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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 3244

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     

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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  
226[+]Invesco Perpetual Select Global Equity plcInvesco Asset Management
58
76.6
227[+]Invesco Perpetual Enhanced Income LimitedInvesco Asset Management
61
68.3
228[+]Invesco Income Growth Trust plcInvesco Asset Management
94
53.0
229[+]Invesco Asia Trust plcInvesco Asset Management
99
35.4
230[+]INTU Properties PLC Ord 50PCapital Shopping Centre Gr PLC
137
NS18.7
231[+]International Public Prtnrship LtdAmber Infrastructure
54
33.8
232[+]International Oil & Gas Technology OrdInternational Oil and Gas Technology
378
SS-93.0
233[+]International Biotechnology TrustSV Life Sciences
198
185.7
234[+]Infrastructure India plcBloomsbury
379
US-78.5
235[+]Industrial Multi Property Trust PLC Ord 10PAlpha Real Capital
483
NS-41.4
236[+]India Capital GrowthOcean Dial Asset Management
163
65.8
237[+]Independent Investment TrustIndependent Investment Trust
57
49.6
238[+]Impax Environmental Markets Ord 10PImpax Asset Management Ltd
86
63.0
239[+]ICG-Longbow Senior Secured UK Property Debt Investments LimitedICG-Longbow
38
SSn/a
240[+]Highcroft Investments PLCHighcroft Investments
73
NS105.9
241[+]HICL InfrastructureInfraRed Capital Partners
57
58.3
242[+]HgCapital Trust plc OrdHgCapital
77
US26.5
243[+]Herald Investment Trust plcHerald Investment Mgmt Ltd
104
SS33.9
244[+]Henderson Value Trust plc Ord 25PHenderson Global Investors Ltd
80
-19.5
245[+]Henderson Smaller Companies Investment Trust OrdHenderson Global Investors Ltd
121
99.0
246[+]Henderson Opportunities TrustHenderson Global Investors Ltd
109
108.2
247[+]Henderson International Income Trust plcHenderson Global Investors Ltd
80
48.6
248[+]Henderson High Income Trust OrdHenderson Global Investors Ltd
94
64.0
249[+]Henderson Global Trust Ord 25PHenderson Global Investors Ltd
99
38.8
250[+]Henderson Far East Income Ltd OrdHenderson Global Investors Ltd
99
35.4
251[+]Henderson European Focus Trust Ord 50PHenderson Global Investors Ltd
108
104.2
252[+]Henderson Euro TrustHenderson Global Investors Ltd
111
83.1
253[+]Henderson Diversified Income LD OrdHenderson Global Investors Ltd
53
36.8
254[+]HarbourVest Global Private Equity OrdHarbourVest Advisers LP
65
US96.7
255[+]Hansteen Holdings PLCHansteen Holding PLC
120
NS89.6
256[+]Hansa Trust PLCHansa Capital Partners LLP
104
0.9
257[+]Hammerson plcHammerson
137
NS78.0
258[+]Ground Rents Income Plc Ord 50pGround Rents Income Fund Plc
52
SHn/a
259[+]Gresham House PLCGresham House IT
125
US-14.9
260[+]Greencoat UK Wind PLC ORD 1PGreencoat Capital LLP
65
SSn/a
261[+]Great Portland Estates plcGreat Portland Estates
122
NS139.1
262[+]Graphite Enterprise Trust PLCGraphite Capital Mgmt LLP
102
US58.4
263[+]Golden Prospect Precious MetalNew City Investment Managers
202
SS-70.5
264[+]Globalworth Real Estate Investments LimitedGlobalworth Asset Managers
197
NSn/a
265[+]Global Fixed Income Realisation Limited GBPGottex Fund Management Sarl IT
128
US-73.9
266[+]GLI Finance Limited OrdT2 Advisers
109
US53.4
267[+]Genesis Emerging Market GBPGenesis Fund Managers IT
115
5.1
268[+]Geiger Counter OrdNew City Investment Managers
230
SS-67.1
269[+]GCP Student Living Plc ORD 1PGravis Capital Partners LLP
33
NSn/a
270[+]GCP Infrastructure Investments Ld Ord 1PGravis Capital Partners LLP
55
39.6
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
54.0
274[+]Fisher BarramundiFisher Funds Management Ltd
n/a
SHn/a
275[+]Finsbury Growth & Income Trust PLCFrostrow Capital LLP
93
78.9
276[+]Fidelity Special Values PLCFidelity (FIL Invt Intl)
89
77.6
277[+]Fidelity Japanese Values PLCFidelity (FIL Invt Intl)
142
55.7
278[+]Fidelity European Values PLCFidelity (FIL Invt Intl)
122
62.9
279[+]Fidelity China Special Situations PlcFidelity (FIL Invt Intl)
127
77.4
280[+]Fidelity Asian Values PLC OrdFidelity (FIL Invt Intl)
109
35.6
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
74
SS82.2
283[+]F&C Private Equity Trust OrdF&C Management Limited
79
US72.9
284[+]F&C Managed Portfolio Trust IncomeF&C Management Limited
86
46.2
285[+]F&C Managed Portfolio Trust GrowthF&C Management Limited
79
52.0
286[+]F&C Global Smaller CompaniesF&C Management Limited
92
68.2
287[+]F&C Commercial PropertyF&C Management Limited
86
SS57.9
288[+]F&C Capital & Income IT PLC OrdF&C Management Limited
92
32.6
289[+]European Wealth Group Limited Ord 5PIndependently Managed
240
US77.8
290[+]European Real Estate Investment Trust LimitedEuropean Real Estate InvTstLd
205
NS-39.0
291[+]European Assets TrustF&C Management Limited
100
120.3
292[+]Establishment Investment TrustBlackfriars
72
6.4
293[+]EPE Special OpportunitiesEPIC Private Equity
113
US116.8
294[+]EP Global Opportunities TrustEdinburgh Partners
92
53.7
295[+]Energiser Investments PLCEnergiser Investments PLC
351
US52.9
296[+]Empiric Student Property PLCEmpiric Student Property PLC
n/a
NSn/a
297[+]Elephant Capital PlcPromethean Investments LLP
189
US-40.0
298[+]Electra Private Equity plc OrdElectra Partners
118
US80.8
299[+]El Oro OrdEl Oro Ltd
144
SS-48.7
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