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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: 2591 funds

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2591 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
61
SHn/a
2[+]Your Portfolio V 1RBS Collective Invst Fds Ltd
51
SHn/a
3[+]Your Portfolio IV 1RBS Collective Invst Fds Ltd
40
SHn/a
4[+]Your Portfolio III 1RBS Collective Invst Fds Ltd
29
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)
71
45.8
7[+]WSSF 4 Progressive Portfolio Inst AccHSBC Gbl Asset Mgt (HSBC Inv)
60
41.2
8[+]WSSF 3 Balanced Portfolio Inst AccHSBC Gbl Asset Mgt (HSBC Inv)
44
33.9
9[+]WSSF 2 Defensive Portfolio Inst AccHSBC Gbl Asset Mgt (HSBC Inv)
33
25.6
10[+]WSSF 1 Conservative Portfolio Inst AccHSBC Gbl Asset Mgt (HSBC Inv)
23
18.8
11[+]Worldwide Capital Growth A2000S&W Fund Administration Ltd
54
37.4
12[+]Wesleyan InternationalWesleyan Unit Trust Mgrs Ltd
82
45.8
13[+]Wesleyan GrowthWesleyan Unit Trust Mgrs Ltd
96
51.2
14[+]Wesleyan CashWesleyan Unit Trust Mgrs Ltd
0
0.9
15[+]WAY MA Growth Portfolio B AccWAY Fund Managers
65
35.9
16[+]WAY MA Cautious Portfolio B AccWAY Fund Managers
40
22.4
17[+]WAY Green Portfolio Elite Ret AccWAY Fund Managers
70
29.6
18[+]WAY Global Red Active Portfolio A AccWAY Fund Managers
68
39.0
19[+]WAY Global Momentum A AccWAY Fund Managers
67
26.5
20[+]WAY Global Cautious Portfolio B AccWAY Fund Managers
36
11.8
21[+]WAY Global Blue Managed Portfolio A AccWAY Fund Managers
48
25.1
22[+]WAY Charteris Gold & Precious Metals Elite E AccWAY Fund Managers
245
-34.5
23[+]WAY Absolute Return Portfolio E AccWAY Fund Managers
25
23.4
24[+]VT Woodhill Investment Absolute Return IncValu-Trac Investment Management
n/a
SHn/a
25[+]VT Turcan Connell Income Portfolio IncValu-Trac Investment Management
30
14.7
26[+]VT Turcan Connell Growth PortfolioValu-Trac Investment Management
68
38.8
27[+]VT Turcan Connell Absolute Return Portfolio AccValu-Trac Investment Management
36
19.5
28[+]VT The Prestney IncValu-Trac Investment Management
48
21.9
29[+]VT The Beagle IncValu-Trac Investment Management
84
19.5
30[+]VT Rossie House Portfolio B Inc GBPValu-Trac Investment Management
n/a
SHn/a
31[+]VT Odey Total Return A GBPValu-Trac Investment Management
n/a
SHn/a
32[+]VT Maven Smart Dividend UK X AccValu-Trac Investment Management
93
PT34.8
33[+]VT Kepler Alternative Growth C AccValu-Trac Investment Management
n/a
SHn/a
34[+]VT icf Absolute Return Portfolio FValu-Trac Investment Management
23
16.8
35[+]VT Halo Global Asian Consumer B Acc GBPValu-Trac Investment Management
n/a
SHn/a
36[+]VT De Lisle America B GBPValu-Trac Investment Management
93
76.8
37[+]VT Castlebay UK Equity A AccValu-Trac Investment Management
n/a
SHn/a
38[+]Virgin UK Index TrackingVirgin Money Unit Tst Mgr Ltd
94
PT37.7
