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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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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: 584 funds

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584 funds
RankChartFund Group Focus FE Risk Score What is FE Risk Score?BidOfferYield 1y 3y 5y  
  IA UK ALL COMPANIES PERFORMANCE      6.739.858.9 
1Wesleyan Growth S2Wesleyan Unit Trust Mgrs Ltd
96
355.03372.760.007.4n/an/a
2Wesleyan GrowthWesleyan Unit Trust Mgrs Ltd
96
364.21382.301.907.740.956.3
3VT Maven Smart Dividend UK X AccValu-Trac Invest Mgmt Ltd
95
120.49n/a6.826.435.2
4VT Maven Smart Dividend UK B AccValu-Trac Invest Mgmt Ltd
95
147.61n/a6.430.643.0
5VT Maven Smart Dividend UK A AccValu-Trac Invest Mgmt Ltd
95
113.41n/a6.224.031.9
6Vanguard FTSE U.K. All Share Index Inst Plus Acc GBPVanguard Investments UK Ltd
96
103.20
(GBP)
0.30n/an/an/a
7Vanguard FTSE U.K. All Share Index A Acc GBPVanguard Investments UK Ltd
96
162.20
(GBP)
3.067.834.449.4
8Unicorn Outstanding British Companies OUnicorn Asset Management
68
101.99n/a3.6n/an/a
9Unicorn Outstanding British Companies BUnicorn Asset Management
68
247.591.064.447.5106.5
10Unicorn Outstanding British Companies AUnicorn Asset Management
68
238.190.413.644.9101.2
11UBS UK Opportunities C AccUBS Global Asset Mgmt Funds Ltd
104
67.842.603.8n/an/a
12UBS UK Opportunities B AccUBS Global Asset Mgmt Funds Ltd
104
93.102.303.532.942.4
13UBS UK Opportunities A AccUBS Global Asset Mgmt Funds Ltd
104
85.901.803.030.738.3
14TM UBS UK Equity F AccThesis Unit Trust Mgmt Ltd
92
52.803.206.1n/an/a
15TM UBS UK Equity C AccThesis Unit Trust Mgmt Ltd
92
110.100.775.8n/an/a
16TM UBS UK Equity B AccThesis Unit Trust Mgmt Ltd
92
88.702.005.523.634.0
17TM UBS UK Equity A AccThesis Unit Trust Mgmt Ltd
92
63.201.805.222.732.5
18TM Cartesian UK Opportunities B AccThesis Unit Trust Mgmt Ltd
83
112.600.003.331.551.0
19TM Cartesian UK Opportunities A AccThesis Unit Trust Mgmt Ltd
83
111.300.002.728.344.5
20TM Cartesian UK Enhanced Alpha B AccThesis Unit Trust Mgmt Ltd
83
113.900.00-1.031.372.4
21TM Cartesian UK Enhanced Alpha A AccThesis Unit Trust Mgmt Ltd
83
113.600.00-1.829.381.0
22Threadneedle UK Z Acc GBPThreadneedle Inv Services Ltd
94
141.702.009.3n/an/a
23Threadneedle UK R USDThreadneedle Inv Services Ltd
94
1.60
(USD)
n/an/an/an/a
24Threadneedle UK R GBPThreadneedle Inv Services Ltd
94
1.07
(GBP)
n/an/an/an/a
25Threadneedle UK Mid 250 Z Acc GBPThreadneedle Inv Services Ltd
103
156.442.1010.062.999.9
26Threadneedle UK Mid 250 Ret AccThreadneedle Inv Services Ltd
103
212.121.509.159.996.2
27Threadneedle UK Mid 250 Inst AccThreadneedle Inv Services Ltd
103
226.672.009.862.7102.0
28Threadneedle UK Institutional Ret AccThreadneedle Inv Services Ltd
93
136.731.607.434.551.8
29Threadneedle UK Institutional Inst AccThreadneedle Inv Services Ltd
93
149.932.508.338.158.7
30Threadneedle UK Inst Acc GBPThreadneedle Inv Services Ltd
94
0.87
(GBP)
2.009.144.8n/a
31Threadneedle UK Growth Ret AccThreadneedle Inv Services Ltd
90
195.301.9013.747.767.9
32Threadneedle UK Growth Ret 2 AccThreadneedle Inv Services Ltd
90
182.801.5013.145.263.4
33Threadneedle UK Growth InstThreadneedle Inv Services Ltd
90
236.302.3014.249.771.7
34Threadneedle UK Extended Alpha Ret AccThreadneedle Inv Services Ltd
97
379.592.0014.347.164.6
35Threadneedle UK Extended Alpha Inst AccThreadneedle Inv Services Ltd
97
403.472.4014.849.169.0
36TB EEA UK Equity Market I AccEEA Fund Management Limited
98
187.472.709.7n/an/a
37TB EEA UK Equity Market F AccEEA Fund Management Limited
98
188.902.6910.2n/an/a
38SVM UK Opportunities BSVM Asset Management Ltd
