To continue using this website, please tell us a
little about yourself:

This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies on the website and how to delete cookies, see our Privacy and Cookie Policy.

I accept the FE Trustnet cookie policy

For more information Click here

Login

Login

Register

It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
You are here: Prices & Performance
Apply basic filters

Fund name

Geographies

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.

Close x

Management Groups

Select a specific management group, or groups, to narrow your search to funds managed by individual asset management businesses.

Close x

Investment Focus

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

Close x

Asset Class

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.

Close x

Sectors

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.

Close x
0 264

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.

FE Risk Score help Close x
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.

Close x
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.

FE Crown Fund Rating help Close x
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.

FE AFI help Close x
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.

FE Alpha Manager help Close x

Click on the icons for more information on each filter

 

Apply advanced filters

Show

Hide

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.

More : Volatility help Close x
       %
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.

More :Sharpe Ratio help Close x
       %
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.

Close x
  £

Period

Additional information

Fund size   £

Launch date     

For Sale In

Fund performance league table: 2508 funds

Create a custom tab
Create a custom tab
2508 funds
Rank ChartFund Group FE Risk Score What is FE Risk Score?FE AFI ConstituentFE Crown Rating What is FE Crown Rating?3y  
1[+]Zurich Horizon Multi-Asset V Z AccZurich Investment Services (UK) Limited
67
SHn/a
2[+]Zurich Horizon Multi-Asset IV Z AccZurich Investment Services (UK) Limited
58
SHn/a
3[+]Zurich Horizon Multi-Asset III Z AccZurich Investment Services (UK) Limited
46
SHn/a
4[+]Zurich Horizon Multi-Asset II Z AccZurich Investment Services (UK) Limited
39
SHn/a
5[+]Zurich Horizon Multi-Asset I Z AccZurich Investment Services (UK) Limited
35
SHn/a
6[+]Your Portfolio VI 1RBS Collective Invst Fds Ltd
56
14.2
7[+]Your Portfolio V 1RBS Collective Invst Fds Ltd
48
15.9
8[+]Your Portfolio IV 1RBS Collective Invst Fds Ltd
37
14.4
9[+]Your Portfolio III 1RBS Collective Invst Fds Ltd
27
12.0
10[+]Your Portfolio II 1RBS Collective Invst Fds Ltd
17
8.9
11[+]WSSF 5 Aggressive Portfolio Inst AccHSBC Gbl Asset Mgt (HSBC Inv)
63
15.8
12[+]WSSF 4 Progressive Portfolio Inst AccHSBC Gbl Asset Mgt (HSBC Inv)
53
14.7
13[+]WSSF 3 Balanced Portfolio Inst AccHSBC Gbl Asset Mgt (HSBC Inv)
39
13.6
14[+]WSSF 2 Defensive Portfolio Inst AccHSBC Gbl Asset Mgt (HSBC Inv)
27
11.4
15[+]WSSF 1 Conservative Portfolio Inst AccHSBC Gbl Asset Mgt (HSBC Inv)
19
9.2
16[+]Worldwide Capital Growth A2000S&W Fund Administration Ltd
52
7.2
17[+]Wood Street Microcap InvestmentLivingbridge VC LLP
48
83.3
18[+]Wesleyan International S1Wesleyan Unit Trust Mgrs Ltd
78
SH8.8
19[+]Wesleyan Growth S1Wesleyan Unit Trust Mgrs Ltd
87
SH8.5
20[+]Wesleyan Cash S1Wesleyan Unit Trust Mgrs Ltd
0
0.9
21[+]WAY MA Growth Portfolio B AccWAY Fund Managers
64
10.4
22[+]WAY MA Cautious Portfolio B AccWAY Fund Managers
41
5.4
23[+]WAY Green Portfolio Elite Ret AccWAY Fund Managers
64
2.9
24[+]WAY Global Red Active Portfolio A AccWAY Fund Managers
61
11.0
25[+]WAY Global Momentum A AccWAY Fund Managers
45
2.0
26[+]WAY Global Cautious Portfolio B AccWAY Fund Managers
29
0.0
27[+]WAY Global Blue Managed Portfolio A AccWAY Fund Managers
42
7.6
28[+]WAY Charteris Gold & Precious Metals Elite E AccWAY Fund Managers
264
-39.0
