]The Diverse Income Trust PLC Ord 0.1PMiton Asset Management
65
89.8
46[+]The City of London Investment Trust OrdHenderson Global Investors Ltd
88
54.6
47[+]The Cayenne Trust plcCayenne Asset Management Ltd
40
38.6
48[+]The Biotech Growth Trust PLCFrostrow Capital LLP
193
249.7
49[+]The Bankers Investment Trust OrdHenderson Global Investors Ltd
97
66.8
50[+]Terra CatalystTerra Catalyst
468
US87.2
51[+]Terra Capital Plc Ord 0.10Speymill Macau Property Co plc
77
NS10.9
52[+]Templeton Emerging MarketsFranklin Templeton Investments
116
0.3
53[+]Temple Bar Investment Trust PLCInvestec Asset Management Ltd
88
46.2
54[+]TejooriIndependently Managed
645
US-83.0
55[+]Technology Trust PLCAllianz Global Investors UK
135
SS86.9
56[+]Target Healthcare REIT Limited Ord NPVTarget Advisers
33
SHn/a
57[+]Taliesin PropertyIndependently Managed
111
NS96.0
58[+]Symphony International Holdings LD Ord NPV (CDI)Symphony International Holdings
149
US32.9
59[+]SVM UK EmergingSVM Asset Management
93
-10.4
60[+]SVG Capital plcSVG Advisers
130
US95.2
61[+]Strategic Equity Capital plcGVO Investment Management
70
154.1
62[+]Stobart GroupStobart Group
232
NS0.5
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
106
57.6
65[+]Standard Life Investments Property Income TrustStandard Life Investments Ltd
79
SS66.3
66[+]Standard Life European Private EquityStandard Life Investments Ltd
112
US64.7
67[+]Standard Life Equity Income TrustStandard Life Investments Ltd
104
69.4
68[+]St Peter Port CapitalSt Peter Port Invest Mgmt Ltd
147
US-29.8
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
n/a
NS-17.1
71[+]Spark Ventures PLCSPARK Ventures
344
US-37.9
72[+]South African Property Opportunities plcSAPRO plc
179
NS-39.2
73[+]Small Companies Dividend Trust plc Ordinary SharesChelverton Asset Mgmt Ltd
124
105.5
74[+]Sirius Real Estate LtdSirius Real Estate Limited
175
NS94.4
75[+]Shires Income plc Ord 50pAberdeen Asset Managers
115
58.1

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