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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: 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  
151[+]Minerva ETF Strategic AMinerva Fund Management Company Limited
n/a
SHn/a
152[+]Middlefield Canadian Income Trust IMiddlefield International
128
24.0
153[+]Mid Wynd International Investment Trust PLC O IncArtemis Fund Managers Limited
72
61.6
154[+]Merchants Trust PLCAllianz Global Invtrs GmbH(UK)
116
6.5
155[+]Menhaden Capital Plc ORD 1PFrostrow Capital LLP
162
SHn/a
156[+]MedicxMedicx Group
82
SS38.2
157[+]McKay Securities PLCIndependently Managed
195
US16.6
158[+]Marwyn Value Investors Ltd Ord LDMarwyn
79
SS-23.8
159[+]Martin Currie Global Portfolio Trust plcMartin Currie Investment Management
114
54.8
160[+]Martin Currie Asia Unconstrained TrustMartin Currie Investment Management
114
37.1
161[+]Manchester & London IT plcM&L Capital Management Ltd
105
27.9
162[+]Majedie Investments PLCMajedie Investments IT
117
64.5
163[+]Macau Property OpportunitiesSniper Capital Limited
242
SS-26.5
164[+]M&G High Income IT Package UtsM&G Investment Management Ltd
120
22.6
165[+]Ludgate EnvironmentalLudgate
181
-64.0
166[+]Lowland Investment Company OrdHenderson Global Investors Ltd
130
9.3
167[+]London & St Lawrence Investment CompanyLondon & St Lawrence IT
79
20.0
168[+]LMS Capital plcLMS Capital plc
151
US-40.1
169[+]Lindsell Train IT plcLindsell Train
243
138.5
170[+]Lazard World Trust GBPLazard Feres
104
50.3
171[+]Law Debenture Corporation plcLaw Debenture IT
112
11.4
172[+]Land Securities Group PLCLand Securities
149
NS7.0
173[+]Kubera Cross BorderKubera Cross Border
260
US-1.1
174[+]Keystone IT PlcInvesco Asset Management
86
7.1
175[+]JZ Capital Partners OrdJordan/Zalaznick Advisers
63
39.6
176[+]Juridica InvestmentsJuridica Asset Management
360
SS-37.6
177[+]Jupiter US Smaller Companies PLC Ord 25PJupiter Asset Management Ltd
132
49.3
178[+]Jupiter UK Growth Investment Trust PLC Ord 5PJupiter Asset Management Ltd
105
21.6
179[+]Jupiter Green InvestmentJupiter Asset Management Ltd
77
20.8
180[+]Jupiter European OpportunitiesJupiter Asset Management Ltd
129
34.4
181[+]Jupiter Dividend & Growth CommonJupiter Asset Management Ltd
47
41.6
182[+]JPMorgan TaiwanJ.P.Morgan Asset Management
n/a
US49.6
183[+]JPEL Private Equity USDJ.P. Morgan Asset Mgt/Bear Stearns Asset Mgt
106
US133.6
184[+]JP Morgan US Smaller Companies IT PLC Ord 2.5PJP Morgan Asset Management UK
141
85.4
185[+]JP Morgan Smaller Cos IT plcJP Morgan Asset Management UK
100
8.9
186[+]JP Morgan Russian Securities plcJP Morgan Asset Management UK
173
SS19.0
187[+]JP Morgan Mid Cap IT plcJP Morgan Asset Management UK
138
32.9
188[+]JP Morgan Japanese IT plcJP Morgan Asset Management UK
138
54.7
189[+]JP Morgan Japan Smaller Companies Trust PlcJP Morgan Asset Management UK
123
69.9
190[+]JP Morgan Indian IT plcJP Morgan Asset Management UK
146
105.1
191[+]JP Morgan Income & Capital Trust plc Package UnitsJP Morgan Asset Management UK
39
13.7
192[+]JP Morgan Global Growth & Income plcJP Morgan Asset Management UK
121
64.7
193[+]JP Morgan Global Emerging Markets Income Trust plc ORD 1PJP Morgan Asset Management UK
173
31.3
194[+]JP Morgan Global Convertibles IncomeJP Morgan Asset Management UK
74
-1.4
195[+]JP Morgan European Smaller Companies Trust PLC Ord 5PJP Morgan Asset Management UK
119
39.1
196[+]JP Morgan European IT IncomeJP Morgan Asset Management UK
127
35.0
197[+]JP Morgan European IT GrowthJP Morgan Asset Management UK
118
25.1
198[+]JP Morgan Emerging Markets IT plcJP Morgan Asset Management UK
137
48.4
199[+]JP Morgan Elect Managed IncomeJP Morgan Asset Management UK
94
22.3
200[+]JP Morgan Elect Managed GrowthJP Morgan Asset Management UK
82
35.1
201[+]JP Morgan Elect Managed CashJP Morgan Asset Management UK
22
SS1.1
202[+]JP Morgan Claverhouse IT plcJP Morgan Asset Management UK
99
18.5
203[+]JP Morgan Chinese IT plcJP Morgan Asset Management UK
154
37.6
204[+]JP Morgan Brazil Investment Trust plcJP Morgan Asset Management UK
261
SS20.1
205[+]JP Morgan Asian IT plc Ord 25PJP Morgan Asset Management UK
132
49.5
206[+]JP Morgan American IT plcJP Morgan Asset Management UK
112
68.4
207[+]John Laing Infrastructure Ord 0.01PJohn Laing Capital Management
56
35.2
208[+]John Laing Environmental Assets Group Limited Ord NPVJohn Laing Capital Management
68
SHn/a
209[+]Invesco Perpetual UK Smaller Companies plcInvesco Asset Management
109
55.1
210[+]Invesco Perpetual Select UK Equity plcInvesco Asset Management
68
33.7
211[+]Invesco Perpetual Select Trust Balanced Risk plcInvesco Asset Management
36
20.0
212[+]Invesco Perpetual Select Managed Liquidity plcInvesco Asset Management
8
SS0.4
213[+]Invesco Perpetual Select Global Equity plcInvesco Asset Management
71
46.9
214[+]Invesco Perpetual Enhanced Income LimitedInvesco Asset Management
54
SS30.1
215[+]Invesco Income Growth Trust plcInvesco Asset Management
105
14.7
216[+]Invesco Asia Trust plcInvesco Asset Management
128
68.0
217[+]INTU Properties PLC Ord 50PCapital Shopping Centre Gr PLC
144
NS6.3
218[+]International Public Prtnrship LtdAmber Infrastructure Group
55
40.3
219[+]International Biotechnology TrustSV Life Sciences Managers
201
95.1
220[+]Infrastructure India plcBloomsbury
265
US-56.7
221[+]Industrial Multi Property Trust PLC Ord 10PAlpha Real Capital
421
NS257.3
222[+]India Capital GrowthOcean Dial Asset Management
120
130.2
223[+]Independent Investment TrustIndependent Investment Trust
133
67.6
224[+]Impax Environmental Markets Ord 10PImpax Asset Management Ltd
97
54.8
225[+]ICG-Longbow Senior Secured UK Property Debt Investments LimitedLongbow Real Estate Capital
48
20.2

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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