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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: 5412 funds

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5412 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
47.9
3[+]Zurich US Select AL T4Zurich Assurance Ltd
92
44.6
4[+]Zurich UK Smaller Companies AL T4Zurich Assurance Ltd
65
30.7
5[+]Zurich UK Select AL T4Zurich Assurance Ltd
78
23.0
6[+]Zurich UK Select 2001 ALZurich Assurance Ltd
75
26.6
7[+]Zurich UK Preference and Fixed Interest 1 ELZurich Assurance Ltd
34
16.9
8[+]Zurich UK Opportunities 2 ELZurich Assurance Ltd
79
20.7
9[+]Zurich UK Monthly Income AL T4Zurich Assurance Ltd
79
21.5
10[+]Zurich UK Monthly Income 2001 ALZurich Assurance Ltd
67
26.0
11[+]Zurich UK Index Tracker ELZurich Assurance Ltd
80
PT12.3
12[+]Zurich UK Growth & Income AL T4Zurich Assurance Ltd
71
18.8
13[+]Zurich UK Growth & Income 2001 ALZurich Assurance Ltd
71
23.4
14[+]Zurich UK Equity Income AL T4Zurich Assurance Ltd
73
23.3
15[+]Zurich UK Equity Income 2001 ALZurich Assurance Ltd
74
28.4
16[+]Zurich UK Equity 1 ELZurich Assurance Ltd
75
22.3
17[+]Zurich UK Corporate Bond AL T4Zurich Assurance Ltd
21
14.9
18[+]Zurich UK Corporate Bond 2001 ALZurich Assurance Ltd
20
19.7
19[+]Zurich UK AL T4Zurich Assurance Ltd
76
19.5
20[+]Zurich UK 2001 ALZurich Assurance Ltd
77
23.9
21[+]Zurich Sterling Woodford Equity IncomeZurich Assurance Ltd
71
SHn/a
22[+]Zurich Sterling Verbatim Portfolio 7Zurich Assurance Ltd
63
11.2
23[+]Zurich Sterling Verbatim Portfolio 6Zurich Assurance Ltd
56
9.2
24[+]Zurich Sterling Verbatim Portfolio 5 IncomeZurich Assurance Ltd
43
18.3
25[+]Zurich Sterling Verbatim Portfolio 5 GrowthZurich Assurance Ltd
40
14.5
26[+]Zurich Sterling Verbatim Portfolio 4Zurich Assurance Ltd
38
12.9
27[+]Zurich Sterling UK Smaller Companies S2Zurich Assurance Ltd
64
36.5
28[+]Zurich Sterling UK Select S2Zurich Assurance Ltd
73
27.3
29[+]Zurich Sterling UK S2Zurich Assurance Ltd
76
24.5
30[+]Zurich Sterling UK Monthly Income S2Zurich Assurance Ltd
70
26.2
31[+]Zurich Sterling UK Growth & Income S2Zurich Assurance Ltd
71
23.7
32[+]Zurich Sterling UK Equity Income S2Zurich Assurance Ltd
74
28.6
33[+]Zurich Sterling UK Equity Alpha IncomeZurich Assurance Ltd
75
20.1
34[+]Zurich Sterling UK Corporate Bond S2Zurich Assurance Ltd
20
19.2
35[+]Zurich Sterling UBS US EquityZurich Assurance Ltd
93
33.9
36[+]Zurich Sterling Tracker Protected Profits S2Zurich Assurance Ltd
41
US9.8
37[+]Zurich Sterling Strategic Bond S2Zurich Assurance Ltd
17
14.0
38[+]Zurich Sterling Stewart Investors Worldwide Leaders S2Zurich Assurance Ltd
72
36.8
39[+]Zurich Sterling Stewart Investors Asia Pacific Leader G4 AL AccZurich Assurance Ltd
76
29.3
40[+]Zurich Sterling Sinfonia Income PortfolioZurich Assurance Ltd
27
11.5
41[+]Zurich Sterling Sinfonia Income and Growth PortfolioZurich Assurance Ltd
50
11.9
42[+]Zurich Sterling Sinfonia Cautious Managed PortfolioZurich Assurance Ltd
37
13.0
43[+]Zurich Sterling Sinfonia Balanced Managed PortfolioZurich Assurance Ltd
60
12.6
44[+]Zurich Sterling Sinfonia Active Managed PortfolioZurich Assurance Ltd
70
11.9
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
84
9.9
47[+]Zurich Sterling Schroder UK Alpha Plus G4 AL AccZurich Assurance Ltd
79
5.5
48[+]Zurich Sterling Schroder Tokyo 2 LZurich Assurance Ltd
n/a
n/a
49[+]Zurich Sterling Schroder Strategic CreditZurich Assurance Ltd
12
8.0
50[+]Zurich Sterling Schroder MM DiversityZurich Assurance Ltd
29
3.3
51[+]Zurich Sterling Schroder Managed Balanced S2Zurich Assurance Ltd
52
16.5
52[+]Zurich Sterling Schroder Income MaximiserZurich Assurance Ltd
95
8.5
53[+]Zurich Sterling Schroder IncomeZurich Assurance Ltd
97
11.6
54[+]Zurich Sterling Schroder Global Property SecuritiesZurich Assurance Ltd
95
30.3
55[+]Zurich Sterling Schroder Global Equity IncomeZurich Assurance Ltd
81
27.0
56[+]Zurich Sterling Schroder Global Alpha PlusZurich Assurance Ltd
78
30.1
57[+]Zurich Sterling Schroder Gilt & Fixed Interest S2Zurich Assurance Ltd
29
18.3
58[+]Zurich Sterling Schroder Flexible Retirement 2 IZurich Assurance Ltd
n/a
SHn/a
59[+]Zurich Sterling Schroder European OpportunitiesZurich Assurance Ltd
85
17.0
60[+]Zurich Sterling Schroder Core UK EquityZurich Assurance Ltd
99
0.9
61[+]Zurich Sterling Schroder Asian Income MaximiserZurich Assurance Ltd
85
18.2
62[+]Zurich Sterling Schroder All Maturity IL BondZurich Assurance Ltd
52
22.0
63[+]Zurich Sterling Schroder All Maturities Corporate BondZurich Assurance Ltd
22
17.0
64[+]Zurich Sterling Rathbone IncomeZurich Assurance Ltd
78
19.2
65[+]Zurich Sterling Protected ProfitsZurich Assurance Ltd
45
US7.6
66[+]Zurich Sterling Property S2Zurich Assurance Ltd
20
NS45.1
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
79
17.3
70[+]Zurich Sterling Old Mutual UK AlphaZurich Assurance Ltd
100
n/a
71[+]Zurich Sterling Old Mutual Corporate BondZurich Assurance Ltd
25
13.9
72[+]Zurich Sterling Old Mutual Cirilium Strategic IncomeZurich Assurance Ltd
38
14.2
73[+]Zurich Sterling Old Mutual Cirilium Moderate PassiveZurich Assurance Ltd
56
n/a
74[+]Zurich Sterling Old Mutual Cirilium ModerateZurich Assurance Ltd
48
15.0
75[+]Zurich Sterling Old Mutual Cirilium Dynamic PassiveZurich Assurance Ltd
70
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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