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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: 403 funds

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403 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
SS119.3
2[+]Worldwide Healthcare Trust PLC OrdFrostrow Capital LLP
156
76.4
3[+]Workspace Group PLCWorkspace Group
192
NS49.6
4[+]Woodford Patient Capital Trust PLC ORD 1PWoodford Investment Management
135
SHn/a
5[+]Witan Pacific IT PLCWitan
116
SS44.7
6[+]Witan Investment Trust plcWitan
87
46.9
7[+]Weiss Korea Opportunity LtdWeiss Asset Management LP
101
US37.5
8[+]Volta Finance Limited OrdAXA Investment Managers Paris
108
SHn/a
9[+]VinalandVinaCapital Investment Management
107
SS79.6
10[+]VinaCapital Vietnam Opportunity OrdVinaCapital Investment Management
120
87.6
11[+]Vietnam Infrastructure Limited Private Equity Shs OrdVinaCapital Investment Management
158
62.1
12[+]Vietnam Holding OrdIndependently Managed
130
US97.8
13[+]Value & Income Trust plcOLIM
133
2.3
14[+]Utilico Emerging MarketsIngot Capital Mgmt Pty Limited
126
25.7
15[+]UK Mortgages Ltd OrdTwentyFour Asset Management LLP
46
SHn/a
16[+]UK Commercial PropertyIgnis Ast Mangement
95
SS18.6
17[+]UIL OrdIngot Capital Mgmt Pty Limited
206
78.5
18[+]UIL Finance Limited ZDP Shs 2022 5.3180P(DI)Ingot Capital Mgmt Pty Limited
n/a
SHn/a
19[+]UBS (CH) Property - Swiss Residential AnfosUBS AG
n/a
US35.9
20[+]UBS (CH) Property - Swiss Mixed SimaUBS AG
n/a
US40.4
21[+]UBS (CH) Property - Swiss Commercial SwissrealUBS AG
n/a
US30.0
22[+]UBS (CH) Property - Leman Residential FonciparsUBS AG
n/a
US45.9
23[+]UBS (CH) Property - Direct UrbanUBS AG
n/a
NSn/a
24[+]UBS (CH) Property - Direct ResidentialUBS AG
n/a
NS55.7
25[+]Twentyfour Select Monthly Income Fund Limited Ord 1PTwentyFour Asset Management LLP
68
SHn/a
26[+]TwentyFour Income Limited OrdTwentyFour Asset Management LLP
66
15.3
27[+]Troy Income & Growth Trust plcTroy Asset Management
89
33.3
28[+]Tritax Big Box Reit PLC Ord 1PTritax Management
94
SS51.7
29[+]Trikona Trinity Capital PLCTrikona Trinity Capital
914
NS61.7
30[+]Trading Emissions PLCTrading Emissions PLC
445
US-12.3
31[+]TR Property Investment Trust plcThames River Capital (UK)
115
SS32.2
32[+]TR European Growth Trust PLCHenderson Global Investors Ltd
113
53.9
33[+]Toro Limited EUR Shs NPVChenavari Investment Managers
93
SHn/a
34[+]TOC Property Backed Lending Trust PLC ORD 1PTier One Capital
n/a
SHn/a
35[+]TMW Wertgrund WohnSelect D EURTMW Pramerica Prop Invest GmbH
n/a
NS12.4
36[+]TMW Immobilien Weltfonds PTMW Pramerica Prop Invest GmbH
n/a
NS-42.8
37[+]Tiso Blackstar Group SEIndependently Managed
154
US-3.9
38[+]Tiger Resource Finance PLC Ord 0.1PIndependently Managed
420
US-65.7
39[+]Third Point Offshore Investors Ltd GBPThird Point
66
US8.3
40[+]The SME Loan Fund Plc ORD 1PAmberton Asset Management Ltd
n/a
SHn/a
41[+]The Scottish Investment Trust PLCScottish Investment Trust
101
43.3
42[+]The Renewables Infrastructure Group Limited Ord GBPInfraRed Capital Partners
67
26.1
43[+]The North American Income Trust plc Ord 25pAberdeen Fund Managers Ltd
103
74.8
44[+]The Mercantile Investment Trust PlcJP Morgan Asset Management UK
92
19.0
45[+]The Local Shopping REIT plcLocal Shopping Reit
157
NS-3.3
46[+]The European Investment Trust PlcEdinburgh Partners
115
12.4
47[+]The Diverse Income Trust PLC Ord 0.1PMiton Trust Managers Limited
136
16.6
48[+]The City of London Investment Trust OrdHenderson Global Investors Ltd
83
20.4
49[+]The Biotech Growth Trust PLCFrostrow Capital LLP
201
43.0
50[+]The Bankers Investment Trust OrdHenderson Global Investors Ltd
104
42.1
51[+]Tetragon Financial Ord USD0.001Tetragon Financial Group Limited
n/a
SHn/a
52[+]Terra CatalystTerra Catalyst
169
US36.6
53[+]Terra Capital Plc Ord 0.10Speymill Macau Property Co plc
94
NS58.5
54[+]Templeton Emerging MarketsFranklin Templeton Investments (Asia) Limited
138
30.5
55[+]Temple Bar Investment Trust PLCInvestec Asset Management Ltd
107
10.6
56[+]TejooriIndependently Managed
861
US36.4
57[+]Target Healthcare REIT Limited Ord NPVTarget Advisers
85
SS32.2
58[+]Taliesin Property LtdTaliesin Property Ltd
121
NS147.2
59[+]Syncona Limited Ord NPVSyncona
83
27.0
60[+]Symphony International Holdings LD Ord NPV (CDI)Symphony International Holdings
228
US88.5
61[+]SVM UK EmergingSVM Asset Management
101
11.2
62[+]SVG Capital plcAberdeen SVG Private Equity
136
US64.6
63[+]Strategic Equity Capital plcGVQ Investment Management
164
26.8
64[+]Starwood European Real Estate Finance Ltd OrdStarwood Europn Financ Prtners
42
NS26.6
65[+]Standard Life UK Smaller Companies Trust PLCStandardLife Investments
140
22.6
66[+]Standard Life Private Equity Trust PLCSL Capital Partners
131
US59.5
67[+]Standard Life Investments Property Income TrustStandardLife Investments
102
SS38.3
68[+]Standard Life Equity Income TrustStandardLife Investments
111
5.6
69[+]St Peter Port CapitalSt Peter Port Invest Mgmt Ltd
265
US-78.3
70[+]SQN Asset Finance Income Ord NPVSQN Capital Management
71
SSn/a
71[+]SPDI Secure Property Development & Investment PLC Ord EUR0.01 (DI)Aisi Capital
266
NS-74.3
72[+]South African Property Opportunities plcSAPRO plc
316
NS21.3
73[+]Sirius Real Estate LtdSirius Real Estate Limited
159
NS131.1
74[+]Shires Income plc Ord 50pAberdeen Fund Managers Ltd
100
10.3
75[+]Shaftesbury PLCIndependently Managed
101
NS45.1

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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