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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 3715

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 IA, 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

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Fund performance league table: 406 funds

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406 funds
         
Rank ChartFund Group FE Risk Score What is FE Risk Score?FE Crown Rating What is FE Crown Rating?3y  
151[+]Miton Worldwide Growth Investment Trust PLCMiton Asset Management
38
25.7
152[+]Mithras Investment Trust PLCMithras Capital Partners LLP
81
US46.4
153[+]Middlefield Canadian Income Trust IMiddlefield International
111
7.2
154[+]Mid Wynd International IT PLCArtemis Fund Managers
92
47.1
155[+]Merchants Trust PLCAllianz Global Investors UK
109
49.7
156[+]MedicxMedicx Group
104
NS38.7
157[+]McKay Securities PLCIndependently Managed
148
US144.8
158[+]Marwyn Value Investors Ltd Ord LDMarwyn
151
SS50.0
159[+]Martin Currie Pacific Trust plcMartin Currie Fund Mgmt Ltd
104
30.1
160[+]Martin Currie Global Portfolio Trust plcMartin Currie Investment Mgmt Ltd
94
54.6
161[+]Manchester & London IT plcMidas Investment Management
118
-16.4
162[+]Majedie Investments PLCMajedie Investments IT
147
65.2
163[+]Magellan Flagship Limited Wts (31/10/2017)Australian Securities Exchange
n/a
SHn/a
164[+]Macau Property OpportunitiesSniper Capital Limited
161
SS84.4
165[+]M&G High Income IT Package UtsM&G Investment Management Ltd
126
47.1
166[+]Ludgate EnvironmentalLudgate
85
-40.8
167[+]Lowland Investment Company OrdHenderson Global Investors Ltd
98
67.5
168[+]London & St Lawrence Investment CompanyLondon & St Lawrence IT
115
69.9
169[+]LMS Capital plcLMS Capital plc
97
US34.7
170[+]Litebulb Group LimitedIndependently Managed
n/a
US0.0
171[+]Lindsell Train IT plcLindsell Train
80
74.5
172[+]LGT Capital Castle Alternative Invest AG CHFLGT Capital Partners Limited
55
15.7
173[+]LFP Opsis Patrimoine AssuranceLa Francaise AM
n/a
US5.7
174[+]Lazard World Trust GBPLazard Feres
77
39.9
175[+]Law Debenture Corporation plcLaw Debenture IT
119
67.0
176[+]Land Securities Group PLCLand Securities
137
NS105.6
177[+]Kubera Cross BorderKubera Cross Border
150
US-61.0
178[+]Kuala LtdKuala Limited
n/a
USn/a
179[+]Keystone IT PlcInvesco Asset Management
83
77.3
180[+]JZ Capital Partners OrdJordan/Zalaznick
54
US34.3
181[+]Juridica InvestmentsJuridica Asset Management
135
SS119.2
182[+]Jupiter US Smaller Companies PLC Ord 25PJupiter Asset Management Ltd
107
42.9
183[+]Jupiter Primadona GrowthJupiter Asset Management Ltd
112
59.7
184[+]Jupiter Green InvestmentJupiter Asset Management Ltd
62
64.1
185[+]Jupiter European OpportunitiesJupiter Asset Management Ltd
115
105.9
186[+]Jupiter Dividend & Growth CommonJupiter Asset Management Ltd
43
67.7
187[+]JPMorgan TaiwanJ.P.Morgan Asset Management
n/a
n/a
188[+]JP Morgan US Smaller Companies IT PLC Ord 2.5PJP Morgan Asset Management UK
128
81.3
189[+]JP Morgan Smaller Cos IT plcJP Morgan Asset Management UK
117
77.8
190[+]JP Morgan Senior Secured Loan LtdJP Morgan Asset Management UK
n/a
SSn/a
191[+]JP Morgan Russian Securities plcJP Morgan Asset Management UK
209
SS-37.8
192[+]JP Morgan Private Equity USDJP Morgan Asset Management UK
108
US-4.2
193[+]JP Morgan Overseas IT plcJP Morgan Asset Management UK
97
48.4
194[+]JP Morgan Mid Cap IT plcJP Morgan Asset Management UK
118
115.6
195[+]JP Morgan Japanese IT plcJP Morgan Asset Management UK
152
52.4
196[+]JP Morgan Japan Smaller Companies Trust PlcJP Morgan Asset Management UK
143
54.7
197[+]JP Morgan Indian IT plcJP Morgan Asset Management UK
163
61.4
198[+]JP Morgan Income & Growth UtsJP Morgan Asset Management UK
60
54.3
199[+]JP Morgan Income & Capital Trust plc Package UnitsJP Morgan Asset Management UK
59
46.4
200[+]JP Morgan Global Emerging Markets Income Trust plc ORD 1PJP Morgan Asset Management UK
114
26.7
201[+]JP Morgan Global Convertibles IncomeJP Morgan Asset Management UK
53
SSn/a
202[+]JP Morgan European Smaller Companies Trust PLC Ord 5PJP Morgan Asset Management UK
120
62.0
203[+]JP Morgan European IT IncomeJP Morgan Asset Management UK
116
80.1
204[+]JP Morgan European IT GrowthJP Morgan Asset Management UK
114
71.7
205[+]JP Morgan Emerging Markets IT plcJP Morgan Asset Management UK
110
16.7
206[+]JP Morgan Elect Managed IncomeJP Morgan Asset Management UK
76
45.9
207[+]JP Morgan Elect Managed GrowthJP Morgan Asset Management UK
80
58.3
208[+]JP Morgan Elect Managed CashJP Morgan Asset Management UK
8
SS0.0
209[+]JP Morgan Claverhouse IT plcJP Morgan Asset Management UK
92
57.7
210[+]JP Morgan Chinese IT plcJP Morgan Asset Management UK
133
49.6
211[+]JP Morgan Brazil Investment Trust plcJP Morgan Asset Management UK
182
SS-32.2
212[+]JP Morgan Asian IT plcJP Morgan Asset Management UK
104
27.8
213[+]JP Morgan American IT plcJP Morgan Asset Management UK
111
64.0
214[+]John Laing Infrastructure Ord 0.01PJohn Laing Plc
54
30.4
215[+]John Laing Environmental Assets Group Limited Ord NPVJohn Laing Plc
n/a
SSn/a
216[+]Japan Residential Investment CompanyIndependently Managed
136
SS20.5
217[+]Invista European Real EstateInvista IT
760
NS-94.4
218[+]Investors Capital Trust UtsF&C Management Limited
41
29.8
219[+]Invesco Perpetual UK Smaller Companies plcInvesco Asset Management
111
86.1
220[+]Invesco Perpetual Select UK Equity plcInvesco Asset Management
77
89.9
221[+]Invesco Perpetual Select Trust Balanced Risk plcInvesco Asset Management
n/a
0.8
222[+]Invesco Perpetual Select Managed Liquidity plcInvesco Asset Management
13
SS1.9
223[+]Invesco Perpetual Select Global Equity plcInvesco Asset Management
63
65.8
224[+]Invesco Perpetual Enhanced Income LimitedInvesco Asset Management
70
77.3
225[+]Invesco Income Growth Trust plcInvesco Asset Management
103
60.2

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