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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: 2586 funds

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2586 funds
Rank ChartFund Group Focus FE Risk Score What is FE Risk Score?BidOfferYield 1y 3y 5y  
526[+]Scottish Widows Diversified PortfolioScottish Wid UT Mgr Limited
38
152.000.605.218.826.5
527[+]Scottish Widows Discovery Solution A AccScottish Wid UT Mgr Limited
37
149.901.806.428.639.2
528[+]Scottish Widows Defensive Solution A AccScottish Wid UT Mgr Limited
18
129.801.904.017.724.4
529[+]Scottish Widows Corporate Bond A AccScottish Wid UT Mgr Limited
42
282.503.307.022.333.0
530[+]Scottish Widows Cautious Solution A AccScottish Wid UT Mgr Limited
24
140.202.104.621.830.8
531[+]Scottish Widows Cautious Portfolio A IncScottish Wid UT Mgr Limited
25
133.400.706.619.030.5
532[+]Scottish Widows Cautious Growth D AccScottish Wid UT Mgr Limited
32
130.501.406.621.5n/a
533[+]Scottish Widows Cash A AccScottish Wid UT Mgr Limited
1
177.500.00-0.1-0.30.1
534[+]Scottish Widows Capital Protected 21Scottish Wid UT Mgr Limited
60
119.000.008.218.9n/a
535[+]Scottish Widows Capital Protected 20Scottish Wid UT Mgr Limited
55
119.500.007.331.4n/a
536[+]Scottish Widows Capital Protected 19Scottish Wid UT Mgr Limited
73
129.700.007.231.5n/a
537[+]Scottish Widows Capital Protected 18Scottish Wid UT Mgr Limited
59
119.000.006.227.7n/a
538[+]Scottish Widows Capital Protected 17Scottish Wid UT Mgr Limited
66
120.800.006.232.9n/a
539[+]Scottish Widows Capital Protected 16Scottish Wid UT Mgr Limited
77
137.300.009.037.537.3
540[+]Scottish Widows Capital Protected 15Scottish Wid UT Mgr Limited
56
148.200.008.141.148.1
541[+]Scottish Widows Capital Protected 14Scottish Wid UT Mgr Limited
100
149.400.0011.641.557.9
542[+]Scottish Widows Capital Protected 13Scottish Wid UT Mgr Limited
102
154.100.0012.144.361.9
543[+]Scottish Widows Capital Protected 12Scottish Wid UT Mgr Limited
102
154.300.006.140.954.5
544[+]Scottish Widows Capital Protected 11Scottish Wid UT Mgr Limited
82
157.200.007.942.159.3
545[+]Scottish Widows Capital Protected 10Scottish Wid UT Mgr Limited
20
161.800.002.732.048.3
546[+]Scottish Widows Balanced Solution A AccScottish Wid UT Mgr Limited
46
152.201.507.532.844.3
547[+]Scottish Widows Balanced Portfolio A AccScottish Wid UT Mgr Limited
44
175.300.5010.033.545.1
548[+]Scottish Widows Balanced Growth Portfolio A AccScottish Wid UT Mgr Limited
46
177.401.506.727.039.9
549[+]Scottish Widows Balanced Growth D AccScottish Wid UT Mgr Limited
57
142.101.608.833.2n/a
550[+]Scottish Widows Asset Allocator A AccScottish Wid UT Mgr Limited
50
119.800.403.515.920.5
551[+]Scottish Widows American Growth A AccScottish Wid UT Mgr Limited
99
1,068.000.1019.858.888.0
552[+]Scottish Widows Adventurous Solution A AccScottish Wid UT Mgr Limited
74
174.301.0011.747.361.7
553[+]Scottish Widows Adventurous Growth D AccScottish Wid UT Mgr Limited
75
155.200.809.246.8n/a
554[+]Scottish Friendly UK GrowthScottish Friendly Assurance
101
265.800.0015.575.293.6
555[+]Scottish Friendly Managed GrowthScottish Friendly Assurance
80
242.800.0014.557.467.1
556[+]Scot Mut UK Equity AccScottish Mutual Invest Mgmt
94
1,213.651,280.902.1013.353.574.7
557[+]Scot Mut UK All Share IndexScottish Mutual Invest Mgmt
92
279.75304.073.219.353.378.1
558[+]Scot Mut OpportunityScottish Mutual Invest Mgmt
94
175.14184.852.1614.964.467.5
559[+]Scot Mut North American AccScottish Mutual Invest Mgmt
108
1,417.601,496.150.0023.060.384.1
560[+]Scot Mut International Growth AccScottish Mutual Invest Mgmt
101
