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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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Performance

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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: 413 funds

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413 funds
         
Rank ChartFund Group FE Risk Score What is FE Risk Score?FE Crown Rating What is FE Crown Rating?3y  
151[+]McKay Securities PLCIndependently Managed
159
US108.0
152[+]Marwyn Value Investors Ltd Ord LDMarwyn
130
SS94.6
153[+]Martin Currie Pacific Trust plcMartin Currie Fund Mgmt Ltd
110
38.7
154[+]Martin Currie Global Portfolio Trust plcMartin Currie Investment Management
94
68.4
155[+]Manchester & London IT plcMidas Investment Management
110
-3.5
156[+]Majedie Investments PLCMajedie Investments IT
128
116.7
157[+]Macau Property OpportunitiesSniper Capital Limited
151
SS109.2
158[+]M&G High Income IT Package UtsM&G Investment Management Ltd
123
63.1
159[+]Ludgate EnvironmentalLudgate
92
-44.3
160[+]Lowland Investment Company OrdHenderson Global Investors Ltd
102
74.5
161[+]London & St Lawrence Investment CompanyLondon & St Lawrence IT
99
58.6
162[+]LMS Capital plcLMS Capital plc
91
US27.8
163[+]Litebulb Group LimitedIndependently Managed
299
US-5.9
164[+]Lindsell Train IT plcLindsell Train
89
107.9
165[+]LGT Capital Castle Alternative Invest AG CHFLGT Capital Partners Limited
64
23.9
166[+]LFP Opsis Patrimoine AssuranceLa Francaise AM
n/a
US4.2
167[+]Lazard World Trust GBPLazard Feres
82
50.7
168[+]Law Debenture Corporation plcLaw Debenture IT
130
58.1
169[+]Land Securities Group PLCLand Securities
134
NS101.4
170[+]Kubera Cross BorderKubera Cross Border
134
US-65.0
171[+]Kuala LtdKuala Limited
n/a
SHn/a
172[+]Keystone IT PlcInvesco Asset Management
77
71.4
173[+]JZ Capital Partners OrdJordan/Zalaznick
57
US42.4
174[+]Juridica InvestmentsJuridica Asset Management
124
SS130.4
175[+]Jupiter US Smaller Companies PLC Ord 25PJupiter Asset Management Ltd
113
44.0
176[+]Jupiter Primadona GrowthJupiter Asset Management Ltd
99
74.5
177[+]Jupiter Green InvestmentJupiter Asset Management Ltd
53
66.8
178[+]Jupiter European OpportunitiesJupiter Asset Management Ltd
104
118.3
179[+]Jupiter Dividend & Growth CommonJupiter Asset Management Ltd
37
74.8
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
122
85.2
182[+]JP Morgan Smaller Cos IT plcJP Morgan Asset Management UK
104
86.9
183[+]JP Morgan Senior Secured Loan LtdJP Morgan Asset Management UK
n/a
SSn/a
184[+]JP Morgan Russian Securities plcJP Morgan Asset Management UK
244
SS-15.2
185[+]JP Morgan Private Equity USDJP Morgan Asset Management UK
101
US22.4
186[+]JP Morgan Overseas IT plcJP Morgan Asset Management UK
99
64.3
187[+]JP Morgan Mid Cap IT plcJP Morgan Asset Management UK
112
155.2
188[+]JP Morgan Japanese IT plcJP Morgan Asset Management UK
140
91.9
189[+]JP Morgan Japan Smaller Companies Trust PlcJP Morgan Asset Management UK
139
90.0
190[+]JP Morgan Indian IT plcJP Morgan Asset Management UK
156
69.7
191[+]JP Morgan Income & Growth UtsJP Morgan Asset Management UK
49
67.7
192[+]JP Morgan Income & Capital Trust plc Package UnitsJP Morgan Asset Management UK
45
59.9
193[+]JP Morgan Global Emerging Markets Income Trust plc ORD 1PJP Morgan Asset Management UK
110
21.0
194[+]JP Morgan Global Convertibles IncomeJP Morgan Asset Management UK
52
SSn/a
195[+]JP Morgan European Smaller Companies Trust PLC Ord 5PJP Morgan Asset Management UK
121
117.1
196[+]JP Morgan European IT IncomeJP Morgan Asset Management UK
121
108.0
197[+]JP Morgan European IT GrowthJP Morgan Asset Management UK
119
88.9
198[+]JP Morgan Emerging Markets IT plcJP Morgan Asset Management UK
115
25.0
199[+]JP Morgan Elect Managed IncomeJP Morgan Asset Management UK
70
58.3
200[+]JP Morgan Elect Managed GrowthJP Morgan Asset Management UK
74
71.1
201[+]JP Morgan Elect Managed CashJP Morgan Asset Management UK
12
SS0.0
202[+]JP Morgan Claverhouse IT plcJP Morgan Asset Management UK
89
80.9
203[+]JP Morgan Chinese IT plcJP Morgan Asset Management UK
158
76.5
204[+]JP Morgan Brazil Investment Trust plcJP Morgan Asset Management UK
169
SS-29.4
205[+]JP Morgan Asian IT plcJP Morgan Asset Management UK
113
49.5
206[+]JP Morgan American IT plcJP Morgan Asset Management UK
105
66.0
207[+]John Laing Infrastructure Ord 0.01PJohn Laing Plc
50
34.8
208[+]John Laing Environmental Assets Group Limited Ord NPVJohn Laing Plc
n/a
SSn/a
209[+]Japan Residential Investment CompanyIndependently Managed
117
SS27.9
210[+]Invista European Real EstateInvista IT
729
NS-98.7
211[+]Investors Capital Trust UtsF&C Management Limited
46
38.1
212[+]Invesco Perpetual UK Smaller Companies plcInvesco Asset Management
112
110.5
213[+]Invesco Perpetual Select UK Equity plcInvesco Asset Management
69
113.1
214[+]Invesco Perpetual Select Trust Balanced Risk plcInvesco Asset Management
34
33.4
215[+]Invesco Perpetual Select Managed Liquidity plcInvesco Asset Management
10
SS1.4
216[+]Invesco Perpetual Select Global Equity plcInvesco Asset Management
59
77.0
217[+]Invesco Perpetual Enhanced Income LimitedInvesco Asset Management
60
74.0
218[+]Invesco Income Growth Trust plcInvesco Asset Management
94
62.4
219[+]Invesco Asia Trust plcInvesco Asset Management
105
54.8
220[+]INTU Properties PLC Ord 50PCapital Shopping Centre Gr PLC
135
NS26.5
221[+]International Public Prtnrship LtdAmber Infrastructure
53
36.0
222[+]International Biotechnology TrustSV Life Sciences
213
197.2
223[+]Infrastructure India plcBloomsbury
350
US-75.7
224[+]Industrial Multi Property Trust PLC Ord 10PAlpha Real Capital
443
NS-13.7
225[+]India Capital GrowthOcean Dial Asset Management
156
77.4

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