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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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3 year at least   %

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: 583 funds

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583 funds
RankChartFund Group Focus FE Risk Score What is FE Risk Score?BidOfferYield 1y 3y 5y  
  IA UK ALL COMPANIES PERFORMANCE      5.042.567.2 
1Wesleyan Growth S2Wesleyan Unit Trust Mgrs Ltd
100
346.16363.520.006.7n/an/a
2Wesleyan GrowthWesleyan Unit Trust Mgrs Ltd
100
354.97372.672.006.943.764.3
3VT Maven Smart Dividend UK X AccValu-Trac Invest Mgmt Ltd
96
117.87n/a5.727.542.9
4VT Maven Smart Dividend UK B AccValu-Trac Invest Mgmt Ltd
96
144.58n/a5.531.751.4
5VT Maven Smart Dividend UK A AccValu-Trac Invest Mgmt Ltd
96
111.12n/a5.425.139.7
6Vanguard FTSE U.K. All Share Index Inst Plus Acc GBPVanguard Investments UK Ltd
97
101.19
(GBP)
0.33n/an/an/a
7Vanguard FTSE U.K. All Share Index A Acc GBPVanguard Investments UK Ltd
97
159.05
(GBP)
3.327.536.761.1
8Unicorn Outstanding British Companies RUnicorn Asset Management
73
227.110.430.748.2113.0
9Unicorn Outstanding British Companies OUnicorn Asset Management
73
97.25n/an/an/an/a
10Unicorn Outstanding British Companies B InstUnicorn Asset Management
73
235.821.111.550.8118.3
11UBS UK Opportunities C AccUBS Global Asset Mgmt Funds Ltd
106
66.302.602.5n/an/a
12UBS UK Opportunities B AccUBS Global Asset Mgmt Funds Ltd
106
91.022.402.236.350.6
13UBS UK Opportunities A AccUBS Global Asset Mgmt Funds Ltd
106
84.051.901.734.046.2
14TM UBS UK Equity F AccThesis Unit Trust Mgmt Ltd
97
51.703.205.5n/an/a
15TM UBS UK Equity C AccThesis Unit Trust Mgmt Ltd
97
107.900.775.0n/an/a
16TM UBS UK Equity B AccThesis Unit Trust Mgmt Ltd
97
87.002.004.825.643.2
17TM UBS UK Equity A AccThesis Unit Trust Mgmt Ltd
97
62.001.804.524.741.7
18TM Cartesian UK Opportunities B AccThesis Unit Trust Mgmt Ltd
90
109.400.002.537.661.1
19TM Cartesian UK Opportunities A AccThesis Unit Trust Mgmt Ltd
90
108.200.001.934.254.1
20TM Cartesian UK Enhanced Alpha B AccThesis Unit Trust Mgmt Ltd
90
112.400.003.936.383.8
21TM Cartesian UK Enhanced Alpha A AccThesis Unit Trust Mgmt Ltd
90
112.300.003.137.692.9
22Threadneedle UK Z Acc GBPThreadneedle Inv Services Ltd
97
137.142.209.5n/an/a
23Threadneedle UK R USDThreadneedle Inv Services Ltd
97
1.58
(USD)
n/an/an/an/a
24Threadneedle UK R GBPThreadneedle Inv Services Ltd
97
1.04
(GBP)
n/an/an/an/a
25Threadneedle UK Mid 250 Z Acc GBPThreadneedle Inv Services Ltd
109
145.872.308.463.6106.6
26Threadneedle UK Mid 250 Ret AccThreadneedle Inv Services Ltd
109
198.011.607.660.8103.0
27Threadneedle UK Mid 250 Inst AccThreadneedle Inv Services Ltd
109
211.402.208.263.6109.0
28Threadneedle UK Institutional Ret AccThreadneedle Inv Services Ltd
97
132.401.706.338.063.3
29Threadneedle UK Institutional Inst AccThreadneedle Inv Services Ltd
97
144.992.607.341.770.6
30Threadneedle UK Inst Acc GBPThreadneedle Inv Services Ltd
97
0.84
(GBP)
2.009.349.3n/a
31Threadneedle UK Growth Ret AccThreadneedle Inv Services Ltd
96
188.702.2011.949.679.9
32Threadneedle UK Growth Ret 2 AccThreadneedle Inv Services Ltd
96
176.801.7011.147.275.0
33Threadneedle UK Growth InstThreadneedle Inv Services Ltd
96
228.202.6012.451.683.9
34Threadneedle UK Extended Alpha Ret AccThreadneedle Inv Services Ltd
101
366.122.1013.551.675.8
35Threadneedle UK Extended Alpha Inst AccThreadneedle Inv Services Ltd
101
388.892.6014.054.080.4
36TB EEA UK Equity Market I AccEEA Fund Management Limited
104
182.572.7811.1n/an/a
37TB EEA UK Equity Market F AccEEA Fund Management Limited
104
183.822.7711.7n/an/a
