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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 3049

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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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 IA, or by FE – which has its own custom sectors.

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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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Period

Additional information

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For Sale In

Fund performance league table: 407 funds

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407 funds
         
Rank ChartFund Group FE Risk Score What is FE Risk Score?FE Crown Rating What is FE Crown Rating?3y  
151[+]Monks Investment Trust PLCBaillie Gifford & Company
93
41.0
152[+]Miton Worldwide Growth Investment Trust PLCMiton Asset Management
32
28.0
153[+]Mithras Investment Trust PLCMithras Capital Partners LLP
65
US42.4
154[+]Middlefield Canadian Income Trust IMiddlefield International
117
17.7
155[+]Mid Wynd International IT PLCArtemis Fund Managers
83
48.8
156[+]Merchants Trust PLCAllianz Global Invtrs GmbH(UK)
99
53.7
157[+]MedicxMedicx Group
88
NS34.4
158[+]McKay Securities PLCIndependently Managed
155
US128.2
159[+]Marwyn Value Investors Ltd Ord LDMarwyn
134
SS95.5
160[+]Martin Currie Pacific Trust plcMartin Currie Fund Mgmt Ltd
100
36.2
161[+]Martin Currie Global Portfolio Trust plcMartin Currie Investment Management
91
64.3
162[+]Manchester & London IT plcMidas Investment Management
111
-7.4
163[+]Majedie Investments PLCMajedie Investments IT
126
110.4
164[+]Magellan Flagship Limited Wts (31/10/2017)Australian Securities Exchange
n/a
SHn/a
165[+]Macau Property OpportunitiesSniper Capital Limited
149
SS97.2
166[+]M&G High Income IT Package UtsM&G Investment Management Ltd
118
49.9
167[+]Ludgate EnvironmentalLudgate
94
-42.7
168[+]Lowland Investment Company OrdHenderson Global Investors Ltd
98
56.8
169[+]London & St Lawrence Investment CompanyLondon & St Lawrence IT
100
53.5
170[+]LMS Capital plcLMS Capital plc
92
US27.9
171[+]Litebulb Group LimitedIndependently Managed
283
US5.7
172[+]Lindsell Train IT plcLindsell Train
89
113.1
173[+]LGT Capital Castle Alternative Invest AG CHFLGT Capital Partners Limited
62
24.9
174[+]LFP Opsis Patrimoine AssuranceLa Francaise AM
n/a
US3.7
175[+]Lazard World Trust GBPLazard Feres
78
49.8
176[+]Law Debenture Corporation plcLaw Debenture IT
127
50.1
177[+]Land Securities Group PLCLand Securities
130
NS93.5
178[+]Kubera Cross BorderKubera Cross Border
128
US-64.0
179[+]Kuala LtdKuala Limited
n/a
SHn/a
180[+]Keystone IT PlcInvesco Asset Management
77
66.1
181[+]JZ Capital Partners OrdJordan/Zalaznick
46
US33.4
182[+]Juridica InvestmentsJuridica Asset Management
125
SS131.9
183[+]Jupiter US Smaller Companies PLC Ord 25PJupiter Asset Management Ltd
99
50.9
184[+]Jupiter Primadona GrowthJupiter Asset Management Ltd
99
56.8
185[+]Jupiter Green InvestmentJupiter Asset Management Ltd
54
71.9
186[+]Jupiter European OpportunitiesJupiter Asset Management Ltd
103
100.7
187[+]Jupiter Dividend & Growth CommonJupiter Asset Management Ltd
37
62.8
188[+]JPMorgan TaiwanJ.P.Morgan Asset Management
n/a
n/a
189[+]JPMorgan Overseas Investment Trust Plc Subscription SharesNew Zealand Exchange
n/a
SHn/a
190[+]JP Morgan US Smaller Companies IT PLC Ord 2.5PJP Morgan Asset Management UK
122
81.7
191[+]JP Morgan Smaller Cos IT plcJP Morgan Asset Management UK
101
70.3
192[+]JP Morgan Senior Secured Loan LtdJP Morgan Asset Management UK
n/a
SSn/a
193[+]JP Morgan Russian Securities plcJP Morgan Asset Management UK
246
SS-25.1
194[+]JP Morgan Private Equity USDJP Morgan Asset Management UK
99
US18.0
195[+]JP Morgan Overseas IT plcJP Morgan Asset Management UK
92
59.2
196[+]JP Morgan Mid Cap IT plcJP Morgan Asset Management UK
106
114.0
197[+]JP Morgan Japanese IT plcJP Morgan Asset Management UK
139
86.9
198[+]JP Morgan Japan Smaller Companies Trust PlcJP Morgan Asset Management UK
142
83.1
199[+]JP Morgan Indian IT plcJP Morgan Asset Management UK
149
56.2
200[+]JP Morgan Income & Growth UtsJP Morgan Asset Management UK
51
53.6
201[+]JP Morgan Income & Capital Trust plc Package UnitsJP Morgan Asset Management UK
46
50.4
202[+]JP Morgan Global Emerging Markets Income Trust plc ORD 1PJP Morgan Asset Management UK
111
20.0
203[+]JP Morgan Global Convertibles IncomeJP Morgan Asset Management UK
51
SSn/a
204[+]JP Morgan European Smaller Companies Trust PLC Ord 5PJP Morgan Asset Management UK
120
93.0
205[+]JP Morgan European IT IncomeJP Morgan Asset Management UK
117
100.4
206[+]JP Morgan European IT GrowthJP Morgan Asset Management UK
118
84.5
207[+]JP Morgan Emerging Markets IT plcJP Morgan Asset Management UK
114
21.6
208[+]JP Morgan Elect Managed IncomeJP Morgan Asset Management UK
70
52.4
209[+]JP Morgan Elect Managed GrowthJP Morgan Asset Management UK
73
64.6
210[+]JP Morgan Elect Managed CashJP Morgan Asset Management UK
12
SS0.0
211[+]JP Morgan Claverhouse IT plcJP Morgan Asset Management UK
88
68.9
212[+]JP Morgan Chinese IT plcJP Morgan Asset Management UK
152
70.1
213[+]JP Morgan Brazil Investment Trust plcJP Morgan Asset Management UK
173
SS-37.7
214[+]JP Morgan Asian IT plcJP Morgan Asset Management UK
108
42.7
215[+]JP Morgan American IT plcJP Morgan Asset Management UK
106
61.2
216[+]John Laing Infrastructure Ord 0.01PJohn Laing Plc
49
34.4
217[+]John Laing Environmental Assets Group Limited Ord NPVJohn Laing Plc
n/a
SSn/a
218[+]Japan Residential Investment CompanyIndependently Managed
119
SS21.4
219[+]Invista European Real EstateInvista IT
659
NS-96.9
220[+]Investors Capital Trust UtsF&C Management Limited
47
35.9
221[+]Invesco Perpetual UK Smaller Companies plcInvesco Asset Management
104
85.6
222[+]Invesco Perpetual Select UK Equity plcInvesco Asset Management
69
108.5
223[+]Invesco Perpetual Select Trust Balanced Risk plcInvesco Asset Management
34
35.7
224[+]Invesco Perpetual Select Managed Liquidity plcInvesco Asset Management
11
SS5.7
225[+]Invesco Perpetual Select Global Equity plcInvesco Asset Management
56
82.0

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
PT : Passive fund