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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 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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Fund performance league table: 403 funds

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403 funds
         
Rank ChartFund Group FE Risk Score What is FE Risk Score?FE Crown Rating What is FE Crown Rating?3y  
151[+]Menhaden Capital Plc ORD 1PFrostrow Capital LLP
n/a
SHn/a
152[+]MedicxMedicx Group
70
NS34.9
153[+]McKay Securities PLCIndependently Managed
138
US90.5
154[+]Marwyn Value Investors Ltd Ord LDMarwyn
91
SS43.5
155[+]Martin Currie Global Portfolio Trust plcMartin Currie Investment Management
87
23.4
156[+]Martin Currie Asia Unconstrained TrustMartin Currie Investment Management
93
-6.9
157[+]Manchester & London IT plcMidas Investment Management
72
-26.4
158[+]Majedie Investments PLCMajedie Investments IT
95
63.3
159[+]Macau Property OpportunitiesSniper Capital Limited
156
SS-10.1
160[+]M&G High Income IT Package UtsM&G Investment Management Ltd
104
15.5
161[+]Ludgate EnvironmentalLudgate
53
-35.2
162[+]Lowland Investment Company OrdHenderson Global Investors Ltd
105
15.2
163[+]London & St Lawrence Investment CompanyLondon & St Lawrence IT
72
17.1
164[+]LMS Capital plcLMS Capital plc
98
US1.3
165[+]Litebulb Group LimitedIndependently Managed
517
US-93.4
166[+]Lindsell Train IT plcLindsell Train
131
65.8
167[+]LGT Capital Castle Alternative Invest AG CHFLGT Capital Partners Limited
52
n/a
168[+]Lazard World Trust GBPLazard Feres
76
12.3
169[+]Law Debenture Corporation plcLaw Debenture IT
115
6.3
170[+]Land Securities Group PLCLand Securities
116
NS36.8
171[+]Kubera Cross BorderKubera Cross Border
109
US-55.3
172[+]Keystone IT PlcInvesco Asset Management
68
29.5
173[+]JZ Capital Partners OrdJordan/Zalaznick
48
-9.7
174[+]Juridica InvestmentsJuridica Asset Management
194
SS-27.0
175[+]Jupiter US Smaller Companies PLC Ord 25PJupiter Asset Management Ltd
109
-8.8
176[+]Jupiter Green InvestmentJupiter Asset Management Ltd
58
20.4
177[+]Jupiter Global Trust Plc Ord 5PJupiter Asset Management Ltd
81
19.6
178[+]Jupiter European OpportunitiesJupiter Asset Management Ltd
101
45.0
179[+]Jupiter Dividend & Growth CommonJupiter Asset Management Ltd
30
44.8
180[+]JPMorgan TaiwanJ.P.Morgan Asset Management
n/a
n/a
181[+]JP Morgan US Smaller Companies IT PLC Ord 2.5PJP Morgan Asset Management UK
107
31.6
182[+]JP Morgan Smaller Cos IT plcJP Morgan Asset Management UK
73
48.0
183[+]JP Morgan Senior Secured Loan LtdJP Morgan Asset Management UK
42
SHn/a
184[+]JP Morgan Russian Securities plcJP Morgan Asset Management UK
178
SS-44.1
185[+]JP Morgan Private Equity USDJ.P. Morgan Asset Mgt/Bear Stearns Asset Mgt
81
US53.2
186[+]JP Morgan Overseas IT plcJP Morgan Asset Management UK
96
12.8
187[+]JP Morgan Mid Cap IT plcJP Morgan Asset Management UK
100
97.0
188[+]JP Morgan Japanese IT plcJP Morgan Asset Management UK
123
58.1
189[+]JP Morgan Japan Smaller Companies Trust PlcJP Morgan Asset Management UK
113
65.7
190[+]JP Morgan Indian IT plcJP Morgan Asset Management UK
127
18.8
191[+]JP Morgan Income & Growth UtsJP Morgan Asset Management UK
43
21.8
192[+]JP Morgan Income & Capital Trust plc Package UnitsJP Morgan Asset Management UK
34
16.0
193[+]JP Morgan Global Emerging Markets Income Trust plc ORD 1PJP Morgan Asset Management UK
148
-28.9
194[+]JP Morgan Global Convertibles IncomeJP Morgan Asset Management UK
56
SHn/a
195[+]JP Morgan European Smaller Companies Trust PLC Ord 5PJP Morgan Asset Management UK
110
60.1
196[+]JP Morgan European IT IncomeJP Morgan Asset Management UK
104
42.7
197[+]JP Morgan European IT GrowthJP Morgan Asset Management UK
106
28.3
198[+]JP Morgan Emerging Markets IT plcJP Morgan Asset Management UK
118
-15.3
199[+]JP Morgan Elect Managed IncomeJP Morgan Asset Management UK
85
23.8
200[+]JP Morgan Elect Managed GrowthJP Morgan Asset Management UK
70
28.8
201[+]JP Morgan Elect Managed CashJP Morgan Asset Management UK
7
SS0.4
202[+]JP Morgan Claverhouse IT plcJP Morgan Asset Management UK
93
27.2
203[+]JP Morgan Chinese IT plcJP Morgan Asset Management UK
149
-8.7
204[+]JP Morgan Brazil Investment Trust plcJP Morgan Asset Management UK
149
SS-60.4
205[+]JP Morgan Asian IT plcJP Morgan Asset Management UK
111
-7.0
206[+]JP Morgan American IT plcJP Morgan Asset Management UK
94
31.5
207[+]John Laing Infrastructure Ord 0.01PJohn Laing Plc
42
26.4
208[+]John Laing Environmental Assets Group Limited Ord NPVJohn Laing Plc
41
SHn/a
209[+]Investors Capital Trust UtsF&C (BMO Global Asset Management)
36
17.9
210[+]Invesco Perpetual UK Smaller Companies plcInvesco Asset Management
87
57.9
211[+]Invesco Perpetual Select UK Equity plcInvesco Asset Management
59
50.7
212[+]Invesco Perpetual Select Trust Balanced Risk plcInvesco Asset Management
29
3.2
213[+]Invesco Perpetual Select Managed Liquidity plcInvesco Asset Management
9
SS1.0
214[+]Invesco Perpetual Select Global Equity plcInvesco Asset Management
58
32.9
215[+]Invesco Perpetual Enhanced Income LimitedInvesco Asset Management
49
SS26.8
216[+]Invesco Income Growth Trust plcInvesco Asset Management
92
17.0
217[+]Invesco Asia Trust plcInvesco Asset Management
104
2.8
218[+]INTU Properties PLC Ord 50PCapital Shopping Centre Gr PLC
122
NS-9.3
219[+]International Public Prtnrship LtdAmber Infrastructure Group
41
28.1
220[+]International Biotechnology TrustSV Life Sciences Managers
204
79.6
221[+]Infrastructure India plcBloomsbury
219
US-32.4
222[+]Industrial Multi Property Trust PLC Ord 10PAlpha Real Capital
332
NSn/a
223[+]India Capital GrowthOcean Dial Asset Management
101
36.5
224[+]Independent Investment TrustIndependent Investment Trust
60
85.0
225[+]Impax Environmental Markets Ord 10PImpax Asset Management Ltd
81
29.6

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.