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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: 8258 funds

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8258 funds
Rank ChartFund Group FE Risk Score What is FE Risk Score?FE Crown Rating What is FE Crown Rating?3y  
1[+]Zurich Woodford Equity Income ZPZurich Assurance Ltd
77
SHn/a
2[+]Zurich With Profits 1 EPZurich Assurance Ltd
36
US29.4
3[+]Zurich Wells Capital Berkeley Street Emerging Market Equity Pn CS1Zurich Assurance Ltd
n/a
n/a
4[+]Zurich Verbatim Portfolio 7 Pn ZPZurich Assurance Ltd
77
20.9
5[+]Zurich Verbatim Portfolio 6 Pn ZPZurich Assurance Ltd
71
17.0
6[+]Zurich Verbatim Portfolio 5 Income Pn ZPZurich Assurance Ltd
53
26.8
7[+]Zurich Verbatim Portfolio 5 Growth Pn ZPZurich Assurance Ltd
52
23.5
8[+]Zurich Verbatim Portfolio 4 Pn ZPZurich Assurance Ltd
51
22.3
9[+]Zurich UK ZPZurich Assurance Ltd
90
31.3
10[+]Zurich UK Smaller Companies CS1Zurich Assurance Ltd
79
46.3
11[+]Zurich UK Select EPZurich Assurance Ltd
86
33.1
12[+]Zurich UK Property CS1Zurich Assurance Ltd
38
NS33.4
13[+]Zurich UK Pref & Fxd Interest CS1Zurich Assurance Ltd
47
29.8
14[+]Zurich UK Opportunities 1 EPZurich Assurance Ltd
96
21.5
15[+]Zurich UK Monthly Income EPZurich Assurance Ltd
79
30.5
16[+]Zurich UK Index Tracker 2EPZurich Assurance Ltd
95
PT18.5
17[+]Zurich UK Growth & Income EPZurich Assurance Ltd
85
28.4
18[+]Zurich UK Equity Income EPZurich Assurance Ltd
87
33.2
19[+]Zurich UK Equity CS1Zurich Assurance Ltd
89
PT31.2
20[+]Zurich UK Equity Alpha Income Pn ZPZurich Assurance Ltd
87
26.6
21[+]Zurich UK Equity 2000 APZurich Assurance Ltd
87
33.2
22[+]Zurich UK EPZurich Assurance Ltd
90
31.7
23[+]Zurich UK Corporate Bond CS1Zurich Assurance Ltd
28
28.2
24[+]Zurich UBS US Equity ZPZurich Assurance Ltd
106
54.6
25[+]Zurich Tracker Protected Profits ZPZurich Assurance Ltd
51
US11.9
26[+]Zurich Towry A3743 ZPZurich Assurance Ltd
53
24.3
27[+]Zurich Towry A2535 ZPZurich Assurance Ltd
41
21.0
28[+]Zurich Towry A0715 ZPZurich Assurance Ltd
30
16.2
29[+]Zurich Threadneedle Property ZP1Zurich Assurance Ltd
44
NS32.9
30[+]Zurich Target Lump Sum 2026 Pn AP CapZurich Assurance Ltd
65
SHn/a
31[+]Zurich Target Lump Sum 2023 Pn AP CapZurich Assurance Ltd
56
SHn/a
32[+]Zurich Target Lump Sum 2020 Pn 1% APZurich Assurance Ltd
40
SHn/a
33[+]Zurich Target Lump Sum 2017 Pn 1% APZurich Assurance Ltd
20
SHn/a
34[+]Zurich Target Drawdown Retirement Pn ZP13Zurich Assurance Ltd
n/a
SHn/a
35[+]Zurich Target Drawdown 2026 Pn AP CapZurich Assurance Ltd
65
SHn/a
36[+]Zurich Target Drawdown 2023 Retirement Pn ZP13Zurich Assurance Ltd
n/a
SHn/a
37[+]Zurich Target Drawdown 2023 Pn 1% APZurich Assurance Ltd
63
SHn/a
38[+]Zurich Target Drawdown 2022 Retirement Pn ZP13Zurich Assurance Ltd
n/a
SHn/a
39[+]Zurich Target Drawdown 2021 Retirement Pn ZP13Zurich Assurance Ltd
n/a
SHn/a
