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FE Risk Score

FE Risk scores tell you how risky an investment is compared to the FTSE100. They do not show you how risky an investment is in absolute terms, but are a useful means to compare potential investments with this most widely known index.

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FE Crown Fund Rating

FE Crown Fund Rating

FE Crown Fund Ratings assign a rating to funds based on quant analysis of consistency, volatility and performance. Narrow your search by choosing to view only the highest rated funds.

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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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  £

Period

Additional information

Fund size   £

Launch date     

For Sale In

Fund performance league table: 5364 funds

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5364 funds
Rank ChartFund Group FE Risk Score What is FE Risk Score?FE Crown Rating What is FE Crown Rating?3y  
1[+]Zurich With Profits 2 ELZurich Assurance Ltd
1
US9.3
2[+]Zurich US T4Zurich Assurance Ltd
90
55.5
3[+]Zurich US Select AL T4Zurich Assurance Ltd
93
51.5
4[+]Zurich UK Smaller Companies AL T4Zurich Assurance Ltd
70
39.1
5[+]Zurich UK Select AL T4Zurich Assurance Ltd
78
26.3
6[+]Zurich UK Select 2001 ALZurich Assurance Ltd
75
29.9
7[+]Zurich UK Preference and Fixed Interest 1 ELZurich Assurance Ltd
39
20.5
8[+]Zurich UK Opportunities 2 ELZurich Assurance Ltd
80
24.4
9[+]Zurich UK Monthly Income AL T4Zurich Assurance Ltd
79
23.5
10[+]Zurich UK Monthly Income 2001 ALZurich Assurance Ltd
67
27.9
11[+]Zurich UK Index Tracker ELZurich Assurance Ltd
81
PT17.0
12[+]Zurich UK Growth & Income AL T4Zurich Assurance Ltd
71
21.0
13[+]Zurich UK Growth & Income 2001 ALZurich Assurance Ltd
71
26.0
14[+]Zurich UK Equity Income AL T4Zurich Assurance Ltd
73
25.7
15[+]Zurich UK Equity Income 2001 ALZurich Assurance Ltd
73
31.0
16[+]Zurich UK Equity 1 ELZurich Assurance Ltd
76
25.6
17[+]Zurich UK Corporate Bond AL T4Zurich Assurance Ltd
23
17.6
18[+]Zurich UK Corporate Bond 2001 ALZurich Assurance Ltd
23
22.6
19[+]Zurich UK AL T4Zurich Assurance Ltd
76
23.1
20[+]Zurich UK 2001 ALZurich Assurance Ltd
78
28.1
21[+]Zurich Sterling Woodford Equity IncomeZurich Assurance Ltd
71
SHn/a
22[+]Zurich Sterling Verbatim Portfolio 7Zurich Assurance Ltd
67
16.5
23[+]Zurich Sterling Verbatim Portfolio 6Zurich Assurance Ltd
62
13.4
24[+]Zurich Sterling Verbatim Portfolio 5 IncomeZurich Assurance Ltd
46
22.1
25[+]Zurich Sterling Verbatim Portfolio 5 GrowthZurich Assurance Ltd
46
19.2
26[+]Zurich Sterling Verbatim Portfolio 4Zurich Assurance Ltd
45
17.7
27[+]Zurich Sterling UK Smaller Companies S2Zurich Assurance Ltd
69
45.2
28[+]Zurich Sterling UK Select S2Zurich Assurance Ltd
73
30.6
29[+]Zurich Sterling UK S2Zurich Assurance Ltd
77
28.3
30[+]Zurich Sterling UK Monthly Income S2Zurich Assurance Ltd
70
28.0
31[+]Zurich Sterling UK Growth & Income S2Zurich Assurance Ltd
71
26.3
32[+]Zurich Sterling UK Equity Income S2Zurich Assurance Ltd
73
31.1
33[+]Zurich Sterling UK Equity Alpha IncomeZurich Assurance Ltd
74
20.2
34[+]Zurich Sterling UK Corporate Bond S2Zurich Assurance Ltd
23
22.1
35[+]Zurich Sterling UBS US EquityZurich Assurance Ltd
93
46.9
36[+]Zurich Sterling Tracker Protected Profits S2Zurich Assurance Ltd
45
US11.7
