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Performance

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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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Fund performance league table: 78 funds

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78 funds
           
Perf
NAV
 
Rank ChartFund Group Focus Price Prem/Disc NAV Yield FE Risk Score What is FE Risk Score?1y 3y 5y 1y 3y 5y  
1[+]Adams PLC Ord EUR0.01Independently Managed0.12
(EUR)
0.00
402
26.514.2840.5n/an/an/a
2[+]Aew UK REIT PLC Ord GBP0.01AEW UK Investment Management LLP96.501.195.477.25
61
6.9n/an/a2.1n/an/a
3[+]Alpha PyreneesAlpha Real Capital0.08-96.92.400.00
1198
-25.0-98.6-99.7n/an/an/a
4[+]Alpha Real Trust LimitedAlpha Tiger Property Trust Ltd109.501.64
151
33.9128.769.1n/an/an/a
5[+]ALSTRIA Office REIT-AGALSTRIA11.32
(EUR)
0.00
n/a
10.330.562.3n/an/an/a
6[+]Aseana Properties LtdIreka Development0.52
(USD)
0.00
120
50.758.976.4n/an/an/a
7[+]AXA Property Trust Limited Ord NPVAXA Investment Managers UK Ltd66.13-7.471.400.00
98
23.688.2109.8n/an/an/a
8[+]Belvoir Lettings PLC ORD 1PBelvoir103.006.60
266
16.0-29.5n/an/an/an/a
9[+]British Land PLCBritish Land610.004.17
163
-7.4-0.252.8n/an/an/a
10[+]Cache Logistics TrustARA CWT Trust Mgmt Cache Ltd0.81
(SGD)
0.00
n/a
16.14.822.4n/an/an/a
11[+]Camper & Nicholsons Marina InvestmentsMarina6.750.00
190
-3.6-22.9-45.4n/an/an/a
12[+]Commerz HausInvestCommerz Real AG0.00
(EUR)
n/a
n/a
10.78.712.1n/an/an/a
13[+]Custodian REIT PLC Ord 1PCustodian Capital Limited110.007.9101.907.28
61
10.0n/an/a5.3n/an/a
14[+]Derwent LondonIndependently Managed2,631.001.36
179
-14.1-0.460.5n/an/an/a
15[+]Dolphin Capital InvestorsDolphin Capital Investors8.38-71.229.090.00
307
-27.2-76.7-59.9n/an/an/a
16[+]Drum Income Plus ReitDrum Property Group101.005.26
86
-4.2n/an/an/an/an/a
17[+]Duet Real Estate Finance Limited OrdDRC Capital7.133.06.9211.23
182
12.072.584.8n/an/an/a
18[+]Eastern European Property LtdElysium Fund Management Ltd46.75-53.6100.790.00
58
-7.9-24.6-34.4n/an/an/a
19[+]Ediston Property Investment Company PLC Ord 1PEdiston Real Estate107.00-1.2108.314.67
84
6.3n/an/a5.0n/an/a
20[+]Empiric Student Property PLCEmpiric Student Property PLC109.256.25
79
6.3n/an/an/an/an/a
21[+]European Real Estate Investment Trust LimitedSchroder Real Estate Investment Management Ltd163.50-27.3225.000.00
193
18.368.424.1n/an/an/a
22[+]F&C Commercial PropertyF&C (BMO Global Asset Management)136.600.8135.504.39
100
11.530.270.14.748.475.3
23[+]F&C UK Real Estate Investments Limited Ord 1PF&C (BMO Global Asset Management)99.502.497.205.03
101
6.438.682.62.448.070.4
24[+]GCP Student Living Plc ORD 1PGravis Capital Partners LLP143.003.5138.173.59
84
6.750.8n/a5.9n/an/a
25[+]Globalworth Real Estate Investments LimitedGlobalworth Asset Managers6.75
(EUR)
0.00
197
32.531.0n/an/an/an/a
26[+]Great Portland Estates plcGreat Portland Estates649.501.15
161
-8.84.895.7n/an/an/a
27[+]Ground Rents Income Plc Ord 50pGround Rents Income Fund Plc138.505.0131.902.77
50
23.347.6n/an/an/an/a
28[+]Hammerson plcHammerson564.502.57
129
2.29.565.1n/an/an/a
29[+]Hansteen Holdings PLCHansteen Holding PLC117.701.5116.003.99
106
18.323.3104.9n/an/an/a
30[+]Highcroft Investments PLCHighcroft Investments910.00-13.01,046.004.01
83
-3.929.5136.8n/an/an/a
31[+]Hunters Property Plc Ord 4PHunters Property Plc65.002.46
184
-12.0n/an/an/an/an/a
32[+]Industrial Multi Property Trust PLC Ord 10PAlpha Real Capital307.253.8296.000.00
421
171.9257.3439.0n/an/an/a
33[+]INTU Properties PLC Ord 50PCapital Shopping Centre Gr PLC273.504.67
144
-1.66.37.3n/an/an/a
34[+]Land Securities Group PLCLand Securities1,054.003.35
149
4.87.076.3n/an/an/a
35[+]Macau Property OpportunitiesSniper Capital Limited150.00-38.8245.000.00
242
28.2-26.541.0n/an/an/a
36[+]McKay Securities PLCIndependently Managed206.004.27
195
-7.316.6109.1n/an/an/a
37[+]MedicxMedicx Group88.0021.572.406.78
82
11.338.274.98.1n/an/a
38[+]Mucklow (A & J) GroupIndependently Managed482.258.1446.003.61
143
4.810.575.46.362.089.1
39[+]NewRiver REIT Plc ORD 1PNewRiver Retail Ltd332.8016.0287.004.81
135
10.231.7113.0n/an/an/a
40[+]OttomanIndependently Managed2.130.00
227
-42.7-63.2-51.4n/an/an/a
