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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 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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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  
151[+]Montanaro European Smaller Companies TrustMontanaro Asset Management Ltd
126
55.7
152[+]Monks Investment Trust PLCBaillie Gifford & Company
112
89.6
153[+]Miton UK MicroCap Trust PLC OrdMiton Trust Managers Limited
110
SHn/a
154[+]Miton The Investment Company OrdMiton Trust Managers Limited
91
0.4
155[+]Miton Global Opportunities PLCMiton Trust Managers Limited
55
66.8
156[+]Mithras Investment Trust PLCMithras Capital Partners LLP
102
US54.1
157[+]Minerva Harvest Dynamic Navigator AMinerva Fund Management Company Limited
n/a
SHn/a
158[+]Minerva ETF Strategic AMinerva Fund Management Company Limited
n/a
SHn/a
159[+]Middlefield Canadian Income Trust IMiddlefield International
145
8.4
160[+]Mid Wynd International Investment Trust PLC O IncArtemis Fund Managers Limited
68
76.7
161[+]Merchants Trust PLCAllianz Global Invtrs GmbH(UK)
113
13.1
162[+]Menhaden Capital Plc ORD 1PFrostrow Capital LLP
154
SHn/a
163[+]MedicxMedicx Group
83
SS32.5
164[+]McKay Securities PLCIndependently Managed
195
US17.5
165[+]Marwyn Value Investors Ltd Ord LDMarwyn
105
SS-1.9
166[+]Martin Currie Global Portfolio Trust plcMartin Currie Investment Management
111
48.4
167[+]Martin Currie Asia Unconstrained TrustMartin Currie Investment Management
109
51.9
168[+]Manchester & London IT plcM&L Capital Management Ltd
154
45.0
169[+]Majedie Investments PLCMajedie Investments IT
123
40.5
170[+]Macau Property OpportunitiesSniper Capital Limited
248
SS-33.6
171[+]LXI REIT plc ORD 1PLXI REIT Advisors Limited
n/a
SSn/a
172[+]Ludgate EnvironmentalLudgate
170
-62.9
173[+]Lowland Investment Company OrdHenderson Global Investors Ltd
127
19.2
174[+]LMS Capital plcLMS Capital plc
147
US-49.4
175[+]Livermore Investments Group Limited Ord NPVLivermore Investments Group Ltd
222
US59.9
176[+]Lindsell Train IT plcLindsell Train
239
140.3
177[+]Lazard World Trust GBPLazard Feres
103
62.5
178[+]Law Debenture Corporation plcLaw Debenture IT
117
21.6
179[+]Land Securities Group PLCLand Securities
152
NS10.8
180[+]Kubera Cross BorderKubera Cross Border
284
US12.4
181[+]Keystone IT PlcInvesco Asset Management
88
16.2
182[+]JZ Capital Partners OrdJordan/Zalaznick Advisers
62
45.7
183[+]Juridica InvestmentsJuridica Asset Management
427
US-62.9
184[+]Jupiter US Smaller Companies PLC Ord 25PJupiter Asset Management Ltd
139
23.5
185[+]Jupiter UK Growth Investment Trust PLC Ord 5PJupiter Asset Management Ltd
103
22.5
186[+]Jupiter Green InvestmentJupiter Asset Management Ltd
73
27.2
187[+]Jupiter European OpportunitiesJupiter Asset Management Ltd
137
55.5
188[+]Jupiter Emerging & Frontier Income Trust PLC Red Ord GBP 0.01Jupiter Asset Management Ltd
n/a
SHn/a
189[+]Jupiter Dividend & Growth CommonJupiter Asset Management Ltd
47
43.6
190[+]JPMorgan TaiwanJ.P.Morgan Asset Management
n/a
US51.4
191[+]JPEL Private Equity USDJ.P. Morgan Asset Mgt/Bear Stearns Asset Mgt
109
US115.7
192[+]JP Morgan US Smaller Companies IT PLC Ord 2.5PJP Morgan Asset Management UK
147
76.8
193[+]JP Morgan Smaller Cos IT plcJP Morgan Asset Management UK
98
26.7
194[+]JP Morgan Russian Securities plcJP Morgan Asset Management UK
172
SS22.0
195[+]JP Morgan Mid Cap IT plcJP Morgan Asset Management UK
135
52.0
196[+]JP Morgan Japanese IT plcJP Morgan Asset Management UK
136
84.1
197[+]JP Morgan Japan Smaller Companies Trust PlcJP Morgan Asset Management UK
121
88.4
198[+]JP Morgan Indian IT plcJP Morgan Asset Management UK
151
77.9
199[+]JP Morgan Income & Capital Trust plc Package UnitsJP Morgan Asset Management UK
46
15.1
200[+]JP Morgan Global Growth & Income plcJP Morgan Asset Management UK
121
69.6
201[+]JP Morgan Global Emerging Markets Income Trust plc ORD 1PJP Morgan Asset Management UK
166
22.0
202[+]JP Morgan Global Convertibles IncomeJP Morgan Asset Management UK
96
2.5
203[+]JP Morgan European Smaller Companies Trust PLC Ord 5PJP Morgan Asset Management UK
122
73.5
204[+]JP Morgan European IT IncomeJP Morgan Asset Management UK
133
49.0
205[+]JP Morgan European IT GrowthJP Morgan Asset Management UK
119
41.1
206[+]JP Morgan Emerging Markets IT plcJP Morgan Asset Management UK
135
45.9
207[+]JP Morgan Elect Managed IncomeJP Morgan Asset Management UK
92
28.1
208[+]JP Morgan Elect Managed GrowthJP Morgan Asset Management UK
81
42.9
209[+]JP Morgan Elect Managed CashJP Morgan Asset Management UK
25
SS1.6
210[+]JP Morgan Claverhouse IT plcJP Morgan Asset Management UK
106
28.4
211[+]JP Morgan Chinese IT plcJP Morgan Asset Management UK
150
60.2
212[+]JP Morgan Brazil Investment Trust plcJP Morgan Asset Management UK
256
SS-6.5
213[+]JP Morgan Asian IT plc Ord 25PJP Morgan Asset Management UK
128
62.8
214[+]JP Morgan American IT plcJP Morgan Asset Management UK
114
64.0
215[+]John Laing Infrastructure Ord 0.01PJohn Laing Capital Management
62
41.7
216[+]John Laing Environmental Assets Group Limited Ord NPVJohn Laing Capital Management
69
SH31.4
217[+]Invesco Perpetual UK Smaller Companies plcInvesco Asset Management
105
70.3
218[+]Invesco Perpetual Select UK Equity plcInvesco Asset Management
70
42.2
219[+]Invesco Perpetual Select Trust Balanced Risk plcInvesco Asset Management
37
17.8
220[+]Invesco Perpetual Select Managed Liquidity plcInvesco Asset Management
9
SS-0.1
221[+]Invesco Perpetual Select Global Equity plcInvesco Asset Management
72
49.0
222[+]Invesco Perpetual Enhanced Income LimitedInvesco Asset Management
52
SS27.3
223[+]Invesco Income Growth Trust plcInvesco Asset Management
102
21.0
224[+]Invesco Asia Trust plcInvesco Asset Management
126
66.6
225[+]INTU Properties PLC Ord 50PCapital Shopping Centre Gr PLC
156
NS-2.6

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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