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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: 8277 funds

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8277 funds
Rank ChartFund Group FE Risk Score What is FE Risk Score?FE Crown Rating What is FE Crown Rating?3y  
1[+]Zurich ZZ JPM Global Equity Pn ZPZurich Assurance Ltd
93
39.9
2[+]Zurich Woodford Equity Income Pn ZPZurich Assurance Ltd
83
SHn/a
3[+]Zurich With Profits Pn 1 EPZurich Assurance Ltd
47
US31.8
4[+]Zurich Wells Capital Berkeley Street Emerging Market Equity Pn CS1Zurich Assurance Ltd
n/a
n/a
5[+]Zurich Verbatim Portfolio 7 Pn ZPZurich Assurance Ltd
77
29.4
6[+]Zurich Verbatim Portfolio 6 Pn ZPZurich Assurance Ltd
69
22.9
7[+]Zurich Verbatim Portfolio 5 Income Pn ZPZurich Assurance Ltd
54
27.3
8[+]Zurich Verbatim Portfolio 5 Growth Pn ZPZurich Assurance Ltd
52
27.0
9[+]Zurich Verbatim Portfolio 4 Pn ZPZurich Assurance Ltd
50
24.0
10[+]Zurich UK Smaller Companies Pn CS1Zurich Assurance Ltd
76
40.5
11[+]Zurich UK Select Pn EPZurich Assurance Ltd
87
30.4
12[+]Zurich UK Property CS1Zurich Assurance Ltd
33
NS27.2
13[+]Zurich UK Preference & Fixed Interest Pn CS1Zurich Assurance Ltd
51
23.1
14[+]Zurich UK Pn EPZurich Assurance Ltd
91
29.9
15[+]Zurich UK Opportunities Pn 1 EPZurich Assurance Ltd
97
20.7
16[+]Zurich UK Monthly Income Pn EPZurich Assurance Ltd
79
23.7
17[+]Zurich UK Index Tracker Pn 2EPZurich Assurance Ltd
95
PT21.6
18[+]Zurich UK Growth & Income Pn EPZurich Assurance Ltd
87
26.5
19[+]Zurich UK Equity Pn CS1Zurich Assurance Ltd
90
PT28.5
20[+]Zurich UK Equity Income Pn EPZurich Assurance Ltd
89
28.7
21[+]Zurich UK Equity Alpha Income Pn ZPZurich Assurance Ltd
90
22.5
22[+]Zurich UK Equity 2000 APZurich Assurance Ltd
89
28.7
23[+]Zurich UBS US Equity Pn ZPZurich Assurance Ltd
115
75.2
24[+]Zurich Tracker Protected Profits Pn ZPZurich Assurance Ltd
57
US15.5
25[+]Zurich Towry A3743 Pn ZPZurich Assurance Ltd
53
30.0
26[+]Zurich Towry A2535 Pn ZPZurich Assurance Ltd
41
24.3
27[+]Zurich Towry A0715 Pn ZPZurich Assurance Ltd
29
16.9
28[+]Zurich Threadneedle UK Corporate Bond Pn CS1Zurich Assurance Ltd
32
22.8
29[+]Zurich Threadneedle Pension Property Pn ZPZurich Assurance Ltd
86
NS40.9
30[+]Zurich Threadneedle Latin America Pn CS1Zurich Assurance Ltd
188
18.0
31[+]Zurich Threadneedle Japan Pn 1 EPZurich Assurance Ltd
127
48.5
32[+]Zurich Threadneedle Global Equity Pn 3/4 AP CapZurich Assurance Ltd
77
19.3
33[+]Zurich Threadneedle European Pn CSWZurich Assurance Ltd
n/a
n/a
34[+]Zurich Threadneedle European Bond Pn CS1Zurich Assurance Ltd
65
20.1
35[+]Zurich Threadneedle Asia Pn 1 EPZurich Assurance Ltd
118
50.5
36[+]Zurich Threadneedle American Pn CSWZurich Assurance Ltd
n/a
n/a
37[+]Zurich Target Lump Sum 2026 Pn AP CapZurich Assurance Ltd
68
SHn/a
38[+]Zurich Target Lump Sum 2023 Pn AP CapZurich Assurance Ltd
