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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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0 3041

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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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: 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
56
77.0
227[+]Invesco Perpetual Enhanced Income LimitedInvesco Asset Management
57
71.6
228[+]Invesco Income Growth Trust plcInvesco Asset Management
91
49.9
229[+]Invesco Asia Trust plcInvesco Asset Management
102
47.0
230[+]INTU Properties PLC Ord 50PCapital Shopping Centre Gr PLC
135
NS21.5
231[+]International Public Prtnrship LtdAmber Infrastructure
53
33.9
232[+]International Biotechnology TrustSV Life Sciences
205
180.2
233[+]Infrastructure India plcBloomsbury
356
US-77.7
234[+]Industrial Multi Property Trust PLC Ord 10PAlpha Real Capital
451
NS-31.4
235[+]India Capital GrowthOcean Dial Asset Management
156
61.0
236[+]Independent Investment TrustIndependent Investment Trust
56
59.4
237[+]Impax Environmental Markets Ord 10PImpax Asset Management Ltd
85
66.1
238[+]ICG-Longbow Senior Secured UK Property Debt Investments LimitedICG-Longbow
36
SSn/a
239[+]Highcroft Investments PLCHighcroft Investments
70
NS105.3
240[+]HICL InfrastructureInfraRed Capital Partners
57
47.0
241[+]HgCapital Trust plc OrdHgCapital
84
US19.8
242[+]Herald Investment Trust plcHerald Investment Mgmt Ltd
101
SS35.7
243[+]Henderson Value Trust plc Ord 25PHenderson Global Investors Ltd
78
-14.6
244[+]Henderson Smaller Companies Investment Trust OrdHenderson Global Investors Ltd
116
104.0
245[+]Henderson Opportunities TrustHenderson Global Investors Ltd
104
123.4
246[+]Henderson International Income Trust plcHenderson Global Investors Ltd
79
49.2
247[+]Henderson High Income Trust OrdHenderson Global Investors Ltd
89
62.0
248[+]Henderson Global Trust Ord 25PHenderson Global Investors Ltd
94
39.8
249[+]Henderson Far East Income Ltd OrdHenderson Global Investors Ltd
94
33.9
250[+]Henderson European Focus Trust Ord 50PHenderson Global Investors Ltd
113
107.1
251[+]Henderson Euro TrustHenderson Global Investors Ltd
109
94.4
252[+]Henderson Diversified Income LD OrdHenderson Global Investors Ltd
53
35.7
253[+]HarbourVest Global Private Equity OrdHarbourVest Advisers LP
70
US86.3
254[+]Hansteen Holdings PLCHansteen Holding PLC
121
NS84.0
255[+]Hansa Trust PLCHansa Capital Partners LLP
100
3.1
256[+]Hammerson plcHammerson
134
NS74.3
257[+]Ground Rents Income Plc Ord 50pGround Rents Income Fund Plc
49
SHn/a
258[+]Gresham House PLCGresham House IT
119
US-13.0
259[+]Greencoat UK Wind PLC ORD 1PGreencoat Capital LLP
61
SSn/a
260[+]Great Portland Estates plcGreat Portland Estates
123
NS125.8
261[+]Graphite Enterprise Trust PLCGraphite Capital Mgmt LLP
96
US47.2
262[+]Golden Prospect Precious MetalNew City Investment Managers
191
SS-68.3
263[+]Globalworth Real Estate Investments LimitedGlobalworth Asset Managers
189
NSn/a
264[+]Global Fixed Income Realisation Limited GBPGottex Fund Management Sarl IT
125
US-73.8
265[+]GLI Finance Limited OrdT2 Advisers
111
US51.0
266[+]Genesis Emerging Market GBPGenesis Fund Managers IT
122
11.0
267[+]Geiger Counter OrdNew City Investment Managers
216
SS-58.9
268[+]GCP Student Living Plc ORD 1PGravis Capital Partners LLP
50
NSn/a
269[+]GCP Infrastructure Investments Ld Ord 1PGravis Capital Partners LLP
56
38.9
270[+]Gabelli Value Plus Trust PLCThe Gabelli Asset Management Company
n/a
SHn/a
271[+]Fundsmith Emerging Equities Trust OrdFundsmith
n/a
SHn/a
272[+]Foreign & Colonial Investment Trust OrdF&C Management Limited
90
53.7
273[+]Fisher BarramundiFisher Funds Management Ltd
n/a
SHn/a
274[+]Finsbury Growth & Income Trust PLCFrostrow Capital LLP
93
77.0
275[+]Fidelity Special Values PLCFidelity (FIL Invt Intl)
87
89.7
276[+]Fidelity Japanese Values PLCFidelity (FIL Invt Intl)
134
52.7
277[+]Fidelity European Values PLCFidelity (FIL Invt Intl)
124
70.8
278[+]Fidelity China Special Situations PlcFidelity (FIL Invt Intl)
160
118.6
279[+]Fidelity Asian Values PLC OrdFidelity (FIL Invt Intl)
113
47.2
280[+]Fair Oaks Income Fund Limited Ord NPVFair Oaks Capital Limited
n/a
SSn/a
281[+]F&C UK Real Estate Investments Limited Ord 1PF&C Management Limited
69
SS89.0
282[+]F&C Private Equity Trust OrdF&C Management Limited
73
US56.6
283[+]F&C Managed Portfolio Trust IncomeF&C Management Limited
81
48.3
284[+]F&C Managed Portfolio Trust GrowthF&C Management Limited
75
55.1
285[+]F&C Global Smaller CompaniesF&C Management Limited
89
69.1
286[+]F&C Commercial PropertyF&C Management Limited
85
SS58.3
287[+]F&C Capital & Income IT PLC OrdF&C Management Limited
89
33.0
288[+]European Wealth Group Limited Ord 5PIndependently Managed
224
US77.8
289[+]European Real Estate Investment Trust LimitedEuropean Real Estate InvTstLd
195
NS-28.4
290[+]European Assets TrustF&C Management Limited
98
128.2
291[+]Establishment Investment TrustBlackfriars
71
7.3
292[+]EPE Special OpportunitiesEPIC Private Equity
115
US132.6
293[+]EP Global Opportunities TrustEdinburgh Partners
87
62.3
294[+]Energiser Investments PLCEnergiser Investments PLC
332
US33.3
295[+]Empiric Student Property PLCEmpiric Student Property PLC
n/a
NSn/a
296[+]Elephant Capital PlcPromethean Investments LLP
178
US-41.2
297[+]Electra Private Equity plc OrdElectra Partners
114
US84.6
298[+]El Oro OrdEl Oro Ltd
135
SS-48.3
299[+]Ediston Property Investment Company PLC Ord 1PEdiston Real Estate
n/a
SSn/a
300[+]Edinburgh Worldwide IT PLCBaillie Gifford & Company
135
61.1

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