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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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Performance

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5 year at least   %

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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 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: 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
71
1,502.001.72-2.025.546.1
2[+]S&W Aurinko AccS&W Fund Administration Ltd
59
1,937.001.41-2.714.029.9
3[+]S&W Barro II TrustS&W Fund Administration Ltd
39
90.0794.810.00-6.5-5.8-8.4
4[+]S&W BayS&W Fund Administration Ltd
82
1,368.002.02-6.313.332.8
5[+]S&W Beamish IncS&W Fund Administration Ltd
43
108.900.00-5.7-3.4-13.2
6[+]S&W BeechS&W Fund Administration Ltd
62
1,284.001.96-6.65.218.4
7[+]S&W Brighton RockS&W Fund Administration Ltd
62
130.501.19-1.719.031.1
8[+]S&W Bryn Siriol IncS&W Fund Administration Ltd
69
176.10176.101.02-6.110.917.4
9[+]S&W Capital Link GrowthS&W Fund Administration Ltd
40
1,211.000.00-0.612.412.7
10[+]S&W Charity Value and Income AccS&W Fund Administration Ltd
73
133.70134.504.06-2.122.251.8
11[+]S&W DeucalionS&W Fund Administration Ltd
62
1,969.000.25-4.916.525.2
12[+]S&W DevonshireS&W Fund Administration Ltd
58
382.30428.901.53-9.30.0-11.2
13[+]S&W Eagle AccS&W Fund Administration Ltd
62
254.60254.600.39-4.211.719.5
14[+]S&W Emerging Markets Value BS&W Fund Administration Ltd
114
67.574.04-27.9n/an/a
15[+]S&W Endeavour II AccS&W Fund Administration Ltd
52
194.400.60-3.98.712.4
16[+]S&W Enterprise TrustS&W Fund Administration Ltd
75
170.40170.401.930.18.215.2
17[+]S&W FollaS&W Fund Administration Ltd
67
2,020.001.12-4.810.71.9
18[+]S&W Forest AccS&W Fund Administration Ltd
67
247.601.01-2.618.327.5
19[+]S&W GreylagS&W Fund Administration Ltd
82
156.800.76-1.822.445.8
20[+]S&W HeadwayS&W Fund Administration Ltd
47
124.600.21-2.77.818.1
21[+]S&W Innovation B 2000S&W Fund Administration Ltd
70
1,579.000.97-4.422.532.7
22[+]S&W Jay IncS&W Fund Administration Ltd
51
152.500.47-4.520.328.9
23[+]S&W Jetwave AccS&W Fund Administration Ltd
57
188.10205.702.70-4.913.225.6
24[+]S&W Knotts Investment IncS&W Fund Administration Ltd
61
134.802.02-5.78.528.3
25[+]S&W LancasterS&W Fund Administration Ltd
73
78.0784.980.87-4.28.29.8
26[+]S&W LanghamS&W Fund Administration Ltd
40
1,084.001,144.000.00-9.4-6.4-1.2
27[+]S&W MagnumS&W Fund Administration Ltd
55
366.60387.800.00-2.719.436.3
28[+]S&W MarathonS&W Fund Administration Ltd
48
177.70188.001.54-3.614.529.4
29[+]S&W MFS&W Fund Administration Ltd
53
135.600.83-0.616.126.4
30[+]S&W Millbank DoverS&W Fund Administration Ltd
67
884.543.84-7.218.240.4
31[+]S&W Millbank East RiverS&W Fund Administration Ltd
49
15,188.001.42-7.73.514.4
32[+]S&W Millbank PeapodS&W Fund Administration Ltd
49
163.861.40-7.63.414.4
33[+]S&W MillenniumS&W Fund Administration Ltd
68
1,134.002.07-7.8-2.45.3
34[+]S&W MilneS&W Fund Administration Ltd
56
143.101.06-3.98.115.5
35[+]S&W New Sarum Real Return BS&W Fund Administration Ltd
53
106.601.22-5.14.1n/a
36[+]S&W NortonS&W Fund Administration Ltd
53
2,124.001.08-3.614.423.3
37[+]S&W Orchard AccS&W Fund Administration Ltd
67
244.60244.600.70-3.017.025.5
38[+]S&W Pendennis AccS&W Fund Administration Ltd
65
2,191.001.43-2.818.728.5
39[+]S&W Plain AndrewsS&W Fund Administration Ltd
50
137.90137.901.24-3.45.13.7
40[+]S&W Revera UK Dynamic RetS&W Fund Administration Ltd
67
159.500.76-1.833.253.4
41[+]S&W SardascaS&W Fund Administration Ltd
38
138.201.24-2.75.28.2
42[+]S&W Securities AccS&W Fund Administration Ltd
84
206.70206.700.51-2.719.733.5
43[+]S&W Skye IncS&W Fund Administration Ltd
78
192.90204.201.75-1.141.471.8
44[+]S&W SmithfieldS&W Fund Administration Ltd
75
132.501.91-10.612.829.2
45[+]S&W Smithfield Alternative InvestmentS&W Fund Administration Ltd
n/a
95.151.760.3n/an/a
46[+]S&W Staffordshire PortfolioS&W Fund Administration Ltd
77
205.201.76-0.75.614.4
47[+]S&W Starhunter Managed AccS&W Fund Administration Ltd
57
297.00316.700.08-4.36.219.6
48[+]S&W Sylvan Alder InvestS&W Fund Administration Ltd
69
1,767.001.33-3.020.834.8
49[+]S&W Sylvan BromfieldS&W Fund Administration Ltd
80
1,878.001.16-2.921.640.7
50[+]S&W Sylvan Global OpportunitiesS&W Fund Administration Ltd
80
300.001.21-2.921.537.9
51[+]S&W Sylvan HornbeamS&W Fund Administration Ltd
76
2,547.002.62-7.812.628.0
52[+]S&W The Chiswick AccS&W Fund Administration Ltd
53
96.700.00n/an/an/a
53[+]S&W The Dinky B AccS&W Fund Administration Ltd
44
104.700.35-3.4n/an/a
54[+]S&W The Headspring B AccS&W Fund Administration Ltd
74
101.300.00-4.6n/an/a
55[+]S&W The Magpie B AccS&W Fund Administration Ltd
90
107.800.39-5.0n/an/a
56[+]S&W The Nectar B AccS&W Fund Administration Ltd
61
102.600.00-2.7n/an/a
57[+]S&W The SBB AccS&W Fund Administration Ltd
77
128.001.38-2.415.2n/a
58[+]S&W The Touchstone B AccS&W Fund Administration Ltd
72
106.001.84-3.6n/an/a
59[+]S&W ThoroughbredS&W Fund Administration Ltd
61
341.10360.500.00-6.813.326.9
60[+]S&W Witch GeneralS&W Fund Administration Ltd
62
197.90209.100.00-7.39.623.6
61[+]S&W WorldwideS&W Fund Administration Ltd
40
133.50144.400.60-4.59.817.6
62[+]The Dream Trust IncS&W Fund Administration Ltd
49
109.90119.301.55-3.05.912.9
63[+]Worldwide Capital Growth A2000S&W Fund Administration Ltd
53
10.38
(GBP)
0.56-8.88.020.6

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.