79
422.300.006.651.681.6
39SVM UK Opportunities ASVM Asset Management Ltd
79
385.000.005.848.274.9
40SVM UK Growth BSVM Asset Management Ltd
105
393.400.004.453.090.0
41SVM UK Growth ASVM Asset Management Ltd
105
365.200.003.649.683.0
42Standard Life TM UK Equity General AccStandard Life Trust Management
87
244.80244.802.455.030.539.8
43Standard Life Investments UK Opportunities Ret Platform 1 AccStandard Life Investments
84
85.730.433.3n/an/a
44Standard Life Investments UK Opportunities Ret AccStandard Life Investments
84
191.400.092.650.841.9
45Standard Life Investments UK Opportunities Inst AccStandard Life Investments
84
211.900.453.454.347.5
46Standard Life Investments UK Ethical Ret Platform 1 AccStandard Life Investments
88
82.241.762.9n/an/a
47Standard Life Investments UK Ethical RetStandard Life Investments
88
134.601.092.146.283.6
48Standard Life Investments UK Ethical InstStandard Life Investments
88
148.801.782.949.590.6
49Standard Life Investments UK Equity Unconstrained Ret Platform 1 AccStandard Life Investments
95
104.201.267.4n/an/a
50Standard Life Investments UK Equity Unconstrained Ret AccStandard Life Investments
95
221.400.556.678.1126.1
51Standard Life Investments UK Equity Unconstrained Inst S AccStandard Life Investments
95
63.481.547.8n/an/a
52Standard Life Investments UK Equity Unconstrained Inst AccStandard Life Investments
95
243.001.457.783.5137.5
53Standard Life Investments UK Equity Recovery Ret Platform 1 AccStandard Life Investments
115
86.041.30-1.0n/an/a
54Standard Life Investments UK Equity Recovery Ret AccStandard Life Investments
115
163.900.60-1.648.245.3
55Standard Life Investments UK Equity Recovery Inst AccStandard Life Investments
115
171.801.40-0.951.951.2
56Standard Life Investments UK Equity High Alpha Ret Platform 1 AccStandard Life Investments
94
84.182.816.3n/an/a
57Standard Life Investments UK Equity High Alpha Ret AccStandard Life Investments
94
185.702.835.653.681.9
58Standard Life Investments UK Equity High Alpha Inst AccStandard Life Investments
94
185.602.816.457.089.0
59Standard Life Investments UK Equity Growth Ret Platform 1 AccStandard Life Investments
92
70.782.254.8n/an/a
60Standard Life Investments UK Equity Growth RetStandard Life Investments
92
302.601.594.130.535.3
61Standard Life Investments UK Equity Growth InstStandard Life Investments
92
348.402.304.933.440.4
62SSgA UK Equity TrackerSSGA UK
95
2.06
(GBP)
n/a8.534.348.0
63SJP UK High Income AccSt. Jamess Place UT Group Ltd
83
972.801,024.003.1012.945.871.7
64SJP UK Growth AccSt. Jamess Place UT Group Ltd
88
146.40154.101.406.938.248.5
65SJP UK & General Progressive AccSt. Jamess Place UT Group Ltd
80
1,197.001,260.001.108.133.251.1
66SJP Equity Income AccSt. Jamess Place UT Group Ltd
75
388.50408.903.205.941.046.3
67SF Delmore Growth & Income A Net AccSharefunds
88
180.373.62n/an/an/a
68Scottish Widows UK Tracker G AccScottish Wid UT Mgr Limited
88
127.202.507.2n/an/a
69Scottish Widows UK Tracker B AccScottish Wid UT Mgr Limited
88
292.103.007.728.841.2
70Scottish Widows UK Tracker A AccScottish Wid UT Mgr Limited
88
273.502.507.226.837.4
71Scottish Widows UK Select Growth XScottish Wid UT Mgr Limited
83
2,107.002.60-1.212.120.7
72Scottish Widows UK Select Growth CScottish Wid UT Mgr Limited
83
1,849.001.70-2.28.614.6
73Scottish Widows UK Select Growth BScottish Wid UT Mgr Limited
83
1,794.001.40-2.47.913.2
74Scottish Widows UK Select Growth AScottish Wid UT Mgr Limited
83
1,735.001.20-2.77.011.7
75Scottish Widows UK Growth XScottish Wid UT Mgr Limited
85
126.803.003.320.620.5
  IA UK ALL COMPANIES PERFORMANCE      6.739.858.9 

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.