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Performance

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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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Fund performance league table: 135 funds

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135 funds
Rank ChartFund Group Focus FE Risk Score What is FE Risk Score?Currency BidOfferYield 1y 3y 5y  
   MIXED ASSET - BALANCED PERFORMANCE       -7.33.97.7 
1[+]AB Dynamic Diversified Portfolio AX USDAllianceBernstein (LUX) S.A
68
USD18.250.00-6.08.613.1
2[+]AB Global Strategy 40/60 GBP V2 Acc GBPAllianceBernstein (LUX) S.A
34
GBP114.15n/a-4.910.5n/a
3[+]AB Global Strategy 50/50 GBP V2 Acc GBPAllianceBernstein (LUX) S.A
42
GBP115.91n/a-6.89.8n/a
4[+]AB Global Strategy 60/40 GBP V2 Acc GBPAllianceBernstein (LUX) S.A
51
GBP116.49n/a-8.29.8n/a
5[+]Aberdeen Global II Asia Pacific Multi Asset A2 USDAberdeen Global Services S.A.
60
USD159.212.05-6.8-3.78.9
6[+]Aberdeen Global Multi Asset Income A1 IncAberdeen Global Services S.A.
49
USD9.070.03n/an/an/a
7[+]Allied Dunbar ManagedAllied Dunbar International
59
USX179.70189.800.10-1.812.821.9
8[+]Ashburton Dollar Asset Management USDAshburton (Jersey) Limited
57
USD32.2033.810.00-1.29.819.5
9[+]Ashburton Sterling Asset Management GBPAshburton (Jersey) Limited
37
GBP37.7239.610.00-5.43.112.5
10[+]AXA World Funds Optimal Income A Cap EURAXA Investment Managers
52
EUR161.13n/a-2.6-2.93.3
11[+]Barclays Dynamic Tracker 70 A GBPBarclays
48
GBP1.20n/a-7.86.716.2
12[+]Barclays Dynamic Tracker 80 A GBPBarclays
35
GBP1.10n/a-6.23.57.7
13[+]Barclays Dynamic Tracker 90 A GBPBarclays
16
GBP1.05n/a-3.4-0.30.2
14[+]Barclays MultiManager Portfolio 3 A Acc GBPBarclays
53
GBP10.820.00-10.41.09.4
15[+]Barclays MultiManager Portfolio 4 A Acc GBPBarclays
64
GBP10.600.00-11.62.58.7
16[+]Barclays UK Balanced Portfolio B DisBarclays
52
GBP1.131.72-10.11.59.3
17[+]Barclays Wealth Global Beta Portfolio 2 A Acc GBPBarclays
41
GBP12.670.00-7.50.54.4
18[+]Barclays Wealth Global Beta Portfolio 2 EUR A AccBarclays
50
EUR12.070.00-3.1-8.4-5.6
19[+]Barclays Wealth Global Beta Portfolio 3 A GBPBarclays
55
GBP11.470.00-9.60.64.7
20[+]Barclays Wealth Global Beta Portfolio 3 EUR A AccBarclays
58
EUR13.650.00-5.2-8.2-5.3
21[+]Barclays Wealth Global Beta Portfolio 3 USD A AccBarclays
72
USD11.090.00-5.09.015.2
22[+]BL Global 50 A DisBanque de Luxembourg
35
EUR875.64n/a2.94.911.4
23[+]BlackRock GF Global Allocation A2 USDBlackRock (Luxembourg) S.A.
51
USD45.75n/a-4.111.619.6
24[+]BlackRock SF Emerging Markets Allocation A2BlackRock (Luxembourg) S.A.
85
USD86.30n/a-11.6n/an/a
25[+]BNP Paribas European Multi-Asset Income Classic CapBNP Paribas Invest Partners Lux
n/a
EUR100.89n/a-0.2n/an/a
26[+]BNP Paribas L1 Diversified World Balanced Classic Cap EURBNP Paribas Invest Partners Lux
46
EUR179.020.00-3.2-7.2-6.5
27[+]C+F Global Opportunities C CapCapfi Delen Asset Management
55
EUR175.74n/a-4.73.411.5
28[+]Capital Group Emerging Markets Total Opportunities (LUX) A7 USDCapital Group
71
USD10.293.34-10.9-13.3-1.9
29[+]Capital Group Global Allocation (LUX) B GBPCapital Group
53
GBP9.15n/a-0.7n/an/a
30[+]Carmignac Patrimoine A EUR AccCarmignac Gestion
48
EUR609.26n/a-2.21.08.7
31[+]Carmignac Portfolio Emerging Patrimoine A EUR AccCarmignac Gestion
53
EUR96.22n/a-7.7-21.1n/a
32[+]Carmignac Portfolio Patrimoine F EUR AccCarmignac Gestion
60
EUR109.12n/a-1.6n/an/a
33[+]CGWM Select Diversity B GBPCanaccord Genuity Wealth Mgmnt
40
GBP1.32n/a-6.16.414.4
34[+]CGWM Select Global Diversity B USDCanaccord Genuity Wealth Mgmnt
53
USD1.21n/a-3.811.620.2
35[+]CGWM Select Income GBPCanaccord Genuity Wealth Mgmnt
29
GBP1.10n/a-4.65.918.3
36[+]City Financial Wealth Acc GBPCity Financial Inv Company Ltd
43
GBP1.09n/a-11.54.16.5
