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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: 404 funds

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404 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
SS107.3
2[+]Worldwide Healthcare Trust PLC OrdFrostrow Capital LLP
137
90.0
3[+]Workspace Group PLCWorkspace Group
195
NS72.9
4[+]Woodford Patient Capital Trust PLC ORD 1PWoodford Investment Management
n/a
SHn/a
5[+]Witan Pacific IT PLCWitan
119
SS28.2
6[+]Witan Investment Trust plcWitan
89
39.8
7[+]Weiss Korea Opportunity LtdWeiss Asset Management LP
96
US39.3
8[+]Volta Finance Limited OrdAXA Investment Managers Paris
n/a
SHn/a
9[+]VinalandVinaCapital Investment Management
107
SS95.5
10[+]VinaCapital Vietnam Opportunity OrdVinaCapital Investment Management
114
83.2
11[+]Vietnam Infrastructure Limited Private Equity Shs OrdVinaCapital Investment Management
160
59.2
12[+]Vietnam Holding OrdIndependently Managed
128
US122.0
13[+]Value & Income Trust plcOLIM
118
11.9
14[+]Utilico Emerging MarketsIngot Capital Mgmt Pty Limited
123
31.9
15[+]UK Mortgages Ltd OrdTwentyFour Asset Management LLP
n/a
SHn/a
16[+]UK Commercial PropertyIgnis Ast Mangement
90
SS25.0
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
US42.4
20[+]UBS (CH) Property - Swiss Mixed SimaUBS AG
n/a
US42.8
21[+]UBS (CH) Property - Swiss Commercial SwissrealUBS AG
n/a
US36.1
22[+]UBS (CH) Property - Leman Residential FonciparsUBS AG
n/a
US48.1
23[+]UBS (CH) Property - Direct UrbanUBS AG
n/a
NSn/a
24[+]UBS (CH) Property - Direct ResidentialUBS AG
n/a
NS51.8
25[+]Twentyfour Select Monthly Income Fund Limited Ord 1PTwentyFour Asset Management LLP
60
SHn/a
26[+]TwentyFour Income Limited OrdTwentyFour Asset Management LLP
62
20.6
27[+]Troy Income & Growth Trust plcTroy Asset Management
88
37.7
28[+]Tritax Big Box Reit PLC Ord 1PTritax Management
90
SSn/a
29[+]Trikona Trinity Capital PLCTrikona Trinity Capital
229
NS-24.3
30[+]Trading Emissions PLCTrading Emissions PLC
344
US13.7
31[+]TR Property Investment Trust plcThames River Capital (UK)
118
SS60.2
32[+]TR European Growth Trust PLCHenderson Global Investors Ltd
100
57.5
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-43.8
35[+]Tiso Blackstar Group SEIndependently Managed
104
US-42.3
36[+]Tiger Resource Finance Plc 1P OrdIndependently Managed
431
US-77.9
37[+]Third Point Offshore Investors Ltd GBPThird Point
64
US7.6
38[+]The SME Loan Fund Plc Ord 1PAmberton Asset Management Ltd
n/a
SHn/a
39[+]The Scottish Investment Trust PLCScottish Investment Trust
94
26.8
40[+]The Renewables Infrastructure Group Limited Ord GBPInfraRed Capital Partners
64
SS16.9
41[+]The North American Income Trust plc Ord 25pAberdeen Fund Managers Ltd
99
38.0
42[+]The Mercantile Investment Trust PlcJP Morgan Asset Management UK
97
30.8
43[+]The Local Shopping REIT plcLocal Shopping Reit
169
NS-2.5
44[+]The European Investment Trust PlcEdinburgh Partners
108
9.1
45[+]The Diverse Income Trust PLC Ord 0.1PMiton Trust Managers Limited
134
35.5
46[+]The City of London Investment Trust OrdHenderson Global Investors Ltd
82
25.5
47[+]The Biotech Growth Trust PLCFrostrow Capital LLP
184
68.0
48[+]The Bankers Investment Trust OrdHenderson Global Investors Ltd
105
26.5
49[+]Tetragon Financial Ord USD0.001Tetragon Financial Group Limited
n/a
SHn/a
50[+]Terra CatalystTerra Catalyst
189
US107.1
51[+]Terra Capital Plc Ord 0.10Speymill Macau Property Co plc
73
NS38.0
52[+]Templeton Emerging MarketsFranklin Templeton Investments (Asia) Limited
134
6.0
53[+]Temple Bar Investment Trust PLCInvestec Asset Management Ltd
98
4.4
54[+]TejooriIndependently Managed
959
US6.9
55[+]Target Healthcare REIT Limited Ord NPVTarget Advisers
75
SS26.5
56[+]Taliesin Property LtdTaliesin Property Ltd
112
NS92.8
57[+]Symphony International Holdings LD Ord NPV (CDI)Symphony International Holdings
182
US37.2
58[+]SVM UK EmergingSVM Asset Management
95
21.1
59[+]SVG Capital plcAberdeen SVG Private Equity
153
US68.6
60[+]Strategic Equity Capital plcGVQ Investment Management
153
64.6
61[+]Starwood European Real Estate Finance Ltd OrdStarwood Europn Financ Prtners
35
NS26.0
62[+]Standard Life UK Smaller Companies Trust PLCStandardLife Investments
141
25.7
63[+]Standard Life Investments Property Income TrustStandardLife Investments
108
SS41.8
64[+]Standard Life European Private EquitySL Capital Partners
114
US46.3
65[+]Standard Life Equity Income TrustStandardLife Investments
106
17.1
66[+]St Peter Port CapitalSt Peter Port Invest Mgmt Ltd
283
US-76.0
67[+]SQN Asset Finance Income Ord NPVSQN Capital Management
70
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
283
NS-78.1
70[+]South African Property Opportunities plcSAPRO plc
168
NS-80.1
71[+]Sirius Real Estate LtdSirius Real Estate Limited
155
NS135.5
72[+]Shires Income plc Ord 50pAberdeen Fund Managers Ltd
98
8.2
73[+]Shaftesbury PLCIndependently Managed
98
NS73.9
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
46
36.1

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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