Comparing 2 funds
Returns, costs and exposure side by side, with sources and dates below.
Espiria 60
Performance, starting at 100
If you had invested £10,000
Based on month end returns. Illustrative, before tax, not a prediction.
Country exposure
Not available for: Espiria 30, Espiria 60.
Sector exposure
Not available for: Espiria 30, Espiria 60.
AI comparison
Side by side
| Metric | Espiria 30 | Espiria 60 |
|---|---|---|
| 1 year returnHighest in bold | ▲ +2.4% | ▲ +12.9% |
| 3 year returnHighest in bold | ▲ +28.3% | ▲ +47.1% |
| 5 year returnHighest in bold | ▲ +16.2% | ▲ +31.7% |
| Rank among sector peers, 1 yearQuartile among representative funds in the FE sector | Q2 of 112 representative funds | Q2 of 2,824 representative funds |
| Ongoing charge (OCF) | ||
| Fund size, GBPLargest in bold | £198.3M | £116.8M |
| Volatility, 1 year FE, as at 6 Jul 2026 | 6.0% | 8.6% |
| Sharpe ratio, 1 year FE, as at 6 Jul 2026 | 0.00 | 1.19 |
| Style | n/a | n/a |
| FE sector | GL Multi-Asset Global Advanced Markets Defensiv | GL Multi-Asset Global Balanced |
| Share class | C Capitalisation · SEK | C Capitalisation · SEK |
Source: FE fundinfo, as supplied; the date shown is when FE last updated them.