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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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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   £

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Fund performance league table: 409 funds

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409 funds
         
Rank ChartFund Group FE Risk Score What is FE Risk Score?FE Crown Rating What is FE Crown Rating?3y  
226[+]Invesco Perpetual Select Global Equity plcInvesco Asset Management
60
67.6
227[+]Invesco Perpetual Enhanced Income LimitedInvesco Asset Management
65
67.7
228[+]Invesco Income Growth Trust plcInvesco Asset Management
98
54.5
229[+]Invesco Asia Trust plcInvesco Asset Management
101
31.5
230[+]INTU Properties PLC Ord 50PCapital Shopping Centre Gr PLC
141
NS20.9
231[+]International Public Prtnrship LtdAmber Infrastructure
52
34.7
232[+]International Oil & Gas Technology OrdInternational Oil and Gas Technology
406
SS-92.7
233[+]International Biotechnology TrustSV Life Sciences
199
171.9
234[+]Infrastructure India plcBloomsbury
366
US-78.5
235[+]Industrial Multi Property Trust PLC Ord 10PAlpha Real Capital
436
NS-7.6
236[+]India Capital GrowthOcean Dial Asset Management
173
69.6
237[+]Independent Investment TrustIndependent Investment Trust
58
51.5
238[+]Impax Environmental Markets Ord 10PImpax Asset Management Ltd
84
50.9
239[+]ICG-Longbow Senior Secured UK Property Debt Investments LimitedICG-Longbow
36
SSn/a
240[+]Highcroft Investments PLCHighcroft Investments
78
NS114.8
241[+]HICL InfrastructureInfraRed Capital Partners
60
55.1
242[+]HgCapital Trust plc OrdHgCapital
79
US22.1
243[+]Herald Investment Trust plcHerald Investment Mgmt Ltd
103
SS30.9
244[+]Henderson Value Trust plc Ord 25PHenderson Global Investors Ltd
79
-19.9
245[+]Henderson Smaller Companies Investment Trust OrdHenderson Global Investors Ltd
127
94.8
246[+]Henderson Opportunities TrustHenderson Global Investors Ltd
110
104.5
247[+]Henderson International Income Trust plcHenderson Global Investors Ltd
83
45.4
248[+]Henderson High Income Trust OrdHenderson Global Investors Ltd
100
68.2
249[+]Henderson Global Trust Ord 25PHenderson Global Investors Ltd
100
36.4
250[+]Henderson Far East Income Ltd OrdHenderson Global Investors Ltd
105
30.9
251[+]Henderson European Focus Trust Ord 50PHenderson Global Investors Ltd
112
98.6
252[+]Henderson Euro TrustHenderson Global Investors Ltd
112
78.6
253[+]Henderson Diversified Income LD OrdHenderson Global Investors Ltd
56
42.0
254[+]HarbourVest Global Private Equity OrdHarbourVest Advisers LP
62
US108.2
255[+]Hansteen Holdings PLCHansteen Holding PLC
126
NS87.8
256[+]Hansa Trust PLCHansa Capital Partners LLP
107
-1.8
257[+]Hammerson plcHammerson
143
NS89.3
258[+]Ground Rents Income Plc Ord 50pGround Rents Income Fund Plc
50
SHn/a
259[+]Gresham House PLCGresham House IT
138
US1.1
260[+]Greencoat UK Wind PLC ORD 1PGreencoat Capital LLP
67
SSn/a
261[+]Great Portland Estates plcGreat Portland Estates
127
NS136.9
262[+]Graphite Enterprise Trust PLCGraphite Capital Mgmt LLP
106
US60.8
263[+]Golden Prospect Precious MetalNew City Investment Managers
215
SS-73.9
264[+]Globalworth Real Estate Investments LimitedGlobalworth Asset Managers
190
NSn/a
265[+]Global Fixed Income Realisation Limited GBPGottex Fund Management Sarl IT
137
US-73.0
266[+]GLI Finance Limited OrdT2 Advisers
116
US68.8
267[+]Genesis Emerging Market GBPGenesis Fund Managers IT
116
3.5
268[+]Geiger Counter OrdNew City Investment Managers
247
SS-72.2
269[+]GCP Student Living Plc ORD 1PGravis Capital Partners LLP
35
NSn/a
270[+]GCP Infrastructure Investments Ld Ord 1PGravis Capital Partners LLP
57
37.0
271[+]Gabelli Value Plus Trust PLCThe Gabelli Asset Management Company
n/a
SHn/a
272[+]Fundsmith Emerging Equities Trust OrdFundsmith
n/a
SHn/a
273[+]Foreign & Colonial Investment Trust OrdF&C Management Limited
86
58.3
274[+]Fisher BarramundiFisher Funds Management Ltd
n/a
SHn/a
275[+]Finsbury Growth & Income Trust PLCFrostrow Capital LLP
96
81.6
276[+]Fidelity Special Values PLCFidelity (FIL Invt Intl)
95
81.0
277[+]Fidelity Japanese Values PLCFidelity (FIL Invt Intl)
134
41.7
278[+]Fidelity European Values PLCFidelity (FIL Invt Intl)
118
64.6
279[+]Fidelity China Special Situations PlcFidelity (FIL Invt Intl)
130
56.1
280[+]Fidelity Asian Values PLC OrdFidelity (FIL Invt Intl)
108
31.9
281[+]Fair Oaks Income Fund Limited Ord NPVFair Oaks Capital Limited
n/a
SSn/a
282[+]F&C UK Real Estate Investments Limited Ord 1PF&C Management Limited
72
SS74.1
283[+]F&C Private Equity Trust OrdF&C Management Limited
72
US66.0
284[+]F&C Managed Portfolio Trust IncomeF&C Management Limited
92
46.5
285[+]F&C Managed Portfolio Trust GrowthF&C Management Limited
84
49.5
286[+]F&C Global Smaller CompaniesF&C Management Limited
98
66.7
287[+]F&C Commercial PropertyF&C Management Limited
86
SS63.6
288[+]F&C Capital & Income IT PLC OrdF&C Management Limited
96
37.5
289[+]European Wealth Group Limited Ord 5PIndependently Managed
250
US108.5
290[+]European Real Estate Investment Trust LimitedEuropean Real Estate InvTstLd
219
NS-39.6
291[+]European Assets TrustF&C Management Limited
104
109.3
292[+]Establishment Investment TrustBlackfriars
78
10.1
293[+]EPE Special OpportunitiesEPIC Private Equity
108
US128.1
294[+]EP Global Opportunities TrustEdinburgh Partners
88
44.8
295[+]Energiser Investments PLCEnergiser Investments PLC
375
US84.6
296[+]Empiric Student Property PLCEmpiric Student Property PLC
n/a
NSn/a
297[+]Elephant Capital PlcPromethean Investments LLP
199
US-41.4
298[+]Electra Private Equity plc OrdElectra Partners
123
US91.9
299[+]El Oro OrdEl Oro Ltd
155
SS-50.5
300[+]Ediston Property Investment Company PLC Ord 1PEdiston Real Estate
n/a
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