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FE Risk Score

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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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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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For Sale In

Fund performance league table: 395 funds

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395 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
SS58.4
2[+]Worldwide Healthcare Trust PLC OrdFrostrow Capital LLP
145
149.2
3[+]Workspace Group PLCWorkspace Group
190
NS315.5
4[+]Woodford Patient Capital Trust PLC ORD 1PWoodford Investment Management
n/a
SHn/a
5[+]Witan Pacific IT PLCWitan
86
SS26.3
6[+]Witan Investment Trust plcWitan
97
83.2
7[+]Weiss Korea Opportunity LtdWeiss Asset Management LP
99
SHn/a
8[+]VinalandVinaCapital
113
NS14.0
9[+]VinaCapital Vietnam Opportunity OrdVinaCapital
114
72.7
10[+]Vietnam Infrastructure OrdVinaCapital
410
3.1
11[+]Vietnam Holding OrdIndependently Managed
114
US76.6
12[+]Value & Income Trust plcOLIM
97
60.2
13[+]Utilico Ltd ZDP 2016Ingot Capital Mgmt Pty Limited
13
23.7
14[+]Utilico Emerging MarketsIngot Capital Mgmt Pty Limited
117
23.3
15[+]Ukraine Opportunity TrustFabien Pictet & Partners Ltd
271
SS-22.6
16[+]UK Commercial PropertyIgnis Ast Mangement
61
SS51.6
17[+]UBS (CH) Property - Swiss Residential AnfosUBS AG
n/a
NS-1.3
18[+]UBS (CH) Property - Swiss Mixed SimaUBS AG
n/a
NS0.0
19[+]UBS (CH) Property - Swiss Commercial SwissrealUBS AG
n/a
NS-3.9
20[+]UBS (CH) Property - Leman Residential FonciparsUBS AG
n/a
NS0.7
21[+]UBS (CH) Property - Direct ResidentialUBS AG
n/a
NS3.3
22[+]Twentyfour Select Monthly Income Fund Limited Ord 1PTwentyFour AssetManagement LLP
n/a
SHn/a
23[+]TwentyFour Income Limited OrdTwentyFour AssetManagement LLP
45
SHn/a
24[+]Troy Income & Growth Trust plcTroy Asset Management
82
42.2
25[+]Tritax Big Box Reit PLC Ord 1PTritax Management
52
SSn/a
26[+]Trikona Trinity Capital PLCTrikona Trinity Capital
163
NS-48.6
27[+]Treveria PLCTreveria Asset Management
394
NS-34.5
28[+]Trading Emissions PLCTrading Emissions PLC
317
US-6.3
29[+]TR Property Investment Trust plcF&C (BMO Global Asset Management)
150
SS110.5
30[+]TR European Growth Trust PLCHenderson Global Investors Ltd
105
134.4
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-27.9
33[+]Tiso Blackstar Group SEIndependently Managed
67
US4.7
34[+]Tiger Resource Finance Plc 1P OrdIndependently Managed
281
US-61.5
35[+]Threadneedle UK Select TrustThreadneedle Investments
59
57.5
36[+]Third Point Offshore Investors Ltd GBPThird Point
64
US112.7
37[+]The Scottish Investment Trust PLCScottish Investment Trust
91
42.0
38[+]The Renewables Infrastructure Group Limited Ord GBPInfraRed Capital Partners
58
SSn/a
39[+]The North American Income Trust plc Ord 25pAberdeen Asset Managers
79
29.5
40[+]The Mercantile Investment Trust PlcJP Morgan Asset Management UK
94
89.8
41[+]The Local Shopping REIT plcLocal Shopping Reit
181
NS-24.0
42[+]The Investment Company OrdMiton Asset Management
129
80.7
43[+]The European Investment Trust PlcEdinburgh Partners
92
74.9
44[+]The Diverse Income Trust PLC Ord 0.1PMiton Asset Management
59
91.6
45[+]The City of London Investment Trust OrdHenderson Global Investors Ltd
86
48.6
46[+]The Cayenne Trust plcCayenne Asset Management Ltd
38
51.1
47[+]The Biotech Growth Trust PLCFrostrow Capital LLP
206
188.7
48[+]The Bankers Investment Trust OrdHenderson Global Investors Ltd
88
68.1
49[+]Terra CatalystTerra Catalyst
364
US185.1
50[+]Terra Capital Plc Ord 0.10Speymill Macau Property Co plc
80
NS24.5
51[+]Templeton Emerging MarketsFranklin Templeton Investments
129
-10.5
52[+]Temple Bar Investment Trust PLCInvestec Asset Management Ltd
82
40.3
53[+]TejooriIndependently Managed
667
US-93.6
54[+]Technology Trust PLCAllianz Global Invtrs GmbH(UK)
121
SS105.8
55[+]Target Healthcare REIT Limited Ord NPVTarget Advisers
39
SHn/a
56[+]Taliesin Property LtdIndependently Managed
112
NS112.6
57[+]Symphony International Holdings LD Ord NPV (CDI)Symphony International Holdings
216
US20.8
58[+]SVM UK EmergingSVM Asset Management
133
22.9
59[+]SVG Capital plcSVG Advisers
126
US83.3
60[+]Strategic Equity Capital plcGVQ Investment Management
92
189.7
61[+]Stobart GroupStobart Group
198
NS10.4
62[+]Starwood European Real Estate Finance Ltd OrdStarwood Capital Group Mgmt
46
NSn/a
63[+]Standard Life UK Smaller Companies Trust PLCStandardLife Investments
99
57.1
64[+]Standard Life Investments Property Income TrustStandardLife Investments
75
SS65.1
65[+]Standard Life European Private EquityStandardLife Investments
117
US60.3
66[+]Standard Life Equity Income TrustStandardLife Investments
105
91.7
67[+]St Peter Port CapitalSt Peter Port Invest Mgmt Ltd
206
US-58.4
68[+]SQN Asset Finance Income Ord NPVSQN Capital Management
n/a
SHn/a
69[+]SPDI Secure Property Development & Investment PLC Ord EUR0.01 (DI)Aisi Capital
443
NS-61.6
70[+]Spark Ventures PLCSPARK Ventures
304
US-60.9
71[+]South African Property Opportunities plcSAPRO plc
145
NS-44.2
72[+]Small Companies Dividend Trust plc Ordinary SharesChelverton Asset Mgmt Ltd
125
125.5
73[+]Sirius Real Estate LtdSirius Real Estate Limited
167
NS87.8
74[+]Shires Income plc Ord 50pAberdeen Asset Managers
112
40.5
75[+]Shaftesbury PLCIndependently Managed
127
NS80.4

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.