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Selecting a geography allows you to choose funds which invest in a specific geographical region, or regions if you select more than one. The geography does not necessarily reflect the domicile of the fund, where it is legally based.

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FE Risk Score

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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FE Crown Fund Rating

FE Crown Fund Rating

FE Crown Fund Ratings assign a rating to funds based on quant analysis of consistency, volatility and performance. Narrow your search by choosing to view only the highest rated funds.

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FE Adviser Fund Index

FE Adviser Fund Index

The Adviser Fund Index (AFI) is a basket of funds chosen by the UK’s leading financial advisers. There are three baskets to choose from, reflecting different risk appetites.

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FE Alpha Manager

FE Alpha Manager

FE Alpha Manager Ratings identify the best fund managers in the UK, using quant based analysis to sort the wheat from the chaff. Select this option to show only those funds managed by FE Alpha managers.

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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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Period

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Fund performance league table: 63 funds

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63 funds
Rank ChartFund Group Focus FE Risk Score What is FE Risk Score?BidOfferYield 1y 3y 5y  
1[+]S&W AcaciaS&W Fund Administration Ltd
81
1,565.001.673.649.892.5
2[+]S&W AlligatorS&W Fund Administration Ltd
85
191.101.463.122.134.4
3[+]S&W Aurinko AccS&W Fund Administration Ltd
59
2,010.001.276.433.456.0
4[+]S&W BarroS&W Fund Administration Ltd
46
96.58101.601.785.810.518.8
5[+]S&W BayS&W Fund Administration Ltd
84
1,468.001.836.437.366.3
6[+]S&W Beamish IncS&W Fund Administration Ltd
58
113.600.280.1-6.75.6
7[+]S&W BeechS&W Fund Administration Ltd
56
1,389.001.557.718.443.6
8[+]S&W Brighton RockS&W Fund Administration Ltd
69
133.201.977.631.547.7
9[+]S&W Bryn Siriol IncS&W Fund Administration Ltd
75
191.300.0116.631.749.1
10[+]S&W Charity Value and Income AccS&W Fund Administration Ltd
90
136.70137.604.247.151.981.0
11[+]S&W DeucalionS&W Fund Administration Ltd
63
2,034.000.413.736.036.9
12[+]S&W DevonshireS&W Fund Administration Ltd
78
425.90478.001.094.124.014.5
13[+]S&W Eagle AccS&W Fund Administration Ltd
70
267.40267.400.3815.129.645.8
14[+]S&W Endeavour II AccS&W Fund Administration Ltd
46
202.000.157.221.032.5
15[+]S&W Enterprise TrustS&W Fund Administration Ltd
81
168.50168.502.191.012.024.2
16[+]S&W FollaS&W Fund Administration Ltd
78
2,132.001.1412.420.437.1
17[+]S&W Forest AccS&W Fund Administration Ltd
75
255.901.1515.635.554.4
18[+]S&W GreylagS&W Fund Administration Ltd
87
157.900.686.045.660.3
19[+]S&W HeadwayS&W Fund Administration Ltd
48
125.500.314.317.529.2
20[+]S&W Innovation B 2000S&W Fund Administration Ltd
80
1,613.000.257.042.255.1
21[+]S&W Jay IncS&W Fund Administration Ltd
63
157.100.435.139.645.4
22[+]S&W Jetwave AccS&W Fund Administration Ltd
55
192.80210.402.614.733.043.1
