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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 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: 133 funds

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133 funds
Rank ChartFund Group Focus FE Risk Score What is FE Risk Score?Currency BidOfferYield 1y 3y 5y  
   MIXED ASSET - BALANCED PERFORMANCE       -0.215.022.3 
1[+]AB Dynamic Diversified Portfolio AX USDAllianceBernstein (LUX) S.A
68
USD19.690.003.616.924.7
2[+]Aberdeen Global II Asia Pacific Multi Asset A2 USDAberdeen Global Services S.A.
65
USD166.650.00-2.60.69.7
3[+]Allied Dunbar ManagedAllied Dunbar International
60
USX190.00200.700.103.720.835.8
4[+]Amundi Multi Asset Emerging Markets AHE Cap EURAmundi
98
EUR100.71n/a-14.9n/an/a
5[+]Ashburton Dollar Asset Management USDAshburton (Jersey) Limited
61
USD33.9335.630.006.013.721.1
6[+]Ashburton Sterling Asset Management GBPAshburton (Jersey) Limited
39
GBP39.2541.220.00-0.112.023.6
7[+]AXA World Funds Optimal Income A Cap EURAXA Investment Managers
57
EUR176.30n/a-3.011.118.2
8[+]Barclays Dynamic Tracker 70 A GBPBarclays
50
GBP1.24n/a-1.014.328.2
9[+]Barclays Dynamic Tracker 80 A GBPBarclays
41
GBP1.12n/a-1.28.214.9
10[+]Barclays Dynamic Tracker 90 A GBPBarclays
19
GBP1.06n/a-1.41.33.1
11[+]Barclays MultiManager Portfolio 3 A Acc GBPBarclays
50
GBP11.640.00-2.318.529.9
12[+]Barclays MultiManager Portfolio 4 A Acc GBPBarclays
60
GBP11.520.00-2.820.833.9
13[+]Barclays UK Balanced Portfolio B DisBarclays
50
GBP1.230.02-2.617.623.8
14[+]Barclays Wealth Global Beta Portfolio 2 A Acc GBPBarclays
40
GBP13.200.00-3.18.815.9
15[+]Barclays Wealth Global Beta Portfolio 2 EUR A AccBarclays
53
EUR12.590.00-11.4-1.5n/a
16[+]Barclays Wealth Global Beta Portfolio 3 A GBPBarclays
52
GBP12.080.00-4.311.421.1
17[+]Barclays Wealth Global Beta Portfolio 3 EUR A AccBarclays
59
EUR14.400.00-12.50.8n/a
18[+]Barclays Wealth Global Beta Portfolio 3 USD A AccBarclays
75
USD11.690.002.913.7n/a
19[+]BlackRock GF Global Allocation A2 USDBlackRock (Luxembourg) S.A.
48
USD49.39n/a4.220.332.1
20[+]BlackRock SF Emerging Markets Allocation A2BlackRock (Luxembourg) S.A.
81
USD93.24n/a-9.6n/an/a
21[+]BNP Paribas L1 Diversified World Balanced Classic Cap EURBNP Paribas Invest Partners Lux
48
EUR184.940.00-9.0-0.80.4
22[+]C+F Global Opportunities C CapCapfi Delen Asset Management
57
EUR189.880.00-6.017.720.7
23[+]Capital Group Emerging Markets Total Opportunities (LUX) A7 USDCapital Group
74
USD11.103.34-9.3-3.90.3
24[+]Carmignac Patrimoine A EUR AccCarmignac Gestion
58
EUR622.51n/a-4.84.16.7
25[+]Carmignac Portfolio Patrimoine F EUR MdisCarmignac Gestion
n/a
EUR98.06n/an/an/an/a
26[+]Carmignac Ptf Emerging Patrimoine A EUR AccCarmignac Gestion
64
EUR100.60n/a-13.6-15.9n/a
27[+]Carmignac Ptf Patrimoine F EUR AccCarmignac Gestion
57
EUR111.20n/a-4.3n/an/a
28[+]CGWM Select Diversity B GBPCanaccord Genuity Wealth Mgmnt
45
GBP1.37n/a1.415.527.4
29[+]CGWM Select Global Diversity B USDCanaccord Genuity Wealth Mgmnt
61
USD1.30n/a5.516.531.1
30[+]CGWM Select Income GBPCanaccord Genuity Wealth Mgmnt
31
GBP1.14n/a-0.111.424.4
31[+]City Financial Wealth Acc GBPCity Financial Global Strategies PLC
44
GBP1.18n/a2.619.525.8
32[+]Coram Global Balanced Z GBPCoram Asset Management
n/a
GBP0.97n/an/an/an/a
33[+]Coronation Global Managed ACoronation Fund Manager
78
USD14.08n/a-3.025.145.7
34[+]CS Investment 4 CS (Lux) FundSelection Balanced EUR BH USDCredit Suisse Fund Management S.A.
