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

 

0 349

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: 2491 funds

Create a custom tab
Create a custom tab
2491 funds
Rank ChartFund Group Focus FE Risk Score What is FE Risk Score?BidOfferYield 1y 3y 5y  
451[+]CF Miton Strategic Portfolio A GBPMiton
41
288.510.000.63.011.9
452[+]CF Miton Total Return A AccMiton
18
116.390.00-0.17.412.5
453[+]CF Miton UK Multi Cap Income A Ret AccMiton
70
180.823.706.387.8n/a
454[+]CF Miton UK Smaller Companies A AccMiton
101
165.000.0010.8n/an/a
455[+]CF Miton UK Value Opportunities A Ret AccMiton
86
127.160.9710.1n/an/a
456[+]CF Miton US Opportunities A AccMiton
115
124.340.0012.8n/an/a
457[+]CF Miton Worldwide Opportunities A GBPMiton
55
263.960.003.531.846.3
458[+]CF Morant Wright Japan A AccCapita Financial Managers
137
234.170.00-0.331.841.2
459[+]CF Morant Wright Nippon Yield ACapita Financial Managers
117
210.622.342.438.176.1
460[+]CF Mulberry IncCapita Financial Managers
87
1,490.221.674.830.139.0
461[+]CF Navajo AccCapita Financial Managers
96
2,636.660.5810.539.653.2
462[+]CF New Viaduct Inst IncCapita Financial Managers
85
2,141.920.387.747.858.1
463[+]CF New VilltureCapita Financial Managers
46
663.20715.160.224.725.732.7
464[+]CF Odey Absolute Return Ret GBPOdey Asset Management
116
295.520.006.9108.7140.6
465[+]CF Odey Continental European Ret AccOdey Asset Management
117
731.440.31-4.058.145.0
466[+]CF Odey Opus Ret IncOdey Asset Management
126
3,700.250.275.771.553.4
467[+]CF Odey Portfolio Sterling Retail IncOdey Asset Management
90
142.580.000.049.2n/a
468[+]CF Packel GlobalCapita Financial Managers
43
150.470.897.125.230.7
469[+]CF PE Managed AccCapita Financial Managers
65
1,425.503.036.933.648.4
470[+]CF PrimroseCapita Financial Managers
51
1,772.820.345.223.139.0
471[+]CF Prudential Adventurous Portfolio A IncPrudential Unit Trusts Limited
82
147.390.386.840.2n/a
472[+]CF Prudential Balanced Portfolio A IncPrudential Unit Trusts Limited
61
140.300.747.536.6n/a
473[+]CF Prudential Cautious Growth Portfolio A IncPrudential Unit Trusts Limited
55
133.951.156.433.0n/a
474[+]CF Prudential Cautious Managed Growth A AccPrudential Unit Trusts Limited
47
140.421.645.332.238.9
475[+]CF Prudential Cautious Portfolio A IncPrudential Unit Trusts Limited
40
128.451.325.928.7n/a
476[+]CF Prudential Defensive Portfolio A IncPrudential Unit Trusts Limited
31
122.920.005.624.7n/a
477[+]CF Prudential Managed Defensive A AccPrudential Unit Trusts Limited
33
147.850.004.323.930.1
478[+]CF Purisima EAFE Total Return IntCapita Financial Managers
112
128.610.330.742.539.8
479[+]CF Purisima Global Total Return PCG ACapita Financial Managers
113
159.730.5711.946.155.5
480[+]CF Purisima PCG BCapita Financial Managers
111
163.280.009.746.344.0
481[+]CF Purisima UK Total Return IntCapita Financial Managers
118
142.991.171.044.256.6
482[+]CF Resilient 4 A AccCapita Financial Managers
45
112.330.555.221.126.0
483[+]CF Resilient 5 ACapita Financial Managers
68
124.940.735.429.837.0
484[+]CF Resilient 6 ACapita Financial Managers
77
130.510.466.931.341.6
485[+]CF Richmond Core IncCapita Financial Managers
121
186.330.005.847.158.6
486[+]CF Richmond Multi Asset A AccCapita Financial Managers
67
105.860.00-3.2-7.8-7.1
487[+]CF Ruffer Absolute Return C AccCF Ruffer Investment Mgmt Ltd
48
189.411.614.320.436.7
