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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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Unit Types

Unit Types

You can choose to filter by the type of unit you would like to view – which could be an INC unit, which pays out a regular dividend income, or an ACC unit which automatically reinvests any income.

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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: 2528 funds

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2528 funds
Rank ChartFund Group FE Risk Score What is FE Risk Score?FE AFI ConstituentFE Crown Rating What is FE Crown Rating?3y  
1[+]Your Portfolio VI 1RBS Collective Invst Fds Ltd
64
SHn/a
2[+]Your Portfolio V 1RBS Collective Invst Fds Ltd
53
SHn/a
3[+]Your Portfolio IV 1RBS Collective Invst Fds Ltd
41
SHn/a
4[+]Your Portfolio III 1RBS Collective Invst Fds Ltd
30
SHn/a
5[+]Your Portfolio II 1RBS Collective Invst Fds Ltd
20
SHn/a
6[+]WSSF 5 Aggressive Portfolio Inst AccHSBC Gbl Asset Mgt (HSBC Inv)
72
41.5
7[+]WSSF 4 Progressive Portfolio Inst AccHSBC Gbl Asset Mgt (HSBC Inv)
60
38.0
8[+]WSSF 3 Balanced Portfolio Inst AccHSBC Gbl Asset Mgt (HSBC Inv)
45
31.9
9[+]WSSF 2 Defensive Portfolio Inst AccHSBC Gbl Asset Mgt (HSBC Inv)
33
24.5
10[+]WSSF 1 Conservative Portfolio Inst AccHSBC Gbl Asset Mgt (HSBC Inv)
24
18.5
11[+]Worldwide Capital Growth A2000S&W Fund Administration Ltd
57
34.7
12[+]Wesleyan InternationalWesleyan Unit Trust Mgrs Ltd
82
38.0
13[+]Wesleyan GrowthWesleyan Unit Trust Mgrs Ltd
98
45.6
14[+]Wesleyan CashWesleyan Unit Trust Mgrs Ltd
0
0.9
15[+]WAY MA Growth Portfolio B AccWAY Fund Managers
67
31.6
16[+]WAY MA Cautious Portfolio B AccWAY Fund Managers
42
20.7
17[+]WAY Green Portfolio Elite Ret AccWAY Fund Managers
72
24.2
18[+]WAY Global Red Active Portfolio A AccWAY Fund Managers
70
33.1
19[+]WAY Global Momentum A AccWAY Fund Managers
64
21.6
20[+]WAY Global Cautious Portfolio B AccWAY Fund Managers
37
9.9
21[+]WAY Global Blue Managed Portfolio A AccWAY Fund Managers
49
22.0
22[+]WAY Charteris Gold & Precious Metals Elite E AccWAY Fund Managers
259
-35.4
23[+]WAY Absolute Return Portfolio E AccWAY Fund Managers
24
21.8
24[+]VT Woodhill Investment Absolute Return IncValu-Trac Invest Mgmt Ltd
n/a
SHn/a
25[+]VT Turcan Connell Income Portfolio IncValu-Trac Invest Mgmt Ltd
31
13.3
26[+]VT Turcan Connell Growth PortfolioValu-Trac Invest Mgmt Ltd
71
34.0
27[+]VT Turcan Connell Absolute Return Portfolio AccValu-Trac Invest Mgmt Ltd
34
16.9
28[+]VT The Prestney IncValu-Trac Invest Mgmt Ltd
50
18.3
29[+]VT The Beagle IncValu-Trac Invest Mgmt Ltd
89
13.2
30[+]VT Rossie House Portfolio B Inc GBPValu-Trac Invest Mgmt Ltd
n/a
SHn/a
31[+]VT Odey Total Return A GBPValu-Trac Invest Mgmt Ltd
n/a
SHn/a
32[+]VT Maven Smart Dividend UK X AccValu-Trac Invest Mgmt Ltd
96
30.8
33[+]VT Kepler Alternative Growth C AccValu-Trac Invest Mgmt Ltd
n/a
SHn/a
34[+]VT icf Absolute Return Portfolio FValu-Trac Invest Mgmt Ltd
25
15.5
35[+]VT Halo Global Asian Consumer B Acc GBPValu-Trac Invest Mgmt Ltd
n/a
SHn/a
