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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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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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FE Passive Fund Rating

FE Passive Fund Rating

FE’s way of measuring how successful funds have been in replicating their chosen benchmarks, based predominantly on tracking difference and tracking error. Funds are given between one and five Passive Crowns – five being the highest.

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All Replication Methods

Replication Method

A passive fund can have one of the following replication methods:

Full Replication: A fund that employs full replication will buy every stock or share in the underlying index in order to exactly mimic its makeup. This is theoretically the most reliable way to replicate an index, however it employs a large amount of trading and therefore can take a lot of time, effort and expense to achieve. Due to this it is most suited for large liquid markets which have a manageable amount of companies.

Partial/Sampling: A fund that employs this method of replication buy a representative sample of the index’s holdings, rather than all the constituents. This is well suited to indices which include a large number of holdings for instance the MSCI World or where some companies are too illiquid to hold. The advantages are that transaction costs are kept lower, however because the fund’s holdings will differ from the index, tracking error is likely to be higher.

Synthetic Replication: A fund that employs this method will aim to replicate the index through the use of derivatives. This is typically achieved through the purchase of a swap contract usually from an investment bank (the counterparty) who agrees to pay the return of the index to the fund. Theoretically this means the tracking error should be zero. The risk is that the counterparty may be unable to honour its contract and the fund fails. To counteract this some counterparties post collateral to minimise this risk.

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Benchmark

An index against which funds are compared.

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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.

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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: 123 funds

