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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      -1.036.162.0 
1[+]Wesleyan GrowthWesleyan Unit Trust Mgrs Ltd
110
330.15346.602.00-2.134.958.6
2[+]VT Maven Smart Dividend UK X AccValu-Trac Invest Mgmt Ltd
103
112.43n/a-1.722.440.6
3[+]Virgin UK Index TrackingVirgin Money Unit Tst Mgr Ltd
99
231.10231.102.50-1.826.848.9
4[+]Vanguard FTSE UK Equity Index AccVanguard Investments UK Ltd
99
191.06
(GBP)
3.12-1.230.255.3
5[+]Vanguard FTSE U.K. All Share Index AccVanguard Investments UK Ltd
99
149.25
(GBP)
3.12-1.230.2n/a
6[+]Unicorn UK Growth BUnicorn Asset Management
97
376.880.221.158.9101.7
7[+]Unicorn Outstanding British Companies RUnicorn Asset Management
90
203.670.48-5.034.696.7
8[+]UBS UK Opportunities A AccUBS Asset Management
118
79.561.80-3.328.942.2
9[+]TM Cartesian UK Opportunities A AccThesis Unit Trust Mgmt Ltd
111
106.200.000.636.754.4
10[+]TM Cartesian UK Enhanced Alpha A IncThesis Unit Trust Mgmt Ltd
109
110.500.003.939.592.2
11[+]Threadneedle UK Select Ret GBPThreadneedle Inv Services Ltd
111
105.521.803.841.971.9
12[+]Threadneedle UK Ret Inc GBPThreadneedle Inv Services Ltd
110
109.241.40-0.638.673.9
13[+]Threadneedle UK Overseas Earnings Inst IncThreadneedle Inv Services Ltd
107
100.852.10-1.045.282.5
14[+]Threadneedle UK Mid 250 Ret AccThreadneedle Inv Services Ltd
140
183.571.70-0.651.592.6
15[+]Threadneedle UK Institutional Ret AccThreadneedle Inv Services Ltd
110
123.141.70-2.031.156.7
16[+]Threadneedle UK Growth Ret AccThreadneedle Inv Services Ltd
105
175.003.104.638.668.8
17[+]Threadneedle UK Growth & Income Ret IncThreadneedle Inv Services Ltd
107
78.453.60-0.545.882.4
18[+]Threadneedle UK Extended Alpha Inst AccThreadneedle Inv Services Ltd
111
358.292.702.846.068.8
19[+]TB EEA UK Equity Market I AccEEA Fund Management Limited
125
170.852.994.1n/an/a
20[+]SWIP UK Opportunities A GBPSWIP
107
1,002.001.50-10.52.612.8
21[+]SWIP UK Enhanced Equity A AccSWIP
103
156.602.30-1.325.149.3
22[+]SWIP MultiManager UK Equity Growth A AccSWIP
114
182.301.10-0.234.061.6
23[+]SWIP MultiManager UK Equity Focus A AccSWIP
108
175.600.80-2.328.648.6
24[+]SWIP Foundation Growth A AccSWIP
107
39.442.20-2.125.2n/a
25[+]SVM UK Opportunities ASVM Asset Management Ltd
102
345.300.00-2.441.966.2
26[+]SVM UK Growth ASVM Asset Management Ltd
139
315.200.00-2.745.481.0
27[+]Standard Life TM UK Equity General AccStandard Life Trust Management
111
223.50223.502.74-3.527.946.3
28[+]Standard Life Investments UK Opportunities Ret AccStandard Life Investments
120
169.300.12-6.447.628.6
29[+]Standard Life Investments UK Ethical RetStandard Life Investments
120
119.301.17-5.941.687.2
30[+]Standard Life Investments UK Equity Unconstrained Ret AccStandard Life Investments
134
190.700.73-3.774.6123.3
31[+]Standard Life Investments UK Equity Recovery Ret AccStandard Life Investments
144
151.500.80-5.852.052.4
32[+]Standard Life Investments UK Equity High Alpha Ret AccStandard Life Investments
129
167.003.25-2.253.592.8
33[+]Standard Life Investments UK Equity Growth RetStandard Life Investments
120
275.001.67-4.526.138.5
34[+]SSgA UK Equity TrackerSSGA UK
99
1.87
(GBP)
n/a-1.928.251.3
35[+]Sovereign EthicalSovereign Unit Trust Mgrs Ltd
114
132.00136.001.56-2.633.163.6
36[+]Smith & Williamson UK Equity Growth ASmith & Williamson Invest Mgmt
125
374.700.815.644.758.0
37[+]SJP UK High Income AccSt. Jamess Place UT Group Ltd
95
877.00923.103.407.538.270.2