36[+]VT De Lisle America B GBPValu-Trac Invest Mgmt Ltd
95
77.3
37[+]VT Castlebay UK Equity A AccValu-Trac Invest Mgmt Ltd
n/a
SHn/a
38[+]Virgin UK Index TrackingVirgin Money Unit Tst Mgr Ltd
94
32.5
39[+]Virgin IncomeVirgin Money Unit Tst Mgr Ltd
44
14.3
40[+]Virgin Global ShareVirgin Money Unit Tst Mgr Ltd
n/a
SHn/a
41[+]Virgin Climate ChangeVirgin Money Unit Tst Mgr Ltd
97
44.9
42[+]Virgin Bond Gilt UK ShareVirgin Money Unit Tst Mgr Ltd
n/a
SHn/a
43[+]Virgin Bond Gilt UK and Overseas ShareVirgin Money Unit Tst Mgr Ltd
n/a
SHn/a
44[+]Vanguard US Equity Index AccVanguard Investments UK Ltd
88
68.4
45[+]Vanguard UK Long Duration Gilt Index AccVanguard Investments UK Ltd
94
32.3
46[+]Vanguard UK Inflation Linked Gilt Index AccVanguard Investments UK Ltd
90
29.0
47[+]Vanguard LifeStrategy 80% Equity AccVanguard Investments UK Ltd
63
41.0
48[+]Vanguard LifeStrategy 60% Equity AccVanguard Investments UK Ltd
47
34.8
49[+]Vanguard LifeStrategy 40% Equity AccVanguard Investments UK Ltd
34
28.8
50[+]Vanguard LifeStrategy 20% Equity AccVanguard Investments UK Ltd
29
22.9
51[+]Vanguard LifeStrategy 100% Equity AccVanguard Investments UK Ltd
80
47.3
52[+]Vanguard FTSE UK Equity Income Index AccVanguard Investments UK Ltd
97
44.0
53[+]Vanguard FTSE U.K. All Share Index A Acc GBPVanguard Investments UK Ltd
96
37.4
54[+]Vanguard FTSE Developed World ex UK Equity Index AccVanguard Investments UK Ltd
79
55.1
55[+]Vanguard FTSE Developed Europe ex UK Equity Index AccVanguard Investments UK Ltd
97
48.1
56[+]Valu-Trac The Teal Fund WidgeonValu-Trac Invest Mgmt Ltd
63
30.3
57[+]Valu-Trac Equity Income A AccValu-Trac Invest Mgmt Ltd
n/a
SHn/a
58[+]Unicorn UK Smaller Companies BUnicorn Asset Management
61
71.9
59[+]Unicorn UK Income AUnicorn Asset Management
70
77.0
60[+]Unicorn UK Growth BUnicorn Asset Management
72
40.7
61[+]Unicorn Outstanding British Companies AUnicorn Asset Management
69
48.0
62[+]Unicorn Mastertrust BUnicorn Asset Management
51
50.6
63[+]UBS US Growth A AccUBS Global Asset Mgmt Funds Ltd
108
60.6
64[+]UBS US Equity A AccUBS Global Asset Mgmt Funds Ltd
105
63.8
65[+]UBS UK Opportunities A AccUBS Global Asset Mgmt Funds Ltd
106
36.1
66[+]UBS UK Equity Income A AccUBS Global Asset Mgmt Funds Ltd
100
35.3
67[+]UBS Targeted Return C AccUBS Global Asset Mgmt Funds Ltd
53
31.9
68[+]UBS Sterling Corporate Bond Indexed K Gr AccUBS Global Asset Mgmt Funds Ltd
37
SHn/a
69[+]UBS S&P 500 Index J IncUBS Global Asset Mgmt Funds Ltd
n/a
SHn/a
70[+]UBS Multi Asset Income A AccUBS Global Asset Mgmt Funds Ltd
29
16.1
71[+]UBS Global Optimal A AccUBS Global Asset Mgmt Funds Ltd
94
41.5
72[+]UBS Global Enhanced Equity Income C AccUBS Global Asset Mgmt Funds Ltd
n/a
SHn/a
73[+]UBS Global Emerging Markets Equity A AccUBS Global Asset Mgmt Funds Ltd
113
-0.4
74[+]UBS Global Allocation UK A AccUBS Global Asset Mgmt Funds Ltd
62
35.2
75[+]UBS Emerging Markets Equity Income B AccUBS Global Asset Mgmt Funds Ltd
95
1.4

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.

Key to codes

LC : Low correlation to benchmarks
SH : Fund with a short history
US : Fund in an unrated sector