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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

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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: 260 funds

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260 funds
Rank ChartFund Group Focus FE Risk Score What is FE Risk Score?BidOfferYield 1y 3y 5y  
   IA UK ALL COMPANIES PERFORMANCE      5.444.468.3 
1[+]Wesleyan GrowthWesleyan Unit Trust Mgrs Ltd
100
354.51372.112.006.444.965.4
2[+]VT Maven Smart Dividend UK X AccValu-Trac Invest Mgmt Ltd
96
117.490.005.628.543.7
3[+]Virgin UK Index TrackingVirgin Money Unit Tst Mgr Ltd
96
243.50243.502.405.832.653.9
4[+]Vanguard FTSE U.K. All Share Index A Acc GBPVanguard Investments UK Ltd
97
157.41
(GBP)
3.326.637.260.6
5[+]Unicorn UK Growth BUnicorn Asset Management
75
370.670.22-8.749.391.6
6[+]Unicorn Outstanding British Companies RUnicorn Asset Management
73
226.170.43-0.747.2108.8
7[+]UBS UK Opportunities A AccUBS Global Asset Mgmt Funds Ltd
106
83.401.90-0.335.046.2
8[+]TM UBS UK Equity A IncThesis Unit Trust Mgmt Ltd
97
135.301.805.626.243.5
9[+]TM Cartesian UK Opportunities A AccThesis Unit Trust Mgmt Ltd
90
108.200.001.135.455.3
10[+]TM Cartesian UK Enhanced Alpha A IncThesis Unit Trust Mgmt Ltd
90
111.900.001.537.991.7
11[+]Threadneedle UK Select Ret GBPThreadneedle Inv Services Ltd
100
114.601.8012.351.984.2
12[+]Threadneedle UK Ret Inc GBPThreadneedle Inv Services Ltd
97
118.911.408.448.484.1
13[+]Threadneedle UK Overseas Earnings Inst IncThreadneedle Inv Services Ltd
96
109.762.007.756.091.7
14[+]Threadneedle UK Mid 250 Ret AccThreadneedle Inv Services Ltd
109
197.921.606.063.3105.0
15[+]Threadneedle UK Institutional Ret AccThreadneedle Inv Services Ltd
97
132.471.705.839.564.5
16[+]Threadneedle UK Growth Ret AccThreadneedle Inv Services Ltd
96
189.002.2012.251.780.9
17[+]Threadneedle UK Growth & Income Ret IncThreadneedle Inv Services Ltd
93
85.633.508.757.092.3
18[+]Threadneedle UK Extended Alpha Inst AccThreadneedle Inv Services Ltd
101
390.622.6014.256.682.5
19[+]TB EEA UK Equity Market I AccEEA Fund Management Limited
104
182.882.779.3n/an/a
20[+]SVM UK Opportunities ASVM Asset Management Ltd
84
366.600.001.254.775.2
21[+]SVM UK Growth ASVM Asset Management Ltd
113
347.300.002.756.497.2
22[+]Standard Life TM UK Equity General AccStandard Life Trust Management
92
235.70235.702.612.732.150.3
23[+]Standard Life Investments UK Opportunities Ret AccStandard Life Investments
92
182.700.10-2.259.037.5
24[+]Standard Life Investments UK Ethical RetStandard Life Investments
94
129.501.060.952.295.9
25[+]Standard Life Investments UK Equity Unconstrained Ret AccStandard Life Investments
102
205.900.603.283.7131.7
26[+]Standard Life Investments UK Equity Recovery Ret AccStandard Life Investments
117
156.400.76-4.451.153.6
27[+]Standard Life Investments UK Equity High Alpha Ret AccStandard Life Investments
100
176.802.954.659.394.2
28[+]Standard Life Investments UK Equity Growth RetStandard Life Investments
97
289.801.580.830.343.2
29[+]SSgA UK Equity TrackerSSGA UK
97
2.01
(GBP)
n/a7.537.359.4
30[+]Sovereign EthicalSovereign Unit Trust Mgrs Ltd
98
140.50144.801.625.140.768.0
31[+]Smith & Williamson UK Equity Growth ASmith & Williamson Invest Mgmt
107
410.600.7811.557.770.3
32[+]SJP UK High Income AccSt. Jamess Place UT Group Ltd
85
944.30994.003.3015.550.675.7
33[+]SJP UK Growth AccSt. Jamess Place UT Group Ltd
92
142.50150.001.504.240.760.1
34[+]SJP UK & General Progressive AccSt. Jamess Place UT Group Ltd
83
1,177.001,238.001.208.738.661.1
35[+]SJP Equity Income AccSt. Jamess Place UT Group Ltd
78
383.30403.403.405.848.959.9
