To continue using FE Trustnet please choose an edition:

This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies on the website and how to delete cookies, see our Privacy and Cookie Policy.

I accept the FE Trustnet cookie policy

For more information Click here

Login

Login

Register

It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
You are here: Prices & Performance
Apply basic filters

Fund name

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.

Close x

Management Groups

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

Close x

Investment Focus

Investment Focus allows you to search for funds which invest in a specific industrial sector or sectors.

Close x

Asset Class

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.

Close x

 

0 4768

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.

FE Risk Score help Close x
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.

FE Crown Fund Rating help Close x

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.

Close x

Click on the icons for more information on each filter

 
Apply advanced filters

Show

Hide

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.

More : Volatility help Close x
       %
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.

More :Sharpe Ratio help Close x
       %
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.

Close x
  £

Period

Additional information

Fund size   £

Launch date     

For Sale In

Fund performance league table: 376 funds

Create a custom tab
Create a custom tab
376 funds
         
Rank ChartFund Group FE Risk Score What is FE Risk Score?FE Crown Rating What is FE Crown Rating?3y  
151[+]Jupiter Primadona GrowthJupiter Asset Management Ltd
136
48.7
152[+]Jupiter Green InvestmentJupiter Asset Management Ltd
75
65.9
153[+]Jupiter European OpportunitiesJupiter Asset Management Ltd
127
78.6
154[+]Jupiter Dividend & Growth CommonJupiter Asset Management Ltd
53
75.2
155[+]JPMorgan TaiwanJ.P.Morgan Asset Management
n/a
n/a
156[+]JP Morgan US Smaller Companies IT PLC Ord 2.5PJP Morgan Asset Management UK
139
95.3
157[+]JP Morgan Smaller Cos IT plcJP Morgan Asset Management UK
127
69.0
158[+]JP Morgan Senior Secured Loan LtdJP Morgan Asset Management UK
n/a
SHn/a
159[+]JP Morgan Russian Securities plcJP Morgan Asset Management UK
206
SS-25.1
160[+]JP Morgan Private Equity USDJP Morgan Asset Management UK
130
US-5.9
161[+]JP Morgan Overseas IT plcJP Morgan Asset Management UK
94
38.9
162[+]JP Morgan Mid Cap IT plcJP Morgan Asset Management UK
136
98.6
163[+]JP Morgan Japanese IT plcJP Morgan Asset Management UK
153
34.3
164[+]JP Morgan Japan Smaller Companies Trust PlcJP Morgan Asset Management UK
170
33.1
165[+]JP Morgan Indian IT plcJP Morgan Asset Management UK
170
25.9
166[+]JP Morgan Income & Growth UtsJP Morgan Asset Management UK
77
57.6
167[+]JP Morgan Income & Capital Trust plc Package UnitsJP Morgan Asset Management UK
74
47.1
168[+]JP Morgan Global Emerging Markets Income Trust plc ORD 1PJP Morgan Asset Management UK
122
30.0
169[+]JP Morgan Global Convertibles IncomeJP Morgan Asset Management UK
n/a
SHn/a
170[+]JP Morgan European Smaller Companies Trust PLC Ord 5PJP Morgan Asset Management UK
145
31.3
171[+]JP Morgan European IT IncomeJP Morgan Asset Management UK
137
55.2
172[+]JP Morgan European IT GrowthJP Morgan Asset Management UK
133
52.5
173[+]JP Morgan Emerging Markets IT plcJP Morgan Asset Management UK
117
12.6
174[+]JP Morgan Elect Managed IncomeJP Morgan Asset Management UK
93
44.0
175[+]JP Morgan Elect Managed GrowthJP Morgan Asset Management UK
90
50.5
176[+]JP Morgan Elect Managed CashJP Morgan Asset Management UK
