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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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Investment Focus allows you to search for funds which invest in a specific industrial sector or sectors.

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0 4775

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   £

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For Sale In

Fund performance league table: 376 funds

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376 funds
         
Rank ChartFund Group FE Risk Score What is FE Risk Score?FE Crown Rating What is FE Crown Rating?3y  
151[+]Jupiter Primadona GrowthJupiter Asset Management Ltd
133
49.6
152[+]Jupiter Green InvestmentJupiter Asset Management Ltd
73
64.1
153[+]Jupiter European OpportunitiesJupiter Asset Management Ltd
125
74.9
154[+]Jupiter Dividend & Growth CommonJupiter Asset Management Ltd
52
77.8
155[+]JPMorgan TaiwanJ.P.Morgan Asset Management
n/a
n/a
156[+]JP Morgan US Smaller Companies IT PLC Ord 2.5PJP Morgan Asset Management UK
139
83.6
157[+]JP Morgan Smaller Cos IT plcJP Morgan Asset Management UK
110
64.2
158[+]JP Morgan Senior Secured Loan LtdJP Morgan Asset Management UK
n/a
SHn/a
159[+]JP Morgan Russian Securities plcJP Morgan Asset Management UK
207
SS-17.4
160[+]JP Morgan Private Equity USDJP Morgan Asset Management UK
129
US-6.4
161[+]JP Morgan Overseas IT plcJP Morgan Asset Management UK
92
37.6
162[+]JP Morgan Mid Cap IT plcJP Morgan Asset Management UK
134
92.4
163[+]JP Morgan Japanese IT plcJP Morgan Asset Management UK
149
28.3
164[+]JP Morgan Japan Smaller Companies Trust PlcJP Morgan Asset Management UK
164
27.7
165[+]JP Morgan Indian IT plcJP Morgan Asset Management UK
170
20.1
166[+]JP Morgan Income & Growth UtsJP Morgan Asset Management UK
69
54.9
167[+]JP Morgan Income & Capital Trust plc Package UnitsJP Morgan Asset Management UK
73
47.2
168[+]JP Morgan Global Emerging Markets Income Trust plc ORD 1PJP Morgan Asset Management UK
122
29.4
169[+]JP Morgan Global Convertibles IncomeJP Morgan Asset Management UK
n/a
SHn/a
170[+]JP Morgan European Smaller Companies Trust PLC Ord 5PJP Morgan Asset Management UK
144
25.5
171[+]JP Morgan European IT IncomeJP Morgan Asset Management UK
136
57.2
172[+]JP Morgan European IT GrowthJP Morgan Asset Management UK
129
51.1
173[+]JP Morgan Emerging Markets IT plcJP Morgan Asset Management UK
117
10.7
174[+]JP Morgan Elect Managed IncomeJP Morgan Asset Management UK
93
44.7
175[+]JP Morgan Elect Managed GrowthJP Morgan Asset Management UK
83
45.4
176[+]JP Morgan Elect Managed CashJP Morgan Asset Management UK
3
SS1.0
177[+]JP Morgan Claverhouse IT plcJP Morgan Asset Management UK
99
59.7
178[+]JP Morgan Chinese IT plcJP Morgan Asset Management UK
141
33.5
179[+]JP Morgan Brazil Investment Trust plcJP Morgan Asset Management UK
200
SS-18.1
180[+]JP Morgan Asian IT plcJP Morgan Asset Management UK
107
14.2
181[+]JP Morgan American IT plcJP Morgan Asset Management UK
110
55.7
182[+]John Laing Infrastructure Ord 0.01PJohn Laing Plc
55
37.5
183[+]John Laing Environmental Assets Group Limited Ord NPVJohn Laing Plc
n/a
SSn/a
184[+]Japan Residential Investment CompanyIndependently Managed
150
27.7
185[+]Invista European Real EstateInvista IT
859
-91.5
186[+]Investors In Global Real EstateSchroder Property Inv Mgmt
124
SS34.8
187[+]Investors Capital Trust UtsF&C Management Limited
48
26.6
188[+]Invesco Perpetual UK Smaller Companies plcInvesco Asset Management
123
68.8
189[+]Invesco Perpetual Select UK Equity plcInvesco Asset Management
83
71.9
190[+]Invesco Perpetual Select Trust Balanced Risk plcInvesco Asset Management
n/a
-6.6
191[+]Invesco Perpetual Select Managed Liquidity plcInvesco Asset Management
17
SS2.2
192[+]Invesco Perpetual Select Global Equity plcInvesco Asset Management
61
46.7
193[+]Invesco Perpetual Enhanced Income LimitedInvesco Asset Management
90
85.8
194[+]Invesco Income Growth Trust plcInvesco Asset Management
107
55.5
195[+]Invesco Asia Trust plcInvesco Asset Management
127
33.4
196[+]International Public Prtnrship LtdAmber Infrastructure
68
37.0
197[+]International Oil & Gas Technology OrdInternational Oil and Gas Technology
341
SS-79.5
198[+]International Biotechnology TrustSV Life Sciences
197
117.6
199[+]Ingenious Media Active CapitalIndependently Managed
574
US15.6
200[+]Infrastructure India plcBloomsbury
489
US-82.1
201[+]Industrial Multi Property Trust PLC Ord 10PAlpha Real Capital
722
-58.2
202[+]India Capital GrowthOcean Dial Asset Management
203
19.2
203[+]Independent Investment TrustIndependent Investment Trust
60
51.3
204[+]Impax Environmental Markets Ord 10PImpax Asset Management Ltd
100
51.5
205[+]ICG-Longbow Senior Secured UK Property Debt Investments LimitedICG-Longbow
42
SHn/a
206[+]HICL InfrastructureInfraRed Capital Partners
70
48.7
207[+]HgCapital Trust plc OrdHgCapital
99
US5.9
208[+]Herald Investment Trust plcHerald Investment Mgmt Ltd
132
SS34.7
209[+]Henderson Value Trust plc Ord 25PHenderson Global Investors Ltd
76
-12.9
210[+]Henderson Smaller Companies Investment Trust OrdHenderson Global Investors Ltd
152
93.2
211[+]Henderson Opportunities TrustHenderson Global Investors Ltd
117
135.9
212[+]Henderson International Income Trust plcHenderson Global Investors Ltd
78
28.8
213[+]Henderson High Income Trust OrdHenderson Global Investors Ltd
101
65.7
214[+]Henderson Global Trust Ord 25PHenderson Global Investors Ltd
106
23.9
215[+]Henderson Far East Income Ltd OrdHenderson Global Investors Ltd
116
36.2
216[+]Henderson European Focus Trust Ord 50PHenderson Global Investors Ltd
117
83.1
217[+]Henderson Euro TrustHenderson Global Investors Ltd
124
62.7
218[+]Henderson Diversified Income LD OrdHenderson Global Investors Ltd
74
47.3
219[+]Harewood Energy Base Metals Secure GrowthHarewood Solutions
0
US0.0
220[+]HarbourVest Senior Loans Europe OrdSpire Partners LLP
127
11.5
221[+]HarbourVest Global Private Equity OrdHarbourVest Advisers LP
76
US82.8
222[+]Hansa Trust PLCHansa Capital Partners LLP
121
5.5
223[+]Ground Rents Income Plc Ord 50pGround Rents Income Fund Plc
45
SHn/a
224[+]Gresham House PLCGresham House IT
194
-22.4
225[+]Greencoat UK Wind PLC ORD 1PGreencoat Capital LLP
49
SSn/a

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