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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 3183

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

Fund size   £

Launch date     

For Sale In

Fund performance league table: 408 funds

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408 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
95
33.6
152[+]Miton Worldwide Growth Investment Trust PLCMiton Asset Management
34
25.5
153[+]Mithras Investment Trust PLCMithras Capital Partners LLP
66
US38.8
154[+]Middlefield Canadian Income Trust IMiddlefield International
101
8.0
155[+]Mid Wynd International IT PLCArtemis Fund Managers
84
43.3
156[+]Merchants Trust PLCAllianz Global Invtrs GmbH(UK)
101
47.9
157[+]MedicxMedicx Group
92
NS37.4
158[+]McKay Securities PLCIndependently Managed
160
US129.0
159[+]Marwyn Value Investors Ltd Ord LDMarwyn
140
SS91.6
160[+]Martin Currie Pacific Trust plcMartin Currie Fund Mgmt Ltd
101
28.5
161[+]Martin Currie Global Portfolio Trust plcMartin Currie Investment Mgmt Ltd
90
55.3
162[+]Manchester & London IT plcMidas Investment Management
110
-10.5
163[+]Majedie Investments PLCMajedie Investments IT
128
79.9
164[+]Magellan Flagship Limited Wts (31/10/2017)Australian Securities Exchange
n/a
SHn/a
165[+]Macau Property OpportunitiesSniper Capital Limited
156
SS99.5
166[+]M&G High Income IT Package UtsM&G Investment Management Ltd
121
45.4
167[+]Ludgate EnvironmentalLudgate
98
-42.7
168[+]Lowland Investment Company OrdHenderson Global Investors Ltd
101
56.7
169[+]London & St Lawrence Investment CompanyLondon & St Lawrence IT
104
54.6
170[+]LMS Capital plcLMS Capital plc
94
US32.5
171[+]Litebulb Group LimitedIndependently Managed
294
US-5.4
172[+]Lindsell Train IT plcLindsell Train
76
91.5
173[+]LGT Capital Castle Alternative Invest AG CHFLGT Capital Partners Limited
63
24.9
174[+]LFP Opsis Patrimoine AssuranceLa Francaise AM
n/a
US3.6
175[+]Lazard World Trust GBPLazard Feres
78
40.7
176[+]Law Debenture Corporation plcLaw Debenture IT
131
49.6
177[+]Land Securities Group PLCLand Securities
133
NS90.1
178[+]Kubera Cross BorderKubera Cross Border
133
US-62.4
179[+]Kuala LtdKuala Limited
n/a
SHn/a
180[+]Keystone IT PlcInvesco Asset Management
78
62.5
181[+]JZ Capital Partners OrdJordan/Zalaznick
47
US31.8
182[+]Juridica InvestmentsJuridica Asset Management
131
SS130.5
183[+]Jupiter US Smaller Companies PLC Ord 25PJupiter Asset Management Ltd
100
44.7
184[+]Jupiter Primadona GrowthJupiter Asset Management Ltd
101
51.0
185[+]Jupiter Green InvestmentJupiter Asset Management Ltd
56
64.9
186[+]Jupiter European OpportunitiesJupiter Asset Management Ltd
105
98.3
187[+]Jupiter Dividend & Growth CommonJupiter Asset Management Ltd
39
56.7
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[+]JPM JPMorgan Smaller Companies Investment Trust PLC Sub Shs 0.1pJP Morgan Asset Management UK
n/a
SHn/a
191[+]JP Morgan US Smaller Companies IT PLC Ord 2.5PJP Morgan Asset Management UK
124
85.5
192[+]JP Morgan Smaller Cos IT plcJP Morgan Asset Management UK
106
64.1
193[+]JP Morgan Senior Secured Loan LtdJP Morgan Asset Management UK
n/a
SSn/a
194[+]JP Morgan Russian Securities plcJP Morgan Asset Management UK
243
SS-35.9
195[+]JP Morgan Private Equity USDJP Morgan Asset Management UK
99
US2.5
196[+]JP Morgan Overseas IT plcJP Morgan Asset Management UK
96
50.3
197[+]JP Morgan Mid Cap IT plcJP Morgan Asset Management UK
109
99.0
198[+]JP Morgan Japanese IT plcJP Morgan Asset Management UK
144
77.4
199[+]JP Morgan Japan Smaller Companies Trust PlcJP Morgan Asset Management UK
147
70.1
200[+]JP Morgan Indian IT plcJP Morgan Asset Management UK
150
55.7
201[+]JP Morgan Income & Growth UtsJP Morgan Asset Management UK
53
54.3
202[+]JP Morgan Income & Capital Trust plc Package UnitsJP Morgan Asset Management UK
50
42.5
203[+]JP Morgan Global Emerging Markets Income Trust plc ORD 1PJP Morgan Asset Management UK
106
15.0
204[+]JP Morgan Global Convertibles IncomeJP Morgan Asset Management UK
52
SSn/a
205[+]JP Morgan European Smaller Companies Trust PLC Ord 5PJP Morgan Asset Management UK
120
70.8
206[+]JP Morgan European IT IncomeJP Morgan Asset Management UK
120
80.0
207[+]JP Morgan European IT GrowthJP Morgan Asset Management UK
122
74.4
208[+]JP Morgan Emerging Markets IT plcJP Morgan Asset Management UK
110
14.9
209[+]JP Morgan Elect Managed IncomeJP Morgan Asset Management UK
71
47.1
210[+]JP Morgan Elect Managed GrowthJP Morgan Asset Management UK
75
57.7
211[+]JP Morgan Elect Managed CashJP Morgan Asset Management UK
13
SS0.0
212[+]JP Morgan Claverhouse IT plcJP Morgan Asset Management UK
90
61.5
213[+]JP Morgan Chinese IT plcJP Morgan Asset Management UK
127
55.8
214[+]JP Morgan Brazil Investment Trust plcJP Morgan Asset Management UK
170
SS-47.7
215[+]JP Morgan Asian IT plcJP Morgan Asset Management UK
102
34.3
216[+]JP Morgan American IT plcJP Morgan Asset Management UK
106
56.0
217[+]John Laing Infrastructure Ord 0.01PJohn Laing Plc
51
35.8
218[+]John Laing Environmental Assets Group Limited Ord NPVJohn Laing Plc
n/a
SSn/a
219[+]Japan Residential Investment CompanyIndependently Managed
124
SS27.0
220[+]Invista European Real EstateInvista IT
689
NS-96.5
221[+]Investors Capital Trust UtsF&C Management Limited
48
40.4
222[+]Invesco Perpetual UK Smaller Companies plcInvesco Asset Management
106
74.7
223[+]Invesco Perpetual Select UK Equity plcInvesco Asset Management
69
92.7
224[+]Invesco Perpetual Select Trust Balanced Risk plcInvesco Asset Management
36
31.0
225[+]Invesco Perpetual Select Managed Liquidity plcInvesco Asset Management
11
SS4.0

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