3
SS1.0
177[+]JP Morgan Claverhouse IT plcJP Morgan Asset Management UK
99
58.3
178[+]JP Morgan Chinese IT plcJP Morgan Asset Management UK
141
32.0
179[+]JP Morgan Brazil Investment Trust plcJP Morgan Asset Management UK
200
SS-22.7
180[+]JP Morgan Asian IT plcJP Morgan Asset Management UK
107
18.7
181[+]JP Morgan American IT plcJP Morgan Asset Management UK
113
63.4
182[+]John Laing Infrastructure Ord 0.01PJohn Laing Plc
55
37.9
183[+]John Laing Environmental Assets Group Limited Ord NPVJohn Laing Plc
n/a
SSn/a
184[+]Japan Residential Investment CompanyIndependently Managed
150
31.5
185[+]Invista European Real EstateInvista IT
865
-92.5
186[+]Investors In Global Real EstateSchroder Property Inv Mgmt
125
SS35.8
187[+]Investors Capital Trust UtsF&C Management Limited
50
27.4
188[+]Invesco Perpetual UK Smaller Companies plcInvesco Asset Management
129
72.5
189[+]Invesco Perpetual Select UK Equity plcInvesco Asset Management
86
77.0
190[+]Invesco Perpetual Select Trust Balanced Risk plcInvesco Asset Management
n/a
-6.6
191[+]Invesco Perpetual Select Managed Liquidity plcInvesco Asset Management
17
SS2.2
192[+]Invesco Perpetual Select Global Equity plcInvesco Asset Management
65
52.1
193[+]Invesco Perpetual Enhanced Income LimitedInvesco Asset Management
90
83.9
194[+]Invesco Income Growth Trust plcInvesco Asset Management
107
56.5
195[+]Invesco Asia Trust plcInvesco Asset Management
127
39.1
196[+]International Public Prtnrship LtdAmber Infrastructure
68
36.7
197[+]International Oil & Gas Technology OrdInternational Oil and Gas Technology
349
SS-81.1
198[+]International Biotechnology TrustSV Life Sciences
200
137.3
199[+]Ingenious Media Active CapitalIndependently Managed
573
US15.6
200[+]Infrastructure India plcBloomsbury
489
US-81.4
201[+]Industrial Multi Property Trust PLC Ord 10PAlpha Real Capital
721
-55.9
202[+]India Capital GrowthOcean Dial Asset Management
205
24.0
203[+]Independent Investment TrustIndependent Investment Trust
63
49.4
204[+]Impax Environmental Markets Ord 10PImpax Asset Management Ltd
103
60.8
205[+]ICG-Longbow Senior Secured UK Property Debt Investments LimitedICG-Longbow
42
SHn/a
206[+]HICL InfrastructureInfraRed Capital Partners
70
47.6
207[+]HgCapital Trust plc OrdHgCapital
99
US6.9
208[+]Herald Investment Trust plcHerald Investment Mgmt Ltd
133
SS34.0
209[+]Henderson Value Trust plc Ord 25PHenderson Global Investors Ltd
77
-10.3
210[+]Henderson Smaller Companies Investment Trust OrdHenderson Global Investors Ltd
156
106.6
211[+]Henderson Opportunities TrustHenderson Global Investors Ltd
126
139.5
212[+]Henderson International Income Trust plcHenderson Global Investors Ltd
79
32.3
213[+]Henderson High Income Trust OrdHenderson Global Investors Ltd
101
62.7
214[+]Henderson Global Trust Ord 25PHenderson Global Investors Ltd
108
24.8
215[+]Henderson Far East Income Ltd OrdHenderson Global Investors Ltd
117
37.4
216[+]Henderson European Focus Trust Ord 50PHenderson Global Investors Ltd
124
89.2
217[+]Henderson Euro TrustHenderson Global Investors Ltd
129
66.3
218[+]Henderson Diversified Income LD OrdHenderson Global Investors Ltd
74
43.8
219[+]Harewood Energy Base Metals Secure GrowthHarewood Solutions
0
US0.0
220[+]HarbourVest Senior Loans Europe OrdSpire Partners LLP
127
6.9
221[+]HarbourVest Global Private Equity OrdHarbourVest Advisers LP
81
US88.3
222[+]Hansa Trust PLCHansa Capital Partners LLP
122
12.4
223[+]Ground Rents Income Plc Ord 50pGround Rents Income Fund Plc
46
SHn/a
224[+]Gresham House PLCGresham House IT
194
-22.2
225[+]Greencoat UK Wind PLC ORD 1PGreencoat Capital LLP
49
SSn/a

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