488[+]CF Ruffer Baker Steel Gold C AccCF Ruffer Investment Mgmt Ltd
267
79.280.00-14.6-70.5-66.2
489[+]CF Ruffer Equity & General C IncCF Ruffer Investment Mgmt Ltd
49
348.090.252.136.450.5
490[+]CF Ruffer European C AccCF Ruffer Investment Mgmt Ltd
68
481.090.235.034.148.1
491[+]CF Ruffer Japanese C AccCF Ruffer Investment Mgmt Ltd
140
173.690.019.180.179.7
492[+]CF Ruffer Pacific C AccCF Ruffer Investment Mgmt Ltd
83
283.680.5013.546.754.2
493[+]CF Ruffer Total Return C IncCF Ruffer Investment Mgmt Ltd
48
270.091.674.617.933.6
494[+]CF Seneca Diversified Growth A AccSeneca Investment Managers Ltd
69
207.570.992.433.039.7
495[+]CF Seneca Diversified Income A IncSeneca Investment Managers Ltd
44
89.105.402.928.931.0
496[+]CF SteelbackCapita Financial Managers
84
1,256.421.28-5.013.517.1
497[+]CF Stewart Ivory Invest Mkt AccCapita Financial Managers
91
920.64973.662.898.551.963.4
498[+]CF Tasman IncCapita Financial Managers
80
1,224.610.975.332.440.0
499[+]CF The AbbotsfordCapita Financial Managers
79
1,497.421.405.338.150.7
500[+]CF Waverton Alternatives II A IncWaverton Investment Management
30
101.150.260.98.410.8
501[+]CF Waverton Portfolio AWaverton Investment Management
78
146.921.298.640.457.4
502[+]CF Westchester Sterling 1Capita Financial Managers
n/a
1,819.700.00n/an/an/a
503[+]CF WindrushCapita Financial Managers
44
1,657.650.503.216.734.1
504[+]CF Wolos Total Return A Acc USDCapita Financial Managers
n/a
0.90
(USD)
0.00n/an/an/a
505[+]CF Woodford Equity Income A AccWoodford Investment Management LLP
n/a
106.234.00n/an/an/a
506[+]CF Zenith St Andrews AccCapita Financial Managers
69
133.312.545.439.843.3
507[+]CFIC Octopus UK Micro Cap Growth A AccOctopus Investments
78
140.000.000.344.760.4
508[+]Charinco Common Invest Gr AccBlackRock Invest Mgrs UK Ltd
42
4,202.004,259.004.098.315.632.8
509[+]Charishare Common Invest Gr IncBlackRock Invest Mgrs UK Ltd
110
515.50522.203.025.549.050.1
510[+]Charishare Restricted Gr AccBlackRock Invest Mgrs UK Ltd
112
279.00282.702.956.350.847.6
511[+]Cirilium Balanced Passive I AccHenderson Global Investors Ltd
49
113.801.307.9n/an/a
512[+]Cirilium Balanced R AccHenderson Global Investors Ltd
45
75.551.004.932.244.1
513[+]Cirilium Conservative Passive I AccHenderson Global Investors Ltd
29
108.501.406.5n/an/a
514[+]Cirilium Conservative R AccHenderson Global Investors Ltd
28
56.060.904.4n/an/a
515[+]Cirilium Dynamic Passive I AccHenderson Global Investors Ltd
81
117.001.308.8n/an/a
516[+]Cirilium Dynamic R AccHenderson Global Investors Ltd
67
84.090.007.848.663.3
517[+]Cirilium Moderate Passive I AccHenderson Global Investors Ltd
67
115.401.508.5n/an/a
518[+]Cirilium Moderate R AccHenderson Global Investors Ltd
60
85.120.506.741.554.9
519[+]Cirilium Strategic Income R IncHenderson Global Investors Ltd
44
59.593.404.933.2n/a
520[+]CIS Corporate Bond Income IncRLUM (CIS) Ltd
35
89.4494.153.606.224.231.9
521[+]CIS European Growth IncRLUM (CIS) Ltd
127
100.20105.501.685.758.823.2
522[+]CIS Sustainable Diversified C AccRLUM (CIS) Ltd
51
123.102.269.149.059.5
523[+]CIS Sustainable Leaders C AccRLUM (CIS) Ltd
110
139.701.818.380.677.9
524[+]CIS Sustainable Managed Growth B AccRLUM (CIS) Ltd
34
115.803.067.9n/an/a
525[+]CIS Sustainable Managed Income B AccRLUM (CIS) Ltd
29
110.003.638.4n/an/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.