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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: 3077 funds

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3077 funds
Rank ChartFund Group Focus FE Risk Score What is FE Risk Score?BidOfferYield 1y 3y 5y  
1[+]Your Portfolio VI 1RBS Collective Invst Fds Ltd
73
119.800.574.3n/an/a
2[+]Your Portfolio V 1RBS Collective Invst Fds Ltd
61
121.000.605.1n/an/a
3[+]Your Portfolio IV 1RBS Collective Invst Fds Ltd
47
117.700.914.9n/an/a
4[+]Your Portfolio III 1RBS Collective Invst Fds Ltd
33
113.100.804.5n/an/a
5[+]Your Portfolio II 1RBS Collective Invst Fds Ltd
21
108.600.003.8n/an/a
6[+]WSSF 5 Aggressive Portfolio Ret AccHSBC Gbl Asset Mgt (HSBC Inv)
82
1,327.002.110.230.236.2
7[+]WSSF 4 Progressive Portfolio Ret AccHSBC Gbl Asset Mgt (HSBC Inv)
69
1,310.002.090.828.135.4
8[+]WSSF 3 Balanced Portfolio Ret AccHSBC Gbl Asset Mgt (HSBC Inv)
51
1,288.001.971.323.531.8
9[+]WSSF 2 Defensive Portfolio Ret AccHSBC Gbl Asset Mgt (HSBC Inv)
36
1,237.001.801.317.026.0
10[+]WSSF 1 Conservative Portfolio Ret AccHSBC Gbl Asset Mgt (HSBC Inv)
25
1,188.001.541.211.919.7
11[+]Worldwide Capital Growth A2000Thesis Unit Trust Mgmt Ltd
59
10.36
(GBP)
1.30-0.423.739.1
12[+]Wesleyan InternationalWesleyan Unit Trust Mgrs Ltd
95
141.04147.810.402.333.338.5
13[+]Wesleyan GrowthWesleyan Unit Trust Mgrs Ltd
107
327.75344.162.00-2.438.551.7
14[+]Wesleyan CashWesleyan Unit Trust Mgrs Ltd
0
148.420.400.31.01.7
15[+]Wealthy Nations Bond Ord Inc GBPNew Capital Fund Management
60
116.35
(GBP)
3.456.727.141.0
16[+]WAY MA Growth Portfolio B AccWAY Fund Managers
81
120.780.00-2.124.635.4
17[+]WAY MA Cautious Portfolio B AccWAY Fund Managers
49
127.590.00-0.815.220.6
18[+]WAY Green Portfolio Elite Ret AccWAY Fund Managers
89
98.070.00-4.114.8n/a
19[+]WAY Global Red Active Portfolio A AccWAY Fund Managers
86
149.910.00-3.829.232.1
20[+]WAY Global Momentum A AccWAY Fund Managers
75
105.640.00-3.712.2n/a
21[+]WAY Global Cautious Portfolio B AccWAY Fund Managers
40
131.730.00-2.28.912.7
22[+]WAY Global Blue Managed Portfolio A AccWAY Fund Managers
60
159.390.00-2.720.926.3
23[+]WAY Charteris Gold & Precious Metals Elite E AccWAY Fund Managers
218
87.280.00-12.7-38.3n/a
24[+]WAY Absolute Return Portfolio E AccWAY Fund Managers
29
114.820.005.420.9n/a
25[+]Waverton Sterling Bond B GBPWaverton Investment Management
21
9.79
(GBP)
n/a2.515.8n/a
26[+]Waverton Global Equity A GBPWaverton Investment Management
104
13.57
(GBP)
0.006.543.144.9
27[+]Waverton Global Bond I USDWaverton Investment Management
28
9.74
(USD)
n/a0.74.3n/a
28[+]Waverton European B EURWaverton Investment Management
149
15.26
(EUR)
0.0012.1110.7130.0
29[+]Waverton Asia Pacific A GBPWaverton Investment Management
105
20.12
(GBP)
0.000.023.023.5
30[+]VT Woodhill Investment Absolute Return IncValu-Trac Invest Mgmt Ltd
n/a
101.91n/an/an/an/a
31[+]VT Ursus Arctos 1Valu-Trac Invest Mgmt Ltd
77
97.16n/a-0.333.963.3
32[+]VT Turcan Connell Income Portfolio IncValu-Trac Invest Mgmt Ltd
35
109.452.850.013.319.7
33[+]VT Turcan Connell Growth PortfolioValu-Trac Invest Mgmt Ltd
82
95.880.17-0.124.329.0
34[+]VT Turcan Connell Absolute Return Portfolio AccValu-Trac Invest Mgmt Ltd
42
108.360.000.116.3n/a
35[+]VT The Prestney IncValu-Trac Invest Mgmt Ltd
62
1,502.781.442.319.529.7
36[+]VT Rossie House Portfolio B Inc GBPValu-Trac Invest Mgmt Ltd
n/a
100.27n/an/an/an/a
37[+]VT Odey Total Return A GBPValu-Trac Invest Mgmt Ltd
n/a
93.13
(GBP)
n/an/an/an/a
38[+]VT Maven Smart Dividend UK X AccValu-Trac Invest Mgmt Ltd
100
111.93n/a-1.426.136.0
