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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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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: 262 funds

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262 funds
Rank ChartFund Group Focus FE Risk Score What is FE Risk Score?BidOfferYield 1y 3y 5y  
   IA UK ALL COMPANIES PERFORMANCE      10.347.458.3 
1[+]Wesleyan GrowthWesleyan Unit Trust Mgrs Ltd
97
370.32388.751.9010.348.455.3
2[+]VT Maven Smart Dividend UK X AccValu-Trac Investment Management
93
122.17n/a7.732.434.8
3[+]Virgin UK Index TrackingVirgin Money Unit Tst Mgr Ltd
94
253.70253.702.407.534.743.7
4[+]Vanguard FTSE U.K. All Share Index A Acc GBPVanguard Investments UK Ltd
96
165.87
(GBP)
3.069.939.851.2
5[+]Unicorn UK Growth BUnicorn Asset Management
69
364.610.22-9.342.587.3
6[+]Unicorn Outstanding British Companies AUnicorn Asset Management
67
243.140.407.447.7100.8
7[+]UBS UK Opportunities A AccUBS Global Asset Mgmt Funds Ltd
102
87.411.805.237.038.7
8[+]TM UBS UK Equity A IncThesis Unit Trust Mgmt Ltd
95
140.601.807.928.232.3
9[+]TM Cartesian UK Opportunities A AccThesis Unit Trust Mgmt Ltd
81
112.800.006.933.044.1
10[+]TM Cartesian UK Enhanced Alpha A IncThesis Unit Trust Mgmt Ltd
81
114.600.003.932.081.9
11[+]Threadneedle UK Select Ret GBPThreadneedle Inv Services Ltd
95
120.071.7017.155.171.8
12[+]Threadneedle UK Ret Inc GBPThreadneedle Inv Services Ltd
94
124.901.3012.450.668.6
13[+]Threadneedle UK Overseas Earnings Inst IncThreadneedle Inv Services Ltd
92
113.941.9011.355.379.4
14[+]Threadneedle UK Mid 250 Ret AccThreadneedle Inv Services Ltd
101
214.301.5014.066.993.5
15[+]Threadneedle UK Institutional Ret AccThreadneedle Inv Services Ltd
93
139.231.5010.441.551.9
16[+]Threadneedle UK Growth Ret AccThreadneedle Inv Services Ltd
90
198.602.0016.954.167.3
17[+]Threadneedle UK Growth & Income Ret IncThreadneedle Inv Services Ltd
89
87.753.2012.155.479.0
18[+]Threadneedle UK Extended Alpha Inst AccThreadneedle Inv Services Ltd
97
413.052.5018.357.169.7
19[+]TB EEA UK Equity Market I AccEEA Fund Management Limited
96
190.432.5213.6n/an/a
20[+]SVM UK Opportunities ASVM Asset Management Ltd
79
391.700.008.955.368.7
21[+]SVM UK Growth ASVM Asset Management Ltd
104
369.400.009.955.183.0
22[+]Standard Life TM UK Equity General AccStandard Life Trust Management
86
250.00250.002.458.638.439.6
23[+]Standard Life Investments UK Opportunities Ret AccStandard Life Investments
82
198.400.099.059.544.4
24[+]Standard Life Investments UK Ethical RetStandard Life Investments
87
137.301.098.755.781.0
25[+]Standard Life Investments UK Equity Unconstrained Ret AccStandard Life Investments
93
224.300.559.890.7120.3
26[+]Standard Life Investments UK Equity Recovery Ret AccStandard Life Investments
112
168.700.600.664.143.6
27[+]Standard Life Investments UK Equity High Alpha Ret AccStandard Life Investments
91
190.802.8310.067.480.9
28[+]Standard Life Investments UK Equity Growth RetStandard Life Investments
90
309.501.598.339.235.1
29[+]SSgA UK Equity TrackerSSGA UK
96
2.12
(GBP)
n/a11.040.350.4
30[+]Sovereign EthicalSovereign Unit Trust Mgrs Ltd
96
145.30149.701.579.242.559.8
31[+]Smith & Williamson UK Equity Growth ASmith & Williamson Invest Mgmt
99
426.400.7014.454.658.9
32[+]SJP UK High Income AccSt. Jamess Place UT Group Ltd
83
977.201,028.003.1014.748.771.4
33[+]SJP UK Growth AccSt. Jamess Place UT Group Ltd
86
148.30156.101.409.948.845.2
34[+]SJP UK & General Progressive AccSt. Jamess Place UT Group Ltd
80
1,218.001,282.001.1011.838.650.9
35[+]SJP Equity Income AccSt. Jamess Place UT Group Ltd
74
392.10412.703.208.148.442.8
36[+]SF Delmore Growth & Income A Net IncSharefunds
