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FE Adviser Fund Index

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Performance

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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 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: 219 funds

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219 funds
Rank ChartFund Group Focus FE Risk Score What is FE Risk Score?BidOfferYield 1y 3y 5y  
   IMA SPECIALIST PERFORMANCE      1.512.714.5 
76[+]First State Global Emerging Markets A GBP AccFirst State Investments UK Ltd
85
595.230.022.728.049.7
77[+]First State Global Emerging Markets Leaders A GBP AccFirst State Investments UK Ltd
91
423.180.365.627.752.5
78[+]First State Global Emerging Markets Sustainability A GBP AccFirst State Investments UK Ltd
84
230.720.397.942.767.0
79[+]First State Indian Subcontinent A GBP AccFirst State Investments UK Ltd
124
320.910.0049.689.4105.5
80[+]First State Latin America A GBP AccFirst State Investments UK Ltd
116
171.510.74-11.2-7.612.0
81[+]FP Octopus Dynamic Mixed Asset B AccFund Partners Ltd
42
116.530.005.810.112.3
82[+]FP Russell Real Assets C AccFund Partners Ltd
47
123.180.016.613.0n/a
83[+]FP SCDavies Global Alternatives Acc GBPFund Partners Ltd
24
100.970.002.33.2n/a
84[+]Franklin India A YDis GBPFranklin Templeton International Services S.a r.l.
149
35.49
(GBP)
0.0048.458.249.9
85[+]Franklin MENA A YDis GBPFranklin Templeton International Services S.a r.l.
138
8.47
(GBP)
0.0010.251.953.9
86[+]GLG ABS G Corporate AccGLG Partners
14
1,460.462.574.329.861.2
87[+]Global Trend A AccWAY Fund Managers
74
97.500.000.5-1.3n/a
88[+]GS BRICs Portfolio BaseGoldman Sachs
129
13.34
(USD)
n/a-4.45.2-12.9
89[+]GS Dynamic Alternative Strategies Portfolio Base WeeklyGoldman Sachs
41
102.48
(EUR)
n/a-0.38.1n/a
90[+]GS Global Currency Plus Portfolio Base GBP HedgedGoldman Sachs
22
100.01
(GBP)
n/a4.29.9n/a
91[+]GS Global Strategic Income Bond Portfolio BaseGoldman Sachs
32
107.59
(USD)
n/a-2.316.3n/a
92[+]GS India Equity Portfolio BaseGoldman Sachs
160
15.52
(USD)
n/a46.891.861.5
93[+]GS N-11 Equity Portfolio BaseGoldman Sachs
103
9.80
(USD)
n/a-3.318.5n/a
94[+]GS Strategic Absolute Return Bond I Portfolio BaseGoldman Sachs
16
89.08
(USD)
n/a-2.56.35.4
95[+]GS Strategic Absolute Return Bond II Portfolio BaseGoldman Sachs
38
104.45
(USD)
n/a-3.511.910.1
96[+]GS US Mortgage Backed Securities Portfolio BaseGoldman Sachs
17
2.27
(USD)
n/a1.95.115.1
97[+]GS US Real Estate Balanced Portfolio Base M DistGoldman Sachs
73
109.70
(USD)
n/a5.8n/an/a
98[+]Henderson Diversified Alternatives Y AccHenderson Global Investors Ltd
26
111.401.304.8n/an/a
99[+]Henderson Gartmore Latin American R Acc USDHenderson Management SA
176
11.67
(USD)
1.04-17.0-19.7-24.3
100[+]Henderson Global Financials I Acc GBPHenderson Global Investors Ltd
106
339.801.106.569.545.8
101[+]HSBC GIF Brazil Equity AD USDHSBC Global Investment Funds
216
19.74
(USD)
n/a-20.4-32.0-39.8
102[+]HSBC GIF BRIC Markets Equity AD USDHSBC Global Investment Funds
85
12.13
(USD)
n/a-5.41.5-14.4
103[+]HSBC GIF GEM Debt Total Return M1D USDHSBC Global Investment Funds
25
12.56
(USD)
n/a5.816.024.0
104[+]HSBC GIF Indian Equity AD USDHSBC Global Investment Funds
201
164.52
(USD)
n/a34.652.3-1.6
105[+]HSBC GIF Latin American Equity M1D NAV USDHSBC Global Investment Funds
159
13.40
(USD)
n/an/a-16.0-23.3
106[+]HSBC GIF Russia Equity AD USDHSBC Global Investment Funds
218
3.61
(USD)
n/a-43.4-39.1-45.2
107[+]Invesco Asia Infrastructure A Semi Annual Dis Inc USDInvesco Management S.A.
88
13.09
(USD)
0.045.112.110.7
108[+]Invesco Global Health Care A USDInvesco Global Asset Management
101
130.07
(USD)
n/a22.7100.7103.1
109[+]Invesco India Equity A USDInvesco Management S.A.
151
48.75
(USD)
n/a36.260.637.5
110[+]Invesco Korean Equity A USDInvesco Global Asset Management
107
26.80
(USD)
n/a13.523.848.6
111[+]Invesco Perpetual Balanced Risk 10 AccInvesco Perpetual Fund Mgrs
