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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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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
SS74.0
2[+]Worldwide Healthcare Trust PLC OrdFrostrow Capital LLP
131
82.4
3[+]Workspace Group PLCWorkspace Group
187
NS66.9
4[+]Woodford Patient Capital Trust PLC ORD 1PWoodford Investment Management
n/a
SHn/a
5[+]Witan Pacific IT PLCWitan
117
SS16.2
6[+]Witan Investment Trust plcWitan
88
34.3
7[+]Weiss Korea Opportunity LtdWeiss Asset Management LP
95
US50.6
8[+]Volta Finance Limited OrdAXA Investment Managers Paris
n/a
SHn/a
9[+]VinalandVinaCapital Investment Management
104
SS56.2
10[+]VinaCapital Vietnam Opportunity OrdVinaCapital Investment Management
112
62.6
11[+]Vietnam Infrastructure Limited Private Equity Shs OrdVinaCapital Investment Management
147
49.5
12[+]Vietnam Holding OrdIndependently Managed
125
US103.4
13[+]Value & Income Trust plcOLIM
97
13.5
14[+]Utilico Emerging MarketsIngot Capital Mgmt Pty Limited
125
21.3
15[+]UK Mortgages Ltd OrdTwentyFour AssetManagement LLP
n/a
SHn/a
16[+]UK Commercial PropertyIgnis Ast Mangement
88
SS20.2
17[+]UIL ZDP 2016Ingot Capital Mgmt Pty Limited
9
15.7
18[+]UBS (CH) Property - Swiss Residential AnfosUBS AG
n/a
US34.0
19[+]UBS (CH) Property - Swiss Mixed SimaUBS AG
n/a
US34.7
20[+]UBS (CH) Property - Swiss Commercial SwissrealUBS AG
n/a
US34.0
21[+]UBS (CH) Property - Leman Residential FonciparsUBS AG
n/a
US42.2
22[+]UBS (CH) Property - Direct UrbanUBS AG
n/a
NSn/a
23[+]UBS (CH) Property - Direct ResidentialUBS AG
n/a
NS45.0
24[+]Twentyfour Select Monthly Income Fund Limited Ord 1PTwentyFour AssetManagement LLP
48
SHn/a
25[+]TwentyFour Income Limited OrdTwentyFour AssetManagement LLP
62
20.8
26[+]Troy Income & Growth Trust plcTroy Asset Management
88
35.0
27[+]Tritax Big Box Reit PLC Ord 1PTritax Management
79
SSn/a
28[+]Trikona Trinity Capital PLCTrikona Trinity Capital
176
NS-64.9
29[+]Trading Emissions PLCTrading Emissions PLC
312
US-5.6
30[+]TR Property Investment Trust plcThames River Capital (UK)
118
SS49.5
31[+]TR European Growth Trust PLCHenderson Global Investors Ltd
98
60.2
32[+]TMW Wertgrund WohnSelect D EURTMW Pramerica Prop Invest GmbH
n/a
NSn/a
33[+]TMW Immobilien Weltfonds PTMW Pramerica Prop Invest GmbH
n/a
NS-45.8
34[+]Tiso Blackstar Group SEIndependently Managed
106
US-44.7
35[+]Tiger Resource Finance Plc 1P OrdIndependently Managed
393
US-73.6
36[+]Third Point Offshore Investors Ltd GBPThird Point
54
US6.5
37[+]The Scottish Investment Trust PLCScottish Investment Trust
93
23.0
38[+]The Renewables Infrastructure Group Limited Ord GBPInfraRed Capital Partners
53
SSn/a
39[+]The North American Income Trust plc Ord 25pAberdeen Asset Managers
94
26.9
40[+]The Mercantile Investment Trust PlcJP Morgan Asset Management UK
95
26.3
41[+]The Local Shopping REIT plcLocal Shopping Reit
113
NS-1.5
42[+]The Investment Company OrdMiton Asset Management
70
36.9
43[+]The European Investment Trust PlcEdinburgh Partners
97
12.7
44[+]The Diverse Income Trust PLC Ord 0.1PMiton Asset Management
125
40.1
45[+]The City of London Investment Trust OrdHenderson Global Investors Ltd
81
21.5
46[+]The Biotech Growth Trust PLCFrostrow Capital LLP
181
65.1
47[+]The Bankers Investment Trust OrdHenderson Global Investors Ltd
105
20.7
48[+]Tetragon Financial Ord USD0.001Tetragon Financial Group Limited
n/a
SHn/a
49[+]Terra CatalystTerra Catalyst
181
US97.8
50[+]Terra Capital Plc Ord 0.10Speymill Macau Property Co plc
71
NS38.7
51[+]Templeton Emerging MarketsFranklin Templeton Investments
135
1.6
52[+]Temple Bar Investment Trust PLCInvestec Asset Management Ltd
99
2.0
53[+]TejooriIndependently Managed
968
US-10.5
54[+]Target Healthcare REIT Limited Ord NPVTarget Advisers
74
SS26.5
55[+]Taliesin Property LtdTaliesin Property Ltd
103
NS99.6
56[+]Symphony International Holdings LD Ord NPV (CDI)Symphony International Holdings
180
US33.3
57[+]SVM UK EmergingSVM Asset Management
92
28.9
58[+]SVG Capital plcAberdeen SVG Private Equity
85
US34.0
59[+]Strategic Equity Capital plcGVQ Investment Management
152
87.0
60[+]Starwood European Real Estate Finance Ltd OrdStarwood Europn Financ Prtners
33
NS22.4
61[+]Standard Life UK Smaller Companies Trust PLCStandardLife Investments
143
16.1
62[+]Standard Life Investments Property Income TrustStandardLife Investments
103
SS52.2
63[+]Standard Life European Private EquitySL Capital Partners
105
US32.7
64[+]Standard Life Equity Income TrustStandardLife Investments
107
16.1
65[+]St Peter Port CapitalSt Peter Port Invest Mgmt Ltd
215
US-80.0
66[+]SQN Asset Finance Income Ord NPVSQN Capital Management
69
SHn/a
67[+]SQN Asset Fin C C Shs NpvSQN Capital Management
n/a
SHn/a
68[+]SPDI Secure Property Development & Investment PLC Ord EUR0.01 (DI)Aisi Capital
284
NS-77.1
69[+]South African Property Opportunities plcSAPRO plc
172
NS-81.5
70[+]Small Companies Dividend Trust plc Ordinary SharesChelverton Asset Mgmt Ltd
103
55.4
71[+]Sirius Real Estate LtdSirius Real Estate Limited
144
NS117.7
72[+]Shires Income plc Ord 50pAberdeen Asset Managers
97
4.3
73[+]Shaftesbury PLCIndependently Managed
91
NS45.8
74[+]Sequoia Economic Infrastructure Income Fund Limited C Shs NPVInternational Fund Mangmnt Ltd
n/a
SHn/a
75[+]Seneca Global Income & Growth TrustSeneca Investment Managers Ltd
44
31.1

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) daily estimated NAV figures from Thomson Financial Datastream and with gross income (dividends) reinvested.

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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