37[+]Coram Global Balanced Z GBPCoram Asset Management
n/a
GBP0.99n/a-0.9n/an/a
38[+]Coronation Global Managed ACoronation Fund Manager
77
USD12.48n/a-12.46.126.7
39[+]CS Investment 4 CS (Lux) FundSelection Balanced EUR B EURCredit Suisse Fund Management S.A.
58
EUR106.08n/a-4.5n/an/a
40[+]Davy UK GPS Balanced Growth A AccDavy Funds PLC
n/a
GBP98.090.00n/an/an/a
41[+]Dierickx Transparant Balance ADierickx
48
EUR1,601.17n/a-3.1-2.3-0.4
42[+]Dimensional World Allocation 60/40 Acc GBPDimensional Fund Advisors(IRL)
51
GBP13.21n/a-5.010.9n/a
43[+]FAB Global Balanced A EURNotz Stucki Europe SA
49
EUR102.60n/a-5.0n/an/a
44[+]Falcon Balanced ATemple Asset Management Ltd
n/a
SEK85.49n/a-14.9n/an/a
45[+]Fidelity Euro Balanced A EURFidelity International (FIL Inv Mgt(Luxembourg)SA)
57
EUR16.290.79-1.910.423.9
46[+]Fidelity FPS Moderate Growth A EURFidelity International (FIL Inv Mgt(Luxembourg)SA)
41
EUR11.650.00-2.66.918.1
47[+]Fidelity Global Multi Asset Tactical Moderate A USDFidelity International (FIL Inv Mgt(Luxembourg)SA)
51
USD10.550.00-2.25.69.5
48[+]Fidelity Growth & Income A USDFidelity International (FIL Inv Mgt(Luxembourg)SA)
57
USD16.260.00-2.511.816.6
49[+]Franklin Diversified Balanced A Acc EURFranklin Temp Intnl Serv SARL
40
EUR12.61n/a-2.36.912.9
50[+]Franklin European Income A Acc EURFranklin Temp Intnl Serv SARL
n/a
EUR9.91n/a-3.7n/an/a
51[+]Franklin Global Fundamental Strategies A Acc USDFranklin Temp Intnl Serv SARL
81
USD11.10n/a-10.83.216.8
52[+]Franklin Global Multi-Asset Income A Acc EURFranklin Temp Intnl Serv SARL
46
EUR10.89n/a-2.1n/an/a
53[+]Franklin Income A MDis USDFranklin Temp Intnl Serv SARL
73
USD9.96n/a-13.01.815.1
54[+]FT TAMAC Global Managers (Lux) GBPFrankfurt Trust
59
GBP111.21111.21n/a-8.13.5n/a
55[+]GAM Composite Global Balanced Open USDGAM Fund Management Ltd
68
USD154.22n/a0.516.824.4
56[+]GAM Star Balanced II AccGAM Fund Management Ltd
54
GBP9.88n/a-6.37.114.7
57[+]Global Protected ProfitsJP Morgan Mansart Mgmt Ltd
44
GBP1.110.00-8.8-3.6-6.3
58[+]GS Balanced Allocation Portfolio P AccGoldman Sachs
n/a
USD93.16n/a-2.1n/an/a
59[+]GS Wealthbuilder Multi Asset Balanced Portfolio Base AccGoldman Sachs
51
USD90.72n/a-3.7n/an/a
60[+]H2O Moderato RNatixis Global Asset Mgmt S.A.
54
EUR128.16n/a4.09.614.3
61[+]Harmony Portfolio Asian Balanced AMomentum Global Funds SICAV
57
USD0.890.00-6.5-1.33.1
62[+]Harmony Portfolio Euro Diversified AMomentum Global Funds SICAV
51
EUR1.060.00-6.1-2.13.5
63[+]Harmony Portfolio Sterling Balanced AMomentum Global Funds SICAV
43
GBP1.210.00-5.95.614.8
64[+]Harmony Portfolio US Dollar Balanced AMomentum Global Funds SICAV
57
USD0.990.00-6.36.816.3
65[+]HSBC GIF Managed Solutions Asia Focused Growth AC USDHSBC Investment Funds (Lux) SA
90
USD8.17n/a-14.2n/an/a
66[+]HSBC Portfolios World Selection 3 ACHEURHSBC Investment Funds (Lux) SA
47
USD13.17n/a-5.8n/an/a
67[+]HSBC World Selection 3 AD USDHSBC Investments Solutions
53
USD156.86n/a-2.49.518.7
68[+]IdB Multi Manager Balanced C EURInsinger de Beaufort Asset Mgt
50
EUR107.880.00-1.97.910.5
69[+]Invesco Asia Balanced A Acc USDInvesco Management S.A.
65
USD21.591.71-6.7-1.014.7
70[+]Invesco Balanced Risk Allocation A EURInvesco Management S.A.
42
EUR14.22n/a-4.1-9.99.7
71[+]Invesco Balanced-Risk Select Z Acc EURInvesco Management S.A.
n/a
EUR9.25n/a-4.2n/an/a
72[+]Investec Emerging Markets Multi Asset A Gr Acc USDInvestec Asset Management Luxembourg S.A.
92
USD16.362.05-16.3-20.4n/a
73[+]Investec Global Diversified Growth A Gr USDInvestec Asset Mgmt Guernsey
62
USD31.570.00-2.414.519.1
74[+]Janus Balanced A Acc USDJanus Capital Funds
67
USD21.29n/a-3.918.334.1
75[+]JB Strategy Balanced CHF BGAM (Luxembourg) S.A.
61
CHF141.270.00-7.07.019.9
   MIXED ASSET - BALANCED PERFORMANCE       -7.33.97.7 

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.