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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: 406 funds

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406 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
SS86.4
2[+]Worldwide Healthcare Trust PLC OrdFrostrow Capital LLP
130
90.7
3[+]Workspace Group PLCWorkspace Group
188
NS54.1
4[+]Woodford Patient Capital Trust PLC ORD 1PWoodford Investment Management
n/a
SHn/a
5[+]Witan Pacific IT PLCWitan
118
SS27.8
6[+]Witan Investment Trust plcWitan
89
41.6
7[+]Weiss Korea Opportunity LtdWeiss Asset Management LP
94
US45.7
8[+]Volta Finance Limited OrdAXA Investment Managers Paris
n/a
SHn/a
9[+]VinalandVinaCapital Investment Management
106
SS66.3
10[+]VinaCapital Vietnam Opportunity OrdVinaCapital Investment Management
114
64.5
11[+]Vietnam Infrastructure Limited Private Equity Shs OrdVinaCapital Investment Management
157
54.7
12[+]Vietnam Holding OrdIndependently Managed
127
US108.2
13[+]Value & Income Trust plcOLIM
101
11.2
14[+]Utilico Emerging MarketsIngot Capital Mgmt Pty Limited
124
32.9
15[+]UK Mortgages Ltd OrdTwentyFour Asset Management LLP
n/a
SHn/a
16[+]UK Commercial PropertyIgnis Ast Mangement
89
SS21.1
17[+]UIL ZDP 2016Ingot Capital Mgmt Pty Limited
9
14.4
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
US34.8
20[+]UBS (CH) Property - Swiss Mixed SimaUBS AG
n/a
US34.5
21[+]UBS (CH) Property - Swiss Commercial SwissrealUBS AG
n/a
US34.7
22[+]UBS (CH) Property - Leman Residential FonciparsUBS AG
n/a
US41.9
23[+]UBS (CH) Property - Direct UrbanUBS AG
n/a
NSn/a
24[+]UBS (CH) Property - Direct ResidentialUBS AG
n/a
NS45.8
25[+]Twentyfour Select Monthly Income Fund Limited Ord 1PTwentyFour Asset Management LLP
58
SHn/a
26[+]TwentyFour Income Limited OrdTwentyFour Asset Management LLP
62
20.1
27[+]Troy Income & Growth Trust plcTroy Asset Management
88
41.4
28[+]Tritax Big Box Reit PLC Ord 1PTritax Management
84
SSn/a
29[+]Trikona Trinity Capital PLCTrikona Trinity Capital
163
NS-53.1
30[+]Trading Emissions PLCTrading Emissions PLC
328
US-5.9
31[+]TR Property Investment Trust plcThames River Capital (UK)
119
SS67.6
32[+]TR European Growth Trust PLCHenderson Global Investors Ltd
99
57.0
33[+]TMW Wertgrund WohnSelect D EURTMW Pramerica Prop Invest GmbH
n/a
NSn/a
34[+]TMW Immobilien Weltfonds PTMW Pramerica Prop Invest GmbH
n/a
NS-47.8
35[+]Tiso Blackstar Group SEIndependently Managed
105
US-43.5
36[+]Tiger Resource Finance Plc 1P OrdIndependently Managed
394
US-69.3
37[+]Third Point Offshore Investors Ltd GBPThird Point
64
US7.0
38[+]The Scottish Investment Trust PLCScottish Investment Trust
95
30.0
39[+]The Renewables Infrastructure Group Limited Ord GBPInfraRed Capital Partners
63
SS19.7
40[+]The North American Income Trust plc Ord 25pAberdeen Asset Managers
96
42.8
41[+]The Mercantile Investment Trust PlcJP Morgan Asset Management UK
97
31.2
42[+]The Local Shopping REIT plcLocal Shopping Reit
112
NS15.8
43[+]The Investment Company OrdMiton Asset Management
70
23.8
44[+]The European Investment Trust PlcEdinburgh Partners
104
13.0
45[+]The Diverse Income Trust PLC Ord 0.1PMiton Asset Management
133
34.4
46[+]The City of London Investment Trust OrdHenderson Global Investors Ltd
82
26.2
47[+]The Biotech Growth Trust PLCFrostrow Capital LLP
183
74.5
48[+]The Bankers Investment Trust OrdHenderson Global Investors Ltd
105
27.8
49[+]Tetragon Financial Ord USD0.001Tetragon Financial Group Limited
n/a
SHn/a
50[+]Terra CatalystTerra Catalyst
191
US106.1
51[+]Terra Capital Plc Ord 0.10Speymill Macau Property Co plc
73
NS42.6
52[+]Templeton Emerging MarketsFranklin Templeton Investments (Asia) Limited
135
8.1
53[+]Temple Bar Investment Trust PLCInvestec Asset Management Ltd
99
3.1
54[+]TejooriIndependently Managed
953
US16.7
55[+]Target Healthcare REIT Limited Ord NPVTarget Advisers
74
SS25.4
56[+]Taliesin Property LtdTaliesin Property Ltd
105
NS88.0
57[+]Symphony International Holdings LD Ord NPV (CDI)Symphony International Holdings
184
US34.2
58[+]SVM UK EmergingSVM Asset Management
93
20.0
59[+]SVG Capital plcAberdeen SVG Private Equity
87
US34.8
60[+]Strategic Equity Capital plcGVQ Investment Management
154
69.3
61[+]Starwood European Real Estate Finance Ltd OrdStarwood Europn Financ Prtners
35
NS24.1
62[+]Standard Life UK Smaller Companies Trust PLCStandardLife Investments
143
23.4
63[+]Standard Life Investments Property Income TrustStandardLife Investments
102
SS47.9
64[+]Standard Life European Private EquitySL Capital Partners
105
US34.5
65[+]Standard Life Equity Income TrustStandardLife Investments
107
17.0
66[+]St Peter Port CapitalSt Peter Port Invest Mgmt Ltd
286
US-76.0
67[+]SQN Asset Finance Income Ord NPVSQN Capital Management
71
SHn/a
68[+]SQN Asset Fin C C Shs NpvSQN Capital Management
n/a
SHn/a
69[+]SPDI Secure Property Development & Investment PLC Ord EUR0.01 (DI)Aisi Capital
284
NS-76.3
70[+]South African Property Opportunities plcSAPRO plc
170
NS-82.4
71[+]Sirius Real Estate LtdSirius Real Estate Limited
143
NS144.1
72[+]Shires Income plc Ord 50pAberdeen Asset Managers
99
12.4
73[+]Shaftesbury PLCIndependently Managed
95
NS64.2
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
47
36.9

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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