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FE Crown Fund Rating

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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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  £

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Additional information

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For Sale In

Fund performance league table: 419 funds

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419 funds
         
Rank ChartFund Group FE Risk Score What is FE Risk Score?FE Crown Rating What is FE Crown Rating?3y  
1[+]Yatra Capital LtdIL & FS Investment Adv LLC
n/a
SS102.2
2[+]Worldwide Healthcare Trust PLC OrdFrostrow Capital LLP
156
92.5
3[+]Workspace Group PLCWorkspace Group
191
NS64.0
4[+]Woodford Patient Capital Trust PLC ORD 1PWoodford Investment Management
127
SHn/a
5[+]Witan Pacific IT PLCWitan
111
SS49.9
6[+]Witan Investment Trust plcWitan
87
53.7
7[+]Weiss Korea Opportunity LtdWeiss Asset Management LP
112
US39.6
8[+]VPC Specialty Lending Investments PLC Ord 0.01Victory Park Capital Advisors
103
SHn/a
9[+]Volta Finance Limited OrdAXA Investment Managers Paris
109
SHn/a
10[+]VinalandVinaCapital Investment Management
104
SS108.2
11[+]VinaCapital Vietnam Opportunity OrdVinaCapital Investment Management
121
104.7
12[+]Vietnam Infrastructure Limited Private Equity Shs OrdVinaCapital Investment Management
238
US11.5
13[+]Vietnam Holding OrdIndependently Managed
130
US100.2
14[+]Vietnam Enterprise Investments USDDragon Capital Management Ltd
174
n/a
15[+]Value & Income Trust plcOLIM
134
13.4
16[+]Utilico Emerging MarketsIngot Capital Mgmt Pty Limited
123
35.0
17[+]UK Mortgages Ltd OrdTwentyFour Asset Management LLP
53
SHn/a
18[+]UK Commercial PropertyStandardLife Investments
98
SS21.1
19[+]UIL OrdIngot Capital Mgmt Pty Limited
210
64.5
20[+]UIL Finance Limited ZDP Shs 2022 5.3180P(DI)Ingot Capital Mgmt Pty Limited
n/a
SHn/a
21[+]UBS (CH) Property - Swiss Residential AnfosUBS AG
n/a
US35.0
22[+]UBS (CH) Property - Swiss Mixed SimaUBS AG
n/a
US49.7
23[+]UBS (CH) Property - Swiss Commercial SwissrealUBS AG
n/a
US36.7
24[+]UBS (CH) Property - Leman Residential FonciparsUBS AG
n/a
US53.1
25[+]UBS (CH) Property - Direct UrbanUBS AG
n/a
NSn/a
26[+]UBS (CH) Property - Direct ResidentialUBS AG
n/a
NS57.5
27[+]Twentyfour Select Monthly Income Fund Limited Ord 1PTwentyFour Asset Management LLP
69
SH16.6
28[+]TwentyFour Income Limited OrdTwentyFour Asset Management LLP
65
13.1
29[+]Troy Income & Growth Trust plcTroy Asset Management
86
38.1
30[+]Tritax Big Box Reit PLC Ord 1PTritax Management
104
SS55.3
31[+]Trikona Trinity Capital PLCTrikona Trinity Capital
877
NS34.6
32[+]Trading Emissions PLCTrading Emissions PLC
441
US-28.9
33[+]TR Property Investment Trust plcThames River Capital (UK)
111
SS46.3
34[+]TR European Growth Trust PLCHenderson Global Investors Ltd
121
86.6
35[+]Toro Limited EUR Shs NPVChenavari Investment Managers
91
SHn/a
36[+]TOC Property Backed Lending Trust PLC ORD 1PTier One Capital
n/a
SHn/a
37[+]TMW Wertgrund WohnSelect D EURTMW Pramerica Prop Invest GmbH
n/a
NS12.3
38[+]TMW Immobilien Weltfonds PTMW Pramerica Prop Invest GmbH
n/a
NS-37.7
39[+]Tiso Blackstar Group SEIndependently Managed
152
US-10.2
40[+]Tiger Resource Finance PLC Ord 0.1PIndependently Managed
399
US-60.0
41[+]Third Point Offshore Investors Ltd GBPThird Point
63
US-0.4
42[+]The Scottish Investment Trust PLCScottish Investment Trust
98
49.5
43[+]The Renewables Infrastructure Group Limited Ord GBPInfraRed Capital Partners
70
27.9
44[+]The North American Income Trust plc Ord 25pAberdeen Fund Managers Ltd
108
58.3
45[+]The Mercantile Investment Trust PlcJP Morgan Asset Management UK
91
41.5
46[+]The Local Shopping REIT plcLocal Shopping Reit
159
NS2.8
47[+]The Forest Company 1Timber Capital Limited
n/a
n/a
48[+]The European Investment Trust PlcEdinburgh Partners
120
25.6
49[+]The Diverse Income Trust PLC Ord 0.1PMiton Trust Managers Limited
136
33.1
50[+]The City of London Investment Trust OrdHenderson Global Investors Ltd
83
28.9
51[+]The City of London Investment Trust 10 1/4% Deb Stk 2020Henderson Global Investors Ltd
7
US-3.5
52[+]The Biotech Growth Trust PLCFrostrow Capital LLP
201
59.2
53[+]The Bankers Investment Trust OrdHenderson Global Investors Ltd
106
50.4
54[+]Tetragon Financial Ord USD0.001Tetragon Financial Group Limited
121
SHn/a
55[+]Terra CatalystTerra Catalyst
160
US37.3
56[+]Terra Capital Plc Ord 0.10Speymill Macau Property Co plc
93
NS65.3
57[+]Templeton Emerging MarketsFranklin Templeton Investments (Asia) Limited
137
28.6
58[+]Temple Bar Investment Trust PLCInvestec Asset Management Ltd
103
17.1
59[+]TejooriIndependently Managed
819
US316.3
60[+]Target Healthcare REIT Limited Ord NPVTarget Advisers
88
SS32.6
61[+]Taliesin Property LtdTaliesin Property Ltd
126
NS133.5
62[+]Syncona Limited Ord NPVSyncona
86
45.9
63[+]Symphony International Holdings LD Ord NPV (CDI)Symphony International Holdings
228
US81.1
64[+]SVM UK EmergingSVM Asset Management
115
34.8
65[+]SVG Capital plc Ord GBP0.10Aberdeen SVG Private Equity
128
US74.6
66[+]Strategic Equity Capital plcGVQ Investment Management
165
40.4
67[+]Starwood European Real Estate Finance Ltd OrdStarwood Europn Financ Prtners
43
NS30.4
68[+]Standard Life UK Smaller Companies Trust PLCStandardLife Investments
139
58.3
69[+]Standard Life Private Equity Trust PLCSL Capital Partners
129
US59.0
70[+]Standard Life Investments Property Income TrustStandardLife Investments
100
SS39.8
71[+]Standard Life Equity Income TrustStandardLife Investments
112
20.3
72[+]St Peter Port CapitalSt Peter Port Invest Mgmt Ltd
262
US-81.1
73[+]SQN Secured Income PLC ORD 1PSQN Capital Management
68
SHn/a
74[+]SQN Asset Finance Income Ord NPVSQN Capital Management
100
SSn/a
75[+]SPDI Secure Property Development & Investment PLC Ord EUR0.01 (DI)Aisi Capital
396
NS-65.1

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.

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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