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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 3912

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 IMA, 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   £

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For Sale In

Fund performance league table: 411 funds

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411 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
100
32.4
152[+]Miton Worldwide Growth Investment Trust PLCMiton Asset Management
40
27.4
153[+]Mithras Investment Trust PLCMithras Capital Partners LLP
85
US48.2
154[+]Middlefield Canadian Income Trust IMiddlefield International
115
17.7
155[+]Mid Wynd International IT PLCArtemis Fund Managers
94
39.8
156[+]Merchants Trust PLCAllianz Global Investors UK
112
56.3
157[+]MedicxMedicx Group
109
SS38.6
158[+]McKay Securities PLCIndependently Managed
149
US136.5
159[+]Marwyn Value Investors Ltd Ord LDMarwyn
152
46.5
160[+]Martin Currie Pacific Trust plcMartin Currie Fund Mgmt Ltd
107
34.9
161[+]Martin Currie Global Portfolio Trust plcMartin Currie Investment Mgmt Ltd
95
55.2
162[+]Manchester & London IT plcMidas Investment Management
121
-16.5
163[+]Majedie Investments PLCMajedie Investments IT
155
79.9
164[+]Magellan Flagship Limited Wts (31/10/2017)Australian Securities Exchange
n/a
SHn/a
165[+]Macau Property OpportunitiesSniper Capital Limited
168
108.6
166[+]M&G High Income IT Package UtsM&G Investment Management Ltd
130
46.7
167[+]Ludgate EnvironmentalLudgate
72
-28.1
168[+]Lowland Investment Company OrdHenderson Global Investors Ltd
101
85.0
169[+]London & St Lawrence Investment CompanyLondon & St Lawrence IT
118
66.9
170[+]LMS Capital plcLMS Capital plc
101
US45.8
171[+]Litebulb Group LimitedIndependently Managed
n/a
US0.0
172[+]Lion Selection Group Wts (12/12/2014)Australian Securities Exchange
n/a
SHn/a
173[+]Lindsell Train IT plcLindsell Train Ltd
84
74.8
174[+]LGT Capital Castle Alternative Invest AG CHFLGT Capital Partners Limited
55
19.5
175[+]LFP Opsis Patrimoine AssuranceLa Francaise AM
n/a
US7.4
176[+]Lazard World Trust GBPLazard Feres
78
44.2
177[+]Law Debenture Corporation plcLaw Debenture IT
116
74.9
178[+]Land Securities Group PLCLand Securities
136
US109.3
179[+]Kubera Cross BorderKubera Cross Border
153
US-62.0
180[+]Kuala LtdKuala Limited
486
US-4.5
181[+]Keystone IT PlcInvesco Asset Management
86
84.3
182[+]JZ Capital Partners OrdJordan/Zalaznick
54
US38.7
183[+]Juridica InvestmentsJuridica Asset Management
140
SS114.4
184[+]Jupiter US Smaller Companies PLC Ord 25PJupiter Asset Management Ltd
110
62.3
185[+]Jupiter Primadona GrowthJupiter Asset Management Ltd
115
69.9
186[+]Jupiter Green InvestmentJupiter Asset Management Ltd
65
71.8
187[+]Jupiter European OpportunitiesJupiter Asset Management Ltd
120
116.3
188[+]Jupiter Dividend & Growth CommonJupiter Asset Management Ltd
45
66.3
189[+]JPMorgan TaiwanJ.P.Morgan Asset Management
n/a
n/a
190[+]JP Morgan US Smaller Companies IT PLC Ord 2.5PJP Morgan Asset Management UK
129
88.2
191[+]JP Morgan Smaller Cos IT plcJP Morgan Asset Management UK
123
84.6
192[+]JP Morgan Senior Secured Loan LtdJP Morgan Asset Management UK
n/a
SSn/a
193[+]JP Morgan Russian Securities plcJP Morgan Asset Management UK
209
SS-39.5
194[+]JP Morgan Private Equity USDJP Morgan Asset Management UK
108
US-5.9
195[+]JP Morgan Overseas IT plcJP Morgan Asset Management UK
102
55.4
196[+]JP Morgan Mid Cap IT plcJP Morgan Asset Management UK
122
143.5
197[+]JP Morgan Japanese IT plcJP Morgan Asset Management UK
150
55.1
198[+]JP Morgan Japan Smaller Companies Trust PlcJP Morgan Asset Management UK
150
59.6
199[+]JP Morgan Indian IT plcJP Morgan Asset Management UK
160
57.3
200[+]JP Morgan Income & Growth UtsJP Morgan Asset Management UK
64
63.8
201[+]JP Morgan Income & Capital Trust plc Package UnitsJP Morgan Asset Management UK
62
54.5
202[+]JP Morgan Global Emerging Markets Income Trust plc ORD 1PJP Morgan Asset Management UK
118
28.4
203[+]JP Morgan Global Convertibles IncomeJP Morgan Asset Management UK
50
SSn/a
204[+]JP Morgan European Smaller Companies Trust PLC Ord 5PJP Morgan Asset Management UK
126
69.3
205[+]JP Morgan European IT IncomeJP Morgan Asset Management UK
121
80.7
206[+]JP Morgan European IT GrowthJP Morgan Asset Management UK
118
77.2
207[+]JP Morgan Emerging Markets IT plcJP Morgan Asset Management UK
115
19.5
208[+]JP Morgan Elect Managed IncomeJP Morgan Asset Management UK
78
53.2
209[+]JP Morgan Elect Managed GrowthJP Morgan Asset Management UK
83
66.5
210[+]JP Morgan Elect Managed CashJP Morgan Asset Management UK
3
SS1.0
211[+]JP Morgan Claverhouse IT plcJP Morgan Asset Management UK
94
71.6
212[+]JP Morgan Chinese IT plcJP Morgan Asset Management UK
134
56.0
213[+]JP Morgan Brazil Investment Trust plcJP Morgan Asset Management UK
187
SS-29.0
214[+]JP Morgan Asian IT plcJP Morgan Asset Management UK
98
27.3
215[+]JP Morgan American IT plcJP Morgan Asset Management UK
109
79.4
216[+]John Laing Infrastructure Ord 0.01PJohn Laing Plc
50
32.9
217[+]John Laing Environmental Assets Group Limited Ord NPVJohn Laing Plc
n/a
SSn/a
218[+]Japan Residential Investment CompanyIndependently Managed
139
16.9
219[+]Invista European Real EstateInvista IT
719
-93.8
220[+]Investors Capital Trust UtsF&C Management Limited
41
30.5
221[+]Invesco Perpetual UK Smaller Companies plcInvesco Asset Management
113
96.0
222[+]Invesco Perpetual Select UK Equity plcInvesco Asset Management
77
86.2
223[+]Invesco Perpetual Select Trust Balanced Risk plcInvesco Asset Management
n/a
0.3
224[+]Invesco Perpetual Select Managed Liquidity plcInvesco Asset Management
14
SS2.4
225[+]Invesco Perpetual Select Global Equity plcInvesco Asset Management
63
59.6

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