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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 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   £

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For Sale In

Fund performance league table: 2519 funds

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2519 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
67
SHn/a
2[+]Your Portfolio V 1RBS Collective Invst Fds Ltd
56
SHn/a
3[+]Your Portfolio IV 1RBS Collective Invst Fds Ltd
43
SHn/a
4[+]Your Portfolio III 1RBS Collective Invst Fds Ltd
31
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)
75
36.8
7[+]WSSF 4 Progressive Portfolio Inst AccHSBC Gbl Asset Mgt (HSBC Inv)
62
33.6
8[+]WSSF 3 Balanced Portfolio Inst AccHSBC Gbl Asset Mgt (HSBC Inv)
45
28.0
9[+]WSSF 2 Defensive Portfolio Inst AccHSBC Gbl Asset Mgt (HSBC Inv)
32
21.2
10[+]WSSF 1 Conservative Portfolio Inst AccHSBC Gbl Asset Mgt (HSBC Inv)
22
15.6
11[+]Worldwide Capital Growth A2000S&W Fund Administration Ltd
60
32.2
12[+]Wesleyan InternationalWesleyan Unit Trust Mgrs Ltd
87
33.8
13[+]Wesleyan GrowthWesleyan Unit Trust Mgrs Ltd
99
41.1
14[+]Wesleyan CashWesleyan Unit Trust Mgrs Ltd
0
1.0
15[+]WAY MA Growth Portfolio B AccWAY Fund Managers
71
28.8
16[+]WAY MA Cautious Portfolio B AccWAY Fund Managers
44
18.4
17[+]WAY Green Portfolio Elite Ret AccWAY Fund Managers
74
20.9
18[+]WAY Global Red Active Portfolio A AccWAY Fund Managers
74
29.2
19[+]WAY Global Momentum A AccWAY Fund Managers
66
15.8
20[+]WAY Global Cautious Portfolio B AccWAY Fund Managers
39
8.0
21[+]WAY Global Blue Managed Portfolio A AccWAY Fund Managers
52
19.7
22[+]WAY Charteris Gold & Precious Metals Elite E AccWAY Fund Managers
261
-45.4
23[+]WAY Absolute Return Portfolio E AccWAY Fund Managers
26
21.7
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
32
11.9
26[+]VT Turcan Connell Growth PortfolioValu-Trac Invest Mgmt Ltd
75
32.0
27[+]VT Turcan Connell Absolute Return Portfolio AccValu-Trac Invest Mgmt Ltd
36
16.9
28[+]VT The Prestney IncValu-Trac Invest Mgmt Ltd
51
15.9
29[+]VT The Beagle IncValu-Trac Invest Mgmt Ltd
95
12.2
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
25.9
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
15.3
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
100
72.1
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
96
30.8
39[+]Virgin IncomeVirgin Money Unit Tst Mgr Ltd
43
10.7
40[+]Virgin Climate ChangeVirgin Money Unit Tst Mgr Ltd
104
43.0
41[+]Vanguard US Equity Index AccVanguard Investments UK Ltd
94
66.7
42[+]Vanguard UK Long Duration Gilt Index AccVanguard Investments UK Ltd
88
20.5
43[+]Vanguard UK Inflation Linked Gilt Index AccVanguard Investments UK Ltd
72
17.4
44[+]Vanguard LifeStrategy 80% Equity AccVanguard Investments UK Ltd
66
36.4
45[+]Vanguard LifeStrategy 60% Equity AccVanguard Investments UK Ltd
48
30.5
46[+]Vanguard LifeStrategy 40% Equity AccVanguard Investments UK Ltd
34
24.8
47[+]Vanguard LifeStrategy 20% Equity AccVanguard Investments UK Ltd
27
19.2
48[+]Vanguard LifeStrategy 100% Equity AccVanguard Investments UK Ltd
85
42.3
49[+]Vanguard FTSE UK Equity Income Index AccVanguard Investments UK Ltd
97
42.0
50[+]Vanguard FTSE U.K. All Share Index A Acc GBPVanguard Investments UK Ltd
97
34.6
51[+]Vanguard FTSE Developed World ex UK Equity Index AccVanguard Investments UK Ltd
84
50.6
52[+]Vanguard FTSE Developed Europe ex UK Equity Index AccVanguard Investments UK Ltd
101
41.3
53[+]Valu-Trac The Teal Fund WidgeonValu-Trac Invest Mgmt Ltd
71
21.8
54[+]Unicorn UK Smaller Companies BUnicorn Asset Management
65
69.7
55[+]Unicorn UK Income AUnicorn Asset Management
75
71.5
56[+]Unicorn UK Growth BUnicorn Asset Management
76
42.1
57[+]Unicorn Outstanding British Companies RUnicorn Asset Management
74
41.4
58[+]Unicorn Mastertrust BUnicorn Asset Management
53
47.8
59[+]UBS US Growth A AccUBS Global Asset Mgmt Funds Ltd
115
60.3
60[+]UBS US Equity A AccUBS Global Asset Mgmt Funds Ltd
112
60.3
61[+]UBS UK Opportunities A AccUBS Global Asset Mgmt Funds Ltd
107
31.7
62[+]UBS UK Equity Income A AccUBS Global Asset Mgmt Funds Ltd
100
32.5
63[+]UBS Targeted Return C AccUBS Global Asset Mgmt Funds Ltd
57
31.9
64[+]UBS Sterling Corporate Bond Indexed K Gr AccUBS Global Asset Mgmt Funds Ltd
40
SHn/a
65[+]UBS S&P 500 Index J IncUBS Global Asset Mgmt Funds Ltd
n/a
SHn/a
66[+]UBS Multi Asset Income A AccUBS Global Asset Mgmt Funds Ltd
30
14.9
67[+]UBS Global Optimal A AccUBS Global Asset Mgmt Funds Ltd
101
37.6
68[+]UBS Global Enhanced Equity Income C AccUBS Global Asset Mgmt Funds Ltd
n/a
SHn/a
69[+]UBS Global Emerging Markets Equity A AccUBS Global Asset Mgmt Funds Ltd
121
-7.8
70[+]UBS Global Allocation UK A AccUBS Global Asset Mgmt Funds Ltd
66
31.1
71[+]UBS Emerging Markets Equity Income B AccUBS Global Asset Mgmt Funds Ltd
101
-2.4
72[+]UBS Corporate Bond UK Plus A Acc (Net)UBS Global Asset Mgmt Funds Ltd
36
17.5
73[+]UBS Asian Consumption A AccUBS Global Asset Mgmt Funds Ltd
100
15.6
74[+]TwentyFour Dynamic Bond A Gr Acc GBPTwentyFour Asset Management
24
36.6
75[+]TUTMAN B&CE Contracted Out Pension SchemeThesis Unit Trust Mgmt Ltd
84
US32.3

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