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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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Fund performance league table: 3127 funds

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3127 funds
Rank ChartFund Group FE Risk Score What is FE Risk Score?FE AFI ConstituentFE Crown Rating What is FE Crown Rating?3y  
676[+]Schroder MM Diversity Balanced Z AccSchroder UT Managers
57
17.4
677[+]Schroder Mixed Distribution Z AccSchroder UT Managers
51
22.0
678[+]Schroder Managed Wealth Portfolio Z AccSchroder UT Managers
45
18.6
679[+]Schroder Managed Balanced Z AccSchroder UT Managers
63
21.7
680[+]Schroder Long Dated Corporate Bond I GrSchroder UT Managers
62
54.6
681[+]Schroder ISF Wealth Preservation C Acc EURSchroder Investmt Mgt(LUX)S.A.
86
7.7
682[+]Schroder ISF QEP Global Emerging Markets Z Acc GBPSchroder Investmt Mgt(LUX)S.A.
122
17.1
683[+]Schroder ISF Latin American C Acc NAV USDSchroder Investmt Mgt(LUX)S.A.
177
-11.9
684[+]Schroder ISF Indian Equity C AccSchroder Investmt Mgt(LUX)S.A.
120
94.0
685[+]Schroder ISF Greater China C Acc NAV USDSchroder Investmt Mgt(LUX)S.A.
131
58.8
686[+]Schroder ISF Global Smaller Companies C Acc NAV USDSchroder Investmt Mgt(LUX)S.A.
88
54.1
687[+]Schroder ISF Global Inflation Linked Bond C Acc EURSchroder Investmt Mgt(LUX)S.A.
35
23.0
688[+]Schroder ISF Global High Yield C Acc NAV USDSchroder Investmt Mgt(LUX)S.A.
40
43.2
689[+]Schroder ISF Global Equity Yield Z Acc EURSchroder Investmt Mgt(LUX)S.A.
93
39.8
690[+]Schroder ISF Global Equity Alpha Z Acc EURSchroder Investmt Mgt(LUX)S.A.
91
38.0
691[+]Schroder ISF Global Energy Z Acc EURSchroder Investmt Mgt(LUX)S.A.
244
-34.5
692[+]Schroder ISF Global Emerging Market Opportunities C NAV USDSchroder Investmt Mgt(LUX)S.A.
113
24.1
693[+]Schroder ISF Global Dividend Maximiser Z Dis GBPSchroder Investmt Mgt(LUX)S.A.
86
35.5
694[+]Schroder ISF Global Credit Duration Hedged C Acc EURSchroder Investmt Mgt(LUX)S.A.
23
6.6
695[+]Schroder ISF Global Corporate Bond Z Acc NAV USDSchroder Investmt Mgt(LUX)S.A.
70
44.5
696[+]Schroder ISF European Equity Yield Z Acc EURSchroder Investmt Mgt(LUX)S.A.
93
18.4
697[+]Schroder ISF European Dividend Maximiser Z Acc EURSchroder Investmt Mgt(LUX)S.A.
85
12.1
698[+]Schroder ISF EURO Corporate Bond Z Acc EURSchroder Investmt Mgt(LUX)S.A.
n/a
24.8
699[+]Schroder ISF Emerging Markets Debt Absolute Return Z Hedged Acc EURSchroder Investmt Mgt(LUX)S.A.
43
6.1
700[+]Schroder ISF Emerging Europe C Acc EURSchroder Investmt Mgt(LUX)S.A.
143
1.3
701[+]Schroder ISF Asian Bond Absolute Return Z Acc NAV USDSchroder Investmt Mgt(LUX)S.A.
17
27.2
702[+]Schroder Institutional UK Smaller Companies Inst AccSchroder UT Managers
63
35.0
703[+]Schroder Institutional Pacific I AccSchroder UT Managers
115
20.6
704[+]Schroder Institutional Index Linked Bond I AccSchroder UT Managers
83
60.6
705[+]Schroder Institutional Growth I AccSchroder UT Managers
21
4.5
706[+]Schroder Income Z AccSchroder UT Managers
105
20.7
707[+]Schroder Income Maximiser Z AccSchroder UT Managers
94
14.8
708[+]Schroder Global Recovery Z AccSchroder UT Managers
n/a
SHn/a
709[+]Schroder Global Real Estate Securities Income Z AccSchroder UT Managers
