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Filter more than 20,000 funds using more than 40 customisable screening criteria to discover investment opportunities. Kick off your research with a predefined fund screen created by FT editors. For equities, use the global equity screener.
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    Fund attributes

    Filter on performance, ratings, expense and more.

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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.

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    3-year trailing total return matches
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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.

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    Inception date matches
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    1. < 1 Year Ago
    2. 1 - 5 Years Ago
    3. 5 - 10 Years Ago
    4. 10 Years Ago >
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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.

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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.

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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.

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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.

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    1-year trailing total return 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.

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    3-year trailing total return 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.

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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.

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    5-year trailing total return matches
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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).

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    1. < -.25
    2. -.25 to 0
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    1. < 5
    2. 5 to 75
    3. 75 to 90
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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.

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    A fund open only to financial institutions.

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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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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

    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

    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.

The performance data shown in tables and graphs on this page is calculated in USD 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.

All managed funds data located on FT.com is subject to the FT Terms & Conditions . All content on FT.com is for your general information and use only and is not intended to address your particular requirements. In particular, the content does not constitute any form of advice, recommendation, representation, endorsement or arrangement by FT and is not intended to be relied upon by users in making (or refraining from making) any specific investment or other decisions.

All data shown on this page, unless noted otherwise is Data Source and Copyright: Morningstar, Inc. 2012
All Rights reserved

© 2012 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

Pricing for ETFs is the latest price and not "real time". Share price information may be rounded up/down and therefore not entirely accurate. FT is not responsible for any use of content by you outside its scope as stated in the FT Terms & Conditions.