58
56.520.257.6n/an/a
112[+]Invesco Perpetual Balanced Risk 6 AccInvesco Perpetual Fund Mgrs
35
53.080.004.3n/an/a
113[+]Invesco Perpetual Balanced Risk 8 AccInvesco Perpetual Fund Mgrs
46
54.770.035.9n/an/a
114[+]Invesco Perpetual Emerging European AccInvesco Perpetual Fund Mgrs
161
30.732.98-31.1-15.3-19.7
115[+]Invesco Perpetual Global Financial Capital AccInvesco Perpetual Fund Mgrs
44
85.135.006.0n/an/a
116[+]Invesco Perpetual Latin America AccInvesco Perpetual Fund Mgrs
178
130.561.09-12.5-16.3-13.4
117[+]Investec Africa Opportunities A Gr Acc USDInvestec Asset Mgt Limited
102
17.14
(USD)
0.89-9.54.5n/a
118[+]Investec Enhanced Natural Resources A Acc GBPInvestec Fund Managers (UK)
81
98.780.14-5.7-12.6-9.9
119[+]Investec Euro Money A Gr Inc EURInvestec Asset Mgt Limited
44
25.98
(EUR)
0.00-0.2-0.50.0
120[+]Investec Global Energy A Acc GBPInvestec Fund Managers (UK)
167
200.300.45-19.1-7.8-9.0
121[+]Investec Global Gold A Acc GBPInvestec Fund Managers (UK)
205
87.780.00-3.5-53.9-42.6
122[+]Investec Global Natural Resources A Gr Inc USDInvestec Asset Mgt Limited
118
8.86
(USD)
0.00-10.2-12.1-9.4
123[+]Investec Managed Currency A Gr Inc USDInvestec Asset Mgt Limited
38
33.75
(USD)
0.00-1.9-2.8-6.9
124[+]Investec Short Dated Bond A Acc GBPInvestec Fund Managers (UK)
3
1,311.400.530.4n/an/a
125[+]Investec Target Return A Inc GBPInvestec Fund Managers (UK)
11
97.831.080.41.3-3.6
126[+]Investec UK Total Return A Acc GBPInvestec Fund Managers (UK)
47
204.780.391.920.731.6
127[+]Investec US Dollar Money A Gr Inc USDInvestec Asset Mgt Limited
45
20.04
(USD)
0.00-0.10.10.4
128[+]JPM Africa Equity A (perf) Dis GBPJP Morgan Asset Management
114
7.69
(GBP)
8.12
(GBP)
0.000.526.340.7
129[+]JPM Brazil Equity A Dis NAV USDJP Morgan Asset Management
221
5.98
(USD)
n/a-13.3-31.3-36.5
130[+]JPM Emerging Middle East Equity A Dis NAV USDJP Morgan Asset Management
139
24.17
(USD)
n/a8.342.730.5
131[+]JPM Global Convertibles EUR A Hedged Dis GBPJP Morgan Asset Management
51
13.42
(GBP)
14.16
(GBP)
n/a5.736.330.0
132[+]JPM Global Financials A AccJP Morgan Asset Management UK
99
723.000.729.167.132.6
133[+]JPM India A Dis NAV USDJP Morgan Asset Management
154
83.50
(USD)
n/a29.944.228.3
134[+]JPM Korea Equity A Dis NAV USDJP Morgan Asset Management
118
10.04
(USD)
0.00-8.913.219.5
135[+]JPM Latin America Equity A Dis NAV USDJP Morgan Asset Management
167
45.85
(USD)
n/a-11.1-9.7-11.1
136[+]JPM Natural Resources A AccJP Morgan Asset Management UK
146
477.500.04-15.2-41.0-37.6
137[+]JPM New Europe A AccJP Morgan Asset Management UK
167
138.702.85-30.1-14.4-23.1
138[+]JPM Russia A Dis NAV USDJP Morgan Asset Management
200
6.68
(USD)
n/a-45.4-33.1-45.7
139[+]JPM Turkey Equity A DisJP Morgan Asset Management
237
20.98
(EUR)
22.14
(EUR)
n/a25.752.425.5
140[+]Jupiter Emerging European Opportunities AccJupiter Unit Trust Mgrs Ltd
165
132.41140.710.30-29.3-19.5-32.3
141[+]Jupiter Financial Opportunities IncJupiter Unit Trust Mgrs Ltd
116
427.81452.390.504.054.213.8
142[+]Jupiter India AccJupiter Unit Trust Mgrs Ltd
151
84.0989.070.0052.355.335.2
143[+]Jupiter International FinancialsJupiter Unit Trust Mgrs Ltd
101
64.3668.110.804.768.439.4
144[+]Jupiter JGF Global Financials L A Inc GBPJupiter Asset Management
103
12.22
(GBP)
n/a4.364.642.2
145[+]Jupiter JGF India Select L A Inc GBPJupiter Asset Management
155
12.43
(GBP)
0.0052.053.8n/a
146[+]Jupiter JGF New Europe L A Inc GBPJupiter Asset Management
162
6.07
(GBP)
n/a-28.7-16.1-21.9
147[+]Kames Diversified Income A AccKames Capital
n/a
106.090.00n/an/an/a
148[+]Kames Inflation Linked D AccKames Capital
63
107.542.019.55.5n/a
149[+]LO Funds - Commodities Risk Parity (GBP) Systematic Hedged I DLombard Odier
72
8.72
(GBP)
n/a-13.7-20.4n/a
150[+]LO Funds - Global Energy (GBP) Systematic Hedged I DLombard Odier
175
7.92
(GBP)
n/a-20.6-0.5n/a
   IMA SPECIALIST PERFORMANCE      1.512.714.5 

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.