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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 4768

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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Additional information

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Fund performance league table: 376 funds

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376 funds
         
Rank ChartFund Group FE Risk Score What is FE Risk Score?FE Crown Rating What is FE Crown Rating?3y  
1[+]Worldwide Healthcare Trust PLC OrdFrostrow Capital LLP
151
132.7
2[+]Witan Pacific IT PLCWitan
99
SS29.0
3[+]Witan Investment Trust plcWitan
103
65.2
4[+]VinalandVinaCapital
141
SS-19.9
5[+]VinaCapital Vietnam Opportunity OrdVinaCapital
114
102.5
6[+]Vietnam Infrastructure OrdVinaCapital
154
108.4
7[+]Vietnam HoldingIndependently Managed
154
US134.6
8[+]Value & Income Trust plcOLIM
110
54.6
9[+]Utilico Ltd ZDP 2014Ingot Capital Mgmt Pty Limited
14
14.8
10[+]Utilico Emerging MarketsIngot Capital Mgmt Pty Limited
121
43.9
11[+]Ukraine Opportunity TrustFabien Pictet & Partners Ltd
327
SS35.3
12[+]UK Commercial PropertyIgnis Ast Mangement
72
31.9
13[+]Twentyfour Select Monthly Income Fund Limited Ord 1PTwentyFour AssetManagement LLP
n/a
SHn/a
14[+]TwentyFour Income Limited OrdTwentyFour AssetManagement LLP
50
SHn/a
15[+]Troy Income & Growth Trust plcTroy Asset Management
90
34.3
16[+]Trikona Trinity Capital PLCTrikona Trinity Capital
285
US-67.4
17[+]Treveria PLCTreveria Asset Management
548
US-64.5
18[+]Trading Emissions PLCTrading Emissions PLC
512
US-52.0
19[+]TR Property Investment Trust plcF&C
149
SS66.3
20[+]TR European Growth Trust PLCHenderson Global Investors Ltd
145
60.3
21[+]Tiger Resource Finance Plc 1P OrdIndependently Managed
320
US-52.5
22[+]Threadneedle UK Select TrustThreadneedle Investments
93
49.4
23[+]Third Point Offshore Investors Ltd GBPThird Point
88
US69.2
24[+]The Renewables Infrastructure Group Limited Ord GBPInfraRed Capital Partners
n/a
SSn/a
25[+]The North American Income Trust plc Ord 25pAberdeen Asset Managers
92
47.8
26[+]The Mercantile Investment Trust PlcJP Morgan Asset Management UK
125
64.9
27[+]The Investment Company OrdMiton
186
76.4
28[+]The European Investment Trust PlcEdinburgh Partners
131
54.2
29[+]The Diverse Income Trust PLC Ord 0.1PMiton
73
86.6
30[+]The City of London Investment Trust OrdHenderson Global Investors Ltd
90
43.7
31[+]The Cayenne Trust plcCayenne Asset Management Ltd
44
20.5
32[+]The Biotech Growth Trust PLCFrostrow Capital LLP
205
229.4
33[+]The Bankers Investment Trust OrdHenderson Global Investors Ltd
105
49.6
34[+]Terra CatalystTerra Catalyst
634
US76.0
35[+]Terra Capital Plc Ord 0.10Speymill Macau Property Co plc
108
US40.0
36[+]Templeton Emerging MarketsFranklin Templeton Investments
123
8.1
37[+]Temple Bar Investment Trust PLCInvestec Asset Management Ltd
98
46.9
38[+]TejooriIndependently Managed
759
US-84.0
39[+]Technology Trust PLCAllianz Global Investors UK
159
SS59.7
40[+]Taliesin PropertyIndependently Managed
131
US83.8
41[+]Symphony International Holdings LD Ord NPV (CDI)Symphony International Holdings
182
US10.7
42[+]SVM UK EmergingSVM Asset Management
120
-10.8
43[+]SVG Capital plcSVG Advisers
151
US96.3
44[+]Strategic Equity Capital plcGVO Investment Management
78
147.1
45[+]Stobart GroupStobart Group
280
US-8.0
46[+]Starwood European Real Estate Finance Ltd OrdStarwood Capital Group Mgmt
45
SHn/a
47[+]Standard Life UK Smaller Companies Trust PLCStandard Life Investments Ltd
136
38.1
48[+]Standard Life Investments Property Income TrustStandard Life Investments Ltd
101
68.2
49[+]Standard Life European Private EquityStandard Life Investments Ltd
134
US86.6
50[+]Standard Life Equity Income TrustStandard Life Investments Ltd
119
60.6
51[+]St Peter Port CapitalSt Peter Port Invest Mgmt Ltd
99
US-16.4
52[+]SQN Asset Finance Income Ord NPVSQN Capital Management
n/a
SHn/a
53[+]SPDI Secure Property Development & Investment PLC Ord EUR0.01 (DI)Aisi Capital
n/a
US-5.1
54[+]Spark Ventures PLCSPARK Ventures
447
US-44.3
55[+]South African Property Opportunities plcSAPRO plc
91
US-39.7
56[+]Small Companies Dividend Trust plc Ordinary SharesChelverton Asset Mgmt Ltd
137
105.4
57[+]Sirius Real Estate LtdSirius Real Estate Limited
188
US15.4
58[+]Shires Income plc Ord 50pAberdeen Asset Managers
138
54.4
59[+]Seneca Global Income & Growth TrustSeneca Investment Managers Ltd
60
42.2
60[+]Securities Trust Of ScotlandMartin Currie Fund Mgmt Ltd
98
33.3
61[+]Scottish Oriental Smaller Companies OrdFirst State Investments IT
149
63.7
62[+]Scottish Mortgage Investment Trust PLC Ord 5PBaillie Gifford & Company
160
81.0
63[+]Scottish Investment Trust PLCScottish Investment Trust
114
35.0
64[+]Scottish American Investment Company PLCBaillie Gifford & Company
105
23.0
65[+]Schroder UK Mid CapSchroder Investments Ltd
171
101.3
66[+]Schroder UK Growth plcSchroder Investments Ltd
126
38.8
67[+]Schroder Real Estate Investment Trust Limited OrdSchroder Property Inv Mgmt
123
99.6
68[+]Schroder Oriental IncomeSchroder Investments Ltd
121
45.2
69[+]Schroder Japan Growth plcSchroder Investments Ltd
134
46.4
70[+]Schroder Income GrowthSchroder Investments Ltd
109
47.9
71[+]Schroder Asia PacificSchroder Investments Ltd
108
37.4
72[+]Sanditon Investment Trust PLC Ord 0.01Sanditon Asset Management Ltd
n/a
SHn/a
73[+]Ruffer Investment CompanyRuffer LLP
61
5.1
74[+]Riverstone Energy Limited Ord NPVRiverstone Energy Limited
n/a
SHn/a
75[+]RIT Capital Partners plcRIT Capital Partners plc
113
10.0

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