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FE Crown Fund Rating

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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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For Sale In

Fund performance league table: 394 funds

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394 funds
         
Rank ChartFund Group FE Risk Score What is FE Risk Score?FE Crown Rating What is FE Crown Rating?3y  
151[+]MedicxMedicx Group
84
NS31.3
152[+]McKay Securities PLCIndependently Managed
163
US121.5
153[+]Marwyn Value Investors Ltd Ord LDMarwyn
128
SS106.6
154[+]Martin Currie Pacific Trust plcMartin Currie Fund Mgmt Ltd
111
25.8
155[+]Martin Currie Global Portfolio Trust plcMartin Currie Investment Management
96
50.6
156[+]Manchester & London IT plcMidas Investment Management
107
-3.9
157[+]Majedie Investments PLCMajedie Investments IT
124
107.6
158[+]Macau Property OpportunitiesSniper Capital Limited
152
SS101.6
159[+]M&G High Income IT Package UtsM&G Investment Management Ltd
129
42.3
160[+]Ludgate EnvironmentalLudgate
88
-36.4
161[+]Lowland Investment Company OrdHenderson Global Investors Ltd
98
73.1
162[+]London & St Lawrence Investment CompanyLondon & St Lawrence IT
97
53.0
163[+]LMS Capital plcLMS Capital plc
89
US13.5
164[+]Litebulb Group LimitedIndependently Managed
311
US50.5
165[+]Lindsell Train IT plcLindsell Train
85
103.0
166[+]LGT Capital Castle Alternative Invest AG CHFLGT Capital Partners Limited
65
20.4
167[+]LFP Opsis Patrimoine AssuranceLa Francaise AM
n/a
US3.5
168[+]Lazard World Trust GBPLazard Feres
83
49.1
169[+]Law Debenture Corporation plcLaw Debenture IT
135
47.0
170[+]Land Securities Group PLCLand Securities
137
NS81.4
171[+]Kubera Cross BorderKubera Cross Border
133
US-61.9
172[+]Kuala LtdKuala Limited
n/a
SHn/a
173[+]Keystone IT PlcInvesco Asset Management
76
67.6
174[+]JZ Capital Partners OrdJordan/Zalaznick
65
US40.8
175[+]Juridica InvestmentsJuridica Asset Management
203
SS74.1
176[+]Jupiter US Smaller Companies PLC Ord 25PJupiter Asset Management Ltd
111
47.6
177[+]Jupiter Primadona GrowthJupiter Asset Management Ltd
98
68.0
178[+]Jupiter Green InvestmentJupiter Asset Management Ltd
55
57.9
179[+]Jupiter European OpportunitiesJupiter Asset Management Ltd
106
89.3
180[+]Jupiter Dividend & Growth CommonJupiter Asset Management Ltd
37
80.9
181[+]JPMorgan TaiwanJ.P.Morgan Asset Management
n/a
n/a
182[+]JP Morgan US Smaller Companies IT PLC Ord 2.5PJP Morgan Asset Management UK
119
85.6
183[+]JP Morgan Smaller Cos IT plcJP Morgan Asset Management UK
102
94.9
184[+]JP Morgan Senior Secured Loan LtdJP Morgan Asset Management UK
57
SSn/a
185[+]JP Morgan Russian Securities plcJP Morgan Asset Management UK
244
SS-28.0
186[+]JP Morgan Private Equity USDJP Morgan Asset Management UK
100
US49.6
187[+]JP Morgan Overseas IT plcJP Morgan Asset Management UK
96
53.1
188[+]JP Morgan Mid Cap IT plcJP Morgan Asset Management UK
110
146.7
189[+]JP Morgan Japanese IT plcJP Morgan Asset Management UK
137
85.1
190[+]JP Morgan Japan Smaller Companies Trust PlcJP Morgan Asset Management UK
137
70.5
191[+]JP Morgan Indian IT plcJP Morgan Asset Management UK
160
52.5
192[+]JP Morgan Income & Growth UtsJP Morgan Asset Management UK
49
62.6
193[+]JP Morgan Income & Capital Trust plc Package UnitsJP Morgan Asset Management UK
45
59.6
194[+]JP Morgan Global Emerging Markets Income Trust plc ORD 1PJP Morgan Asset Management UK
111
10.9
195[+]JP Morgan Global Convertibles IncomeJP Morgan Asset Management UK
64
SSn/a
196[+]JP Morgan European Smaller Companies Trust PLC Ord 5PJP Morgan Asset Management UK
122
101.6
197[+]JP Morgan European IT IncomeJP Morgan Asset Management UK
127
86.8
198[+]JP Morgan European IT GrowthJP Morgan Asset Management UK
117
80.5
199[+]JP Morgan Emerging Markets IT plcJP Morgan Asset Management UK
114
11.9
200[+]JP Morgan Elect Managed IncomeJP Morgan Asset Management UK
72
48.5
201[+]JP Morgan Elect Managed GrowthJP Morgan Asset Management UK
77
64.7
202[+]JP Morgan Elect Managed CashJP Morgan Asset Management UK
12
SS0.0
203[+]JP Morgan Claverhouse IT plcJP Morgan Asset Management UK
87
69.9
204[+]JP Morgan Chinese IT plcJP Morgan Asset Management UK
164
46.7
205[+]JP Morgan Brazil Investment Trust plcJP Morgan Asset Management UK
168
SS-33.4
206[+]JP Morgan Asian IT plcJP Morgan Asset Management UK
115
34.9
207[+]JP Morgan American IT plcJP Morgan Asset Management UK
103
54.9
208[+]John Laing Infrastructure Ord 0.01PJohn Laing Plc
49
32.6
209[+]John Laing Environmental Assets Group Limited Ord NPVJohn Laing Plc
n/a
SSn/a
210[+]Japan Residential Investment CompanyIndependently Managed
112
SS26.6
211[+]Invista European Real EstateInvista IT
1653
NS-97.3
212[+]Investors Capital Trust UtsF&C Management Limited
46
38.7
213[+]Invesco Perpetual UK Smaller Companies plcInvesco Asset Management
115
107.2
214[+]Invesco Perpetual Select UK Equity plcInvesco Asset Management
73
100.1
215[+]Invesco Perpetual Select Trust Balanced Risk plcInvesco Asset Management
36
27.8
216[+]Invesco Perpetual Select Managed Liquidity plcInvesco Asset Management
11
SS2.9
217[+]Invesco Perpetual Select Global Equity plcInvesco Asset Management
66
73.2
218[+]Invesco Perpetual Enhanced Income LimitedInvesco Asset Management
61
67.5
219[+]Invesco Income Growth Trust plcInvesco Asset Management
92
48.9
220[+]Invesco Asia Trust plcInvesco Asset Management
105
47.4
221[+]INTU Properties PLC Ord 50PCapital Shopping Centre Gr PLC
142
NS11.3
222[+]International Public Prtnrship LtdAmber Infrastructure
51
31.5
223[+]International Biotechnology TrustSV Life Sciences
206
185.0
224[+]Infrastructure India plcBloomsbury
342
US-67.3
225[+]Industrial Multi Property Trust PLC Ord 10PAlpha Real Capital
425
NS-6.8

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