Methodology · reviewed
Charges and returns among similar funds
We count, we do not judge: “158 of the 210 other global share funds charge more”, “40th of 108 by 3-year total return, highest first”. A lower charge or a higher past return is not a recommendation.
How it is done
Share classes of one fund are counted once: same issuer, same index, same distribution policy, same hedging, same ongoing charge and same replication. A pound class stands for the fund.
Funds not offered to UK retail investors are left out.
Charges are compared within the fund’s collection; groups of fewer than ten funds are not shown.
Returns are ranked within a narrow group — same collection, region and hedging — using the data vendor’s reported returns, and only against figures on the same basis (total return with total return). Bond, mixed-asset, single-sector, sustainable, commodity, property, trust, leveraged and crypto collections are not ranked, because their members are not alike enough.
Funds tracking the same index are listed alphabetically, not by charge or size, so the order implies no choice.
Limits to know about
- A rank reflects one past period only and can change quickly.
- Groups rely on our classification and the vendor’s index names, which can be imperfect.
Sources
- TradingView (reported returns, expense ratios)
- Issuer documents
Reviewed . If a figure on the site does not follow this method, tell us. This is information, not advice.