36[+]SF Delmore Growth & Income A Net IncSharefunds
92
175.723.703.927.557.8
37[+]Scottish Friendly UK GrowthScottish Friendly Assurance
107
243.400.005.848.568.9
38[+]Scot Wid UK Tracker A AccScottish Wid UT Mgr Limited
91
268.002.506.829.050.8
39[+]Scot Wid UK Select Growth AScottish Wid UT Mgr Limited
87
1,684.001.20-5.810.117.2
40[+]Scot Wid UK Growth AScottish Wid UT Mgr Limited
89
155.801.703.928.940.7
41[+]Scot Wid UK All Share Tracker I AccScottish Wid UT Mgr Limited
88
221.103.106.436.062.0
42[+]Scot Wid MultiManager UK Equity Growth A AccScottish Wid UT Mgr Limited
101
192.501.206.441.465.9
43[+]Scot Wid MultiManager UK Equity Focus A AccScottish Wid UT Mgr Limited
93
189.500.905.238.056.7
44[+]Scot Wid HIFML UK Strategic 1Scottish Widows Sh Cl HIFML
100
133.900.0014.071.498.0
45[+]Scot Wid HIFML UK Focus 1Scottish Widows Sh Cl HIFML
96
150.400.004.151.082.4
46[+]Scot Mut UK Equity AccScottish Mutual Invest Mgmt
100
1,125.191,187.532.219.036.456.7
47[+]Scot Mut UK All Share IndexScottish Mutual Invest Mgmt
96
261.74282.133.387.537.662.7
48[+]Schroder UK Opportunities ASchroder UT Managers
105
372.801.76-3.557.3106.3
49[+]Schroder UK Mid 250 A AccSchroder UT Managers
114
212.40214.700.28-3.173.195.9
50[+]Schroder UK Equity A AccSchroder UT Managers
99
2,213.002,230.001.526.550.179.5
51[+]Schroder UK Alpha Plus A AccSchroder UT Managers
103
181.10182.701.382.749.479.7
52[+]Schroder Specialist Value UK Equity XSchroder UT Managers
97
150.803.534.167.085.4
53[+]Schroder Recovery A IncSchroder UT Managers
95
10,930.0011,020.001.233.882.2102.6
54[+]Schroder Prime UK Equity Inst AccSchroder UT Managers
99
293.302.566.646.769.1
55[+]Schroder MM UK Growth A AccSchroder UT Managers
81
110.600.822.142.865.9
56[+]Schroder Core UK Equity A AccSchroder UT Managers
106
254.803.39-2.130.046.5
57[+]Sarasin Fund for Charities Thematic UK Equity (GBP) A AccSarasin Investment Funds Ltd
100
133.302.93-0.632.6n/a
58[+]Sarasin EquiSar UK Thematic Opportunities A AccSarasin Investment Funds Ltd
110
153.902.05-2.641.356.8
59[+]Sarasin EquiSar UK Thematic A AccSarasin Investment Funds Ltd
99
144.602.46-1.129.344.6
60[+]Saracen Growth A AccSaracen Fund Managers
87
3.44
(GBP)
n/a1.656.376.8
61[+]Santander UK Growth RASantander Asset Mgmt UK Ltd
99
324.70n/a3.124.044.0
62[+]Santander Stockmarket 100 Tracker Growth RASantander Asset Mgmt UK Ltd
99
176.80n/a7.231.353.7
63[+]Santander Premium UK Equity ASantander Asset Mgmt UK Ltd
96
262.40n/a4.930.752.2
64[+]Santander N&P UK Growth RISantander Asset Mgmt UK Ltd
100
163.80n/a3.522.743.3
65[+]S&W Revera UK Dynamic RetS&W Fund Administration Ltd
86
161.901.211.465.883.7
66[+]Royal London UK Opportunities A AccRoyal London Unit Tst Mgrs Ltd
112
156.900.964.040.666.0
67[+]Royal London UK Mid-Cap Growth A AccRoyal London Unit Tst Mgrs Ltd
112
293.801.008.869.1119.7
68[+]Royal London UK Growth A AccRoyal London Unit Tst Mgrs Ltd
105
271.901.474.831.054.8
69[+]Royal London UK Ethical Equity M IncRoyal London Unit Tst Mgrs Ltd
104
130.602.678.249.5n/a
70[+]Royal London UK Equity A AccRoyal London Unit Tst Mgrs Ltd
99
936.001.907.635.560.2
71[+]Royal London FTSE 350 Tracker Z AccRoyal London Unit Tst Mgrs Ltd
99
137.803.117.736.261.4
72[+]Royal Bank of Scot GrowthRoyal Bk of Scotland Coll Inv
94
314.002.077.442.370.9
73[+]Royal Bank of Scot FTSE 100 Tracker STRoyal Bk of Scotland Coll Inv
100
283.702.546.628.847.3
74[+]Rathbone Recovery IncRathbone Unit Trust Mgmt Ltd
83
404.45419.742.15-0.347.084.1
75[+]R&M UK Equity Unconstrained ARiver & Mercantile Asset Mgmt
82
129.821.475.060.781.8
   IA UK ALL COMPANIES PERFORMANCE      5.444.468.3 

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.