614.02648.041.0114.866.953.3
561[+]Scot Mut Growth AccScottish Mutual Invest Mgmt
71
186.60196.942.3012.850.562.4
562[+]Scot Mut Far East AccScottish Mutual Invest Mgmt
105
615.90650.031.5014.844.352.6
563[+]Scot Mut European AccScottish Mutual Invest Mgmt
97
1,730.861,826.761.188.972.972.6
564[+]Scot Mut CautiousScottish Mutual Invest Mgmt
35
193.67204.403.209.930.249.3
565[+]Schroder US Smaller Companies A AccSchroder UT Managers
103
1,976.001,983.000.0023.666.978.7
566[+]Schroder US Mid Cap A AccSchroder UT Managers
96
96.9397.190.0026.669.885.5
567[+]Schroder UK Smaller Companies A AccSchroder UT Managers
65
2,892.002,962.000.0312.490.3151.3
568[+]Schroder UK Real Estate GBPSchroder UT Managers
32
39.00
(GBP)
41.39
(GBP)
4.2217.336.557.7
569[+]Schroder UK Opportunities ASchroder UT Managers
99
399.201.645.768.8120.8
570[+]Schroder UK Mid 250 A AccSchroder UT Managers
108
244.40246.900.2512.299.7132.1
571[+]Schroder UK Equity A AccSchroder UT Managers
95
2,367.002,385.001.4213.268.396.6
572[+]Schroder UK Dynamic Smaller Companies ASchroder UT Managers
67
305.000.080.376.8182.2
573[+]Schroder UK Corporate Bond A IncSchroder UT Managers
31
60.454.715.719.931.5
574[+]Schroder UK Alpha Plus A AccSchroder UT Managers
99
194.80196.601.288.969.096.2
575[+]Schroder UK Alpha Income A IncSchroder UT Managers
94
172.903.7912.970.7116.8
576[+]Schroder Tokyo A AccSchroder UT Managers
100
265.40266.300.0729.557.951.0
577[+]Schroder The Income Trust For CharitiesSchroder UT Managers
40
63.3963.634.099.315.633.9
578[+]Schroder The Growth Trust For CharitiesSchroder UT Managers
96
153.20153.703.494.352.971.3
579[+]Schroder The Equity Income Trust For CharitiesSchroder UT Managers
90
98.6899.004.1510.866.8101.4
580[+]Schroder Strategic Credit A AccSchroder UT Managers
10
148.504.672.115.522.8
581[+]Schroder Strategic Bond A AccSchroder UT Managers
22
59.354.000.320.5n/a
582[+]Schroder Sterling Broad Market Bond Inst Gr IncSchroder UT Managers
39
113.504.039.318.738.6
583[+]Schroder Specialist Value UK Equity XSchroder UT Managers
94
160.303.139.883.099.5
584[+]Schroder Small Cap Discovery A AccSchroder UT Managers
87
68.900.9113.650.2n/a
585[+]Schroder Recovery A IncSchroder UT Managers
91
11,350.0011,450.001.199.097.2112.1
586[+]Schroder QEP US Core Inst AccSchroder UT Managers
97
1,068.001.3221.667.197.4
587[+]Schroder QEP Global Emerging Markets Z AccSchroder UT Managers
n/a
51.062.59n/an/an/a
588[+]Schroder QEP Global Core Inst AccSchroder UT Managers
85
333.301.7717.362.579.7
589[+]Schroder QEP Global Active Value X AccSchroder UT Managers
83
103.602.4114.062.269.1
590[+]Schroder Prime UK Equity Inst AccSchroder UT Managers
97
316.802.4012.165.184.7
591[+]Schroder Monthly High Income A AccSchroder UT Managers
25
113.40113.505.624.332.539.3
592[+]Schroder MM UK Growth A AccSchroder UT Managers
75
117.600.836.757.679.0
593[+]Schroder MM International A AccSchroder UT Managers
69
120.200.0015.765.973.1
594[+]Schroder MM Diversity Tactical A AccSchroder UT Managers
43
109.400.009.945.754.1
595[+]Schroder MM Diversity Income A AccSchroder UT Managers
28
132.402.883.827.9n/a
596[+]Schroder MM Diversity Balanced A AccSchroder UT Managers
44
133.600.527.842.1n/a
597[+]Schroder MM Diversity A AccSchroder UT Managers
28
102.500.004.724.635.0
598[+]Schroder Managed Wealth Portfolio A AccSchroder UT Managers
43
210.20210.600.308.022.930.6
599[+]Schroder Managed Monthly High Income A AccSchroder UT Managers
38
66.895.687.233.2n/a
600[+]Schroder Managed Balanced Inst AccSchroder UT Managers
63
857.901.2110.643.957.5

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.