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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 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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Fund performance league table: 592 funds

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592 funds
RankChartFund Group Focus FE Risk Score What is FE Risk Score?BidOfferYield 1y 3y 5y  
  IA UK ALL COMPANIES PERFORMANCE      7.846.767.8 
1Wesleyan Growth S2Wesleyan Unit Trust Mgrs Ltd
97
362.77380.991.407.0n/an/a
2Wesleyan GrowthWesleyan Unit Trust Mgrs Ltd
97
372.24390.841.907.248.266.0
3VT Maven Smart Dividend UK X AccValu-Trac Investment Management
93
123.24n/a5.232.545.1
4VT Maven Smart Dividend UK B AccValu-Trac Investment Management
93
150.87n/a4.833.053.3
5VT Maven Smart Dividend UK A AccValu-Trac Investment Management
93
115.88n/a4.730.041.4
6Vanguard FTSE U.K. All Share Index Inst Plus Acc GBPVanguard Investments UK Ltd
96
104.81
(GBP)
0.30n/an/an/a
7Vanguard FTSE U.K. All Share Index A Acc GBPVanguard Investments UK Ltd
96
164.73
(GBP)
3.066.341.260.1
8Unicorn Outstanding British Companies OUnicorn Asset Management
67
103.50n/a6.8n/an/a
9Unicorn Outstanding British Companies BUnicorn Asset Management
67
251.431.047.647.3105.9
10Unicorn Outstanding British Companies AUnicorn Asset Management
67
241.710.406.844.7100.4
11UBS UK Opportunities C AccUBS Global Asset Mgmt Funds Ltd
101
69.542.503.9n/an/a
12UBS UK Opportunities B AccUBS Global Asset Mgmt Funds Ltd
101
95.412.303.739.252.1
13UBS UK Opportunities A AccUBS Global Asset Mgmt Funds Ltd
101
87.991.803.236.947.7
14TM UBS UK Equity F AccThesis Unit Trust Mgmt Ltd
95
54.103.206.3n/an/a
15TM UBS UK Equity C AccThesis Unit Trust Mgmt Ltd
95
112.900.776.0n/an/a
16TM UBS UK Equity B AccThesis Unit Trust Mgmt Ltd
95
91.002.005.928.743.9
17TM UBS UK Equity A AccThesis Unit Trust Mgmt Ltd
95
64.801.805.527.741.7
18TM Cartesian UK Opportunities B AccThesis Unit Trust Mgmt Ltd
80
115.200.006.335.259.6
19TM Cartesian UK Opportunities A AccThesis Unit Trust Mgmt Ltd
80
113.800.005.631.952.7
20TM Cartesian UK Enhanced Alpha B AccThesis Unit Trust Mgmt Ltd
81
115.300.002.935.083.5
21TM Cartesian UK Enhanced Alpha A AccThesis Unit Trust Mgmt Ltd
81
115.000.002.033.092.9
22Threadneedle UK Z Acc GBPThreadneedle Inv Services Ltd
95
144.342.108.4n/an/a
23Threadneedle UK R USDThreadneedle Inv Services Ltd
95
1.65
(USD)
n/an/an/an/a
24Threadneedle UK R GBPThreadneedle Inv Services Ltd
95
1.09
(GBP)
n/an/an/an/a
25Threadneedle UK Mid 250 Z Acc GBPThreadneedle Inv Services Ltd
100
158.502.1015.369.4109.0
26Threadneedle UK Mid 250 Ret AccThreadneedle Inv Services Ltd
100
214.741.5014.466.2105.0
27Threadneedle UK Mid 250 Inst AccThreadneedle Inv Services Ltd
100
229.612.0015.169.1111.0
28Threadneedle UK Institutional Ret AccThreadneedle Inv Services Ltd
94
138.821.506.640.263.1
29Threadneedle UK Institutional Inst AccThreadneedle Inv Services Ltd
94
152.372.407.644.070.5
30Threadneedle UK Inst Acc GBPThreadneedle Inv Services Ltd
95
0.89
(GBP)
2.008.251.685.4
31Threadneedle UK Growth Ret AccThreadneedle Inv Services Ltd
91
196.502.0013.253.675.8
32Threadneedle UK Growth Ret 2 AccThreadneedle Inv Services Ltd
91
183.801.5012.651.071.1
33Threadneedle UK Growth InstThreadneedle Inv Services Ltd
91
237.802.3013.755.779.7
34Threadneedle UK Extended Alpha Ret AccThreadneedle Inv Services Ltd
98
387.802.0013.453.379.5
35Threadneedle UK Extended Alpha Inst AccThreadneedle Inv Services Ltd
98
412.302.5013.955.484.2
36TB EEA UK Equity Market R AccEEA Fund Management Limited
98
187.072.539.0n/an/a
37TB EEA UK Equity Market I AccEEA Fund Management Limited
98
190.042.539.5n/an/a
