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Geographies

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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Management Groups

Select a specific management group, or groups, to narrow your search to funds managed by individual asset management businesses.

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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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You can choose to view funds which invest only in a specific asset class or asset classes, allowing you to focus on a broad swathe of funds which invest specifically in equities, bonds, or commodities – for example.

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0 4756

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   £

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[+]MedicxMedicx Group
127
SS33.7
152[+]McKay Securities PLCIndependently Managed
166
US123.3
153[+]Marwyn Value Investors Ltd Ord LDMarwyn
181
47.3
154[+]Marwyn Value Investors BMarwyn
200
-61.5
155[+]Martin Currie Pacific Trust plcMartin Currie Fund Mgmt Ltd
107
20.0
156[+]Martin Currie Global Portfolio Trust plcMartin Currie Investment Mgmt Ltd
106
52.0
157[+]Manchester & London IT plcMidas Investment Management
128
-13.8
158[+]Majedie Investments PLCMajedie Investments IT
151
68.8
159[+]Magellan Flagship Limited Wts (31/10/2017)Australian Securities Exchange
n/a
SHn/a
160[+]Macau Property OpportunitiesSniper Capital Limited
184
113.1
161[+]M&G High Income IT Package UtsM&G Investment Management Ltd
141
41.2
162[+]Ludgate EnvironmentalLudgate
65
-26.5
163[+]Lowland Investment Company OrdHenderson Global Investors Ltd
110
73.0
164[+]London & St Lawrence Investment CompanyLondon & St Lawrence IT
120
61.2
165[+]LMS Capital plcLMS Capital plc
115
US36.0
166[+]Litebulb Group LimitedIndependently Managed
n/a
US0.0
167[+]Lion Selection Group Wts (12/12/2014)Australian Securities Exchange
n/a
SHn/a
168[+]Lindsell Train IT plcLindsell Train Ltd
101
55.4
169[+]LGT Capital Castle Alternative Invest AG CHFLGT Capital Partners Limited
63
18.5
170[+]LFP Opsis Patrimoine AssuranceLa Francaise AM
n/a
US7.0
171[+]Lazard World Trust GBPLazard Feres
81
25.9
172[+]Law Debenture Corporation plcLaw Debenture IT
127
50.9
173[+]Land Securities Group PLCLand Securities
154
US71.3
174[+]Kubera Cross BorderKubera Cross Border
184
US-61.7
175[+]Keystone IT PlcInvesco Asset Management
84
66.7
176[+]JZ Capital Partners OrdJordan/Zalaznick
66
US31.0
177[+]Juridica InvestmentsJuridica Asset Management
165
SS111.5
178[+]Jupiter US Smaller Companies PLC Ord 25PJupiter Asset Management Ltd
127
47.5
179[+]Jupiter Second Split Packaged UnitsJupiter Asset Management Ltd
29
US4.1
180[+]Jupiter Primadona GrowthJupiter Asset Management Ltd
137
50.2
181[+]Jupiter Green InvestmentJupiter Asset Management Ltd
75
66.1
182[+]Jupiter European OpportunitiesJupiter Asset Management Ltd
132
74.5
183[+]Jupiter Dividend & Growth CommonJupiter Asset Management Ltd
52
68.9
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
148
89.4
186[+]JP Morgan Smaller Cos IT plcJP Morgan Asset Management UK
127
68.8
187[+]JP Morgan Senior Secured Loan LtdJP Morgan Asset Management UK
n/a
SHn/a
188[+]JP Morgan Russian Securities plcJP Morgan Asset Management UK
204
SS-28.9
189[+]JP Morgan Private Equity USDJP Morgan Asset Management UK
131
US-7.8
190[+]JP Morgan Overseas IT plcJP Morgan Asset Management UK
98
35.6
191[+]JP Morgan Mid Cap IT plcJP Morgan Asset Management UK
139
96.6
192[+]JP Morgan Japanese IT plcJP Morgan Asset Management UK
160
36.8
193[+]JP Morgan Japan Smaller Companies Trust PlcJP Morgan Asset Management UK
174
38.2
194[+]JP Morgan Indian IT plcJP Morgan Asset Management UK
171
20.7
195[+]JP Morgan Income & Growth UtsJP Morgan Asset Management UK
77
52.9
196[+]JP Morgan Income & Capital Trust plc Package UnitsJP Morgan Asset Management UK
73
40.9
197[+]JP Morgan Global Emerging Markets Income Trust plc ORD 1PJP Morgan Asset Management UK
122
29.8
198[+]JP Morgan Global Convertibles IncomeJP Morgan Asset Management UK
n/a
SHn/a
199[+]JP Morgan European Smaller Companies Trust PLC Ord 5PJP Morgan Asset Management UK
150
30.7
200[+]JP Morgan European IT IncomeJP Morgan Asset Management UK
137
52.5
201[+]JP Morgan European IT GrowthJP Morgan Asset Management UK
135
50.8
202[+]JP Morgan Emerging Markets IT plcJP Morgan Asset Management UK
116
8.7
203[+]JP Morgan Elect Managed IncomeJP Morgan Asset Management UK
93
41.0
204[+]JP Morgan Elect Managed GrowthJP Morgan Asset Management UK
97
48.2
205[+]JP Morgan Elect Managed CashJP Morgan Asset Management UK
3
SS1.0
206[+]JP Morgan Claverhouse IT plcJP Morgan Asset Management UK
100
57.9
207[+]JP Morgan Chinese IT plcJP Morgan Asset Management UK
140
27.0
208[+]JP Morgan Brazil Investment Trust plcJP Morgan Asset Management UK
202
SS-26.6
209[+]JP Morgan Asian IT plcJP Morgan Asset Management UK
107
14.7
210[+]JP Morgan American IT plcJP Morgan Asset Management UK
121
61.4
211[+]John Laing Infrastructure Ord 0.01PJohn Laing Plc
55
36.2
212[+]John Laing Environmental Assets Group Limited Ord NPVJohn Laing Plc
n/a
SSn/a
213[+]Japan Residential Investment CompanyIndependently Managed
150
33.2
214[+]Invista European Real EstateInvista IT
868
-92.9
215[+]Investors In Global Real EstateSchroder Property Inv Mgmt
277
SS-2.2
216[+]Investors Capital Trust UtsF&C Management Limited
50
28.0
217[+]Invesco Perpetual UK Smaller Companies plcInvesco Asset Management
133
71.0
218[+]Invesco Perpetual Select UK Equity plcInvesco Asset Management
87
76.9
219[+]Invesco Perpetual Select Trust Balanced Risk plcInvesco Asset Management
n/a
-6.6
220[+]Invesco Perpetual Select Managed Liquidity plcInvesco Asset Management
17
SS1.7
221[+]Invesco Perpetual Select Global Equity plcInvesco Asset Management
66
50.9
222[+]Invesco Perpetual Enhanced Income LimitedInvesco Asset Management
88
71.5
223[+]Invesco Income Growth Trust plcInvesco Asset Management
109
51.9
224[+]Invesco Asia Trust plcInvesco Asset Management
129
32.0
225[+]INTU Properties PLC Ord 50PCapital Shopping Centre Gr PLC
160
US13.4

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