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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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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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Additional information

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For Sale In

Fund performance league table: 394 funds

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394 funds
         
Rank ChartFund Group FE Risk Score What is FE Risk Score?FE Crown Rating What is FE Crown Rating?3y  
226[+]India Capital GrowthOcean Dial Asset Management
151
82.1
227[+]Independent Investment TrustIndependent Investment Trust
63
94.9
228[+]Impax Environmental Markets Ord 10PImpax Asset Management Ltd
89
70.2
229[+]ICG-Longbow Senior Secured UK Property Debt Investments LimitedICG-Longbow
34
SSn/a
230[+]Highcroft Investments PLCHighcroft Investments
83
NS127.2
231[+]HICL InfrastructureInfraRed Capital Partners
55
49.6
232[+]HgCapital Trust plc OrdHgCapital
73
US32.4
233[+]Herald Investment Trust plcHerald Investment Mgmt Ltd
98
SS46.7
234[+]Henderson Smaller Companies Investment Trust OrdHenderson Global Investors Ltd
123
131.8
235[+]Henderson Opportunities TrustHenderson Global Investors Ltd
121
162.5
236[+]Henderson International Income Trust plcHenderson Global Investors Ltd
87
42.9
237[+]Henderson High Income Trust OrdHenderson Global Investors Ltd
95
61.9
238[+]Henderson Global Trust Ord 25PHenderson Global Investors Ltd
98
36.8
239[+]Henderson Far East Income Ltd OrdHenderson Global Investors Ltd
94
30.1
240[+]Henderson European Focus Trust Ord 50PHenderson Global Investors Ltd
128
116.0
241[+]Henderson Euro TrustHenderson Global Investors Ltd
115
89.4
242[+]Henderson Diversified Income LD OrdHenderson Global Investors Ltd
53
40.6
243[+]HarbourVest Global Private Equity OrdHarbourVest Advisers LP
80
US88.1
244[+]Hansteen Holdings PLCHansteen Holding PLC
127
NS84.7
245[+]Hansa Trust PLCHansa Capital Partners LLP
109
20.7
246[+]Hammerson plcHammerson
138
NS55.3
247[+]Ground Rents Income Plc Ord 50pGround Rents Income Fund Plc
47
SHn/a
248[+]Gresham House PLCGresham House IT
112
US-2.8
249[+]Greencoat UK Wind PLC ORD 1PGreencoat Capital LLP
59
SSn/a
250[+]Great Portland Estates plcGreat Portland Estates
128
NS107.5
251[+]Graphite Enterprise Trust PLCGraphite Capital Mgmt LLP
104
US56.7
252[+]Golden Prospect Precious MetalNew City Investment Managers
182
SS-68.9
253[+]Globalworth Real Estate Investments LimitedGlobalworth Asset Managers
193
NSn/a
254[+]Global Fixed Income Realisation Limited GBPGottex Fund Management Sarl IT
119
US-72.4
255[+]GLI Finance Limited OrdT2 Advisers
112
US52.9
256[+]Genesis Emerging Market GBPGenesis Fund Managers IT
119
6.5
257[+]Geiger Counter OrdNew City Investment Managers
249
SS-54.4
258[+]GCP Student Living Plc ORD 1PGravis Capital Partners LLP
49
NSn/a
259[+]GCP Infrastructure Investments Ld Ord 1PGravis Capital Partners LLP
64
36.1
260[+]Gabelli Value Plus Trust PLCThe Gabelli Asset Management Company
n/a
SHn/a
261[+]Fundsmith Emerging Equities Trust OrdFundsmith
n/a
SHn/a
262[+]Foreign & Colonial Investment Trust OrdF&C Management Limited
90
53.2
263[+]Fisher BarramundiFisher Funds Management Ltd
n/a
SHn/a
264[+]Finsbury Growth & Income Trust PLCFrostrow Capital LLP
95
73.4
265[+]Fidelity Special Values PLCFidelity (FIL Invt Intl)
91
114.5
266[+]Fidelity Japanese Values PLCFidelity (FIL Invt Intl)
133
61.9
267[+]Fidelity European Values PLCFidelity (FIL Invt Intl)
123
70.8
268[+]Fidelity China Special Situations PlcFidelity (FIL Invt Intl)
180
99.8
269[+]Fidelity Asian Values PLC OrdFidelity (FIL Invt Intl)
121
40.9
270[+]Fair Oaks Income Fund Limited Ord NPVFair Oaks Capital Limited
n/a
SSn/a
271[+]F&C UK Real Estate Investments Limited Ord 1PF&C Management Limited
69
SS87.5
272[+]F&C Private Equity Trust OrdF&C Management Limited
71
US61.1
273[+]F&C Managed Portfolio Trust IncomeF&C Management Limited
81
55.5
274[+]F&C Managed Portfolio Trust GrowthF&C Management Limited
73
63.3
275[+]F&C Global Smaller CompaniesF&C Management Limited
94
76.7
276[+]F&C Commercial PropertyF&C Management Limited
82
SS54.7
277[+]F&C Capital & Income IT PLC OrdF&C Management Limited
91
37.2
278[+]European Wealth Group Limited Ord 5PIndependently Managed
205
US117.1
279[+]European Real Estate Investment Trust LimitedEuropean Real Estate InvTstLd
222
NS-8.2
280[+]European Assets TrustF&C Management Limited
100
129.9
281[+]Establishment Investment TrustBlackfriars
71
5.5
282[+]EPE Special OpportunitiesEPIC Private Equity
109
US92.8
283[+]EP Global Opportunities TrustEdinburgh Partners
90
59.2
284[+]Energiser Investments PLCEnergiser Investments PLC
374
US19.2
285[+]Empiric Student Property PLCEmpiric Student Property PLC
n/a
SSn/a
286[+]Elephant Capital PlcPromethean Investments LLP
168
US-41.6
287[+]Electra Private Equity plc OrdElectra Partners
112
US91.9
288[+]El Oro OrdEl Oro Ltd
148
SS-40.9
289[+]Ediston Property Investment Company PLC Ord 1PEdiston Real Estate
n/a
SSn/a
290[+]Edinburgh Worldwide IT PLCBaillie Gifford & Company
133
80.6
291[+]Edinburgh Investment Tst plcInvesco Asset Management
89
49.9
292[+]Edinburgh Dragon Trust plc Ord 20pAberdeen Asset Managers
99
15.6
293[+]Ecofin Water & Power Opportunities OrdEcofin
155
37.8
294[+]Eastern European Property LtdElysium
93
NS-21.9
295[+]DW Catalyst Ltd Ord Red Shs GBPDW Partners
66
US27.2
296[+]Dunedin Smaller Companies IT PLC Ord 25pAberdeen Asset Managers
123
88.1
297[+]Dunedin Income Growth Trust PLC OrdAberdeen Asset Managers
106
25.9
298[+]Dunedin Enterprise IT plcDunedin LLP
131
US4.1
299[+]Duet Real Estate Finance Limited OrdDRC Capital
251
SS44.0
300[+]Doric Nimrod Air Two Limited Ord Pref Shs NPVNimrod Capital
65
US33.7

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
PT : Passive fund