38[+]SJP UK Growth AccSt. Jamess Place UT Group Ltd
104
133.40140.401.50-2.531.752.9
39[+]SJP UK & General Progressive AccSt. Jamess Place UT Group Ltd
92
1,090.001,147.001.200.228.153.9
40[+]SJP Equity Income AccSt. Jamess Place UT Group Ltd
86
360.20379.103.50-1.638.750.5
41[+]SF Delmore Growth & Income A Net IncSharefunds
106
168.813.52-1.423.956.7
42[+]Scottish Friendly UK GrowthScottish Friendly Assurance
131
222.500.001.836.653.7
43[+]Scot Wid UK Tracker A AccScottish Wid UT Mgr Limited
110
251.102.50-2.421.843.9
44[+]Scot Wid UK Select Growth AScottish Wid UT Mgr Limited
101
1,597.001.20-11.91.013.3
45[+]Scot Wid UK Growth AScottish Wid UT Mgr Limited
106
145.501.70-4.619.932.3
46[+]Scot Wid UK All Share Tracker I AccScottish Wid UT Mgr Limited
105
206.603.10-1.528.453.6
47[+]Scot Wid HIFML UK Strategic 1Scottish Widows Sh Cl HIFML
115
121.600.005.757.886.1
48[+]Scot Wid HIFML UK Focus 1Scottish Widows Sh Cl HIFML
109
141.500.00-2.140.575.3
49[+]Scot Mut UK Equity AccScottish Mutual Invest Mgmt
111
1,048.471,106.572.290.028.549.8
50[+]Scot Mut UK All Share IndexScottish Mutual Invest Mgmt
106
246.81268.283.33-0.930.458.0
51[+]Schroder UK Opportunities ASchroder UT Managers
124
345.701.71-12.050.1100.6
52[+]Schroder UK Mid 250 A AccSchroder UT Managers
140
212.10214.400.291.377.896.6
53[+]Schroder UK Equity A AccSchroder UT Managers
114
2,052.002,068.001.491.740.170.9
54[+]Schroder UK Alpha Plus A AccSchroder UT Managers
115
171.20172.701.46-2.939.972.4
55[+]Schroder Specialist Value UK Equity XSchroder UT Managers
108
140.403.79-1.955.971.3
56[+]Schroder Recovery A IncSchroder UT Managers
117
10,200.0010,290.001.321.274.388.6
57[+]Schroder Prime UK Equity Inst AccSchroder UT Managers
109
277.402.700.536.262.1
58[+]Schroder MM UK Growth A AccSchroder UT Managers
94
105.500.86-1.138.863.0
59[+]Schroder Core UK Equity A AccSchroder UT Managers
118
245.603.35-6.925.645.3
60[+]Sarasin Fund for Charities Thematic UK Equity (GBP) A AccSarasin Investment Funds Ltd
113
127.602.93-4.825.8n/a
61[+]Sarasin EquiSar UK Thematic Opportunities A AccSarasin Investment Funds Ltd
130
146.602.05-7.731.7n/a
62[+]Sarasin EquiSar UK Thematic A AccSarasin Investment Funds Ltd
112
138.702.46-5.222.7n/a
63[+]Saracen Growth A AccSaracen Fund Managers
106
3.15
(GBP)
n/a-0.642.865.8
64[+]Santander UK Growth RASantander Asset Mgmt UK Ltd
106
311.90n/a-4.219.842.3
65[+]Santander Stockmarket 100 Tracker Growth RASantander Asset Mgmt UK Ltd
107
167.50n/a-1.524.749.7
66[+]Santander Premium UK Equity ASantander Asset Mgmt UK Ltd
106
246.70n/a-3.223.046.9
67[+]Santander N&P UK Growth RISantander Asset Mgmt UK Ltd
107
157.30n/a-4.318.541.6
68[+]S&W Revera UK Dynamic RetS&W Fund Administration Ltd
105
152.501.150.156.275.3
69[+]Royal London UK Opportunities A AccRoyal London Unit Tst Mgrs Ltd
132
148.000.98-1.235.463.6
70[+]Royal London UK Mid-Cap Growth A AccRoyal London Unit Tst Mgrs Ltd
140
269.901.061.162.7115.0
71[+]Royal London UK Growth A AccRoyal London Unit Tst Mgrs Ltd
124
261.601.460.629.354.6
72[+]Royal London UK Ethical Equity M IncRoyal London Unit Tst Mgrs Ltd
121
124.702.716.549.9n/a
73[+]Royal London UK Equity A AccRoyal London Unit Tst Mgrs Ltd
111
879.501.920.427.957.2
74[+]Royal London FTSE 350 Tracker Z AccRoyal London Unit Tst Mgrs Ltd
104
130.603.10-0.430.557.8
75[+]Royal Bank of Scot GrowthRoyal Bk of Scotland Coll Inv
107
287.502.26-2.831.062.2
   IMA UK ALL COMPANIES PERFORMANCE      -1.036.162.0 

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.