37[+]Zurich Sterling Strategic Bond S2Zurich Assurance Ltd
18
14.9
38[+]Zurich Sterling Stewart Investors Worldwide Leaders S2Zurich Assurance Ltd
75
44.4
39[+]Zurich Sterling Stewart Investors Asia Pacific Leader G4 AL AccZurich Assurance Ltd
79
33.8
40[+]Zurich Sterling Sinfonia Income PortfolioZurich Assurance Ltd
33
15.5
41[+]Zurich Sterling Sinfonia Income and Growth PortfolioZurich Assurance Ltd
54
15.4
42[+]Zurich Sterling Sinfonia Cautious Managed PortfolioZurich Assurance Ltd
42
17.0
43[+]Zurich Sterling Sinfonia Balanced Managed PortfolioZurich Assurance Ltd
64
16.1
44[+]Zurich Sterling Sinfonia Active Managed PortfolioZurich Assurance Ltd
74
16.2
45[+]Zurich Sterling Schroder US Mid Cap 2 LZurich Assurance Ltd
n/a
n/a
46[+]Zurich Sterling Schroder UK Mid 250 S2Zurich Assurance Ltd
85
12.1
47[+]Zurich Sterling Schroder UK Alpha Plus G4 AL AccZurich Assurance Ltd
79
8.3
48[+]Zurich Sterling Schroder Tokyo 2 LZurich Assurance Ltd
n/a
n/a
49[+]Zurich Sterling Schroder Strategic CreditZurich Assurance Ltd
13
8.2
50[+]Zurich Sterling Schroder MM DiversityZurich Assurance Ltd
31
4.4
51[+]Zurich Sterling Schroder Managed Balanced S2Zurich Assurance Ltd
56
20.8
52[+]Zurich Sterling Schroder Income MaximiserZurich Assurance Ltd
95
10.1
53[+]Zurich Sterling Schroder IncomeZurich Assurance Ltd
97
13.6
54[+]Zurich Sterling Schroder Global Property SecuritiesZurich Assurance Ltd
98
40.3
55[+]Zurich Sterling Schroder Global Equity IncomeZurich Assurance Ltd
84
33.4
56[+]Zurich Sterling Schroder Global Alpha PlusZurich Assurance Ltd
82
37.2
57[+]Zurich Sterling Schroder Gilt & Fixed Interest S2Zurich Assurance Ltd
35
22.9
58[+]Zurich Sterling Schroder Flexible Retirement 2 IZurich Assurance Ltd
n/a
SHn/a
59[+]Zurich Sterling Schroder European OpportunitiesZurich Assurance Ltd
92
18.6
60[+]Zurich Sterling Schroder Core UK EquityZurich Assurance Ltd
101
3.2
61[+]Zurich Sterling Schroder Asian Income MaximiserZurich Assurance Ltd
91
24.7
62[+]Zurich Sterling Schroder All Maturity IL BondZurich Assurance Ltd
59
35.4
63[+]Zurich Sterling Schroder All Maturities Corporate BondZurich Assurance Ltd
27
20.8
64[+]Zurich Sterling Rathbone IncomeZurich Assurance Ltd
79
22.1
65[+]Zurich Sterling Protected ProfitsZurich Assurance Ltd
47
US10.5
66[+]Zurich Sterling Property S2Zurich Assurance Ltd
25
NS41.6
67[+]Zurich Sterling Premier Multi-Asset Growth & Income 2 CZurich Assurance Ltd
n/a
n/a
68[+]Zurich Sterling Premier Multi-Asset Distribution 2 CZurich Assurance Ltd
n/a
n/a
69[+]Zurich Sterling Pan European GrowthZurich Assurance Ltd
83
22.7
70[+]Zurich Sterling Old Mutual UK AlphaZurich Assurance Ltd
101
n/a
71[+]Zurich Sterling Old Mutual Corporate BondZurich Assurance Ltd
29
16.4
72[+]Zurich Sterling Old Mutual Cirilium Strategic IncomeZurich Assurance Ltd
39
16.3
73[+]Zurich Sterling Old Mutual Cirilium Moderate PassiveZurich Assurance Ltd
60
n/a
74[+]Zurich Sterling Old Mutual Cirilium ModerateZurich Assurance Ltd
50
20.0
75[+]Zurich Sterling Old Mutual Cirilium Dynamic PassiveZurich Assurance Ltd
74
n/a

All prices in Pence Sterling (GBX) unless otherwise specified. Price performance figures are calculated on a bid price to bid price basis and shown in Sterling with net income (dividends) reinvested. Performance figures are shown in Sterling.

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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