38TB EEA UK Equity Market F AccEEA Fund Management Limited
98
191.602.5210.1n/an/a
39SVM UK Opportunities BSVM Asset Management Ltd
79
431.200.007.957.786.9
40SVM UK Opportunities ASVM Asset Management Ltd
79
392.700.007.054.280.0
41SVM UK Growth BSVM Asset Management Ltd
105
398.300.0010.757.4102.3
42SVM UK Growth ASVM Asset Management Ltd
105
369.400.009.853.994.7
43Standard Life TM UK Equity General AccStandard Life Trust Management
86
247.80247.802.414.733.949.4
44Standard Life Investments UK Opportunities Ret Platform 1 AccStandard Life Investments
82
88.530.419.4n/an/a
45Standard Life Investments UK Opportunities Ret AccStandard Life Investments
82
197.500.098.758.149.2
46Standard Life Investments UK Opportunities Inst AccStandard Life Investments
82
218.800.439.561.755.1
47Standard Life Investments UK Ethical Ret Platform 1 AccStandard Life Investments
86
83.611.438.0n/an/a
48Standard Life Investments UK Ethical RetStandard Life Investments
86
136.800.797.352.389.4
49Standard Life Investments UK Ethical InstStandard Life Investments
86
151.301.468.055.796.6
50Standard Life Investments UK Equity Unconstrained Ret Platform 1 AccStandard Life Investments
93
105.101.218.7n/an/a
51Standard Life Investments UK Equity Unconstrained Ret AccStandard Life Investments
93
223.100.537.985.0130.5
52Standard Life Investments UK Equity Unconstrained Inst AccStandard Life Investments
93
245.101.409.090.7142.2
53Standard Life Investments UK Equity Recovery Ret Platform 1 AccStandard Life Investments
111
90.241.221.3n/an/a
54Standard Life Investments UK Equity Recovery Ret AccStandard Life Investments
111
171.700.550.561.555.7
55Standard Life Investments UK Equity Recovery Inst AccStandard Life Investments
111
180.201.311.465.561.9
56Standard Life Investments UK Equity High Alpha Ret Platform 1 AccStandard Life Investments
91
85.762.677.6n/an/a
57Standard Life Investments UK Equity High Alpha Ret AccStandard Life Investments
91
189.002.686.861.789.9
58Standard Life Investments UK Equity High Alpha Inst AccStandard Life Investments
91
189.102.677.665.497.2
59Standard Life Investments UK Equity Growth Ret Platform 1 AccStandard Life Investments
90
71.732.155.3n/an/a
60Standard Life Investments UK Equity Growth RetStandard Life Investments
90
306.501.524.634.944.8
61Standard Life Investments UK Equity Growth InstStandard Life Investments
90
353.002.205.437.950.3
62SSgA UK Equity TrackerSSGA UK
96
2.10
(GBP)
n/a7.041.558.9
63SJP UK High Income AccSt. Jamess Place UT Group Ltd
85
975.701,027.003.1010.448.577.8
64SJP UK Growth AccSt. Jamess Place UT Group Ltd
87
148.70156.501.405.948.856.2
65SJP UK & General Progressive AccSt. Jamess Place UT Group Ltd
80
1,219.001,283.001.108.238.157.0
66SJP Equity Income AccSt. Jamess Place UT Group Ltd
74
389.00409.403.203.046.750.4
67SF Delmore Growth & Income A Net AccSharefunds
90
181.473.19n/an/an/a
68Scottish Widows UK Tracker G AccScottish Wid UT Mgr Limited
87
129.202.505.4n/an/a
69Scottish Widows UK Tracker B AccScottish Wid UT Mgr Limited
87
296.903.005.933.651.6
70Scottish Widows UK Tracker A AccScottish Wid UT Mgr Limited
87
277.802.505.331.547.5
71Scottish Widows UK Select Growth XScottish Wid UT Mgr Limited
82
2,166.002.601.319.728.8
72Scottish Widows UK Select Growth CScottish Wid UT Mgr Limited
82
1,899.001.700.316.022.4
73Scottish Widows UK Select Growth BScottish Wid UT Mgr Limited
82
1,842.001.400.115.220.8
74Scottish Widows UK Select Growth A AccScottish Wid UT Mgr Limited
82
1,781.001.20-0.214.219.3
75Scottish Widows UK Growth XScottish Wid UT Mgr Limited
85
129.203.002.625.228.8
  IA UK ALL COMPANIES PERFORMANCE      7.846.767.8 

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.