40[+]Zurich Target Drawdown 2020 Retirement Pn ZP13Zurich Assurance Ltd
n/a
SHn/a
41[+]Zurich Target Drawdown 2020 Pn 1% APZurich Assurance Ltd
56
SHn/a
42[+]Zurich Target Drawdown 2019 Retirement Pn ZP13Zurich Assurance Ltd
n/a
SHn/a
43[+]Zurich Target Drawdown 2018 Retirement Pn ZP13Zurich Assurance Ltd
n/a
SHn/a
44[+]Zurich Target Drawdown 2017 Retirement Pn ZP13Zurich Assurance Ltd
n/a
SHn/a
45[+]Zurich Target Drawdown 2017 Pn 1% APZurich Assurance Ltd
27
SHn/a
46[+]Zurich Target Drawdown 2016 Retirement Pn ZP13Zurich Assurance Ltd
n/a
SHn/a
47[+]Zurich Target Cash 2023 Retirement Pn ZP13Zurich Assurance Ltd
n/a
SHn/a
48[+]Zurich Target Cash 2022 Retirement Pn ZP13Zurich Assurance Ltd
n/a
SHn/a
49[+]Zurich Target Cash 2021 Retirement Pn ZP13Zurich Assurance Ltd
n/a
SHn/a
50[+]Zurich Target Cash 2020 Retirement Pn ZP13Zurich Assurance Ltd
n/a
SHn/a
51[+]Zurich Target Cash 2019 Retirement Pn ZP13Zurich Assurance Ltd
n/a
SHn/a
52[+]Zurich Target Cash 2018 Retirement Pn ZP13Zurich Assurance Ltd
n/a
SHn/a
53[+]Zurich Target Cash 2017 Retirement Pn ZP13Zurich Assurance Ltd
n/a
SHn/a
54[+]Zurich Target Cash 2016 Retirement Pn ZP13Zurich Assurance Ltd
n/a
SHn/a
55[+]Zurich Target Annuity 2026 Pn AP CapZurich Assurance Ltd
65
SHn/a
56[+]Zurich Target Annuity 2023 Retirement Pn ZP13Zurich Assurance Ltd
n/a
SHn/a
57[+]Zurich Target Annuity 2023 Pn 3/8 AP CapZurich Assurance Ltd
56
SHn/a
58[+]Zurich Target Annuity 2022 Retirement Pn ZP13Zurich Assurance Ltd
n/a
SHn/a
59[+]Zurich Target Annuity 2021 Retirement Pn ZP13Zurich Assurance Ltd
n/a
SHn/a
60[+]Zurich Target Annuity 2020 Pn 1% APZurich Assurance Ltd
40
SHn/a
61[+]Zurich Target Annuity 2017 Pn 1% APZurich Assurance Ltd
32
SHn/a
62[+]Zurich Strategic Bond ZPZurich Assurance Ltd
22
19.1
63[+]Zurich Stewart Investors Worldwide Equity CS1Zurich Assurance Ltd
n/a
n/a
64[+]Zurich Stewart Investors World Wide Sustainability Pn CS1Zurich Assurance Ltd
n/a
n/a
65[+]Zurich Stewart Investors Global Emerging Markets Leaders CS1Zurich Assurance Ltd
107
27.2
66[+]Zurich Stewart Investors Asia Pacific Leaders 3/4 AP CapZurich Assurance Ltd
91
26.7
67[+]Zurich Sterling Bond EPZurich Assurance Ltd
42
31.4
68[+]Zurich State Street Diversified Beta Pn CS1Zurich Assurance Ltd
58
22.0
69[+]Zurich Standard Life Global Absolute Return Strategies ZPZurich Assurance Ltd
32
10.3
70[+]Zurich Sinfonia Income Portfolio ZPZurich Assurance Ltd
40
21.7
71[+]Zurich Sinfonia Income and Growth Portfolio ZPZurich Assurance Ltd
63
19.1
72[+]Zurich Sinfonia Cautious Managed Portfolio ZPZurich Assurance Ltd
49
21.6
73[+]Zurich Sinfonia Balanced Managed Portfolio ZPZurich Assurance Ltd
74
19.9
74[+]Zurich Sinfonia Adventurous Growth Portfolio ZPZurich Assurance Ltd
83
19.2
75[+]Zurich Shariah CS1Zurich Assurance Ltd
102
PT54.1

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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