59
SHn/a
39[+]Zurich Target Lump Sum 2020 Pn 1% APZurich Assurance Ltd
44
SHn/a
40[+]Zurich Target Lump Sum 2017 Pn 1% APZurich Assurance Ltd
21
SHn/a
41[+]Zurich Target Drawdown 2026 Pn AP CapZurich Assurance Ltd
68
SHn/a
42[+]Zurich Target Drawdown 2023 Pn 1% APZurich Assurance Ltd
65
SHn/a
43[+]Zurich Target Drawdown 2020 Pn 1% APZurich Assurance Ltd
58
SHn/a
44[+]Zurich Target Drawdown 2017 Pn 1% APZurich Assurance Ltd
27
SHn/a
45[+]Zurich Target Annuity 2026 Pn AP CapZurich Assurance Ltd
68
SHn/a
46[+]Zurich Target Annuity 2023 Pn 3/8 AP CapZurich Assurance Ltd
59
SHn/a
47[+]Zurich Target Annuity 2020 Pn 1% APZurich Assurance Ltd
44
SHn/a
48[+]Zurich Target Annuity 2017 Pn 1% APZurich Assurance Ltd
36
SHn/a
49[+]Zurich Strategic Bond Pn ZPZurich Assurance Ltd
21
16.5
50[+]Zurich Stewart Investors Worldwide Equity CS1Zurich Assurance Ltd
n/a
n/a
51[+]Zurich Stewart Investors World Wide Sustainability Pn CS1Zurich Assurance Ltd
n/a
n/a
52[+]Zurich Stewart Investors Global Emerging Markets Leaders Pn CS1Zurich Assurance Ltd
116
49.1
53[+]Zurich Stewart Investors Asia Pacific Leaders Pn 3/4 AP CapZurich Assurance Ltd
97
42.8
54[+]Zurich Sterling Bond Pn EPZurich Assurance Ltd
50
23.6
55[+]Zurich State Street Diversified Beta Pn CS1Zurich Assurance Ltd
57
25.6
56[+]Zurich Standard Life Global Absolute Return Strategies Pn ZPZurich Assurance Ltd
32
8.1
57[+]Zurich Sinfonia Income Portfolio Pn ZPZurich Assurance Ltd
41
19.0
58[+]Zurich Sinfonia Income and Growth Portfolio Pn ZPZurich Assurance Ltd
60
24.5
59[+]Zurich Sinfonia Cautious Managed Portfolio Pn ZPZurich Assurance Ltd
48
22.3
60[+]Zurich Sinfonia Balanced Managed Portfolio Pn ZPZurich Assurance Ltd
71
27.7
61[+]Zurich Sinfonia Adventurous Growth Portfolio Pn ZPZurich Assurance Ltd
80
28.6
62[+]Zurich Shariah Pn ZPZurich Assurance Ltd
n/a
PTn/a
63[+]Zurich Seneca Diversified Income Pn ZPZurich Assurance Ltd
43
23.4
64[+]Zurich Seneca Diversified Growth Pn ZPZurich Assurance Ltd
58
23.0
65[+]Zurich Secure Pn 1 EPZurich Assurance Ltd
0
0.0
66[+]Zurich Schroder US Mid Cap Pn ZPZurich Assurance Ltd
n/a
n/a
67[+]Zurich Schroder UK Smaller Companies Pn APZurich Assurance Ltd
67
37.2
68[+]Zurich Schroder UK Opportunities Pn ZP 1Zurich Assurance Ltd
92
4.0
69[+]Zurich Schroder UK Mid 250 Pn ZPZurich Assurance Ltd
96
8.8
70[+]Zurich Schroder UK Corporate Bond CS1Zurich Assurance Ltd
41
23.1
71[+]Zurich Schroder UK Alpha Plus 3/4 AP CapZurich Assurance Ltd
92
0.5
72[+]Zurich Schroder Tokyo Pn ZPZurich Assurance Ltd
120
69.5
73[+]Zurich Schroder Tokyo APZurich Assurance Ltd
120
69.6
74[+]Zurich Schroder Strategic Credit Pn CS1Zurich Assurance Ltd
15
14.5
75[+]Zurich Schroder Specialist Value UK Equity (Atlas) PnZurich Assurance Ltd
n/a
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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