38SVM UK Opportunities BSVM Asset Management Ltd
84
400.200.001.955.780.7
39SVM UK Opportunities ASVM Asset Management Ltd
84
365.200.001.252.374.0
40SVM UK Growth BSVM Asset Management Ltd
113
370.800.004.156.899.9
41SVM UK Growth ASVM Asset Management Ltd
113
344.600.003.453.492.5
42Standard Life TM UK Equity General AccStandard Life Trust Management
92
235.50235.502.612.031.547.8
43Standard Life Investments UK Opportunities Ret Platform 1 AccStandard Life Investments
92
81.460.61-1.8n/an/a
44Standard Life Investments UK Opportunities Ret AccStandard Life Investments
92
182.000.10-2.559.436.3
45Standard Life Investments UK Opportunities Inst AccStandard Life Investments
92
201.300.64-1.763.241.7
46Standard Life Investments UK Ethical Ret Platform 1 AccStandard Life Investments
94
78.641.781.0n/an/a
47Standard Life Investments UK Ethical RetStandard Life Investments
94
128.901.060.351.093.2
48Standard Life Investments UK Ethical InstStandard Life Investments
94
142.301.801.154.5100.7
49Standard Life Investments UK Equity Unconstrained Ret Platform 1 AccStandard Life Investments
102
96.111.394.0n/an/a
50Standard Life Investments UK Equity Unconstrained Ret AccStandard Life Investments
102
204.400.603.382.2128.8
51Standard Life Investments UK Equity Unconstrained Inst S AccStandard Life Investments
102
58.501.704.3n/an/a
52Standard Life Investments UK Equity Unconstrained Inst AccStandard Life Investments
102
224.001.614.287.8140.4
53Standard Life Investments UK Equity Recovery Ret Platform 1 AccStandard Life Investments
117
82.451.43-2.7n/an/a
54Standard Life Investments UK Equity Recovery Ret AccStandard Life Investments
117
157.200.76-3.451.952.4
55Standard Life Investments UK Equity Recovery Inst AccStandard Life Investments
117
164.601.52-2.655.658.4
56Standard Life Investments UK Equity High Alpha Ret Platform 1 AccStandard Life Investments
100
80.002.945.5n/an/a
57Standard Life Investments UK Equity High Alpha Ret AccStandard Life Investments
100
176.602.954.858.792.2
58Standard Life Investments UK Equity High Alpha Inst AccStandard Life Investments
100
176.402.945.662.399.6
59Standard Life Investments UK Equity Growth Ret Platform 1 AccStandard Life Investments
97
67.722.261.1n/an/a
60Standard Life Investments UK Equity Growth RetStandard Life Investments
97
289.901.580.429.741.0
61Standard Life Investments UK Equity Growth InstStandard Life Investments
97
333.202.301.232.646.3
62SSgA UK Equity TrackerSSGA UK
97
2.01
(GBP)
n/a8.236.659.6
63SJP UK High Income AccSt. Jamess Place UT Group Ltd
85
943.30992.903.3014.149.674.0
64SJP UK Growth AccSt. Jamess Place UT Group Ltd
92
143.00150.501.505.339.358.8
65SJP UK & General Progressive AccSt. Jamess Place UT Group Ltd
83
1,175.001,236.001.208.337.260.2
66SJP Equity Income AccSt. Jamess Place UT Group Ltd
78
383.40403.503.405.948.258.1
67SF Delmore Growth & Income A Net AccSharefunds
92
174.603.70n/an/an/a
68Scottish Friendly UK GrowthScottish Friendly Assurance
107
242.300.006.746.266.1
69Scot Wid UK Tracker G AccScottish Wid UT Mgr Limited
91
124.702.505.5n/an/a
70Scot Wid UK Tracker B AccScottish Wid UT Mgr Limited
91
286.003.006.030.452.5
71Scot Wid UK Tracker A AccScottish Wid UT Mgr Limited
91
268.002.505.528.348.3
72Scot Wid UK Select Growth XScottish Wid UT Mgr Limited
87
2,040.002.60-5.014.824.3
73Scot Wid UK Select Growth CScottish Wid UT Mgr Limited
87
1,793.001.60-5.911.318.1
74Scot Wid UK Select Growth BScottish Wid UT Mgr Limited
87
1,740.001.40-6.210.516.6
75Scot Wid UK Select Growth AScottish Wid UT Mgr Limited
87
1,684.001.20-6.49.715.2
  IA UK ALL COMPANIES PERFORMANCE      5.042.567.2 

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.