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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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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: 261 funds

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261 funds
Rank ChartFund Group Focus FE Risk Score What is FE Risk Score?BidOfferYield 1y 3y 5y  
   IMA UK ALL COMPANIES PERFORMANCE      -1.541.153.8 
1[+]Wesleyan GrowthWesleyan Unit Trust Mgrs Ltd
107
325.71341.931.90-2.639.350.7
2[+]VT Maven Smart Dividend UK X AccValu-Trac Invest Mgmt Ltd
100
111.04n/a-1.626.634.9
3[+]Virgin UK Index TrackingVirgin Money Unit Tst Mgr Ltd
99
231.10231.102.50-0.531.045.5
4[+]Vanguard FTSE UK Equity Index AccVanguard Investments UK Ltd
99
189.97
(GBP)
3.12-0.434.750.9
5[+]Vanguard FTSE U.K. All Share Index AccVanguard Investments UK Ltd
99
148.40
(GBP)
3.12-0.534.6n/a
6[+]Unicorn UK Growth BUnicorn Asset Management
95
371.890.22-0.160.593.6
7[+]Unicorn Outstanding British Companies RUnicorn Asset Management
90
202.570.48-5.839.391.2
8[+]UBS UK Opportunities A AccUBS Asset Management
114
78.571.80-3.733.035.2
9[+]TM Cartesian UK Opportunities A AccThesis Unit Trust Mgmt Ltd
105
104.500.00-0.439.746.6
10[+]TM Cartesian UK Enhanced Alpha A IncThesis Unit Trust Mgmt Ltd
104
108.500.002.639.284.7
11[+]Threadneedle UK Select Ret GBPThreadneedle Inv Services Ltd
107
104.001.803.246.461.0
12[+]Threadneedle UK Ret Inc GBPThreadneedle Inv Services Ltd
107
108.151.40-0.745.064.3
13[+]Threadneedle UK Overseas Earnings Inst IncThreadneedle Inv Services Ltd
106
99.432.10-1.649.071.2
14[+]Threadneedle UK Mid 250 Ret AccThreadneedle Inv Services Ltd
134
181.681.70-1.857.480.9
15[+]Threadneedle UK Institutional Ret AccThreadneedle Inv Services Ltd
108
122.021.80-2.138.248.4
16[+]Threadneedle UK Growth Ret AccThreadneedle Inv Services Ltd
104
173.003.104.244.560.3
17[+]Threadneedle UK Growth & Income Ret IncThreadneedle Inv Services Ltd
105
77.403.60-1.349.771.3
18[+]Threadneedle UK Extended Alpha Inst AccThreadneedle Inv Services Ltd
108
353.682.702.551.758.0
19[+]TB EEA UK Equity Market I AccEEA Fund Management Limited
122
168.383.033.2n/an/a
20[+]SWIP UK Opportunities A GBPSWIP
106
994.901.50-10.35.59.7
21[+]SWIP UK Enhanced Equity A AccSWIP
101
154.302.30-1.529.242.1
22[+]SWIP MultiManager UK Equity Growth A AccSWIP
111
179.901.10-0.838.952.6
23[+]SWIP MultiManager UK Equity Focus A AccSWIP
106
173.500.80-3.033.140.1
24[+]SWIP Foundation Growth A AccSWIP
105
38.872.20-2.429.7n/a
25[+]SVM UK Opportunities ASVM Asset Management Ltd
99
342.100.00-3.246.553.0
26[+]SVM UK Growth ASVM Asset Management Ltd
136
311.600.00-3.651.662.9
27[+]Standard Life TM UK Equity General AccStandard Life Trust Management
106
223.40223.402.74-3.737.141.2
28[+]Standard Life Investments UK Opportunities Ret AccStandard Life Investments
113
169.400.12-5.952.523.6
29[+]Standard Life Investments UK Ethical RetStandard Life Investments
115
119.501.17-6.552.078.1
30[+]Standard Life Investments UK Equity Unconstrained Ret AccStandard Life Investments
128
191.600.73-4.094.9107.7
31[+]Standard Life Investments UK Equity Recovery Ret AccStandard Life Investments
141
151.800.80-6.171.142.3
32[+]Standard Life Investments UK Equity High Alpha Ret AccStandard Life Investments
121
168.303.25-1.670.182.0
33[+]Standard Life Investments UK Equity Growth RetStandard Life Investments
114
275.001.67-4.835.832.9
34[+]SSgA UK Equity TrackerSSGA UK
99
1.87
(GBP)
n/a-0.733.247.7
35[+]Sovereign EthicalSovereign Unit Trust Mgrs Ltd
112
130.70134.701.56-3.238.553.7
36[+]Smith & Williamson UK Equity Growth ASmith & Williamson Invest Mgmt