89
179.183.195.433.144.5
37[+]Scottish Widows UK Tracker A AccScottish Wid UT Mgr Limited
87
280.402.5010.135.338.4
38[+]Scottish Widows UK Select Growth A AccScottish Wid UT Mgr Limited
83
1,788.001.203.816.013.0
39[+]Scottish Widows UK Growth A AccScottish Wid UT Mgr Limited
86
163.801.609.135.632.2
40[+]Scottish Widows UK All Share Tracker I AccScottish Wid UT Mgr Limited
84
233.103.1010.642.748.5
41[+]Scottish Widows MultiManager UK Equity Growth A AccScottish Wid UT Mgr Limited
99
203.901.2010.245.655.8
42[+]Scottish Widows Multi Manager UK Equity Focus AScottish Wid UT Mgr Limited
89
200.201.0010.740.947.6
43[+]Scottish Widows HIFML UK Strategic 1Scottish Widows Sh Cl HIFML
94
140.000.0015.772.780.4
44[+]Scottish Widows HIFML UK Focus 1Scottish Widows Sh Cl HIFML
91
156.900.009.953.862.5
45[+]Scottish Friendly UK GrowthScottish Friendly Assurance
100
257.500.009.754.158.5
46[+]Scot Mut UK Equity AccScottish Mutual Invest Mgmt
94
1,175.421,240.552.1012.237.343.9
47[+]Scot Mut UK All Share IndexScottish Mutual Invest Mgmt
93
274.37298.233.2110.741.050.5
48[+]Schroder UK Opportunities ASchroder UT Managers
99
388.001.694.355.188.7
49[+]Schroder UK Mid 250 A AccSchroder UT Managers
106
234.40236.900.265.578.793.9
50[+]Schroder UK Equity A AccSchroder UT Managers
94
2,309.002,326.001.4513.453.465.8
51[+]Schroder UK Alpha Plus A AccSchroder UT Managers
99
190.00191.701.319.453.561.6
52[+]Schroder Specialist Value UK Equity XSchroder UT Managers
95
158.303.4011.767.869.7
53[+]Schroder Recovery A IncSchroder UT Managers
91
11,180.0011,270.001.219.278.879.9
54[+]Schroder Prime UK Equity Inst AccSchroder UT Managers
97
309.802.4212.750.857.7
55[+]Schroder MM UK Growth A AccSchroder UT Managers
75
115.900.847.146.359.4
56[+]Schroder Core UK Equity A AccSchroder UT Managers
103
267.103.232.634.738.0
57[+]Sarasin Fund for Charities Thematic UK Equity (GBP) A AccSarasin Investment Funds Ltd
95
141.602.937.136.7n/a
58[+]Sarasin EquiSar UK Thematic Opportunities A AccSarasin Investment Funds Ltd
101
164.202.056.246.047.5
59[+]Sarasin EquiSar UK Thematic A AccSarasin Investment Funds Ltd
94
153.402.466.833.739.2
60[+]Saracen Growth A AccSaracen Fund Managers
80
3.64
(GBP)
n/a4.955.773.8
61[+]Santander UK Growth RASantander Asset Mgmt UK Ltd
94
335.50n/a4.626.132.5
62[+]Santander Stockmarket 100 Tracker Growth RASantander Asset Mgmt UK Ltd
96
184.30n/a9.634.841.1
63[+]Santander Premium UK Equity ASantander Asset Mgmt UK Ltd
91
273.20n/a8.332.940.5
64[+]Santander N&P UK Growth RISantander Asset Mgmt UK Ltd
95
169.00n/a4.824.731.5
65[+]Sanlam FOUR Active UK Equity C AccFOUR Capital Partners Ltd
107
14.20
(GBP)
0.004.332.943.9
66[+]S&W Revera UK Dynamic RetS&W Fund Administration Ltd
78
168.301.183.964.274.0
67[+]Royal London UK Opportunities A AccRoyal London Unit Tst Mgrs Ltd
104
166.400.9211.141.651.4
68[+]Royal London UK Mid-Cap Growth A AccRoyal London Unit Tst Mgrs Ltd
103
319.300.9314.370.0118.5
69[+]Royal London UK Growth A AccRoyal London Unit Tst Mgrs Ltd
101
290.501.6410.337.248.5
70[+]Royal London UK Ethical Equity M IncRoyal London Unit Tst Mgrs Ltd
100
138.202.8913.858.9n/a
71[+]Royal London UK Equity A AccRoyal London Unit Tst Mgrs Ltd
96
979.902.0110.938.648.1
72[+]Royal London FTSE 350 Tracker Z AccRoyal London Unit Tst Mgrs Ltd
96
144.403.0610.939.848.9
73[+]Royal Bank of Scot GrowthRoyal Bk of Scotland Coll Inv
90
328.301.8511.344.561.5
74[+]Royal Bank of Scot FTSE 100 Tracker STRoyal Bk of Scotland Coll Inv
97
295.102.449.132.236.2
75[+]Rathbone Recovery IncRathbone Unit Trust Mgmt Ltd
83
431.43448.332.016.248.580.3
   IA UK ALL COMPANIES PERFORMANCE      10.347.458.3 

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.