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Performance

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Ratio

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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 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: 52 funds

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52 funds
Rank ChartFund Group Focus FE Risk Score What is FE Risk Score?Currency BidOfferYield 1y 3y 5y  
1[+]Aberdeen UK Balanced PropertyAberdeen Fund Managers Limited
55
GBP1.651.650.004.623.238.7
2[+]Blackpoint Nemrod Diversified Holdings BBlackpoint Mgmt Ltd (GSY)
71
USD4,243.810.0017.423.624.3
3[+]Blackpoint Nemrod EuroBlackpoint Mgmt Ltd (GSY)
53
EUR1,999.340.00-5.76.19.6
4[+]Braemar UK Agricultural Land GBPBraemar Group PCC Limited
27
GBP1.270.002.614.933.2
5[+]Curzon Cap Poland Gear Growth CellCurzon PCC Ltd
49
GBP0.460.00-17.1-36.0-49.1
6[+]D&G Prime London CapitalD&G Investment Management Ltd
98
GBP1.241.250.0012.715.936.3
7[+]EEA Life Settlements X USDEEA Fund Mgmt (Guernsey) Ltd
178
USD109.840.00-21.1-37.7-30.0
8[+]F&C Property Growth & Income A Acc NAV GBPF&C CYM (BMO Global Asset Management)
59
GBP20.540.0014.244.257.0
9[+]Hume Cautious Multi-Asset Euro NAVHume Capital Limited
63
EUR12.510.00-9.7-9.6-14.6
10[+]Hume Cautious Multi-Asset Sterling NAVHume Capital Limited
2
GBP75.450.000.60.60.7
11[+]Hume Cautious Multi-Asset US Dollar NAVHume Capital Limited
59
USD88.800.009.50.4-0.2
12[+]Investec Global Commodities & Resources A Gr USDInvestec Asset Mgmt Guernsey
55
USD22.730.00-16.6-20.7-25.0
13[+]Investec Global Defensive Income I Gr Inc USDInvestec Asset Mgmt Guernsey
41
USD19.271.33-4.0-12.0-11.7
14[+]Investec Global Diversified Growth A Gr USDInvestec Asset Mgmt Guernsey
71
USD34.170.0013.221.724.9
15[+]Investec Gulf Overseas Investment BInvestec Asset Mgmt Guernsey
63
USD199.700.0017.329.434.2
16[+]KB Elite Multi-Asset Balanced A Inc GBPKleinwort Benson CI InvtMgtLtd
55
GBP1.450.004.316.525.2
17[+]KB Elite Multi-Asset Balanced B Non Reporting Acc GBPKleinwort Benson CI InvtMgtLtd
56
GBP1.13n/a4.1n/an/a
18[+]KB Elite Multi-Asset Balanced B Non Reporting Acc USDKleinwort Benson CI InvtMgtLtd
89
USD1.10n/a12.5n/an/a
19[+]KB Elite Multi-Asset Conservative A Reporting IncGBPKleinwort Benson CI InvtMgtLtd
30
GBP1.070.023.27.116.1
20[+]KB Elite Multi-Asset Conservative B Non Reporting Acc GBPKleinwort Benson CI InvtMgtLtd
30
GBP1.06n/a2.9n/an/a
21[+]KB Elite Sterling Fixed Income A Reporting Inc GBPKleinwort Benson CI InvtMgtLtd
27
GBP11.020.025.44.828.6
22[+]M&G Offshore Corporate Bond AM&G Guernsey
34
GBX1,318.101,358.863.114.312.133.5
23[+]M&G Offshore North American Dividend AM&G Guernsey
98
GBX156.33162.850.5811.345.464.9
24[+]Marlborough North American GBPMarlborough Internatnl Mgt Ltd
104
GBP30.4430.740.0013.946.878.9
25[+]Marlborough Tiger GBPMarlborough Internatnl Mgt Ltd
99
GBP27.0627.330.005.313.5-3.3
26[+]Melampus Managed SterlingMelampus PCC
66
GBP0.260.000.0-43.4-68.7
27[+]ML Japan Capital Protected II ELDeRS 13CMerrill Lynch
65
GBX150.75151.750.0010.068.453.4
28[+]ML Stepped Growth III ELDeRS 13BMerrill Lynch
17
GBX243.75246.750.003.622.250.2
29[+]ML Stepped Income ELDeRS 13AMerrill Lynch
33
GBX103.75104.750.000.224.744.5
30[+]Momentum Discipline & Diversified Balanced A Hedged USDMomentum Mutual Fund ICC Ltd
72
USD1.580.0011.020.925.3
31[+]Northstar Managed Sterling GBPPSG Fund Management
69
GBP1.32n/a1.321.723.1
32[+]Pan Africa A Gr USDInvestec Asset Mgmt Guernsey
84
USD26.190.00-14.74.9-11.9
33[+]Partners Group The Partners GBP IPartners Group
27
GBP1,350.79n/a10.7n/an/a
34[+]PSG Global Dynamic Portfolio GBPPSG Fund Management
43
GBP1.410.007.710.79.7
35[+]PSG Global Hedge PortfolioPSG Fund Management
62
USD1.780.006.72.1-5.9
36[+]PSG Multi Management Global Flexible USDPSG Fund Management
67
USD1.24n/a3.323.125.0
37[+]PSG Sterling Cash Management Portfolio GBPPSG Fund Management
0
GBP1.310.00-0.3-0.40.1
38[+]PSG Wealth Global Moderate Fund of FundsPSG Fund Management
64
USD1.37n/a5.424.624.0
39[+]Saltus Growth AssetsSaltus Partners LLP
50
GBP1.240.00-1.541.426.7
40[+]Saltus Private Equity PCC IncSaltus Partners LLP
40
GBP0.860.003.52.55.7
41[+]Schroder Emerging Markets USDSchroder Investment Management
108
USD34.9036.870.00-6.62.63.8
42[+]Schroder Institutional Developing Markets ASchroder Investment Management
108
USD26.9528.470.00-5.46.510.0
43[+]Schroder Offshore Cash ASchroder Investment Management
0
GBP1.800.330.30.71.7
44[+]Sigma Sciens Global DiversifiedSigma Asset Management
69
USD1,609.541,609.550.0013.620.312.9
45[+]SPL ARL Private Finance ICSPL Guernsey ICC Limited
71
GBP0.190.00-11.6-44.3-66.0
46[+]SPL cru Private Equity ICSPL Guernsey ICC Limited
143
GBP0.660.0035.126.8-24.6
47[+]SPL cru Private Finance ICSPL Guernsey ICC Limited
85
GBP0.190.00-20.0-45.3-65.5
48[+]SPL Parallel Private Equity IC GBPSPL Guernsey ICC Limited
144
GBP0.630.0035.429.7-24.1
49[+]Stenham Multi Strategy GBPStenham Asset Management
67
GBP122.490.004.219.717.2
50[+]Stratton Street Japan Synthetic Warrant USDStratton Street Capital LLP
363
USD18.13n/a120.61002.7333.5
51[+]Stratton Street Renminbi Bond A USDStratton Street Capital LLP
72
USD169.170.0016.822.661.2
52[+]Tilney Glanmore PropertyTilney Asset Management
427
GBP2.650.0022.43.5-82.8

Price total return performance figures are calculated on a bid price to bid price basis (mid to mid where applicable) with gross income (dividends) reinvested. Performance figures are shown in Pence Sterling (GBX).

Data provided by FE. Care has been taken to ensure that the information is correct, but FE neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.