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0 10917

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FE Crown Fund Rating

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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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For Sale In

Fund performance league table: 403 funds

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403 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
SS49.7
2[+]Worldwide Healthcare Trust PLC OrdFrostrow Capital LLP
135
80.4
3[+]Workspace Group PLCWorkspace Group
150
NS128.8
4[+]Woodford Patient Capital Trust PLC ORD 1PWoodford Investment Management
n/a
SHn/a
5[+]Witan Pacific IT PLCWitan
95
SS-3.0
6[+]Witan Investment Trust plcWitan
90
30.1
7[+]Weiss Korea Opportunity LtdWeiss Asset Management LP
92
SHn/a
8[+]Volta Finance Limited OrdAXA Investment Managers Paris
n/a
SHn/a
9[+]VinalandVinaCapital Investment Management
93
NS33.1
10[+]VinaCapital Vietnam Opportunity OrdVinaCapital Investment Management
110
22.1
11[+]Vietnam Infrastructure OrdVinaCapital Investment Management
262
-36.1
12[+]Vietnam Holding OrdIndependently Managed
109
US52.7
13[+]Value & Income Trust plcOLIM
83
14.2
14[+]Utilico Emerging MarketsIngot Capital Mgmt Pty Limited
109
-3.2
15[+]UK Mortgages Ltd OrdTwentyFour AssetManagement LLP
n/a
SHn/a
16[+]UK Commercial PropertyIgnis Ast Mangement
68
SS30.3
17[+]UIL ZDP 2016Ingot Capital Mgmt Pty Limited
9
16.7
18[+]UBS (CH) Property - Swiss Residential AnfosUBS AG
n/a
USn/a
19[+]UBS (CH) Property - Swiss Mixed SimaUBS AG
n/a
USn/a
20[+]UBS (CH) Property - Swiss Commercial SwissrealUBS AG
n/a
USn/a
21[+]UBS (CH) Property - Leman Residential FonciparsUBS AG
n/a
USn/a
22[+]UBS (CH) Property - Direct ResidentialUBS AG
n/a
NSn/a
23[+]UBS (CH) Property - Direct UrbanUBS AG
n/a
n/a
24[+]Twentyfour Select Monthly Income Fund Limited Ord 1PTwentyFour AssetManagement LLP
43
SHn/a
25[+]TwentyFour Income Limited OrdTwentyFour AssetManagement LLP
46
SHn/a
26[+]Troy Income & Growth Trust plcTroy Asset Management
77
27.7
27[+]Tritax Big Box Reit PLC Ord 1PTritax Management
61
SSn/a
28[+]Trikona Trinity Capital PLCTrikona Trinity Capital
100
NS-41.3
29[+]Trading Emissions PLCTrading Emissions PLC
240
US-21.3
30[+]TR Property Investment Trust plcThames River Capital (UK)
118
SS61.5
31[+]TR European Growth Trust PLCHenderson Global Investors Ltd
92
51.2
32[+]TMW Wertgrund WohnSelect D EURTMW Pramerica Prop Invest GmbH
n/a
n/a
33[+]TMW Immobilien Weltfonds PTMW Pramerica Prop Invest GmbH
n/a
NSn/a
34[+]Tiso Blackstar Group SEIndependently Managed
54
USn/a
35[+]Tiger Resource Finance Plc 1P OrdIndependently Managed
239
US-68.8
36[+]Third Point Offshore Investors Ltd GBPThird Point
57
US19.3
37[+]The Scottish Investment Trust PLCScottish Investment Trust
87
5.0
38[+]The Renewables Infrastructure Group Limited Ord GBPInfraRed Capital Partners
48
SHn/a
39[+]The North American Income Trust plc Ord 25pAberdeen Asset Managers
88
15.9
40[+]The Mercantile Investment Trust PlcJP Morgan Asset Management UK
83
41.4
41[+]The Local Shopping REIT plcLocal Shopping Reit
117
NS-7.6
42[+]The Investment Company OrdMiton Asset Management
97
65.2
43[+]The European Investment Trust PlcEdinburgh Partners
90
6.4
44[+]The Diverse Income Trust PLC Ord 0.1PMiton Asset Management
88
54.2
45[+]The City of London Investment Trust OrdHenderson Global Investors Ltd
85
16.1
46[+]The Biotech Growth Trust PLCFrostrow Capital LLP
191
66.1
47[+]The Bankers Investment Trust OrdHenderson Global Investors Ltd
93
13.7
48[+]Terra CatalystTerra Catalyst
226
US80.2
49[+]Terra Capital Plc Ord 0.10Speymill Macau Property Co plc
64
NS21.4
50[+]Templeton Emerging MarketsFranklin Templeton Investments
134
-39.6
51[+]Temple Bar Investment Trust PLCInvestec Asset Management Ltd
88
-3.3
52[+]TejooriIndependently Managed
678
US-85.1
53[+]Target Healthcare REIT Limited Ord NPVTarget Advisers
49
SHn/a
54[+]Taliesin Property LtdTaliesin Property Ltd
96
NS101.9
55[+]Symphony International Holdings LD Ord NPV (CDI)Symphony International Holdings
168
US3.6
56[+]SVM UK EmergingSVM Asset Management
94
58.0
57[+]SVG Capital plcAberdeen SVG Private Equity
98
US41.5
58[+]Strategic Equity Capital plcGVQ Investment Management
92
103.5
59[+]Starwood European Real Estate Finance Ltd OrdStarwood Europn Financ Prtners
36
NS16.6
60[+]Standard Life UK Smaller Companies Trust PLCStandardLife Investments
101
33.3
61[+]Standard Life Investments Property Income TrustStandardLife Investments
60
SS73.9
62[+]Standard Life European Private EquitySL Capital Partners
90
US16.2
63[+]Standard Life Equity Income TrustStandardLife Investments
88
33.9
64[+]St Peter Port CapitalSt Peter Port Invest Mgmt Ltd
148
US-69.1
65[+]SQN Asset Finance Income Ord NPVSQN Capital Management
43
SHn/a
66[+]SQN Asset Fin C C Shs NpvSQN Capital Management
n/a
SHn/a
67[+]SPDI Secure Property Development & Investment PLC Ord EUR0.01 (DI)Aisi Capital
289
NS-63.4
68[+]South African Property Opportunities plcSAPRO plc
203
NS-76.8
69[+]Small Companies Dividend Trust plc Ordinary SharesChelverton Asset Mgmt Ltd
96
77.1
70[+]Sirius Real Estate LtdSirius Real Estate Limited
128
NS138.1
71[+]Shires Income plc Ord 50pAberdeen Asset Managers
97
-4.6
72[+]Shaftesbury PLCIndependently Managed
98
NS57.0
73[+]Sequoia Economic Infrastructure Income Fund Limited C Shs NPVInternational Fund Mangmnt Ltd
n/a
SHn/a
74[+]Seneca Global Income & Growth TrustSeneca Investment Managers Ltd
32
29.6
75[+]Securities Trust Of ScotlandMartin Currie Investment Management
88
-2.9

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

Data provided by FE. Care has been taken to ensure that the information is correct, but FE neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.