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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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Investment Focus allows you to search for funds which invest in a specific industrial sector or sectors.

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You can choose to view funds which invest only in a specific asset class or asset classes, allowing you to focus on a broad swathe of funds which invest specifically in equities, bonds, or commodities – for example.

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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 IMA, 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   £

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Fund performance league table: 2520 funds

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2520 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
80
SHn/a
2[+]Your Portfolio V 1RBS Collective Invst Fds Ltd
67
SHn/a
3[+]Your Portfolio IV 1RBS Collective Invst Fds Ltd
51
SHn/a
4[+]Your Portfolio III 1RBS Collective Invst Fds Ltd
35
SHn/a
5[+]Your Portfolio II 1RBS Collective Invst Fds Ltd
22
SHn/a
6[+]WSSF 5 Aggressive Portfolio Ret AccHSBC Gbl Asset Mgt (HSBC Inv)
85
26.0
7[+]WSSF 4 Progressive Portfolio Ret AccHSBC Gbl Asset Mgt (HSBC Inv)
71
24.5
8[+]WSSF 3 Balanced Portfolio Ret AccHSBC Gbl Asset Mgt (HSBC Inv)
52
20.8
9[+]WSSF 2 Defensive Portfolio Ret AccHSBC Gbl Asset Mgt (HSBC Inv)
36
15.3
10[+]WSSF 1 Conservative Portfolio Ret AccHSBC Gbl Asset Mgt (HSBC Inv)
25
11.0
11[+]Worldwide Capital Growth A2000Thesis Unit Trust Mgmt Ltd
61
24.9
12[+]Wesleyan InternationalWesleyan Unit Trust Mgrs Ltd
98
28.8
13[+]Wesleyan GrowthWesleyan Unit Trust Mgrs Ltd
110
33.5
14[+]Wesleyan CashWesleyan Unit Trust Mgrs Ltd
0
1.0
15[+]WAY MA Growth Portfolio B AccWAY Fund Managers
86
22.2
16[+]WAY MA Cautious Portfolio B AccWAY Fund Managers
51
13.8
17[+]WAY Green Portfolio Elite Ret AccWAY Fund Managers
93
13.9
18[+]WAY Global Red Active Portfolio A AccWAY Fund Managers
89
25.3
19[+]WAY Global Momentum A AccWAY Fund Managers
75
12.6
20[+]WAY Global Cautious Portfolio B AccWAY Fund Managers
42
7.5
21[+]WAY Global Blue Managed Portfolio A AccWAY Fund Managers
63
18.3
22[+]WAY Charteris Gold & Precious Metals Elite E AccWAY Fund Managers
221
-46.7
23[+]WAY Absolute Return Portfolio E AccWAY Fund Managers
29
21.5
24[+]VT Woodhill Investment Absolute Return IncValu-Trac Invest Mgmt Ltd
n/a
SHn/a
25[+]VT Ursus Arctos 1Valu-Trac Invest Mgmt Ltd
93
31.4
26[+]VT Turcan Connell Income Portfolio IncValu-Trac Invest Mgmt Ltd
36
13.6
27[+]VT Turcan Connell Growth PortfolioValu-Trac Invest Mgmt Ltd
88
26.6
28[+]VT Turcan Connell Absolute Return Portfolio AccValu-Trac Invest Mgmt Ltd
43
16.6
29[+]VT The Prestney IncValu-Trac Invest Mgmt Ltd
62
13.6
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
103
21.4
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
33
13.2
35[+]VT De Lisle America B GBPValu-Trac Invest Mgmt Ltd
117
66.1
36[+]Virgin UK Index TrackingVirgin Money Unit Tst Mgr Ltd
99
27.8
37[+]Virgin IncomeVirgin Money Unit Tst Mgr Ltd
46
11.0
38[+]Virgin Climate ChangeVirgin Money Unit Tst Mgr Ltd
113
40.6
39[+]Vanguard US Equity Index AccVanguard Investments UK Ltd
104
61.7
40[+]Vanguard UK Long Duration Gilt Index AccVanguard Investments UK Ltd
81
20.2
41[+]Vanguard UK Inflation Linked Gilt Index AccVanguard Investments UK Ltd
68
25.4
42[+]Vanguard LifeStrategy 80% Equity AccVanguard Investments UK Ltd
72
33.3
43[+]Vanguard LifeStrategy 60% Equity AccVanguard Investments UK Ltd
53
29.2
44[+]Vanguard LifeStrategy 40% Equity AccVanguard Investments UK Ltd
37
25.1
45[+]Vanguard LifeStrategy 20% Equity AccVanguard Investments UK Ltd
31
21.1
46[+]Vanguard LifeStrategy 100% Equity AccVanguard Investments UK Ltd
92
37.2
47[+]Vanguard FTSE UK Equity Index AccVanguard Investments UK Ltd
99
30.5
48[+]Vanguard FTSE UK Equity Income Index AccVanguard Investments UK Ltd
97
35.2
49[+]Vanguard FTSE U.K. All Share Index AccVanguard Investments UK Ltd
99
30.4
50[+]Vanguard FTSE Developed World ex UK Equity Index AccVanguard Investments UK Ltd
95
44.2
51[+]Vanguard FTSE Developed Europe ex UK Equity Index AccVanguard Investments UK Ltd
120
30.4
52[+]Valu-Trac The Teal Fund WidgeonValu-Trac Invest Mgmt Ltd
74
26.2
53[+]Unicorn UK Smaller Companies BUnicorn Asset Management
85
65.6
54[+]Unicorn UK Income AUnicorn Asset Management
88
70.9
55[+]Unicorn UK Growth BUnicorn Asset Management
97
58.1
56[+]Unicorn Outstanding British Companies RUnicorn Asset Management
90
35.1
57[+]Unicorn Mastertrust BUnicorn Asset Management
61
42.5
58[+]UBS US Growth A AccUBS Asset Management
132
59.4
59[+]UBS US Equity A AccUBS Asset Management
125
55.6
60[+]UBS UK Opportunities A AccUBS Asset Management
118
27.7
61[+]UBS UK Equity Income A AccUBS Asset Management
107
26.5
62[+]UBS Targeted Return C AccUBS Asset Management
59
31.6
63[+]UBS Multi Asset Income A AccUBS Asset Management
34
16.7
64[+]UBS Global Optimal A AccUBS Asset Management
117
36.9
65[+]UBS Global Emerging Markets Equity A AccUBS Asset Management
130
-6.4
66[+]UBS Global Allocation UK A AccUBS Asset Management
73
29.8
67[+]UBS Emerging Markets Equity Income B AccUBS Asset Management
106
8.1
68[+]UBS Corporate Bond UK Plus A Acc (Net)UBS Asset Management
37
19.7
69[+]UBS Asian Consumption A AccUBS Asset Management
115
13.0
70[+]TUTMAN B&CE Contracted Out Pension SchemeThesis Unit Trust Mgmt Ltd
74
US25.2
71[+]TU UnitTU Fund Managers
111
12.5
72[+]Trojan O IncTroy Asset Management Ltd
44
5.8
73[+]Trojan Income O AccTroy Asset Management Ltd
80
37.6
74[+]Trojan Capital I AccTroy Asset Management Ltd
83
27.4
75[+]Trapezium The WykeTrapezium Capital Mgt Limited
n/a
SHn/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.

Key to codes

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