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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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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: 410 funds

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410 funds
         
Rank ChartFund Group FE Risk Score What is FE Risk Score?FE Crown Rating What is FE Crown Rating?3y  
151[+]Montanaro European Smaller Companies TrustMontanaro Asset Management Ltd
126
27.9
152[+]Monks Investment Trust PLCBaillie Gifford & Company
101
26.9
153[+]Miton Worldwide Growth Investment Trust PLCMiton Asset Management
37
24.7
154[+]Mithras Investment Trust PLCMithras Capital Partners LLP
73
US37.5
155[+]Middlefield Canadian Income Trust IMiddlefield International
109
5.0
156[+]Mid Wynd International IT PLCArtemis Fund Managers
88
35.0
157[+]Merchants Trust PLCAllianz Global Investors UK
107
47.8
158[+]MedicxMedicx Group
101
NS37.5
159[+]McKay Securities PLCIndependently Managed
147
US130.0
160[+]Marwyn Value Investors Ltd Ord LDMarwyn
143
SS72.5
161[+]Martin Currie Pacific Trust plcMartin Currie Fund Mgmt Ltd
110
21.3
162[+]Martin Currie Global Portfolio Trust plcMartin Currie Investment Mgmt Ltd
94
54.7
163[+]Manchester & London IT plcMidas Investment Management
118
-15.7
164[+]Majedie Investments PLCMajedie Investments IT
139
70.6
165[+]Magellan Flagship Limited Wts (31/10/2017)Australian Securities Exchange
n/a
SHn/a
166[+]Macau Property OpportunitiesSniper Capital Limited
168
SS97.5
167[+]M&G High Income IT Package UtsM&G Investment Management Ltd
123
45.7
168[+]Ludgate EnvironmentalLudgate
107
-43.5
169[+]Lowland Investment Company OrdHenderson Global Investors Ltd
105
61.6
170[+]London & St Lawrence Investment CompanyLondon & St Lawrence IT
112
58.2
171[+]LMS Capital plcLMS Capital plc
100
US27.4
172[+]Litebulb Group LimitedIndependently Managed
319
US1.3
173[+]Lindsell Train IT plcLindsell Train
83
91.7
174[+]LGT Capital Castle Alternative Invest AG CHFLGT Capital Partners Limited
59
33.9
175[+]LFP Opsis Patrimoine AssuranceLa Francaise AM
n/a
US4.9
176[+]Lazard World Trust GBPLazard Feres
75
35.9
177[+]Law Debenture Corporation plcLaw Debenture IT
119
54.9
178[+]Land Securities Group PLCLand Securities
138
NS106.6
179[+]Kubera Cross BorderKubera Cross Border
141
US-61.3
180[+]Kuala LtdKuala Limited
n/a
SHn/a
181[+]Keystone IT PlcInvesco Asset Management
82
66.9
182[+]JZ Capital Partners OrdJordan/Zalaznick
52
US27.5
183[+]Juridica InvestmentsJuridica Asset Management
127
SS132.0
184[+]Jupiter US Smaller Companies PLC Ord 25PJupiter Asset Management Ltd
103
39.2
185[+]Jupiter Primadona GrowthJupiter Asset Management Ltd
108
48.6
186[+]Jupiter Green InvestmentJupiter Asset Management Ltd
60
57.3
187[+]Jupiter European OpportunitiesJupiter Asset Management Ltd
112
83.6
188[+]Jupiter Dividend & Growth CommonJupiter Asset Management Ltd
40
58.2
189[+]JPMorgan TaiwanJ.P.Morgan Asset Management
n/a
n/a
190[+]JPMorgan Overseas Investment Trust Plc Subscription SharesNew Zealand Exchange
n/a
SHn/a
191[+]JPM JPMorgan Smaller Companies Investment Trust PLC Sub Shs 0.1pJP Morgan Asset Management UK
n/a
SHn/a
192[+]JP Morgan US Smaller Companies IT PLC Ord 2.5PJP Morgan Asset Management UK
130
89.4
193[+]JP Morgan Smaller Cos IT plcJP Morgan Asset Management UK
115
64.4
194[+]JP Morgan Senior Secured Loan LtdJP Morgan Asset Management UK
n/a
SSn/a
195[+]JP Morgan Russian Securities plcJP Morgan Asset Management UK
265
SS-40.2
196[+]JP Morgan Private Equity USDJP Morgan Asset Management UK
105
US-0.6
197[+]JP Morgan Overseas IT plcJP Morgan Asset Management UK
101
48.5
198[+]JP Morgan Mid Cap IT plcJP Morgan Asset Management UK
113
106.7
199[+]JP Morgan Japanese IT plcJP Morgan Asset Management UK
149
68.9
200[+]JP Morgan Japan Smaller Companies Trust PlcJP Morgan Asset Management UK
157
65.6
201[+]JP Morgan Indian IT plcJP Morgan Asset Management UK
162
55.5
202[+]JP Morgan Income & Growth UtsJP Morgan Asset Management UK
57
44.8
203[+]JP Morgan Income & Capital Trust plc Package UnitsJP Morgan Asset Management UK
54
40.9
204[+]JP Morgan Global Emerging Markets Income Trust plc ORD 1PJP Morgan Asset Management UK
114
16.9
205[+]JP Morgan Global Convertibles IncomeJP Morgan Asset Management UK
55
SSn/a
206[+]JP Morgan European Smaller Companies Trust PLC Ord 5PJP Morgan Asset Management UK
121
63.2
207[+]JP Morgan European IT IncomeJP Morgan Asset Management UK
128
79.2
208[+]JP Morgan European IT GrowthJP Morgan Asset Management UK
125
62.5
209[+]JP Morgan Emerging Markets IT plcJP Morgan Asset Management UK
112
12.9
210[+]JP Morgan Elect Managed IncomeJP Morgan Asset Management UK
72
47.0
211[+]JP Morgan Elect Managed GrowthJP Morgan Asset Management UK
79
54.1
212[+]JP Morgan Elect Managed CashJP Morgan Asset Management UK
11
SS-0.3
213[+]JP Morgan Claverhouse IT plcJP Morgan Asset Management UK
90
59.4
214[+]JP Morgan Chinese IT plcJP Morgan Asset Management UK
134
37.7
215[+]JP Morgan Brazil Investment Trust plcJP Morgan Asset Management UK
182
SS-44.5
216[+]JP Morgan Asian IT plcJP Morgan Asset Management UK
110
24.5
217[+]JP Morgan American IT plcJP Morgan Asset Management UK
111
60.3
218[+]John Laing Infrastructure Ord 0.01PJohn Laing Plc
53
37.3
219[+]John Laing Environmental Assets Group Limited Ord NPVJohn Laing Plc
n/a
SSn/a
220[+]Japan Residential Investment CompanyIndependently Managed
131
SS13.8
221[+]Invista European Real EstateInvista IT
720
NS-95.6
222[+]Investors Capital Trust UtsF&C Management Limited
45
34.0
223[+]Invesco Perpetual UK Smaller Companies plcInvesco Asset Management
111
80.9
224[+]Invesco Perpetual Select UK Equity plcInvesco Asset Management
74
87.1
225[+]Invesco Perpetual Select Trust Balanced Risk plcInvesco Asset Management
34
28.5

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