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Geographies

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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Management Groups

Select a specific management group, or groups, to narrow your search to funds managed by individual asset management businesses.

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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 3912

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   £

Launch date     

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Fund performance league table: 411 funds

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411 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
17.8
2[+]Worldwide Healthcare Trust PLC OrdFrostrow Capital LLP
152
149.5
3[+]Workspace Group PLCWorkspace Group
179
US249.3
4[+]Witan Pacific IT PLCWitan
98
SS37.5
5[+]Witan Investment Trust plcWitan
100
85.5
6[+]Westoz Investment Company Ltd Wts (30/06/2012)Australian Securities Exchange
n/a
US-83.3
7[+]Weiss Korea Opportunity LtdWeiss Asset Management LP
108
SHn/a
8[+]Watermark Market Neutral Limited Wts (31/12/2014)Australian Securities Exchange
n/a
SHn/a
9[+]WAM Research Limited Wts (17/06/2015)Australian Securities Exchange
n/a
SHn/a
10[+]VinalandVinaCapital
123
SS-15.7
11[+]VinaCapital Vietnam Opportunity OrdVinaCapital
114
81.1
12[+]Vietnam Infrastructure OrdVinaCapital
127
141.4
13[+]Vietnam HoldingIndependently Managed
133
US125.3
14[+]Value & Income Trust plcOLIM
109
64.8
15[+]Utilico Ltd ZDP 2016Ingot Capital Mgmt Pty Limited
16
22.6
16[+]Utilico Emerging MarketsIngot Capital Mgmt Pty Limited
117
28.7
17[+]Ukraine Opportunity TrustFabien Pictet & Partners Ltd
269
SS26.5
18[+]UK Commercial PropertyIgnis Ast Mangement
60
63.2
19[+]UBS (CH) Property - Swiss Residential AnfosUBS AG
n/a
US4.3
20[+]UBS (CH) Property - Swiss Mixed SimaUBS AG
n/a
US3.4
21[+]UBS (CH) Property - Swiss Commercial SwissrealUBS AG
n/a
US-1.5
22[+]UBS (CH) Property - Leman Residential FonciparsUBS AG
n/a
US5.6
23[+]UBS (CH) Property - Direct ResidentialUBS AG
n/a
US-4.7
24[+]Twentyfour Select Monthly Income Fund Limited Ord 1PTwentyFour AssetManagement LLP
n/a
SSn/a
25[+]TwentyFour Income Limited OrdTwentyFour AssetManagement LLP
42
SSn/a
26[+]Troy Income & Growth Trust plcTroy Asset Management
83
42.0
27[+]Tritax Big Box Reit PLC Ord 1PTritax Management
n/a
SHn/a
28[+]Trikona Trinity Capital PLCTrikona Trinity Capital
230
US-53.4
29[+]Treveria PLCTreveria Asset Management
448
US-55.6
30[+]Trading Emissions PLCTrading Emissions PLC
420
US4.5
31[+]TR Property Investment Trust plcF&C
129
SS120.3
32[+]TR European Growth Trust PLCHenderson Global Investors Ltd
125
101.1
33[+]TMW Wertgrund WohnSelect D EURTMW Pramerica Prop Invest GmbH
n/a
n/a
34[+]TMW Immobilien WeltfondsTMW Pramerica Prop Invest GmbH
n/a
US-40.8
35[+]Tiger Resource Finance Plc 1P OrdIndependently Managed
272
US-56.7
36[+]Threadneedle UK Select TrustThreadneedle Investments
77
56.3
37[+]Thorney Opportunities Ltd Wts (22/04/2015)Australian Securities Exchange
n/a
SHn/a
38[+]Third Point Offshore Investors Ltd GBPThird Point
73
US95.5
39[+]The Scottish Investment Trust PLCScottish Investment Trust
105
45.3
40[+]The Renewables Infrastructure Group Limited Ord GBPInfraRed Capital Partners
n/a
SSn/a
41[+]The North American Income Trust plc Ord 25pAberdeen Asset Managers
84
50.4
42[+]The Mercantile Investment Trust PlcJP Morgan Asset Management UK
106
90.9
43[+]The Local Shopping REIT plcLocal Shopping Reit
212
US-27.2
44[+]The Investment Company OrdMiton Asset Management
153
99.6
45[+]The European Investment Trust PlcEdinburgh Partners
109
78.4
46[+]The Diverse Income Trust PLC Ord 0.1PMiton Asset Management
72
104.4
47[+]The City of London Investment Trust OrdHenderson Global Investors Ltd
89
55.2
48[+]The Cayenne Trust plcCayenne Asset Management Ltd
42
33.2
49[+]The Biotech Growth Trust PLCFrostrow Capital LLP
195
274.2
50[+]The Bankers Investment Trust OrdHenderson Global Investors Ltd
96
66.9
51[+]Terra CatalystTerra Catalyst
517
US85.6
52[+]Terra Capital Plc Ord 0.10Speymill Macau Property Co plc
85
US15.3
53[+]Templeton Emerging MarketsFranklin Templeton Investments
120
3.6
54[+]Temple Bar Investment Trust PLCInvestec Asset Management Ltd
94
53.0
55[+]TejooriIndependently Managed
669
US-88.0
56[+]Technology Trust PLCAllianz Global Investors UK
149
SS87.6
57[+]Target Healthcare REIT Limited Ord NPVTarget Advisers
34
SSn/a
58[+]Taliesin PropertyIndependently Managed
112
76.7
59[+]Symphony International Holdings LD Ord NPV (CDI)Symphony International Holdings
152
US38.0
60[+]SVM UK EmergingSVM Asset Management
101
-13.2
61[+]SVG Capital plcSVG Advisers
137
US152.8
62[+]Strategic Equity Capital plcGVO Investment Management
76
169.0
63[+]Stobart GroupStobart Group
253
US14.9
64[+]Starwood European Real Estate Finance Ltd OrdStarwood Capital Group Mgmt
40
SSn/a
65[+]Standard Life UK Smaller Companies Trust PLCStandard Life Investments Ltd
118
57.9
66[+]Standard Life Investments Property Income TrustStandard Life Investments Ltd
84
81.0
67[+]Standard Life European Private EquityStandard Life Investments Ltd
118
US83.2
68[+]Standard Life Equity Income TrustStandard Life Investments Ltd
103
83.8
69[+]St Peter Port CapitalSt Peter Port Invest Mgmt Ltd
155
US-26.9
70[+]SQN Asset Finance Income Ord NPVSQN Capital Management
n/a
SHn/a
71[+]SPDI Secure Property Development & Investment PLC Ord EUR0.01 (DI)Aisi Capital
n/a
US-8.4
72[+]Spark Ventures PLCSPARK Ventures
380
US-44.3
73[+]South African Property Opportunities plcSAPRO plc
199
US-37.8
74[+]Small Companies Dividend Trust plc Ordinary SharesChelverton Asset Mgmt Ltd
135
105.1
75[+]Sirius Real Estate LtdSirius Real Estate Limited
187
US84.3

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