23[+]S&W KelwayS&W Fund Administration Ltd
36
114.200.314.819.131.1
24[+]S&W Knotts Investment IncS&W Fund Administration Ltd
69
142.502.292.632.249.1
25[+]S&W LancasterS&W Fund Administration Ltd
71
79.1686.311.050.018.331.4
26[+]S&W LanghamS&W Fund Administration Ltd
50
1,209.001,272.000.008.112.020.4
27[+]S&W MagnumS&W Fund Administration Ltd
74
383.60405.301.3512.145.864.0
28[+]S&W MarathonS&W Fund Administration Ltd
59
187.30198.101.5011.333.549.0
29[+]S&W MFS&W Fund Administration Ltd
63
134.400.705.027.036.8
30[+]S&W Millbank DoverS&W Fund Administration Ltd
77
985.903.5210.450.171.0
31[+]S&W Millbank East RiverS&W Fund Administration Ltd
55
16,756.001.2710.024.339.3
32[+]S&W Millbank PeapodS&W Fund Administration Ltd
55
180.701.259.823.940.3
33[+]S&W MillenniumS&W Fund Administration Ltd
81
1,219.002.240.011.523.6
34[+]S&W MilneS&W Fund Administration Ltd
58
149.201.356.017.022.4
35[+]S&W New Sarum Real Return BS&W Fund Administration Ltd
52
113.200.936.9n/an/a
36[+]S&W NortonS&W Fund Administration Ltd
78
2,214.001.089.832.248.6
37[+]S&W Orchard AccS&W Fund Administration Ltd
75
254.00254.000.8915.134.751.7
38[+]S&W Pendennis AccS&W Fund Administration Ltd
65
2,279.001.0312.236.352.6
39[+]S&W Plain AndrewsS&W Fund Administration Ltd
51
142.80142.800.892.514.325.4
40[+]S&W Revera UK Dynamic RetS&W Fund Administration Ltd
86
162.301.212.364.083.4
41[+]S&W SardascaS&W Fund Administration Ltd
42
143.000.973.815.430.5
42[+]S&W Securities AccS&W Fund Administration Ltd
78
216.20216.200.7214.145.762.8
43[+]S&W Skye IncS&W Fund Administration Ltd
95
199.20210.802.262.774.7108.5
44[+]S&W SmithfieldS&W Fund Administration Ltd
76
150.801.7612.848.772.2
45[+]S&W Smithfield Alternative InvestmentS&W Fund Administration Ltd
n/a
97.600.00n/an/an/a
46[+]S&W Staffordshire PortfolioS&W Fund Administration Ltd
82
204.202.380.110.724.2
47[+]S&W Starhunter Managed AccS&W Fund Administration Ltd
51
305.20325.400.136.123.731.2
48[+]S&W Sylvan Alder InvestS&W Fund Administration Ltd
72
1,814.001.377.337.950.3
49[+]S&W Sylvan BeechS&W Fund Administration Ltd
84
2,081.001.566.574.376.0
50[+]S&W Sylvan BromfieldS&W Fund Administration Ltd
87
1,918.000.925.641.956.1
51[+]S&W Sylvan Global OpportunitiesS&W Fund Administration Ltd
86
306.401.045.241.852.3
52[+]S&W Sylvan HornbeamS&W Fund Administration Ltd
85
2,768.002.352.533.958.3
53[+]S&W The Dinky B AccS&W Fund Administration Ltd
n/a
105.900.095.7n/an/a
54[+]S&W The Headspring B AccS&W Fund Administration Ltd
55
103.400.00n/an/an/a
55[+]S&W The Magpie B AccS&W Fund Administration Ltd
n/a
111.400.257.9n/an/a
56[+]S&W The Nectar B AccS&W Fund Administration Ltd
59
101.600.00n/an/an/a
57[+]S&W The SBB AccS&W Fund Administration Ltd
81
127.201.080.5n/an/a
58[+]S&W The Touchstone B AccS&W Fund Administration Ltd
77
106.201.953.1n/an/a
59[+]S&W ThoroughbredS&W Fund Administration Ltd
72
370.50390.801.1712.238.060.5
60[+]S&W Witch GeneralS&W Fund Administration Ltd
76
217.50229.601.5911.735.260.1
61[+]S&W WorldwideS&W Fund Administration Ltd
41
139.60150.800.556.927.238.1
62[+]The Dream Trust IncS&W Fund Administration Ltd
53
115.30124.901.265.216.132.6
63[+]Worldwide Capital Growth A2000S&W Fund Administration Ltd
59
11.36
(GBP)
0.008.633.848.8

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 unless otherwise specified.