39[+]VT Kepler Alternative Growth C AccValu-Trac Invest Mgmt Ltd
n/a
100.00n/an/an/an/a
40[+]VT icf Absolute Return Portfolio FValu-Trac Invest Mgmt Ltd
31
113.65n/a-0.513.2n/a
41[+]VT De Lisle America B GBPValu-Trac Invest Mgmt Ltd
118
196.94n/a1.371.7n/a
42[+]Virgin UK Index TrackingVirgin Money Unit Tst Mgr Ltd
99
231.10231.102.50-1.630.445.5
43[+]Virgin IncomeVirgin Money Unit Tst Mgr Ltd
46
120.10120.102.104.611.725.5
44[+]Virgin Climate ChangeVirgin Money Unit Tst Mgr Ltd
109
100.460.250.343.945.4
45[+]Veritas Global Focus A GBPVeritas Asset Mgmt (UK) Ltd
90
25.54
(GBP)
0.0010.642.566.8
46[+]Veritas Global Equity Income A GBPVeritas Asset Mgmt (UK) Ltd
88
156.93
(GBP)
0.003.032.552.8
47[+]Veritas Asian A GBPVeritas Asset Mgmt (UK) Ltd
100
349.88
(GBP)
0.008.435.731.7
48[+]Vanguard US Equity Index AccVanguard Investments UK Ltd
97
246.74
(GBP)
1.3312.562.4101.9
49[+]Vanguard UK Long Duration Gilt Index AccVanguard Investments UK Ltd
81
145.16
(GBP)
2.9612.219.4n/a
50[+]Vanguard UK Investment Grade Bond Index Acc GBPVanguard Investment Series
38
79.23
(GBP)
n/a6.726.845.1
51[+]Vanguard UK Inflation Linked Gilt Index AccVanguard Investments UK Ltd
68
141.12
(GBP)
0.168.825.1n/a
52[+]Vanguard UK Government Bond Index Acc GBPVanguard Investment Series
47
136.97
(GBP)
n/a7.113.233.3
53[+]Vanguard SRI Global Stock Inc GBPVanguard Investment Series
n/a
137.43
(GBP)
n/a5.3n/an/a
54[+]Vanguard SRI European Stock Inc GBPVanguard Investment Series
110
121.15
(GBP)
n/a-3.2n/an/a
55[+]Vanguard Pacific ex Japan Stock Index Acc GBPVanguard Investment Series
n/a
198.61
(GBP)
n/a-0.427.938.2
56[+]Vanguard LifeStrategy 80% Equity AccVanguard Investments UK Ltd
70
131.15
(GBP)
1.264.235.3n/a
57[+]Vanguard LifeStrategy 60% Equity AccVanguard Investments UK Ltd
51
129.39
(GBP)
1.314.530.6n/a
58[+]Vanguard LifeStrategy 40% Equity AccVanguard Investments UK Ltd
36
127.32
(GBP)
1.314.826.0n/a
59[+]Vanguard LifeStrategy 20% Equity AccVanguard Investments UK Ltd
31
124.65
(GBP)
1.235.021.6n/a
60[+]Vanguard LifeStrategy 100% Equity AccVanguard Investments UK Ltd
89
132.32
(GBP)
1.463.939.8n/a
61[+]Vanguard Japan Stock Index Acc GBPVanguard Investment Series
139
133.82
(GBP)
n/a-6.020.127.6
62[+]Vanguard Global Small-Cap Index Acc GBPVanguard Investment Series
106
166.97
(GBP)
n/a1.746.8n/a
63[+]Vanguard Global Bond Index Hedge Acc GBPVanguard Investment Series
54
136.35
(GBP)
n/a5.814.027.6
64[+]Vanguard FTSE UK Equity Index AccVanguard Investments UK Ltd
99
189.16
(GBP)
3.12-1.432.650.3
65[+]Vanguard FTSE UK Equity Income Index AccVanguard Investments UK Ltd
97
207.40
(GBP)
4.04-1.136.067.0
66[+]Vanguard FTSE U.K. All Share Index AccVanguard Investments UK Ltd
99
147.76
(GBP)
3.12-1.432.5n/a
67[+]Vanguard FTSE Developed World ex UK Equity Index AccVanguard Investments UK Ltd
90
201.45
(GBP)
1.636.446.263.3
68[+]Vanguard FTSE Developed Europe ex UK Equity Index AccVanguard Investments UK Ltd
120
166.24
(GBP)
2.23-3.934.824.8
69[+]Vanguard Emerging Markets Stock Index Acc GBPVanguard Investment Series
114
153.71
(GBP)
n/a-2.09.614.1
70[+]Valu-Trac The Teal Fund WidgeonValu-Trac Invest Mgmt Ltd
68
190.970.00-0.725.648.5
71[+]Unicorn UK Smaller Companies BUnicorn Asset Management
82
370.480.804.269.6149.4
72[+]Unicorn UK Income AUnicorn Asset Management
86
211.825.33-3.673.6131.0
73[+]Unicorn UK Growth BUnicorn Asset Management
95
373.380.220.560.794.4
74[+]Unicorn Outstanding British Companies RUnicorn Asset Management
90
203.790.48-5.139.492.4
75[+]Unicorn Mastertrust BUnicorn Asset Management
59
298.360.371.544.568.5

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.