122
367.000.814.247.048.0
37[+]SJP UK High Income AccSt. Jamess Place UT Group Ltd
93
866.50912.103.407.739.465.3
38[+]SJP UK Growth AccSt. Jamess Place UT Group Ltd
101
131.80138.701.50-2.938.744.2
39[+]SJP UK & General Progressive AccSt. Jamess Place UT Group Ltd
90
1,078.001,134.001.20-0.630.149.0
40[+]SJP Equity Income AccSt. Jamess Place UT Group Ltd
85
356.60375.303.50-1.741.342.0
41[+]SF Delmore Growth & Income A Net IncSharefunds
104
166.413.52-1.827.149.1
42[+]Scottish Friendly UK GrowthScottish Friendly Assurance
127
218.700.00-0.139.040.9
43[+]Scot Wid UK Tracker A AccScottish Wid UT Mgr Limited
106
250.702.50-2.029.040.1
44[+]Scot Wid UK Select Growth AScottish Wid UT Mgr Limited
99
1,616.001.20-10.35.610.8
45[+]Scot Wid UK Growth AScottish Wid UT Mgr Limited
102
145.801.70-4.126.228.5
46[+]Scot Wid UK All Share Tracker I AccScottish Wid UT Mgr Limited
100
206.303.10-1.236.049.2
47[+]Scot Wid HIFML UK Strategic 1Scottish Widows Sh Cl HIFML
112
119.700.004.563.674.2
48[+]Scot Wid HIFML UK Focus 1Scottish Widows Sh Cl HIFML
107
139.800.00-2.646.162.5
49[+]Scot Mut UK Equity AccScottish Mutual Invest Mgmt
108
1,027.761,084.712.29-0.932.840.5
50[+]Scot Mut UK All Share IndexScottish Mutual Invest Mgmt
103
243.40264.563.33-1.235.149.6
51[+]Schroder UK Opportunities ASchroder UT Managers
121
339.901.74-13.655.690.0
52[+]Schroder UK Mid 250 A AccSchroder UT Managers
135
208.40210.600.29-0.283.183.1
53[+]Schroder UK Equity A AccSchroder UT Managers
111
2,028.002,043.001.511.446.162.1
54[+]Schroder UK Alpha Plus A AccSchroder UT Managers
112
169.30170.801.47-3.445.360.3
55[+]Schroder Specialist Value UK Equity XSchroder UT Managers
106
139.403.81-1.560.163.3
56[+]Schroder Recovery A IncSchroder UT Managers
114
10,040.0010,130.001.341.481.074.8
57[+]Schroder Prime UK Equity Inst AccSchroder UT Managers
108
276.102.721.241.356.2
58[+]Schroder MM UK Growth A AccSchroder UT Managers
88
104.800.90-1.643.058.8
59[+]Schroder Core UK Equity A AccSchroder UT Managers
116
243.003.38-7.231.937.8
60[+]Sarasin Fund for Charities Thematic UK Equity (GBP) A AccSarasin Investment Funds Ltd
111
126.302.93-4.831.2n/a
61[+]Sarasin EquiSar UK Thematic Opportunities A AccSarasin Investment Funds Ltd
128
146.102.05-7.438.7n/a
62[+]Sarasin EquiSar UK Thematic A AccSarasin Investment Funds Ltd
110
137.102.46-5.427.4n/a
63[+]Saracen Growth A AccSaracen Fund Managers
105
3.14
(GBP)
n/a0.051.360.8
64[+]Santander UK Growth RASantander Asset Mgmt UK Ltd
104
307.10n/a-4.723.834.8
65[+]Santander Stockmarket 100 Tracker Growth RASantander Asset Mgmt UK Ltd
105
164.90n/a-1.829.041.8
66[+]Santander Premium UK Equity ASantander Asset Mgmt UK Ltd
104
243.30n/a-3.827.739.7
67[+]Santander N&P UK Growth RISantander Asset Mgmt UK Ltd
105
155.10n/a-4.722.734.3
68[+]S&W Revera UK Dynamic RetS&W Fund Administration Ltd
103
152.301.150.463.170.0
69[+]Royal London UK Opportunities A AccRoyal London Unit Tst Mgrs Ltd
129
145.400.98-2.540.851.7
70[+]Royal London UK Mid-Cap Growth A AccRoyal London Unit Tst Mgrs Ltd
136
266.301.06-0.469.4101.7
71[+]Royal London UK Growth A AccRoyal London Unit Tst Mgrs Ltd
120
257.301.460.035.745.1
72[+]Royal London UK Ethical Equity M IncRoyal London Unit Tst Mgrs Ltd
118
122.302.715.256.2n/a
73[+]Royal London UK Equity A AccRoyal London Unit Tst Mgrs Ltd
108
865.001.92-0.433.148.5
74[+]Royal London FTSE 350 Tracker Z AccRoyal London Unit Tst Mgrs Ltd
103
127.903.10-1.934.348.3
75[+]Royal Bank of Scot GrowthRoyal Bk of Scotland Coll Inv
105
283.502.29-3.735.654.4
   IMA UK ALL COMPANIES PERFORMANCE      -1.541.153.8 

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.