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Performance

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Ratio

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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 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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Fund performance league table: 47 funds

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47 funds
Rank ChartFund Group Focus FE Risk Score What is FE Risk Score?BidOfferYield 1y 3y 5y  
1[+]CF Adam Worldwide AccCapita Financial Managers
71
708.36735.001.83-7.78.625.6
2[+]CF AquariusCapita Financial Managers
54
1,402.900.77-3.612.321.4
3[+]CF Bentley Global GrowthCapita Financial Managers
63
124.380.00-3.610.410.9
4[+]CF Bentley Sterling BalancedCapita Financial Managers
33
165.400.00-2.011.420.0
5[+]CF Bentley Sterling Income IncCapita Financial Managers
9
94.350.77-1.1-0.91.8
6[+]CF Bentley US Dollar BalancedCapita Financial Managers
52
1.20
(USD)
0.001.419.726.3
7[+]CF BrodenCapita Financial Managers
76
1,658.771.57-6.810.021.2
8[+]CF Buxton AccCapita Financial Managers
46
3,009.650.71-3.312.530.7
9[+]CF Cautela A AccCapita Financial Managers
50
143.570.99-9.5-1.97.8
10[+]CF CircusCapita Financial Managers
72
1,538.421.57-7.46.212.5
11[+]CF CranmerCapita Financial Managers
40
1,806.830.98-3.69.016.6
12[+]CF DartmoorCapita Financial Managers
46
2,144.570.00-5.97.716.7
13[+]CF DavidsCapita Financial Managers
41
1,807.140.00-2.313.021.5
14[+]CF DrygateCapita Financial Managers
51
1,362.431,474.282.32-4.015.931.9
15[+]CF GreenmountCapita Financial Managers
80
123.23132.951.95-14.5-5.710.2
16[+]CF GullandCapita Financial Managers
62
1,749.181.130.924.340.8
17[+]CF Helm Investment AccCapita Financial Managers
67
1,609.681.01-8.12.54.2
18[+]CF HollyCapita Financial Managers
137
260.34284.341.26-18.5-43.1-55.5
19[+]CF IM Bond A IncCapita Financial Managers
26
253.261.39-0.912.9n/a
20[+]CF IM Global Strategy ACapita Financial Managers
78
131.550.72-5.914.45.3
21[+]CF IM UK Equity & Bond Income AccCapita Financial Managers
57
108.523.70-7.29.517.7
22[+]CF IM UK Growth A IncCapita Financial Managers
77
284.073.10-8.98.2n/a
23[+]CF Institutional WorldCapita Financial Managers
45
133.56142.191.04-3.013.629.8
24[+]CF JOHIM ArborCapita Financial Managers
58
1,233.160.59-4.910.28.0
25[+]CF Lorimer TrustCapita Financial Managers
64
1,149.101,241.422.61-4.914.334.0
26[+]CF Macquarie Global Infrastructure Securities A AccCapita Financial Managers
79
140.431.20-11.311.926.1
27[+]CF Morant Wright Japan A AccCapita Financial Managers
91
267.170.0011.042.134.6
28[+]CF Morant Wright Nippon Yield ACapita Financial Managers
83
234.342.219.035.651.8
29[+]CF Mulberry IncCapita Financial Managers
72
1,397.111.59-7.85.311.1
30[+]CF Navajo AccCapita Financial Managers
70
2,478.510.67-7.014.216.8
31[+]CF New Viaduct Inst IncCapita Financial Managers
74
2,276.850.40-0.131.245.0
32[+]CF New VilltureCapita Financial Managers
36
654.01705.160.21-5.88.325.3
33[+]CF Packel GlobalCapita Financial Managers
42
148.050.81-4.29.018.7
34[+]CF PE Managed AccCapita Financial Managers
61
1,448.382.84-4.011.929.3
35[+]CF Purisima EAFE Total Return A PCGCapita Financial Managers
86
121.530.99-11.32.75.4
36[+]CF Purisima Global Total Return PCG ACapita Financial Managers
82
156.260.53-4.820.822.7
37[+]CF Purisima PCG BCapita Financial Managers
101
150.690.00-4.917.315.4
38[+]CF Purisima UK Total Return A PCGCapita Financial Managers
91
127.771.88-15.3-1.810.7
39[+]CF Resilient MM Balanced Managed XCapita Financial Managers
52
125.411.34-3.911.320.8
40[+]CF Richmond Core IncCapita Financial Managers
89
157.520.00-20.2-0.5-1.0
41[+]CF SteelbackCapita Financial Managers
80
1,170.231.65-8.2-5.1-6.7
42[+]CF Stewart Ivory Invest Mkt AccCapita Financial Managers
69
906.49958.892.89-5.916.735.3
43[+]CF Tasman IncCapita Financial Managers
66
1,181.340.84-3.312.622.8
44[+]CF The AbbotsfordCapita Financial Managers
71
1,473.411.50-4.914.928.2
45[+]CF Westchester Sterling 1Capita Financial Managers
94
1,880.420.00-2.1n/an/a
46[+]CF WindrushCapita Financial Managers
40
1,703.760.00-2.111.320.8
47[+]CF Zenith St Andrews AccCapita Financial Managers
53
129.442.38-5.911.420.3

All prices in Pence Sterling (GBX) unless otherwise specified. Price total return performance figures are calculated on a bid price to bid price basis (mid to mid for OEICs) with net income (dividends) reinvested. Performance figures are shown in Sterling.

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.