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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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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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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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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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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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For Sale In

Fund performance league table: 413 funds

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413 funds
         
Rank ChartFund Group FE Risk Score What is FE Risk Score?FE Crown Rating What is FE Crown Rating?3y  
226[+]Independent Investment TrustIndependent Investment Trust
59
76.3
227[+]Impax Environmental Markets Ord 10PImpax Asset Management Ltd
90
71.5
228[+]ICG-Longbow Senior Secured UK Property Debt Investments LimitedICG-Longbow
36
SSn/a
229[+]Highcroft Investments PLCHighcroft Investments
81
NS113.4
230[+]HICL InfrastructureInfraRed Capital Partners
57
49.6
231[+]HgCapital Trust plc OrdHgCapital
75
US31.3
232[+]Herald Investment Trust plcHerald Investment Mgmt Ltd
101
SS51.0
233[+]Henderson Value Trust plc Ord 25PHenderson Global Investors Ltd
78
-11.4
234[+]Henderson Smaller Companies Investment Trust OrdHenderson Global Investors Ltd
123
157.0
235[+]Henderson Opportunities TrustHenderson Global Investors Ltd
118
164.8
236[+]Henderson International Income Trust plcHenderson Global Investors Ltd
86
53.4
237[+]Henderson High Income Trust OrdHenderson Global Investors Ltd
94
81.7
238[+]Henderson Global Trust Ord 25PHenderson Global Investors Ltd
98
52.1
239[+]Henderson Far East Income Ltd OrdHenderson Global Investors Ltd
95
38.5
240[+]Henderson European Focus Trust Ord 50PHenderson Global Investors Ltd
123
137.0
241[+]Henderson Euro TrustHenderson Global Investors Ltd
109
106.3
242[+]Henderson Diversified Income LD OrdHenderson Global Investors Ltd
53
37.1
243[+]HarbourVest Global Private Equity OrdHarbourVest Advisers LP
79
US82.4
244[+]Hansteen Holdings PLCHansteen Holding PLC
121
NS88.2
245[+]Hansa Trust PLCHansa Capital Partners LLP
99
15.1
246[+]Hammerson plcHammerson
135
NS76.4
247[+]Ground Rents Income Plc Ord 50pGround Rents Income Fund Plc
49
SHn/a
248[+]Gresham House PLCGresham House IT
117
US-3.8
249[+]Greencoat UK Wind PLC ORD 1PGreencoat Capital LLP
61
SSn/a
250[+]Great Portland Estates plcGreat Portland Estates
128
NS123.6
251[+]Graphite Enterprise Trust PLCGraphite Capital Mgmt LLP
96
US61.0
252[+]Golden Prospect Precious MetalNew City Investment Managers
189
SS-67.2
253[+]Globalworth Real Estate Investments LimitedGlobalworth Asset Managers
195
NSn/a
254[+]Global Fixed Income Realisation Limited GBPGottex Fund Management Sarl IT
124
US-73.1
255[+]GLI Finance Limited OrdT2 Advisers
113
US51.9
256[+]Genesis Emerging Market GBPGenesis Fund Managers IT
121
17.8
257[+]Geiger Counter OrdNew City Investment Managers
247
SS-52.2
258[+]GCP Student Living Plc ORD 1PGravis Capital Partners LLP
50
NSn/a
259[+]GCP Infrastructure Investments Ld Ord 1PGravis Capital Partners LLP
65
41.3
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
93
68.4
263[+]Fisher BarramundiFisher Funds Management Ltd
n/a
SHn/a
264[+]Finsbury Growth & Income Trust PLCFrostrow Capital LLP
96
95.1
265[+]Fidelity Special Values PLCFidelity (FIL Invt Intl)
92
118.9
266[+]Fidelity Japanese Values PLCFidelity (FIL Invt Intl)
137
75.3
267[+]Fidelity European Values PLCFidelity (FIL Invt Intl)
124
88.4
268[+]Fidelity China Special Situations PlcFidelity (FIL Invt Intl)
167
150.9
269[+]Fidelity Asian Values PLC OrdFidelity (FIL Invt Intl)
119
56.3
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
71
SS95.9
272[+]F&C Private Equity Trust OrdF&C Management Limited
73
US63.0
273[+]F&C Managed Portfolio Trust IncomeF&C Management Limited
84
62.0
274[+]F&C Managed Portfolio Trust GrowthF&C Management Limited
76
67.9
275[+]F&C Global Smaller CompaniesF&C Management Limited
92
82.6
276[+]F&C Commercial PropertyF&C Management Limited
85
SS60.7
277[+]F&C Capital & Income IT PLC OrdF&C Management Limited
95
46.8
278[+]European Wealth Group Limited Ord 5PIndependently Managed
222
US134.3
279[+]European Real Estate Investment Trust LimitedEuropean Real Estate InvTstLd
193
NS-24.1
280[+]European Assets TrustF&C Management Limited
97
142.5
281[+]Establishment Investment TrustBlackfriars
70
12.6
282[+]EPE Special OpportunitiesEPIC Private Equity
114
US125.5
283[+]EP Global Opportunities TrustEdinburgh Partners
88
75.3
284[+]Energiser Investments PLCEnergiser Investments PLC
397
US63.1
285[+]Empiric Student Property PLCEmpiric Student Property PLC
n/a
NSn/a
286[+]Elephant Capital PlcPromethean Investments LLP
176
US-41.6
287[+]Electra Private Equity plc OrdElectra Partners
117
US107.5
288[+]El Oro OrdEl Oro Ltd
155
SS-43.1
289[+]Ediston Property Investment Company PLC Ord 1PEdiston Real Estate
n/a
SSn/a
290[+]Edinburgh Worldwide IT PLCBaillie Gifford & Company
137
72.2
291[+]Edinburgh Investment Tst plcInvesco Asset Management
91
64.5
292[+]Edinburgh Dragon Trust plc Ord 20pAberdeen Asset Managers
98
33.1
293[+]Ecofin Water & Power Opportunities OrdEcofin
161
45.0
294[+]Eastern European Property LtdElysium
96
NS-23.0
295[+]DW Catalyst Ltd Ord Red Shs GBPDW Partners
55
US29.9
296[+]Dunedin Smaller Companies IT PLC Ord 25pAberdeen Asset Managers
122
81.7
297[+]Dunedin Income Growth Trust PLC OrdAberdeen Asset Managers
106
44.9
298[+]Dunedin Enterprise IT plcDunedin LLP
120
US9.9
299[+]Duet Real Estate Finance Limited OrdDRC Capital
177
SS101.0
300[+]Doric Nimrod Air Two Limited Ord Pref Shs NPVNimrod Capital
63
US39.9

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