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

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
0 349

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: 3190 funds

Create a custom tab
Create a custom tab
3190 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
90
47.2
2[+]Zurich Horizon Multi-Asset IV Z AccZurich Investment Services (UK) Limited
74
41.1
3[+]Zurich Horizon Multi-Asset III Z AccZurich Investment Services (UK) Limited
60
32.7
4[+]Zurich Horizon Multi-Asset II Z AccZurich Investment Services (UK) Limited
52
27.3
5[+]Zurich Horizon Multi-Asset I Z AccZurich Investment Services (UK) Limited
45
22.5
6[+]Zurich Horizon Monthly Income Plus Z AccZurich Investment Services (UK) Limited
n/a
SHn/a
7[+]Your Portfolio VI 1RBS Collective Invst Fds Ltd
67
28.0
8[+]Your Portfolio V 1RBS Collective Invst Fds Ltd
57
24.7
9[+]Your Portfolio IV 1RBS Collective Invst Fds Ltd
44
20.6
10[+]Your Portfolio III 1RBS Collective Invst Fds Ltd
34
17.7
11[+]Your Portfolio II 1RBS Collective Invst Fds Ltd
24
13.4
12[+]WSSF 5 Aggressive Portfolio X AccHSBC Gbl Asset Mgt (HSBC Inv)
82
30.7
13[+]WSSF 4 Progressive Portfolio X AccHSBC Gbl Asset Mgt (HSBC Inv)
71
27.9
14[+]WSSF 3 Balanced Portfolio X AccHSBC Gbl Asset Mgt (HSBC Inv)
54
25.1
15[+]WSSF 2 Defensive Portfolio X AccHSBC Gbl Asset Mgt (HSBC Inv)
38
17.9
16[+]WSSF 1 Conservative Portfolio Ret AccHSBC Gbl Asset Mgt (HSBC Inv)
25
15.3
17[+]Worldwide Capital Growth A2000S&W Fund Administration Ltd
59
28.9
18[+]Wood Street Microcap Investment C AccLivingbridge VC LLP
59
30.5
19[+]Winton US Equity I GBPWinton Capital Management Ltd
118
SHn/a
20[+]Winton Global Equity I GBPWinton Capital Management Ltd
106
51.0
21[+]Winton European Equity I GBPWinton Capital Management Ltd
103
SHn/a
22[+]Wesleyan UK Growth X AccWesleyan Unit Trust Mgrs Ltd
98
n/a
23[+]Wesleyan Risk Averse A AccWesleyan Unit Trust Mgrs Ltd
n/a
SHn/a
24[+]Wesleyan Moderate Risk Reward Growth X AccWesleyan Unit Trust Mgrs Ltd
n/a
SHn/a
25[+]Wesleyan Moderate High Risk Reward Income X AccWesleyan Unit Trust Mgrs Ltd
n/a
SHn/a
26[+]Wesleyan Low Risk Reward Growth X AccWesleyan Unit Trust Mgrs Ltd
n/a
SHn/a
27[+]Wesleyan International Growth X AccWesleyan Unit Trust Mgrs Ltd
99
n/a
28[+]WAY MA Growth Portfolio E AccWAY Fund Managers
75
27.9
29[+]WAY MA Cautious Portfolio E AccWAY Fund Managers
50
19.2
30[+]WAY Green Portfolio E Elite AccWAY Fund Managers
71
23.1
31[+]WAY Global Red Active Portfolio E AccWAY Fund Managers
75
28.1
32[+]WAY Global Momentum E AccWAY Fund Managers
80
21.4
33[+]WAY Global Cautious Portfolio E AccWAY Fund Managers
38
12.5
34[+]WAY Global Blue Managed Portfolio E AccWAY Fund Managers
52
19.3
35[+]WAY Charteris Gold & Precious Metals Elite Inst AccWAY Fund Managers
349
29.0
36[+]WAY Absolute Return Portfolio Z AccWAY Fund Managers
41
n/a
37[+]Waverton Tactical Equity A GBPWaverton Investment Management
89
31.7
38[+]Waverton Sterling Bond A GBPWaverton Investment Management
22
10.9
39[+]Waverton Global Equity A GBPWaverton Investment Management
100
42.9
40[+]Waverton Global Bond A USDWaverton Investment Management
