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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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FE Crown Fund Rating

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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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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

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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

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: 65 funds

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65 funds
Rank ChartFund Group Focus FE Risk Score What is FE Risk Score?BidOfferYield 1y 3y 5y  
1[+]Aubrey Collective ConvictionS&W Fund Administration Ltd
66
141.700.005.732.743.9
2[+]Aubrey Global Conviction R AccS&W Fund Administration Ltd
132
173.300.137.853.981.7
3[+]S&W AcaciaS&W Fund Administration Ltd
97
1,519.001.725.551.086.8
4[+]S&W AlligatorS&W Fund Administration Ltd
95
189.401.895.124.233.2
5[+]S&W Aurinko AccS&W Fund Administration Ltd
65
1,964.000.974.137.855.0
6[+]S&W BarroS&W Fund Administration Ltd
58
93.1298.002.131.98.817.5
7[+]S&W BayS&W Fund Administration Ltd
98
1,449.001.866.541.362.9
8[+]S&W Beamish IncS&W Fund Administration Ltd
73
111.700.29-1.5-5.44.4
9[+]S&W BeechS&W Fund Administration Ltd
62
1,362.001.596.017.141.5
10[+]S&W Brighton RockS&W Fund Administration Ltd
81
127.202.825.428.546.8
11[+]S&W BrixworthS&W Fund Administration Ltd
111
166.802.513.628.136.6
12[+]S&W Bryn Siriol IncS&W Fund Administration Ltd
87
184.300.017.834.544.7
13[+]S&W Charity Value and Income AccS&W Fund Administration Ltd
101
130.30131.104.293.152.274.5
14[+]S&W DeucalionS&W Fund Administration Ltd
68
2,064.000.427.640.045.7
15[+]S&W DevonshireS&W Fund Administration Ltd
91
435.00488.701.098.323.416.6
16[+]S&W Eagle AccS&W Fund Administration Ltd
84
257.70257.700.427.332.642.2
17[+]S&W Endeavour II AccS&W Fund Administration Ltd
53
196.500.154.719.034.8
18[+]S&W Enterprise TrustS&W Fund Administration Ltd
97
171.30171.302.192.913.232.4
19[+]S&W FollaS&W Fund Administration Ltd
93
2,067.001.298.118.728.7
20[+]S&W Forest AccS&W Fund Administration Ltd
88
248.001.188.839.251.5
21[+]S&W GreylagS&W Fund Administration Ltd
96
152.700.725.546.459.4
22[+]S&W HeadwayS&W Fund Administration Ltd
58
124.500.293.618.832.8
23[+]S&W Innovation B 2000S&W Fund Administration Ltd
84
1,620.000.269.949.057.6
24[+]S&W Jay IncS&W Fund Administration Ltd
79
156.300.446.846.648.2
25[+]S&W Jetwave AccS&W Fund Administration Ltd
66
192.70209.902.685.438.245.0
26[+]S&W KelwayS&W Fund Administration Ltd
45
112.100.323.519.134.3
27[+]S&W Knotts Investment IncS&W Fund Administration Ltd
79
141.102.332.435.252.3
28[+]S&W LancasterS&W Fund Administration Ltd
80
79.9887.181.061.922.041.1
29[+]S&W LanghamS&W Fund Administration Ltd
57
1,191.001,253.000.054.013.918.8
30[+]S&W MagnumS&W Fund Administration Ltd
88
369.90390.801.388.251.960.1
31[+]S&W MarathonS&W Fund Administration Ltd
68
179.40189.701.545.429.944.5
32[+]S&W MFS&W Fund Administration Ltd
75
132.500.724.128.339.3
33[+]S&W Millbank DoverS&W Fund Administration Ltd
88
969.703.578.054.867.6
34[+]S&W Millbank East RiverS&W Fund Administration Ltd
62
16,286.001.254.226.737.2
35[+]S&W Millbank PeapodS&W Fund Administration Ltd
62
175.701.224.126.538.3
36[+]S&W MillenniumS&W Fund Administration Ltd
92
1,234.002.231.511.931.2
37[+]S&W MilneS&W Fund Administration Ltd
57
147.601.335.416.823.6
38[+]S&W New Sarum Real Return BS&W Fund Administration Ltd
60
111.400.945.0n/an/a
39[+]S&W NortonS&W Fund Administration Ltd
83
2,188.001.167.534.349.0
40[+]S&W Orchard AccS&W Fund Administration Ltd
88
246.20246.200.928.338.648.8
41[+]S&W Pendennis AccS&W Fund Administration Ltd
76
2,214.001.058.737.350.4
42[+]S&W Plain AndrewsS&W Fund Administration Ltd
54
142.50142.500.913.015.227.3
43[+]S&W Revera UK Dynamic RetS&W Fund Administration Ltd
103
155.401.172.670.474.0
44[+]S&W SardascaS&W Fund Administration Ltd
46
141.801.002.914.831.7
45[+]S&W Securities AccS&W Fund Administration Ltd
88
211.60211.600.7310.249.161.9
46[+]S&W Skye IncS&W Fund Administration Ltd
111
190.50201.502.355.080.397.3
47[+]S&W SmithfieldS&W Fund Administration Ltd
87
145.201.847.452.066.6
48[+]S&W Smithfield Alternative InvestmentS&W Fund Administration Ltd
n/a
100.400.00n/an/an/a
49[+]S&W Staffordshire PortfolioS&W Fund Administration Ltd
98
208.302.372.112.332.8
50[+]S&W Starhunter Managed AccS&W Fund Administration Ltd
63
300.90320.800.274.423.934.9
51[+]S&W Sylvan Alder InvestS&W Fund Administration Ltd
80
1,766.001.436.740.150.7
52[+]S&W Sylvan BeechS&W Fund Administration Ltd
105
2,050.001.6213.284.670.0
53[+]S&W Sylvan BromfieldS&W Fund Administration Ltd
98
1,855.000.964.944.156.1
54[+]S&W Sylvan Global OpportunitiesS&W Fund Administration Ltd
98
297.001.084.842.453.1
55[+]S&W Sylvan HornbeamS&W Fund Administration Ltd
85
2,746.002.376.040.361.2
56[+]S&W The Dinky B AccS&W Fund Administration Ltd
n/a
103.800.114.4n/an/a
57[+]S&W The Headspring B AccS&W Fund Administration Ltd
n/a
102.900.00n/an/an/a
58[+]S&W The Magpie B AccS&W Fund Administration Ltd
n/a
110.100.268.4n/an/a
59[+]S&W The Nectar B AccS&W Fund Administration Ltd
n/a
102.000.00n/an/an/a
60[+]S&W The SBB AccS&W Fund Administration Ltd
89
127.701.183.6n/an/a
61[+]S&W The Touchstone B AccS&W Fund Administration Ltd
n/a
107.701.985.7n/an/a
62[+]S&W ThoroughbredS&W Fund Administration Ltd
85
355.40375.201.236.240.055.3
63[+]S&W Witch GeneralS&W Fund Administration Ltd
87
209.00220.601.675.436.754.4
64[+]S&W WorldwideS&W Fund Administration Ltd
48
136.30147.400.575.524.634.8
65[+]The Dream Trust IncS&W Fund Administration Ltd
67
111.60120.901.292.115.833.1

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.