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0 2486

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FE Crown Fund Rating

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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Additional information

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For Sale In

Fund performance league table: 399 funds

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399 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
SS96.7
2[+]Worldwide Healthcare Trust PLC OrdFrostrow Capital LLP
147
137.5
3[+]Workspace Group PLCWorkspace Group
180
NS269.0
4[+]Woodford Patient Capital Trust PLC ORD 1PWoodford Investment Management
n/a
SHn/a
5[+]Witan Pacific IT PLCWitan
102
SS19.4
6[+]Witan Investment Trust plcWitan
104
69.8
7[+]Weiss Korea Opportunity LtdWeiss Asset Management LP
96
SHn/a
8[+]Volta Finance Limited OrdVolta Finance Limited
n/a
SHn/a
9[+]VinalandVinaCapital
104
NS19.8
10[+]VinaCapital Vietnam Opportunity OrdVinaCapital
127
47.7
11[+]Vietnam Infrastructure OrdVinaCapital
379
-11.9
12[+]Vietnam Holding OrdIndependently Managed
120
US69.2
13[+]Value & Income Trust plcOLIM
92
46.7
14[+]Utilico Ltd ZDP 2016Ingot Capital Mgmt Pty Limited
12
22.2
15[+]Utilico Emerging MarketsIngot Capital Mgmt Pty Limited
134
10.4
16[+]Ukraine Opportunity TrustFabien Pictet & Partners Ltd
299
SS-38.3
17[+]UK Mortgages Ltd OrdTwentyFour AssetManagement LLP
n/a
SHn/a
18[+]UK Commercial PropertyIgnis Ast Mangement
56
SS50.7
19[+]UBS (CH) Property - Swiss Residential AnfosUBS AG
n/a
NS0.6
20[+]UBS (CH) Property - Swiss Mixed SimaUBS AG
n/a
NS1.1
21[+]UBS (CH) Property - Swiss Commercial SwissrealUBS AG
n/a
NS-2.9
22[+]UBS (CH) Property - Leman Residential FonciparsUBS AG
n/a
NS2.8
23[+]UBS (CH) Property - Direct ResidentialUBS AG
n/a
NS3.0
24[+]Twentyfour Select Monthly Income Fund Limited Ord 1PTwentyFour AssetManagement LLP
n/a
SHn/a
25[+]TwentyFour Income Limited OrdTwentyFour AssetManagement LLP
44
SHn/a
26[+]Troy Income & Growth Trust plcTroy Asset Management
81
34.3
27[+]Tritax Big Box Reit PLC Ord 1PTritax Management
47
SSn/a
28[+]Trikona Trinity Capital PLCTrikona Trinity Capital
146
NS-43.9
29[+]Treveria PLCTreveria Asset Management
361
NS-40.7
30[+]Trading Emissions PLCTrading Emissions PLC
297
US-17.8
31[+]TR Property Investment Trust plcF&C (BMO Global Asset Management)
136
SS111.0
32[+]TR European Growth Trust PLCHenderson Global Investors Ltd
99
118.0
33[+]TMW Wertgrund WohnSelect D EURTMW Pramerica Prop Invest GmbH
n/a
n/a
34[+]TMW Immobilien Weltfonds PTMW Pramerica Prop Invest GmbH
n/a
NS-28.0
35[+]Tiso Blackstar Group SEIndependently Managed
63
US2.1
36[+]Tiger Resource Finance Plc 1P OrdIndependently Managed
295
US-69.2
37[+]Threadneedle UK Select TrustThreadneedle Investments
58
48.9
38[+]Third Point Offshore Investors Ltd GBPThird Point
61
US104.6
39[+]The Scottish Investment Trust PLCScottish Investment Trust
92
35.9
40[+]The Renewables Infrastructure Group Limited Ord GBPInfraRed Capital Partners
57
SSn/a
41[+]The North American Income Trust plc Ord 25pAberdeen Asset Managers
77
23.6
42[+]The Mercantile Investment Trust PlcJP Morgan Asset Management UK
91
88.5
43[+]The Local Shopping REIT plcLocal Shopping Reit
167
NS-27.1
44[+]The Investment Company OrdMiton Asset Management
121
66.2
45[+]The European Investment Trust PlcEdinburgh Partners
95
62.7
46[+]The Diverse Income Trust PLC Ord 0.1PMiton Asset Management
47
90.2
47[+]The City of London Investment Trust OrdHenderson Global Investors Ltd
86
40.8
48[+]The Cayenne Trust plcCayenne Asset Management Ltd
43
43.3
49[+]The Biotech Growth Trust PLCFrostrow Capital LLP
209
175.0
50[+]The Bankers Investment Trust OrdHenderson Global Investors Ltd
95
54.8
51[+]Terra CatalystTerra Catalyst
327
US171.8
52[+]Terra Capital Plc Ord 0.10Speymill Macau Property Co plc
73
NS18.9
53[+]Templeton Emerging MarketsFranklin Templeton Investments
133
-19.7
54[+]Temple Bar Investment Trust PLCInvestec Asset Management Ltd
84
31.7
55[+]TejooriIndependently Managed
600
US-93.4
56[+]Technology Trust PLCAllianz Global Invtrs GmbH(UK)
116
SS83.8
57[+]Target Healthcare REIT Limited Ord NPVTarget Advisers
55
SHn/a
58[+]Taliesin Property LtdIndependently Managed
101
NS111.8
59[+]Symphony International Holdings LD Ord NPV (CDI)Symphony International Holdings
211
US11.1
60[+]SVM UK EmergingSVM Asset Management
125
39.8
61[+]SVG Capital plcSVG Advisers
120
US67.4
62[+]Strategic Equity Capital plcGVQ Investment Management
94
187.0
63[+]Stobart GroupStobart Group
179
NS18.7
64[+]Starwood European Real Estate Finance Ltd OrdStarwood Capital Group Mgmt
43
NSn/a
65[+]Standard Life UK Smaller Companies Trust PLCStandardLife Investments
99
60.4
66[+]Standard Life Investments Property Income TrustStandardLife Investments
69
SS63.8
67[+]Standard Life European Private EquityStandardLife Investments
106
US42.1
68[+]Standard Life Equity Income TrustStandardLife Investments
104
85.5
69[+]St Peter Port CapitalSt Peter Port Invest Mgmt Ltd
186
US-55.3
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
407
NS-67.3
72[+]Spark Ventures PLC Ord 50PSPARK Ventures
207
US-10.6
73[+]South African Property Opportunities plcSAPRO plc
131
NS-45.1
74[+]Small Companies Dividend Trust plc Ordinary SharesChelverton Asset Mgmt Ltd
124
135.8
75[+]Sirius Real Estate LtdSirius Real Estate Limited
162
NS150.6

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.