22
40.5
41[+]Waverton European Income RWaverton Investment Management
97
41.1
42[+]Waverton European Capital Growth Ret GBPWaverton Investment Management
94
35.6
43[+]Waverton Cautious Income P GBPWaverton Investment Management
46
SHn/a
44[+]Waverton Asia Pacific A USDWaverton Investment Management
121
44.9
45[+]Waverton Alternatives AWaverton Investment Management
19
SH2.4
46[+]VT Woodhill Investment Absolute Return IncValu-Trac Investment Management
45
SHn/a
47[+]VT UK Infrastructure Income C Acc GBPValu-Trac Investment Management
n/a
SHn/a
48[+]VT Turcan Connell Income Portfolio Grs IncValu-Trac Investment Management
36
17.0
49[+]VT Turcan Connell Growth PortfolioValu-Trac Investment Management
67
25.1
50[+]VT Turcan Connell Capital StrategyValu-Trac Investment Management
40
SHn/a
51[+]VT Turcan Connell Absolute Return Portfolio AccValu-Trac Investment Management
31
3.8
52[+]VT Thistledown Income Z IncValu-Trac Investment Management
60
SHn/a
53[+]VT The Prestney IncValu-Trac Investment Management
49
25.3
54[+]VT The Beagle IncValu-Trac Investment Management
97
27.7
55[+]VT Strategic Value IncValu-Trac Investment Management
n/a
SHn/a
56[+]VT Sorbus Vector BValu-Trac Investment Management
n/a
SHn/a
57[+]VT Rossie House Portfolio B Inc GBPValu-Trac Investment Management
53
SHn/a
58[+]VT Price Value Portfolio A GBPValu-Trac Investment Management
91
SHn/a
59[+]VT Odey Total Return R GBPValu-Trac Investment Management
62
SHn/a
60[+]VT Odd Real Income AccValu-Trac Investment Management
n/a
SHn/a
61[+]VT Munro Smart-Beta UK X AccValu-Trac Investment Management
106
15.7
62[+]VT Morningstar Informed Smartfund Growth Strategy Z AccValu-Trac Investment Management
58
SHn/a
63[+]VT Morningstar Informed Smartfund Cautious Strategy Z AccValu-Trac Investment Management
32
SHn/a
64[+]VT Morningstar Informed Smartfund Balanced Strategy Z AccValu-Trac Investment Management
45
SHn/a
65[+]VT iFunds Absolute Return Orange A AccValu-Trac Investment Management
70
22.9
66[+]VT iFunds Absolute Return Indigo A AccValu-Trac Investment Management
34
5.1
67[+]VT iFunds Absolute Return Green A AccValu-Trac Investment Management
50
19.7
68[+]VT icf Absolute Return Portfolio FValu-Trac Investment Management
21
6.2
69[+]VT Halo Global Asian Consumer B Acc GBPValu-Trac Investment Management
114
SHn/a
70[+]VT Grosvenor Cautious A Retail AccValu-Trac Investment Management
n/a
SHn/a
71[+]VT Grosvenor Adventurous A Retail AccValu-Trac Investment Management
n/a
SHn/a
72[+]VT Garraway UK Equity Market I AccGarraway Capital Management LLP
79
12.0
73[+]VT De Lisle America B GBPValu-Trac Investment Management
118
90.2
74[+]VT Castlebay UK Equity A AccValu-Trac Investment Management
98
SHn/a
75[+]VT Cape Wrath UK Focus AValu-Trac Investment Management
n/a
SHn/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.

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.

You are currently using an old browser which will not be supported by Trustnet after 31/07/2016. To ensure you benefit from all features on the site, please update your browser.   Close