41[+]Pacific Alliance China LandPacific Alliance Group2.30
(USD)
-20.02.870.00
101
55.581.5119.5n/an/an/a
42[+]Phoenix Spree Deutschland Limited Shares NPVPhoenix Spree Deutschland Limited248.7532.4187.821.81
115
52.2n/an/an/an/an/a
43[+]Picton Property Income Ltd OrdPicton Capital Limited79.25-1.480.404.20
100
24.355.7140.910.871.174.5
44[+]Primary Health Properties PLC Ord 12.5PPrimary Health Properties107.504.79
88
6.843.077.1n/an/an/a
45[+]Raven RussiaRaven Russia Property50.750.00
210
51.5-37.3-10.8n/an/an/a
46[+]Real Estate Credit Investments Limited Ord NPV Inc GBPCheyne Capital Mangmt (UK) LLP163.500.5162.706.61
97
13.530.3172.66.629.4113.0
47[+]Redefine International PLC Ord 8PRedefine International37.26-6.940.008.59
142
-8.0-11.548.1n/an/an/a
48[+]Regional REIT Limited OrdRegional REIT Limited103.00-3.8107.104.11
n/a
6.1n/an/an/an/an/a
49[+]Schroder European Real Estate Investment Trust Plc OrdSchroder Real Estate Mgmt107.88-0.1108.002.16
n/a
2.6n/an/an/an/an/a
50[+]Schroder Real Estate Investment Trust Limited OrdSchroder Real Estate Mgmt58.00-6.161.804.01
105
6.023.6122.62.848.169.2
51[+]Secure Income Reit PLC Ord 10P Reg SPrestbury Investments LLP322.752.19
131
29.2n/an/an/an/an/a
52[+]Shaftesbury PLCIndependently Managed908.001.41
101
6.748.296.8n/an/an/a
53[+]Sirius Real Estate LtdSirius Real Estate Limited0.59
(EUR)
4.58
158
54.4137.1194.5n/an/an/a
54[+]South African Property Opportunities plcSAPRO plc3.000.00
310
15.232.386.6n/an/an/a
55[+]SPDI Secure Property Development & Investment PLC Ord EUR0.01 (DI)Aisi Capital15.000.00
266
-26.8-74.3-79.2n/an/an/a
56[+]Standard Life Investments Property Income TrustStandardLife Investments86.006.281.004.31
102
5.439.390.33.148.279.9
57[+]Starwood European Real Estate Finance Ltd OrdStarwood Europn Financ Prtners109.388.3100.995.94
42
11.027.9n/a8.2n/an/a
58[+]Taliesin Property LtdTaliesin Property Ltd3,480.0043.92,419.180.00
121
38.6141.5254.6n/an/an/a
59[+]Target Healthcare REIT Limited Ord NPVTarget Advisers112.259.9102.102.69
85
8.232.4n/a7.326.4n/a
60[+]Terra Capital Plc Ord 0.10Speymill Macau Property Co plc0.87
(USD)
-18.41.060.00
94
26.160.052.1n/an/an/a
61[+]Terra CatalystTerra Catalyst98.50-59.3242.080.00
169
-1.536.661.0n/an/an/a
62[+]The Local Shopping REIT plcLocal Shopping Reit29.130.00
157
1.3-1.3-35.1n/an/an/a
63[+]TMW Immobilien Weltfonds PTMW Pramerica Prop Invest GmbH0.00
(EUR)
0.00
n/a
-1.7-42.2-66.0n/an/an/a
64[+]TMW Wertgrund WohnSelect D EURTMW Pramerica Prop Invest GmbH0.00
(EUR)
n/a
n/a
19.013.217.0n/an/an/a
65[+]TOC Property Backed Lending Trust PLC ORD 1PTier One Capital103.500.00
n/a
n/an/an/an/an/an/a
66[+]TR Property Investment Trust plcThames River Capital (UK)299.00-14.2348.303.11
115
11.836.3133.317.152.0129.7
67[+]Trikona Trinity Capital PLCTrikona Trinity Capital0.81-87.96.700.00
915
1.161.7700.0n/an/an/a
68[+]Tritax Big Box Reit PLC Ord 1PTritax Management143.2012.3127.512.59
94
14.150.1n/an/an/an/a
69[+]UBS (CH) Property - Direct ResidentialUBS AG18.20
(CHF)
0.00
n/a
25.956.851.4n/an/an/a
70[+]UBS (CH) Property - Direct UrbanUBS AG13.00
(CHF)
n/a
n/a
16.6n/an/an/an/an/a
71[+]UBS (CH) Property - Leman Residential FonciparsUBS AG94.20
(CHF)
0.00
n/a
24.249.053.2n/an/an/a
72[+]UBS (CH) Property - Swiss Commercial SwissrealUBS AG68.75
(CHF)
0.00
n/a
13.430.926.1n/an/an/a
73[+]UBS (CH) Property - Swiss Mixed SimaUBS AG107.70
(CHF)
0.00
n/a
18.240.040.4n/an/an/a
74[+]UBS (CH) Property - Swiss Residential AnfosUBS AG67.00
(CHF)
0.00
n/a
16.137.135.5n/an/an/a
75[+]UK Commercial PropertyIgnis Ast Mangement82.25-4.686.204.47
95
8.520.247.73.835.251.4

All prices in Pence Sterling (GBX) unless otherwise specified. Price total return performance figures are calculated using closing mid prices and with net income (dividends) reinvested. NAV total return performance figures are calculated using fully diluted (where applicable) fair value cum income NAV figures (in accordance with AIC guidelines) and with net income (dividends) reinvested. Performance figures are shown in Pound Sterling (GBP). You can switch the fund’s native currency using the currency selector towards the top of this page.

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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