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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: 405 funds

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405 funds
         
Rank ChartFund Group FE Risk Score What is FE Risk Score?FE Crown Rating What is FE Crown Rating?3y  
151[+]Minerva Harvest Dynamic Navigator AMinerva Fund Management Company Limited
n/a
SHn/a
152[+]Minerva ETF Strategic AMinerva Fund Management Company Limited
n/a
SHn/a
153[+]Middlefield Canadian Income Trust IMiddlefield International
120
9.4
154[+]Mid Wynd International Investment Trust PLC O IncArtemis Fund Managers Limited
75
55.9
155[+]Merchants Trust PLCAllianz Global Invtrs GmbH(UK)
106
0.4
156[+]Menhaden Capital Plc ORD 1PFrostrow Capital LLP
n/a
SHn/a
157[+]MedicxMedicx Group
77
SS41.3
158[+]McKay Securities PLCIndependently Managed
190
US32.9
159[+]Marwyn Value Investors Ltd Ord LDMarwyn
89
SS-8.9
160[+]Martin Currie Global Portfolio Trust plcMartin Currie Investment Management
105
40.9
161[+]Martin Currie Asia Unconstrained TrustMartin Currie Investment Management
112
19.5
162[+]Manchester & London IT plcM&L Capital Management Ltd
104
5.0
163[+]Majedie Investments PLCMajedie Investments IT
100
72.7
164[+]Macau Property OpportunitiesSniper Capital Limited
235
SS-24.9
165[+]M&G High Income IT Package UtsM&G Investment Management Ltd
123
20.0
166[+]Ludgate EnvironmentalLudgate
168
-59.1
167[+]Lowland Investment Company OrdHenderson Global Investors Ltd
119
10.8
168[+]London & St Lawrence Investment CompanyLondon & St Lawrence IT
73
12.8
169[+]LMS Capital plcLMS Capital plc
131
US-20.6
170[+]Lindsell Train IT plcLindsell Train
208
165.8
171[+]LGT Capital Castle Alternative Invest AG CHFLGT Capital Partners Limited
n/a
n/a
172[+]Lazard World Trust GBPLazard Feres
103
33.6
173[+]Law Debenture Corporation plcLaw Debenture IT
107
8.6
174[+]Land Securities Group PLCLand Securities
139
NS23.3
175[+]Kubera Cross BorderKubera Cross Border
272
US-49.7
176[+]Keystone IT PlcInvesco Asset Management
80
15.3
177[+]JZ Capital Partners OrdJordan/Zalaznick Advisers
60
20.3
178[+]Juridica InvestmentsJuridica Asset Management
354
SS-53.1
179[+]Jupiter US Smaller Companies PLC Ord 25PJupiter Asset Management Ltd
109
12.8
180[+]Jupiter UK Growth Investment Trust PLC Ord 5PJupiter Asset Management Ltd
107
24.1
181[+]Jupiter Green InvestmentJupiter Asset Management Ltd
78
24.9
182[+]Jupiter European OpportunitiesJupiter Asset Management Ltd
130
34.3
183[+]Jupiter Dividend & Growth CommonJupiter Asset Management Ltd
34
33.7
184[+]JPMorgan TaiwanJ.P.Morgan Asset Management
n/a
US46.4
185[+]JPEL Private Equity USDJ.P. Morgan Asset Mgt/Bear Stearns Asset Mgt
84
US84.8
186[+]JP Morgan US Smaller Companies IT PLC Ord 2.5PJP Morgan Asset Management UK
102
42.3
187[+]JP Morgan Smaller Cos IT plcJP Morgan Asset Management UK
90
9.5
188[+]JP Morgan Russian Securities plcJP Morgan Asset Management UK
168
SS-7.1
189[+]JP Morgan Mid Cap IT plcJP Morgan Asset Management UK
137
50.9
190[+]JP Morgan Japanese IT plcJP Morgan Asset Management UK
142
42.3
191[+]JP Morgan Japan Smaller Companies Trust PlcJP Morgan Asset Management UK
126
48.2
192[+]JP Morgan Indian IT plcJP Morgan Asset Management UK
136
106.2
193[+]JP Morgan Income & Growth UtsJP Morgan Asset Management UK
48
20.3
194[+]JP Morgan Income & Capital Trust plc Package UnitsJP Morgan Asset Management UK
36
12.8
195[+]JP Morgan Global Growth & Income plcJP Morgan Asset Management UK
121
42.4
196[+]JP Morgan Global Emerging Markets Income Trust plc ORD 1PJP Morgan Asset Management UK
161
11.8
197[+]JP Morgan Global Convertibles IncomeJP Morgan Asset Management UK
67
-3.1
198[+]JP Morgan European Smaller Companies Trust PLC Ord 5PJP Morgan Asset Management UK
119
53.0
199[+]JP Morgan European IT IncomeJP Morgan Asset Management UK
124
34.7
200[+]JP Morgan European IT GrowthJP Morgan Asset Management UK
111
29.6
201[+]JP Morgan Emerging Markets IT plcJP Morgan Asset Management UK
127
27.0
202[+]JP Morgan Elect Managed IncomeJP Morgan Asset Management UK
96
21.2
203[+]JP Morgan Elect Managed GrowthJP Morgan Asset Management UK
82
29.8
204[+]JP Morgan Elect Managed CashJP Morgan Asset Management UK
6
SS1.6
205[+]JP Morgan Claverhouse IT plcJP Morgan Asset Management UK
95
12.6
206[+]JP Morgan Chinese IT plcJP Morgan Asset Management UK
154
41.0
207[+]JP Morgan Brazil Investment Trust plcJP Morgan Asset Management UK
214
SS-19.8
208[+]JP Morgan Asian IT plcJP Morgan Asset Management UK
130
39.6
209[+]JP Morgan American IT plcJP Morgan Asset Management UK
99
57.0
210[+]John Laing Infrastructure Ord 0.01PJohn Laing Capital Management
59
35.6
211[+]John Laing Environmental Assets Group Limited Ord NPVJohn Laing Capital Management
58
SSn/a
212[+]Investors Capital Trust UtsF&C (BMO Global Asset Management)
58
19.3
213[+]Invesco Perpetual UK Smaller Companies plcInvesco Asset Management
112
45.1
214[+]Invesco Perpetual Select UK Equity plcInvesco Asset Management
58
33.8
215[+]Invesco Perpetual Select Trust Balanced Risk plcInvesco Asset Management
37
17.5
216[+]Invesco Perpetual Select Managed Liquidity plcInvesco Asset Management
8
SS-0.2
217[+]Invesco Perpetual Select Global Equity plcInvesco Asset Management
69
34.6
218[+]Invesco Perpetual Enhanced Income LimitedInvesco Asset Management
56
SS42.0
219[+]Invesco Income Growth Trust plcInvesco Asset Management
101
20.1
220[+]Invesco Asia Trust plcInvesco Asset Management
124
58.1
221[+]INTU Properties PLC Ord 50PCapital Shopping Centre Gr PLC
142
NS2.3
222[+]International Public Prtnrship LtdAmber Infrastructure Group
44
40.1
223[+]International Biotechnology TrustSV Life Sciences Managers
193
90.3
224[+]Infrastructure India plcBloomsbury
193
US-48.9
225[+]Industrial Multi Property Trust PLC Ord 10PAlpha Real Capital
408
NS575.8

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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