39[+]Virgin Pension Income ProtectorVirgin Money Unit Tst Mgr Ltd
41
US15.5
40[+]Virgin Pension GrowthVirgin Money Unit Tst Mgr Ltd
96
PT38.9
41[+]Virgin Pension Global ShareVirgin Money Unit Tst Mgr Ltd
n/a
SHn/a
42[+]Virgin Pension Bond Gilt UK and Overseas ShareVirgin Money Unit Tst Mgr Ltd
n/a
SHn/a
43[+]Virgin Pension Bond Gilt and UK ShareVirgin Money Unit Tst Mgr Ltd
n/a
SHn/a
44[+]Virgin IncomeVirgin Money Unit Tst Mgr Ltd
41
PT13.2
45[+]Virgin Global ShareVirgin Money Unit Tst Mgr Ltd
n/a
PTn/a
46[+]Virgin Climate ChangeVirgin Money Unit Tst Mgr Ltd
95
52.1
47[+]Virgin Bond Gilt UK ShareVirgin Money Unit Tst Mgr Ltd
n/a
PTn/a
48[+]Virgin Bond Gilt UK and Overseas ShareVirgin Money Unit Tst Mgr Ltd
n/a
PTn/a
49[+]Vanguard US Equity Index AccVanguard Investments UK Ltd
90
PT74.6
50[+]Vanguard UK Long Duration Gilt Index AccVanguard Investments UK Ltd
89
PT28.1
51[+]Vanguard UK Inflation Linked Gilt Index AccVanguard Investments UK Ltd
85
PT26.8
52[+]Vanguard LifeStrategy 80% Equity AccVanguard Investments UK Ltd
64
PT45.7
53[+]Vanguard LifeStrategy 60% Equity AccVanguard Investments UK Ltd
48
PT37.8
54[+]Vanguard LifeStrategy 40% Equity AccVanguard Investments UK Ltd
34
PT30.2
55[+]Vanguard LifeStrategy 20% Equity AccVanguard Investments UK Ltd
28
PT22.9
56[+]Vanguard LifeStrategy 100% Equity AccVanguard Investments UK Ltd
82
PT53.8
57[+]Vanguard FTSE UK Equity Income Index AccVanguard Investments UK Ltd
96
PT49.0
58[+]Vanguard FTSE U.K. All Share Index A Acc GBPVanguard Investments UK Ltd
96
PT42.8
59[+]Vanguard FTSE Developed World ex UK Equity Index AccVanguard Investments UK Ltd
81
PT62.6
60[+]Vanguard FTSE Developed Europe ex UK Equity Index AccVanguard Investments UK Ltd
96
PT60.2
61[+]Valu-Trac The Teal Fund WidgeonValu-Trac Investment Management
63
35.2
62[+]Valu-Trac Equity Income A AccValu-Trac Investment Management
n/a
SHn/a
63[+]Unicorn UK Smaller Companies BUnicorn Asset Management
60
79.2
64[+]Unicorn UK Income AUnicorn Asset Management
68
75.0
65[+]Unicorn UK Growth BUnicorn Asset Management
69
42.8
66[+]Unicorn Outstanding British Companies AUnicorn Asset Management
67
47.6
67[+]Unicorn Mastertrust BUnicorn Asset Management
51
55.6
68[+]UBS US Growth A AccUBS Global Asset Mgmt Funds Ltd
108
67.0
69[+]UBS US Equity A AccUBS Global Asset Mgmt Funds Ltd
105
73.5
70[+]UBS UK Opportunities A AccUBS Global Asset Mgmt Funds Ltd
101
38.9
71[+]UBS UK Equity Income A AccUBS Global Asset Mgmt Funds Ltd
97
38.6
72[+]UBS Targeted Return C AccUBS Global Asset Mgmt Funds Ltd
54
34.2
73[+]UBS Sterling Corporate Bond Indexed K Gr AccUBS Global Asset Mgmt Funds Ltd
38
PTn/a
74[+]UBS S&P 500 Index J IncUBS Global Asset Mgmt Funds Ltd
n/a
SHn/a
75[+]UBS Multi Asset Income A AccUBS Global Asset Mgmt Funds Ltd
28
16.0

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
PT : Passive fund