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    The full return on an investment over a given period, including the income generated from dividend, interest or rental payments, and any gains or losses from a change in the asset's market value. For more information, visit the Financial Times Lexicon.

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    The percentage of assets deducted from a mutual fund each fiscal year to pay for fund expenses, including management fees and other operating costs. For more information, visit the Financial Times Lexicon.

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    The place where a person or company establishes residence for tax purposes. For more information, visit the Financial Times Lexicon.

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    The full return on an investment over a given period, including the income generated from dividend, interest or rental payments, and any gains or losses from a change in the asset's market value. For more information, visit the Financial Times Lexicon.

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    The full return on an investment over a given period, including the income generated from dividend, interest or rental payments, and any gains or losses from a change in the asset's market value. For more information, visit the Financial Times Lexicon.

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    The full return on an investment over a given period, including the income generated from dividend, interest or rental payments, and any gains or losses from a change in the asset's market value. For more information, visit the Financial Times Lexicon.

    Explain this
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    The full return on an investment over a given period, including the income generated from dividend, interest or rental payments, and any gains or losses from a change in the asset's market value. For more information, visit the Financial Times Lexicon.

    Explain this
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    1-year trailing total return matches
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    Cumulative matches
     
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    The full return on an investment over a given period, including the income generated from dividend, interest or rental payments, and any gains or losses from a change in the asset's market value. For more information, visit the Financial Times Lexicon.

    Explain this
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    The full return on an investment over a given period, including the income generated from dividend, interest or rental payments, and any gains or losses from a change in the asset's market value. For more information, visit the Financial Times Lexicon.

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    The full return on an investment over a given period, including the income generated from dividend, interest or rental payments, and any gains or losses from a change in the asset's market value. For more information, visit the Financial Times Lexicon.

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    A way of measuring the historical risk-adjusted return on an investment. It is the average previous return minus the risk-free return, divided by the standard deviation (a measure of risk that looks at the diversion of actual returns from expected returns). For more information, visit the Financial Times Lexicon.

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    In a series of variables, a way of measuring the extent to which any one of those variables approaches the average of that series. For more information, visit the Financial Times Lexicon.

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    A fund open only to financial institutions. For more information, visit the Financial Times Lexicon.

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    A measure of a stock's expected return that cannot be attributed to overall market volatility. In other words, the amount the price of a stock is likely to rise or fall due to reasons specific to the company rather than due to the market as a whole.

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    This stands for Undertakings for Collective Investments in Transferable Securities. This is the European regulatory framework for an investment vehicle that can be marketed across the EU. Designed to enhance the single market while maintaining high levels of investor protection, it has also become successful in Asia and Latin America. For more information, visit the Financial Times Lexicon.

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    An individual savings account (ISA) is a tax wrapper available to residents of the UK. By using an ISA you can invest in cash or longer-term investments such as stocks and shares or insurance and not pay tax on most of the income (this is why it is called a tax wrapper). For more information, visit the Financial Times Lexicon.

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Fund Screener Criteria

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    The full return on an investment over a given period, including the income generated from dividend, interest or rental payments, and any gains or losses from a change in the asset's market value. For more visit the Financial Times Lexicon

  • AddRemove

    The full return on an investment over a given period, including the income generated from dividend, interest or rental payments, and any gains or losses from a change in the asset's market value. For more visit the Financial Times Lexicon

  • AddRemove

    The full return on an investment over a given period, including the income generated from dividend, interest or rental payments, and any gains or losses from a change in the asset's market value. For more visit the Financial Times Lexicon

  • AddRemove

    The full return on an investment over a given period, including the income generated from dividend, interest or rental payments, and any gains or losses from a change in the asset's market value. For more visit the Financial Times Lexicon

  • AddRemove

    The full return on an investment over a given period, including the income generated from dividend, interest or rental payments, and any gains or losses from a change in the asset's market value. For more visit the Financial Times Lexicon

  • AddRemove

    The full return on an investment over a given period, including the income generated from dividend, interest or rental payments, and any gains or losses from a change in the asset's market value. For more visit the Financial Times Lexicon

  • AddRemove

    The full return on an investment over a given period, including the income generated from dividend, interest or rental payments, and any gains or losses from a change in the asset's market value. For more visit the Financial Times Lexicon

  • AddRemove

    The full return on an investment over a given period, including the income generated from dividend, interest or rental payments, and any gains or losses from a change in the asset's market value. For more visit the Financial Times Lexicon

  • AddRemove

  • AddRemove

    A way of measuring the historical risk-adjusted return on an investment. It is the average previous return minus the risk-free return, divided by the standard deviation (a measure of risk that looks at the diversion of actual returns from expected returns). For more visit the Financial Times Lexicon

  • AddRemove

  • AddRemove

    In a series of variables, a way of measuring the extent to which any one of those variables approaches the average of that series. For more visit the Financial Times Lexicon

  • AddRemove

  • AddRemove

  • AddRemove

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    The percentage of assets deducted from a mutual fund each fiscal year to pay for fund expenses, including management fees and other operating costs. For more visit the Financial Times Lexicon

  • AddRemove

  • AddRemove

    A fund open only to financial institutions. For more visit the Financial Times Lexicon

  • AddRemove

    This stands for Undertakings for Collective Investments in Transferable Securities. This is the European regulatory framework for an investment vehicle that can be marketed across the EU. Designed to enhance the single market while maintaining high levels of investor protection, it has also become successful in Asia and Latin America. For more visit the Financial Times Lexicon

  • AddRemove

    An individual savings account (ISA) is a tax wrapper available to residents of the UK. By using an ISA you can invest in cash or longer-term investments such as stocks and shares or insurance and not pay tax on most of the income (this is why it is called a tax wrapper). For more visit the Financial Times Lexicon

  • AddRemove

    A measure of a stock's expected return that cannot be attributed to overall market volatility. In other words, the amount the price of a stock is likely to rise or fall due to reasons specific to the company rather than due to the market as a whole.

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The performance data shown in tables and graphs on this page is calculated in GBP of the fund/index/average (as applicable), on a Bid To Bid / Nav to Nav basis, with gross dividends re-invested on ex-dividend date. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise.

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