To continue using FE Trustnet please choose an edition:

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 IMA, or by FE – which has its own custom sectors.

Close x

 

0 299

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: 2500 funds

Create a custom tab
Create a custom tab
2500 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
70
SHn/a
2[+]Your Portfolio V 1RBS Collective Invst Fds Ltd
58
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
20
SHn/a
6[+]Worldwide Capital Growth A2000S&W Fund Administration Ltd
54
30.0
7[+]Wesleyan InternationalWesleyan Unit Trust Mgrs Ltd
87
39.5
8[+]Wesleyan GrowthWesleyan Unit Trust Mgrs Ltd
100
43.2
9[+]Wesleyan CashWesleyan Unit Trust Mgrs Ltd
0
1.0
10[+]WAY MA Growth Portfolio B AccWAY Fund Managers
75
29.5
11[+]WAY MA Cautious Portfolio B AccWAY Fund Managers
45
17.3
12[+]WAY Green Portfolio Elite Ret AccWAY Fund Managers
80
19.2
13[+]WAY Global Red Active Portfolio A AccWAY Fund Managers
77
33.9
14[+]WAY Global Momentum A AccWAY Fund Managers
69
12.9
15[+]WAY Global Cautious Portfolio B AccWAY Fund Managers
37
10.8
16[+]WAY Global Blue Managed Portfolio A AccWAY Fund Managers
55
23.6
17[+]WAY Charteris Gold & Precious Metals Elite E AccWAY Fund Managers
240
-44.3
18[+]WAY Absolute Return Portfolio E AccWAY Fund Managers
26
22.5
19[+]VT Woodhill Investment Absolute Return IncValu-Trac Invest Mgmt Ltd
n/a
SHn/a
20[+]VT Ursus Arctos 1Valu-Trac Invest Mgmt Ltd
79
38.2
21[+]VT Turcan Connell Income Portfolio IncValu-Trac Invest Mgmt Ltd
31
13.2
22[+]VT Turcan Connell Growth PortfolioValu-Trac Invest Mgmt Ltd
77
28.0
23[+]VT Turcan Connell Absolute Return Portfolio AccValu-Trac Invest Mgmt Ltd
38
20.7
24[+]VT The Prestney IncValu-Trac Invest Mgmt Ltd
52
20.8
25[+]VT The Beagle IncValu-Trac Invest Mgmt Ltd
90
15.8
26[+]VT Rossie House Portfolio B Inc GBPValu-Trac Invest Mgmt Ltd
n/a
SHn/a
27[+]VT Odey Total Return A GBPValu-Trac Invest Mgmt Ltd
n/a
SHn/a
28[+]VT Maven Smart Dividend UK X AccValu-Trac Invest Mgmt Ltd
96
26.7
29[+]VT Kepler Alternative Growth C AccValu-Trac Invest Mgmt Ltd
n/a
SHn/a
30[+]VT icf Absolute Return Portfolio FValu-Trac Invest Mgmt Ltd
28
16.0
31[+]VT Halo Global Asian Consumer A Acc GBPValu-Trac Invest Mgmt Ltd
n/a
SHn/a
32[+]VT De Lisle America B GBPValu-Trac Invest Mgmt Ltd
104
75.8
33[+]Virgin UK Index TrackingVirgin Money Unit Tst Mgr Ltd
97
36.4
34[+]Virgin IncomeVirgin Money Unit Tst Mgr Ltd
40
11.9
35[+]Virgin Climate ChangeVirgin Money Unit Tst Mgr Ltd
108
48.7
36[+]Vanguard US Equity Index AccVanguard Investments UK Ltd
95
71.9
37[+]Vanguard UK Long Duration Gilt Index AccVanguard Investments UK Ltd
76
18.5
38[+]Vanguard UK Inflation Linked Gilt Index AccVanguard Investments UK Ltd
61
20.6
39[+]Vanguard LifeStrategy 80% Equity AccVanguard Investments UK Ltd
68
39.9
40[+]Vanguard LifeStrategy 60% Equity AccVanguard Investments UK Ltd
50
33.1
41[+]Vanguard LifeStrategy 40% Equity AccVanguard Investments UK Ltd
34
26.5
42[+]Vanguard LifeStrategy 20% Equity AccVanguard Investments UK Ltd
26
20.0
43[+]Vanguard LifeStrategy 100% Equity AccVanguard Investments UK Ltd
87
46.8
44[+]Vanguard FTSE UK Equity Income Index AccVanguard Investments UK Ltd
97
44.1
45[+]Vanguard FTSE U.K. All Share Index A Acc GBPVanguard Investments UK Ltd
97
39.2
46[+]Vanguard FTSE Developed World ex UK Equity Index AccVanguard Investments UK Ltd
88
55.8
47[+]Vanguard FTSE Developed Europe ex UK Equity Index AccVanguard Investments UK Ltd
109
53.6
48[+]Valu-Trac The Teal Fund WidgeonValu-Trac Invest Mgmt Ltd
64
31.1
49[+]Unicorn UK Smaller Companies BUnicorn Asset Management
73
80.1
50[+]Unicorn UK Income AUnicorn Asset Management
81
80.0
51[+]Unicorn UK Growth BUnicorn Asset Management
83
57.6
52[+]Unicorn Outstanding British Companies RUnicorn Asset Management
78
49.5
53[+]Unicorn Mastertrust BUnicorn Asset Management
54
54.4
54[+]UBS US Growth A AccUBS Global Asset Mgmt Funds Ltd
112
71.0
55[+]UBS US Equity A AccUBS Global Asset Mgmt Funds Ltd
107
68.0
56[+]UBS UK Opportunities A AccUBS Global Asset Mgmt Funds Ltd
107
33.5
57[+]UBS UK Equity Income A AccUBS Global Asset Mgmt Funds Ltd
98
30.2
58[+]UBS Targeted Return C AccUBS Global Asset Mgmt Funds Ltd
54
35.3
59[+]UBS Multi Asset Income A AccUBS Global Asset Mgmt Funds Ltd
31
17.7
60[+]UBS Global Optimal A AccUBS Global Asset Mgmt Funds Ltd
102
49.5
61[+]UBS Global Emerging Markets Equity A AccUBS Global Asset Mgmt Funds Ltd
120
-1.9
62[+]UBS Global Allocation UK A AccUBS Global Asset Mgmt Funds Ltd
65
35.1
63[+]UBS Emerging Markets Equity Income B AccUBS Global Asset Mgmt Funds Ltd
100
7.0
64[+]UBS Corporate Bond UK Plus A Acc (Net)UBS Global Asset Mgmt Funds Ltd
32
21.1
65[+]UBS Asian Consumption A AccUBS Global Asset Mgmt Funds Ltd
100
13.6
66[+]TUTMAN B&CE Contracted Out Pension SchemeThesis Unit Trust Mgmt Ltd
81
US40.1
67[+]TU UnitTU Fund Managers
100
22.4
68[+]Trojan O IncTroy Asset Management Ltd
39
7.8
69[+]Trojan Income O AccTroy Asset Management Ltd
75
44.8
70[+]Trojan Capital I AccTroy Asset Management Ltd
75
34.7
71[+]Trapezium The WykeTrapezium Capital Mgt Limited
n/a
SHn/a
72[+]Trapezium Los PalomasTrapezium Capital Mgt Limited
n/a
SHn/a
73[+]Total Clarity Portfolio 6WAY Fund Managers
75
28.1
74[+]Total Clarity Portfolio 5WAY Fund Managers
61
29.9
75[+]Total Clarity Portfolio 4WAY Fund Managers
47
23.4

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