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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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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 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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FE Adviser Fund Index

FE Adviser Fund Index

The Adviser Fund Index (AFI) is a basket of funds chosen by the UK’s leading financial advisers. There are three baskets to choose from, reflecting different risk appetites.

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FE Alpha Manager

FE Alpha Manager

FE Alpha Manager Ratings identify the best fund managers in the UK, using quant based analysis to sort the wheat from the chaff. Select this option to show only those funds managed by FE Alpha managers.

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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

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Fund performance league table: 23 funds

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23 funds
Rank ChartFund Group Focus FE Risk Score What is FE Risk Score?BidOfferYield 1y 3y 5y  
1[+]Aviva Inv Active Protector 1Aviva Investors UK Fd Serv Ltd
49
126.820.001.912.913.1
2[+]Aviva Inv Defined Returns 10Aviva Investors UK Fd Serv Ltd
33
130.320.005.434.1n/a
3[+]HSBC Capital Protected 15 Protected 1 AccHSBC Gbl Asset Mgt (HSBC Inv)
38
139.400.004.826.534.9
4[+]HSBC Capital Protected 16 Protected 1 AccHSBC Gbl Asset Mgt (HSBC Inv)
49
136.700.007.428.036.2
5[+]HSBC Capital Protected 17 Protected 1 AccHSBC Gbl Asset Mgt (HSBC Inv)
55
137.500.009.629.536.3
6[+]HSBC Capital Protected 18 Protected 1 AccHSBC Gbl Asset Mgt (HSBC Inv)
53
125.900.003.316.928.2
7[+]HSBC Capital Protected 19 Protected 1 AccHSBC Gbl Asset Mgt (HSBC Inv)
55
128.100.004.418.228.1
8[+]IFSL Harewood UK Enhanced Income AIFSL
85
93.253.30-2.917.420.5
9[+]IFSL Harewood US Enhanced Income AIFSL
81
120.824.0015.944.6n/a
10[+]Scottish Widows Capital Protected 10Scottish Wid UT Mgr Limited
20
161.800.002.732.048.3
11[+]Scottish Widows Capital Protected 11Scottish Wid UT Mgr Limited
82
157.200.007.942.159.3
12[+]Scottish Widows Capital Protected 12Scottish Wid UT Mgr Limited
102
154.300.006.140.954.5
13[+]Scottish Widows Capital Protected 13Scottish Wid UT Mgr Limited
102
154.600.009.744.862.4
14[+]Scottish Widows Capital Protected 14Scottish Wid UT Mgr Limited
100
149.800.0011.941.959.0
15[+]Scottish Widows Capital Protected 15Scottish Wid UT Mgr Limited
56
148.200.008.141.148.1
16[+]Scottish Widows Capital Protected 16Scottish Wid UT Mgr Limited
77
137.300.009.037.537.3
17[+]Scottish Widows Capital Protected 17Scottish Wid UT Mgr Limited
66
120.900.006.133.0n/a
18[+]Scottish Widows Capital Protected 18Scottish Wid UT Mgr Limited
59
119.200.006.327.9n/a
19[+]Scottish Widows Capital Protected 19Scottish Wid UT Mgr Limited
73
129.700.007.231.5n/a
20[+]Scottish Widows Capital Protected 20Scottish Wid UT Mgr Limited
55
119.500.007.331.4n/a
21[+]Scottish Widows Capital Protected 21Scottish Wid UT Mgr Limited
60
118.500.007.718.4n/a
22[+]Scottish Widows Protected Capital Solutions 6Scottish Wid UT Mgr Limited
74
126.200.005.228.4n/a
23[+]Scottish Widows Protected Capital Solutions 7Scottish Wid UT Mgr Limited
72
131.000.007.932.8n/a

All prices in Pence Sterling (GBX) unless otherwise specified. Price total return performance figures are calculated on a bid price to bid price basis (mid to mid for OEICs) with net income (dividends) reinvested. Performance figures are shown in Sterling unless otherwise specified.