29[+]WAY Absolute Return Portfolio E AccWAY Fund Managers
27
5.2
30[+]VT Woodhill Investment Absolute Return IncValu-Trac Investment Management
50
SHn/a
31[+]VT UK Infrastructure Income C Acc GBPValu-Trac Investment Management
n/a
SHn/a
32[+]VT Turcan Connell Income Portfolio IncValu-Trac Investment Management
29
SH0.3
33[+]VT Turcan Connell Growth PortfolioValu-Trac Investment Management
65
13.6
34[+]VT Turcan Connell Capital StrategyValu-Trac Investment Management
n/a
SHn/a
35[+]VT Turcan Connell Absolute Return Portfolio AccValu-Trac Investment Management
28
11.8
36[+]VT The Prestney IncValu-Trac Investment Management
39
4.5
37[+]VT The Beagle IncValu-Trac Investment Management
88
4.4
38[+]VT Smart Dividend UK X AccValu-Trac Investment Management
92
PT-3.4
39[+]VT Rossie House Portfolio B Inc GBPValu-Trac Investment Management
47
SHn/a
40[+]VT Price Value Portfolio A GBPValu-Trac Investment Management
n/a
SHn/a
41[+]VT Odey Total Return A GBPValu-Trac Investment Management
45
SHn/a
42[+]VT Odd Real Income AccValu-Trac Investment Management
n/a
SHn/a
43[+]VT Morningstar Informed Smartfund Growth Strategy Z IncSmartfund Administration Ltd
51
SHn/a
44[+]VT Morningstar Informed Smartfund Cautious Strategy Z IncSmartfund Administration Ltd
26
SHn/a
45[+]VT Morningstar Informed Smartfund Balanced Strategy Z IncSmartfund Administration Ltd
38
SHn/a
46[+]VT Kepler Alternative Growth C AccValu-Trac Investment Management
0
SHn/a
47[+]VT icf Absolute Return Portfolio FValu-Trac Investment Management
19
7.0
48[+]VT Halo Global Asian Consumer B Acc GBPValu-Trac Investment Management
n/a
SHn/a
49[+]VT De Lisle America B GBPValu-Trac Investment Management
83
34.3
50[+]VT Castlebay UK Equity A AccValu-Trac Investment Management
n/a
SHn/a
51[+]VT AlligatorValu-Trac Investment Management
65
21.3
52[+]Virgin UK Index TrackingVirgin Money Unit Tst Mgr Ltd
90
PT0.4
53[+]Virgin Pension Income ProtectorVirgin Money Unit Tst Mgr Ltd
35
US12.3
54[+]Virgin Pension GrowthVirgin Money Unit Tst Mgr Ltd
90
PT3.0
55[+]Virgin Pension Global ShareVirgin Money Unit Tst Mgr Ltd
n/a
SHn/a
56[+]Virgin Pension Bond Gilt UK and Overseas ShareVirgin Money Unit Tst Mgr Ltd
n/a
SHn/a
57[+]Virgin Pension Bond Gilt and UK ShareVirgin Money Unit Tst Mgr Ltd
n/a
SHn/a
58[+]Virgin IncomeVirgin Money Unit Tst Mgr Ltd
35
9.7
59[+]Virgin Global ShareVirgin Money Unit Tst Mgr Ltd
n/a
PTn/a
60[+]Virgin Climate ChangeVirgin Money Unit Tst Mgr Ltd
100
7.5
61[+]Virgin Bond Gilt UK ShareVirgin Money Unit Tst Mgr Ltd
n/a
PTn/a
62[+]Virgin Bond Gilt UK and Overseas ShareVirgin Money Unit Tst Mgr Ltd
n/a
PTn/a
63[+]Vanguard US Equity Index AccVanguard Investments UK Ltd
99
PT38.8
64[+]Vanguard UK Long Duration Gilt Index AccVanguard Investments UK Ltd
75
PT32.2
65[+]Vanguard UK Inflation Linked Gilt Index AccVanguard Investments UK Ltd
67
PT21.1
66[+]Vanguard LifeStrategy 80% Equity AccVanguard Investments UK Ltd
71
17.2
67[+]Vanguard LifeStrategy 60% Equity AccVanguard Investments UK Ltd
52
15.9
68[+]Vanguard LifeStrategy 40% Equity AccVanguard Investments UK Ltd
35
14.5
69[+]Vanguard LifeStrategy 20% Equity AccVanguard Investments UK Ltd
24
12.8
70[+]Vanguard LifeStrategy 100% Equity AccVanguard Investments UK Ltd
89
18.4
71[+]Vanguard FTSE UK Equity Income Index AccVanguard Investments UK Ltd
100
PT6.1
72[+]Vanguard FTSE U.K. All Share Index A Acc GBPVanguard Investments UK Ltd
95
PT4.9
73[+]Vanguard FTSE Developed World ex UK Equity Index AccVanguard Investments UK Ltd
90
PT27.0
74[+]Vanguard FTSE Developed Europe ex UK Equity Index AccVanguard Investments UK Ltd
94
PT11.6
75[+]Valu-Trac The Teal Fund WidgeonValu-Trac Investment Management
64
16.7

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.

Key to codes

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

Data provided by FE. Care has been taken to ensure that the information is correct, but FE neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.