95
44.5
710[+]Schroder Global Multi-Asset Income Z AccSchroder UT Managers
34
SHn/a
711[+]Schroder Global Healthcare Z AccSchroder UT Managers
108
69.4
712[+]Schroder Global Equity Income Z AccSchroder UT Managers
95
41.5
713[+]Schroder Global Equity I AccSchroder UT Managers
91
45.9
714[+]Schroder Global Emerging Markets Z AccSchroder UT Managers
118
22.7
715[+]Schroder Global Cities Real Estate Z AccSchroder UT Managers
99
45.5
716[+]Schroder Global Alpha Plus Z AccSchroder UT Managers
93
48.6
717[+]Schroder Gilt & Fixed Interest A AccSchroder UT Managers
41
28.6
718[+]Schroder GAIA Egerton Equity A Inc NAV GBPSchroder Investmt Mgt(LUX)S.A.
53
17.4
719[+]Schroder Flexible Retirement ISchroder UT Managers
n/a
SHn/a
720[+]Schroder European Z AccSchroder UT Managers
96
31.2
721[+]Schroder European Smaller Companies Z AccSchroder UT Managers
99
51.5
722[+]Schroder European Opportunities Z AccSchroder UT Managers
101
25.1
723[+]Schroder European Alpha Plus Z AccSchroder UT Managers
105
19.3
724[+]Schroder European Alpha Income Z AccSchroder UT Managers
105
37.9
725[+]Schroder European Absolute Target P2 EURSchroder UT Managers
65
0.0
726[+]Schroder Dynamic Multi Asset Z AccSchroder UT Managers
43
15.2
727[+]Schroder Core UK Equity Z AccSchroder UT Managers
101
7.7
728[+]Schroder Charity Multi Asset A AccSchroder UT Managers
58
19.5
729[+]Schroder Charity Equity A AccSchroder UT Managers
96
26.3
730[+]Schroder Asian Income Z AccSchroder UT Managers
94
35.7
731[+]Schroder Asian Income Maximiser Z AccSchroder UT Managers
88
28.4
732[+]Schroder Asian Alpha Plus Z AccSchroder UT Managers
104
39.7
733[+]Schroder All Maturities Corporate Bond Z AccSchroder UT Managers
32
27.9
734[+]Schroder All Mature Index Linked Bond I AccSchroder UT Managers
74
53.0
735[+]Schroder Absolute UK Dynamic P2 Acc GBPSchroder UT Managers
45
7.7
736[+]Schroder Absolute Return Bond Z AccSchroder UT Managers
20
1.8
737[+]Sarasin Sterling Bond I AccSarasin Investment Funds Ltd
34
25.7
738[+]Sarasin GlobalSar Strategic P AccSarasin Investment Funds Ltd
45
24.2
739[+]Sarasin Global Higher Dividend P Acc GBPSarasin Investment Funds Ltd
87
47.8
740[+]Sarasin Global Higher Dividend (Sterling Hedged) P AccSarasin Investment Funds Ltd
78
27.9
741[+]Sarasin Global Dividend P AccSarasin Investment Funds Ltd
87
SHn/a
742[+]Sarasin Global Dividend (Sterling Hedged) P AccSarasin Investment Funds Ltd
81
SHn/a
743[+]Sarasin Fund of Funds Global Strategic Growth P AccSarasin Investment Funds Ltd
42
19.4
744[+]Sarasin Fund of Funds Global Growth P AccSarasin Investment Funds Ltd
77
SHn/a
745[+]Sarasin Fund of Funds Global Equity P AccSarasin Investment Funds Ltd
89
22.0
746[+]Sarasin Fund of Funds Global Diversified Growth P AccSarasin Investment Funds Ltd
61
SHn/a
747[+]Sarasin Fund for Charities Thematic UK Equity (GBP) A AccSarasin Investment Funds Ltd
91
4.1
748[+]Sarasin Food & Agriculture Opportunities P AccSarasin Investment Funds Ltd
92
32.4
749[+]Sarasin EquiSar UK Thematic P AccSarasin Investment Funds Ltd
92
5.2
750[+]Sarasin EquiSar Socially Responsible P AccSarasin Investment Funds Ltd
94
33.2

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.

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