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123 funds
Rank ChartFund Group FE Passive Fund Rating Replication Method Benchmark OCF/TER  
1[+]PS Dynamic Leisure & Entertainment PortfolioInvesco PowerShares Capital Management LLCN/A--n/a
2[+]PS Dynamic Media PortfolioInvesco PowerShares Capital Management LLCN/A--n/a
3[+]PS Dynamic Networking PortfolioInvesco PowerShares Capital Management LLCN/A--n/a
4[+]PS DWA Industrials Momentum PortfolioInvesco PowerShares Capital Management LLCN/A--n/a
5[+]PS DWA Financial Momentum PortfolioInvesco PowerShares Capital Management LLCN/A--n/a
6[+]PS Dynamic Food & Beverage PortfolioInvesco PowerShares Capital Management LLCN/A--n/a
7[+]PS DWA Healthcare Momentum PortfolioInvesco PowerShares Capital Management LLCN/A--n/a
8[+]PS Dynamic Oil & Gas Services PortfolioInvesco PowerShares Capital Management LLCN/A--n/a
9[+]PS DWA Technology Momentum PortfolioInvesco PowerShares Capital Management LLCN/A--n/a
10[+]PS DWA Utilities Momentum PortfolioInvesco PowerShares Capital Management LLCN/A--n/a
11[+]PS QQQInvesco PowerShares Capital Management LLCN/A--n/a
12[+]PS Dynamic Software PortfolioInvesco PowerShares Capital Management LLCN/A--n/a
13[+]PS Dynamic Pharmaceuticals PortfolioInvesco PowerShares Capital Management LLCN/A--n/a
14[+]PS Retail PortfolioInvesco PowerShares Capital Management LLCN/A--n/a
15[+]PS Dynamic Semiconductors PortfolioInvesco PowerShares Capital Management LLCN/A--n/a
16[+]PS NASDAQ Internet PortfolioInvesco PowerShares Capital Management LLCN/A--n/a
17[+]PS Water Resources PortfolioInvesco PowerShares Capital Management LLCN/A--n/a
18[+]PS WilderHill Clean Energy PortfolioInvesco PowerShares Capital Management LLCN/A--n/a
19[+]PS Global Listed Private Equity PortfolioInvesco PowerShares Capital Management LLCN/A-S&P 500 Financials (Sector)n/a
20[+]PS S&P 500 High Quality PortfolioInvesco PowerShares Capital Management LLCN/A-S&P 500n/a
21[+]PS Aerospace & Defense PortfolioInvesco PowerShares Capital Management LLCN/A--n/a
22[+]PS Cleantech PortfolioInvesco PowerShares Capital Management LLCN/A--n/a
23[+]PS WilderHill Progressive Energy PortfolioInvesco PowerShares Capital Management LLCN/A--n/a
24[+]PS DWA Consumer Staples Momentum PortfolioInvesco PowerShares Capital Management LLCN/A-S&P 500 Consumer Staples (Sector)n/a
25[+]PS DWA Energy Momentum PortfolioInvesco PowerShares Capital Management LLCN/A--n/a
26[+]PS Dynamic Energy Exploration & Production PortfolioInvesco PowerShares Capital Management LLCN/A--n/a
27[+]PS DWA Consumer Cyclicals Momentum PortfolioInvesco PowerShares Capital Management LLCN/A-S&P 500 Consumer Discretionary (Sector)n/a
28[+]PS DWA Basic Materials Momentum PortfolioInvesco PowerShares Capital Management LLCN/A--n/a
29[+]PS Dynamic Biotechnology & Genome PortfolioInvesco PowerShares Capital Management LLCN/A--n/a
30[+]PS Dynamic Building & Construction PortfolioInvesco PowerShares Capital Management LLCN/A--n/a
31[+]BLDRS Asia 50 ADR IndexInvesco PowerShares Capital Management LLCN/A--n/a
32[+]PS S&P SmallCap Industrials PortfolioInvesco PowerShares Capital Management LLCN/A--n/a
33[+]PS S&P SmallCap Utilities PortfolioInvesco PowerShares Capital Management LLCN/A--n/a
34[+]PS S&P SmallCap Information Technology PortfolioInvesco PowerShares Capital Management LLCN/A--n/a
35[+]PS S&P SmallCap Health Care PortfolioInvesco PowerShares Capital Management LLCN/A--n/a
36[+]PS S&P SmallCap Consumer Staples PortfolioInvesco PowerShares Capital Management LLCN/A--n/a
37[+]PS S&P SmallCap Energy PortfolioInvesco PowerShares Capital Management LLCN/A--n/a
38[+]PS S&P SmallCap Financials PortfolioInvesco PowerShares Capital Management LLCN/A--n/a
39[+]PS S&P SmallCap Low Volatility PortfolioInvesco PowerShares Capital Management LLCN/A--n/a
40[+]PS KBW Property & Casualty Insurance PortfolioInvesco PowerShares Capital Management LLCN/A-S&P 500n/a
41[+]PS DB US Dollar Index BullishInvesco PowerShares Capital Management LLCN/A--n/a
42[+]PS Senior Loan PortfolioInvesco PowerShares Capital Management LLCN/A--n/a
43[+]PS KBW Premium Yield Equity REIT PortfolioInvesco PowerShares Capital Management LLCN/A--n/a
44[+]PS Global Short Term High Yield PortfolioInvesco PowerShares Capital Management LLCN/ASampled Physical Replication-n/a
45[+]PS International Corporate Bond PortfolioInvesco PowerShares Capital Management LLCN/A--n/a
46[+]PS KBW High Dividend Yield Financial PortfolioInvesco PowerShares Capital Management LLCN/A--n/a
47[+]PS Emerging Markets InfrastructureInvesco PowerShares Capital Management LLCN/A--n/a
48[+]PS Global Agriculture PortfolioInvesco PowerShares Capital Management LLCN/A--n/a
49[+]PS Global Clean EnergyInvesco PowerShares Capital Management LLCN/A--n/a
50[+]PS Active U.S. Real EstateInvesco PowerShares Capital Management LLCN/ASampled Physical ReplicationFTSE NAREIT Equity REITSn/a
51[+]BLDRS Developed Markets 100 ADR IndexInvesco PowerShares Capital Management LLCN/A--n/a
52[+]BLDRS Emerging Markets 50 ADR IndexInvesco PowerShares Capital Management LLCN/A--n/a
53[+]BLDRS Europe Select ADR IndexInvesco PowerShares Capital Management LLCN/A--n/a
54[+]PS Global Gold & Precious Metals PortfolioInvesco PowerShares Capital Management LLCN/A--n/a
55[+]PS CEF Income Composite PortfolioInvesco PowerShares Capital Management LLCN/A-S&P 500n/a
56[+]PS S&P SmallCap Materials PortfolioInvesco PowerShares Capital Management LLCN/A--n/a
57[+]PS S&P SmallCap Consumer Discretionary PortfolioInvesco PowerShares Capital Management LLCN/A--n/a
58[+]PS S&P 500 Downside Hedged PortfolioInvesco PowerShares Capital Management LLCN/A--n/a
59[+]PS DWA SmallCap Technical Leaders PortfolioInvesco PowerShares Capital Management LLCN/A--n/a
60[+]PS S&P 500 High Dividend PortfolioInvesco PowerShares Capital Management LLCN/A-S&P 500n/a
61[+]PS Build America Bond PortfolioInvesco PowerShares Capital Management LLCN/A--n/a
62[+]PS S&P 500 BuyWrite PortfolioInvesco PowerShares Capital Management LLCN/A-S&P 500n/a
63[+]PS S&P 500 High Beta PortfolioInvesco PowerShares Capital Management LLCN/A-S&P 500n/a
64[+]PS S&P 500 Low Volatility PortfolioInvesco PowerShares Capital Management LLCN/A-S&P 500n/a
65[+]PS DB AgricultureInvesco PowerShares Capital Management LLCN/ASynthetic Replication-n/a
66[+]PS S&P International Developed High BetaInvesco PowerShares Capital Management LLCN/A-MSCI EAFEn/a
67[+]PS S&P Emerging Markets Low Volatility PortfolioInvesco PowerShares Capital Management LLCN/A-MSCI Emerging Marketsn/a
68[+]PS S&P International Developed Low Volatility PortfolioInvesco PowerShares Capital Management LLCN/A-MSCI EAFEn/a
69[+]PS S&P Emerging Markets High Beta PortfolioInvesco PowerShares Capital Management LLCN/A-MSCI Emerging Marketsn/a
70[+]PS DB Commodity Index TrackingInvesco PowerShares Capital Management LLCN/ASynthetic Replication-n/a
71[+]PS California AMT-Free Municipal Bond PortfolioInvesco PowerShares Capital Management LLCN/A--n/a
72[+]PS Insured New York Municipal Bond PortfolioInvesco PowerShares Capital Management LLCN/A--n/a
73[+]PS Preferred PortfolioInvesco PowerShares Capital Management LLCN/A--n/a
74[+]PS National AMT-Free Municipal Bond PortfolioInvesco PowerShares Capital Management LLCN/A--n/a
75[+]PS 1-30 Laddered Treasury PortfolioInvesco PowerShares Capital Management LLCN/A--n/a

Price total return performance figures are calculated on a mid price to mid price basis. Performance figures are shown in Pound sterling (GBP) with gross income (dividends) reinvested.

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.

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