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FE Risk scores tell you how risky an investment is compared to the FTSE100. They do not show you how risky an investment is in absolute terms, but are a useful means to compare potential investments with this most widely known index.

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Performance

1 year at least   %

3 year at least   %

5 year at least   %

Yield   %  

Ratio

Volatility
 

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

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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       %
Maximum Loss
 

Maximum Loss

Maximum loss shows the maximum a fund has lost between a single peak and trough, at any time during the period you’ve selected. Effectively it shows you the worst case scenario had you invested at the peak and sold at the trough during that time.

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Fund performance league table: 22 funds

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22 funds
           
Perf
NAV
 
Rank ChartFund Group Focus Price Prem/Disc NAV NDY FE Risk Score What is FE Risk Score?1y 3y 5y 1y 3y 5y  
1[+]Adams PLC Ord EUR0.01Independently Managed0.17
(EUR)
0.00
1470
57.1-50.227.5n/an/an/a
2[+]Arc Capital PlcIndependently Managed0.20
(USD)
0.00
540
-62.7-72.2-75.2n/an/an/a
3[+]Avanti Capital PLCIndependently Managed53.500.00
516
4.624.660.3n/an/an/a
4[+]Blackstar Investors PLCIndependently Managed66.751.93
69
-1.4-7.334.0n/an/an/a
5[+]Carador Income PLC Ord USDIndependently Managed0.91
(USD)
11.46
82
4.251.4286.6n/an/an/a
6[+]Derwent LondonIndependently Managed2,924.500.88
175
16.582.8158.4n/an/an/a
7[+]European Covergence Development CoIndependently Managed0.07
(EUR)
0.00
321
27.375.0-73.1n/an/an/a
8[+]European Wealth Group Limited Ord 5PIndependently Managed105.000.00
363
40.016.740.0n/an/an/a
9[+]Ingenious Media Active CapitalIndependently Managed4.630.00
578
-69.410.9-10.7n/an/an/a
10[+]Japan Residential Investment CompanyIndependently Managed55.50-6.859.006.49
150
-9.333.2101.81.8n/an/a
11[+]Litebulb Group LimitedIndependently Managed0.880.00
n/a
0.00.00.0n/an/an/a
12[+]McKay Securities PLCIndependently Managed225.883.81
166
28.5123.386.7n/an/an/a
13[+]Mucklow (A & J) GroupIndependently Managed459.754.40
230
0.553.882.50.00.00.0
14[+]Oakley Capital Investment LtdIndependently Managed149.75-21.4190.620.00
120
-14.88.144.7-2.4n/an/a
15[+]OttomanIndependently Managed20.500.00
455
-29.3-53.4-58.2n/an/an/a
16[+]Pacific Alliance Asia OpportunitiesIndependently Managed1.56
(USD)
0.00
66
19.846.555.2n/an/an/a
17[+]Reconstruction CapitalIndependently Managed0.12
(EUR)
0.00
222
-47.3-78.1-77.1n/an/an/a
18[+]Shaftesbury PLCIndependently Managed704.251.80
127
18.647.4106.6n/an/an/a
19[+]Taliesin PropertyIndependently Managed1,915.009.91,742.330.00
131
18.991.5185.25.4n/an/a
20[+]TejooriIndependently Managed0.08
(USD)
0.00
757
-80.0-84.0-90.6n/an/an/a
21[+]Tiger Resource Finance Plc 1P OrdIndependently Managed1.25-20.61.570.00
319
-35.1-47.9-46.8-34.9n/an/a
22[+]Vietnam HoldingIndependently Managed1.70
(USD)
0.00
154
39.8132.256.9n/an/an/a

All prices in Pence Sterling (GBX) unless otherwise specified. Price total return performance figures are calculated using closing mid prices and with net income (dividends) reinvested. NAV total return performance figures are calculated using fully diluted (where applicable) daily estimated NAV figures from Thomson Financial Datastream and with gross income (dividends) reinvested.