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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

Fund size   £

Launch date     

For Sale In

Fund performance league table: 2490 funds

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2490 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
69
SHn/a
2[+]Your Portfolio V 1RBS Collective Invst Fds Ltd
57
SHn/a
3[+]Your Portfolio IV 1RBS Collective Invst Fds Ltd
44
SHn/a
4[+]Your Portfolio III 1RBS Collective Invst Fds Ltd
31
SHn/a
5[+]Your Portfolio II 1RBS Collective Invst Fds Ltd
19
SHn/a
6[+]WSSF 5 Aggressive Portfolio Inst AccHSBC Gbl Asset Mgt (HSBC Inv)
74
39.7
7[+]WSSF 4 Progressive Portfolio Inst AccHSBC Gbl Asset Mgt (HSBC Inv)
61
36.9
8[+]WSSF 3 Balanced Portfolio Inst AccHSBC Gbl Asset Mgt (HSBC Inv)
44
31.1
9[+]WSSF 2 Defensive Portfolio Inst AccHSBC Gbl Asset Mgt (HSBC Inv)
31
23.9
10[+]WSSF 1 Conservative Portfolio Inst AccHSBC Gbl Asset Mgt (HSBC Inv)
21
18.2
11[+]Worldwide Capital Growth A2000S&W Fund Administration Ltd
62
33.4
12[+]Wesleyan InternationalWesleyan Unit Trust Mgrs Ltd
86
37.3
13[+]Wesleyan GrowthWesleyan Unit Trust Mgrs Ltd
97
43.3
14[+]Wesleyan CashWesleyan Unit Trust Mgrs Ltd
0
1.0
15[+]WAY MA Growth Portfolio B AccWAY Fund Managers
73
28.0
16[+]WAY MA Cautious Portfolio B AccWAY Fund Managers
44
18.3
17[+]WAY Green Portfolio Elite Ret AccWAY Fund Managers
78
19.4
18[+]WAY Global Red Active Portfolio A AccWAY Fund Managers
75
31.5
19[+]WAY Global Momentum A AccWAY Fund Managers
67
15.9
20[+]WAY Global Cautious Portfolio B AccWAY Fund Managers
36
11.5
21[+]WAY Global Blue Managed Portfolio A AccWAY Fund Managers
53
22.2
22[+]WAY Charteris Gold & Precious Metals Elite E AccWAY Fund Managers
262
-32.5
23[+]WAY Absolute Return Portfolio E AccWAY Fund Managers
26
23.3
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
14.4
26[+]VT Turcan Connell Growth PortfolioValu-Trac Invest Mgmt Ltd
76
32.8
27[+]VT Turcan Connell Absolute Return Portfolio AccValu-Trac Invest Mgmt Ltd
37
21.0
28[+]VT The Prestney IncValu-Trac Invest Mgmt Ltd
51
18.5
29[+]VT The Beagle IncValu-Trac Invest Mgmt Ltd
93
10.3
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
94
27.4
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
27
16.7
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
103
77.9
37[+]Virgin UK Index TrackingVirgin Money Unit Tst Mgr Ltd
97
31.8
38[+]Virgin IncomeVirgin Money Unit Tst Mgr Ltd
40
15.4
39[+]Virgin Climate ChangeVirgin Money Unit Tst Mgr Ltd
105
43.8
40[+]Vanguard US Equity Index AccVanguard Investments UK Ltd
95
69.8
41[+]Vanguard UK Long Duration Gilt Index AccVanguard Investments UK Ltd
80
30.7
42[+]Vanguard UK Inflation Linked Gilt Index AccVanguard Investments UK Ltd
65
27.6
43[+]Vanguard LifeStrategy 80% Equity AccVanguard Investments UK Ltd
67
39.0
44[+]Vanguard LifeStrategy 60% Equity AccVanguard Investments UK Ltd
49
33.1
45[+]Vanguard LifeStrategy 40% Equity AccVanguard Investments UK Ltd
33
27.3
46[+]Vanguard LifeStrategy 20% Equity AccVanguard Investments UK Ltd
26
21.7
47[+]Vanguard LifeStrategy 100% Equity AccVanguard Investments UK Ltd
85
44.9
48[+]Vanguard FTSE UK Equity Income Index AccVanguard Investments UK Ltd
97
44.2
49[+]Vanguard FTSE U.K. All Share Index A Acc GBPVanguard Investments UK Ltd
97
36.3
50[+]Vanguard FTSE Developed World ex UK Equity Index AccVanguard Investments UK Ltd
86
52.7
51[+]Vanguard FTSE Developed Europe ex UK Equity Index AccVanguard Investments UK Ltd
105
43.8
52[+]Valu-Trac The Teal Fund WidgeonValu-Trac Invest Mgmt Ltd
72
29.4
53[+]Unicorn UK Smaller Companies BUnicorn Asset Management
69
79.6
54[+]Unicorn UK Income AUnicorn Asset Management
79
77.2
55[+]Unicorn UK Growth BUnicorn Asset Management
79
52.2
56[+]Unicorn Outstanding British Companies RUnicorn Asset Management
76
49.4
57[+]Unicorn Mastertrust BUnicorn Asset Management
53
53.9
58[+]UBS US Growth A AccUBS Global Asset Mgmt Funds Ltd
114
67.3
59[+]UBS US Equity A AccUBS Global Asset Mgmt Funds Ltd
110
62.5
60[+]UBS UK Opportunities A AccUBS Global Asset Mgmt Funds Ltd
105
34.1
61[+]UBS UK Equity Income A AccUBS Global Asset Mgmt Funds Ltd
97
33.3
62[+]UBS Targeted Return C AccUBS Global Asset Mgmt Funds Ltd
56
32.1
63[+]UBS Multi Asset Income A AccUBS Global Asset Mgmt Funds Ltd
30
16.0
64[+]UBS Global Optimal A AccUBS Global Asset Mgmt Funds Ltd
100
43.2
65[+]UBS Global Emerging Markets Equity A AccUBS Global Asset Mgmt Funds Ltd
118
0.6
66[+]UBS Global Allocation UK A AccUBS Global Asset Mgmt Funds Ltd
65
34.4
67[+]UBS Emerging Markets Equity Income B AccUBS Global Asset Mgmt Funds Ltd
97
8.3
68[+]UBS Corporate Bond UK Plus A Acc (Net)UBS Global Asset Mgmt Funds Ltd
33
23.9
69[+]UBS Asian Consumption A AccUBS Global Asset Mgmt Funds Ltd
98
18.7
70[+]TUTMAN B&CE Contracted Out Pension SchemeThesis Unit Trust Mgmt Ltd
87
US33.3
71[+]TU UnitTU Fund Managers
96
24.0
72[+]Trojan O IncTroy Asset Management Ltd
40
11.2
73[+]Trojan Income O AccTroy Asset Management Ltd
74
50.0
74[+]Trojan Capital I AccTroy Asset Management Ltd
74
40.1
75[+]Total Clarity Portfolio 6WAY Fund Managers
73
26.8

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