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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 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: 399 funds

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399 funds
         
Rank ChartFund Group FE Risk Score What is FE Risk Score?FE Crown Rating What is FE Crown Rating?3y  
151[+]Mithras Investment Trust PLCMithras Capital Partners LLP
66
US35.0
152[+]Middlefield Canadian Income Trust IMiddlefield International
123
-8.8
153[+]Mid Wynd International Investment Trust PLCArtemis Fund Managers Limited
78
38.7
154[+]Merchants Trust PLCAllianz Global Invtrs GmbH(UK)
98
44.3
155[+]MedicxMedicx Group
76
NS25.3
156[+]McKay Securities PLCIndependently Managed
151
US111.2
157[+]Marwyn Value Investors Ltd Ord LDMarwyn
119
SS96.7
158[+]Martin Currie Global Portfolio Trust plcMartin Currie Investment Management
93
37.0
159[+]Martin Currie Asia Unconstrained TrustMartin Currie Fund Mgmt Ltd
117
8.8
160[+]Manchester & London IT plcMidas Investment Management
94
-6.9
161[+]Majedie Investments PLCMajedie Investments IT
114
94.3
162[+]Macau Property OpportunitiesSniper Capital Limited
170
SS61.3
163[+]M&G High Income IT Package UtsM&G Investment Management Ltd
113
33.6
164[+]Ludgate EnvironmentalLudgate
76
-36.3
165[+]Lowland Investment Company OrdHenderson Global Investors Ltd
92
59.6
166[+]London & St Lawrence Investment CompanyLondon & St Lawrence IT
88
48.3
167[+]LMS Capital plcLMS Capital plc
85
US15.8
168[+]Litebulb Group LimitedIndependently Managed
285
US58.9
169[+]Lindsell Train IT plcLindsell Train
122
91.3
170[+]LGT Capital Castle Alternative Invest AG CHFLGT Capital Partners Limited
61
27.8
171[+]Lazard World Trust GBPLazard Feres
84
33.5
172[+]Law Debenture Corporation plcLaw Debenture IT
129
31.4
173[+]Land Securities Group PLCLand Securities
127
NS73.6
174[+]Kubera Cross BorderKubera Cross Border
148
US-54.1
175[+]Kuala LtdKuala Limited
n/a
SHn/a
176[+]Keystone IT PlcInvesco Asset Management
70
57.2
177[+]JZ Capital Partners OrdJordan/Zalaznick
59
US40.6
178[+]Juridica InvestmentsJuridica Asset Management
203
SS7.9
179[+]Jupiter US Smaller Companies PLC Ord 25PJupiter Asset Management Ltd
106
24.6
180[+]Jupiter Primadona GrowthJupiter Asset Management Ltd
93
47.1
181[+]Jupiter Green InvestmentJupiter Asset Management Ltd
60
40.6
182[+]Jupiter European OpportunitiesJupiter Asset Management Ltd
98
81.3
183[+]Jupiter Dividend & Growth CommonJupiter Asset Management Ltd
38
70.9
184[+]JPMorgan TaiwanJ.P.Morgan Asset Management
n/a
n/a
185[+]JP Morgan US Smaller Companies IT PLC Ord 2.5PJP Morgan Asset Management UK
108
74.0
186[+]JP Morgan Smaller Cos IT plcJP Morgan Asset Management UK
89
91.7
187[+]JP Morgan Senior Secured Loan LtdJP Morgan Asset Management UK
48
SHn/a
188[+]JP Morgan Russian Securities plcJP Morgan Asset Management UK
220
SS-35.3
189[+]JP Morgan Private Equity USDJP Morgan Asset Management UK
94
US51.6
190[+]JP Morgan Overseas IT plcJP Morgan Asset Management UK
95
38.0
191[+]JP Morgan Mid Cap IT plcJP Morgan Asset Management UK
111
158.3
192[+]JP Morgan Japanese IT plcJP Morgan Asset Management UK
142
81.0
193[+]JP Morgan Japan Smaller Companies Trust PlcJP Morgan Asset Management UK
130
66.1
194[+]JP Morgan Indian IT plcJP Morgan Asset Management UK
150
56.0
195[+]JP Morgan Income & Growth UtsJP Morgan Asset Management UK
60
45.7
196[+]JP Morgan Income & Capital Trust plc Package UnitsJP Morgan Asset Management UK
40
51.7
197[+]JP Morgan Global Emerging Markets Income Trust plc ORD 1PJP Morgan Asset Management UK
122
-3.9
198[+]JP Morgan Global Convertibles IncomeJP Morgan Asset Management UK
62
SHn/a
199[+]JP Morgan European Smaller Companies Trust PLC Ord 5PJP Morgan Asset Management UK
122
103.9
200[+]JP Morgan European IT IncomeJP Morgan Asset Management UK
117
78.9
201[+]JP Morgan European IT GrowthJP Morgan Asset Management UK
109
68.9
202[+]JP Morgan Emerging Markets IT plcJP Morgan Asset Management UK
116
3.1
203[+]JP Morgan Elect Managed IncomeJP Morgan Asset Management UK
89
41.6
204[+]JP Morgan Elect Managed GrowthJP Morgan Asset Management UK
72
58.3
205[+]JP Morgan Elect Managed CashJP Morgan Asset Management UK
10
SS0.4
206[+]JP Morgan Claverhouse IT plcJP Morgan Asset Management UK
87
60.6
207[+]JP Morgan Chinese IT plcJP Morgan Asset Management UK
164
32.5
208[+]JP Morgan Brazil Investment Trust plcJP Morgan Asset Management UK
174
SS-50.5
209[+]JP Morgan Asian IT plcJP Morgan Asset Management UK
120
14.2
210[+]JP Morgan American IT plcJP Morgan Asset Management UK
102
47.4
211[+]John Laing Infrastructure Ord 0.01PJohn Laing Plc
51
24.1
212[+]John Laing Environmental Assets Group Limited Ord NPVJohn Laing Plc
n/a
SSn/a
213[+]Japan Residential Investment CompanyIndependently Managed
104
SS21.4
214[+]Invista European Real EstateInvista IT
1500
NS-99.3
215[+]Investors Capital Trust UtsF&C (BMO Global Asset Management)
41
39.2
216[+]Invesco Perpetual UK Smaller Companies plcInvesco Asset Management
100
97.0
217[+]Invesco Perpetual Select UK Equity plcInvesco Asset Management
70
72.4
218[+]Invesco Perpetual Select Trust Balanced Risk plcInvesco Asset Management
31
20.4
219[+]Invesco Perpetual Select Managed Liquidity plcInvesco Asset Management
10
SS4.6
220[+]Invesco Perpetual Select Global Equity plcInvesco Asset Management
66
60.7
221[+]Invesco Perpetual Enhanced Income LimitedInvesco Asset Management
59
SS56.5
222[+]Invesco Income Growth Trust plcInvesco Asset Management
88
48.3
223[+]Invesco Asia Trust plcInvesco Asset Management
114
28.6
224[+]INTU Properties PLC Ord 50PCapital Shopping Centre Gr PLC
130
NS9.2
225[+]International Public Prtnrship LtdAmber Infrastructure
45
26.0

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
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.