64
USD113.200.0012.6n/an/a
35[+]Danske Allocation DynamicDanske Invest LUX
58
EUR34.36n/a1.017.832.8
36[+]DB Platinum IV Skandia Leader Sheep 2015/I I1CDB Platinum Advisors
41
EUR186.04n/a-7.0-2.3n/a
37[+]Dierickx Transparant Balance ADierickx
50
EUR1,711.230.00-6.36.510.3
38[+]FAB Global Balanced A EURNotz Stucki Europe SA
59
EUR105.67n/a-8.6n/an/a
39[+]Falcon Balanced ATemple Asset Management Ltd
n/a
SEK94.440.00n/an/an/a
40[+]Fidelity Euro Balanced A EURFidelity (FIL Inv Mgt (Luxembourg) SA)
67
EUR17.490.741.129.341.4
41[+]Fidelity FPS Moderate Growth A EURFidelity (FIL Inv Mgt (Luxembourg) SA)
46
EUR12.260.00-3.017.226.6
42[+]Fidelity Global Multi Asset Tactical Moderate A USDFidelity (FIL Inv Mgt (Luxembourg) SA)
48
USD11.020.00-1.912.515.5
43[+]Fidelity Growth & Income A USDFidelity (FIL Inv Mgt (Luxembourg) SA)
52
USD17.170.001.916.723.5
44[+]Franklin Diversified Balanced A Acc EURFranklin Temp Intnl Serv SARL
48
EUR13.44n/a-0.717.622.6
45[+]Franklin European Income A Acc EURFranklin Temp Intnl Serv SARL
n/a
EUR10.80n/an/an/an/a
46[+]Franklin Global Fundamental Strategies A Acc USDFranklin Temp Intnl Serv SARL
76
USD12.56n/a-0.722.036.7
47[+]Franklin Global Multi-Asset Income A Acc EURFranklin Temp Intnl Serv SARL
51
EUR11.35n/a-2.0n/an/a
48[+]FT TAMAC Global Managers (Lux) GBPFrankfurt Trust
60
GBP117.71117.710.003.112.3n/a
49[+]GAM Composite Global Balanced Open USDGAM Fund Management Ltd
61
USD157.00n/a-1.714.921.3
50[+]GAM Star Balanced II AccGAM Fund Management Ltd
61
GBP10.450.000.722.638.6
51[+]Global Protected ProfitsJP Morgan Mansart Mgmt Ltd
54
GBP1.160.00-6.54.16.1
52[+]GS Balanced Allocation Portfolio P AccGoldman Sachs
n/a
USD98.68n/an/an/an/a
53[+]GS Wealthbuilder Multi Asset Balanced Portfolio Base AccGoldman Sachs
n/a
USD97.17n/a4.4n/an/a
54[+]H2O Moderato RNatixis Global Asset Mgmt S.A.
68
EUR138.750.003.430.923.4
55[+]H2O MultiStrategies RNatixis Global Asset Mgmt S.A.
198
EUR200.390.0013.4136.778.5
56[+]Harmony Portfolio Asian Balanced AMomentum Global Funds SICAV
61
USD0.950.00-1.05.56.7
57[+]Harmony Portfolio Euro Diversified AMomentum Global Funds SICAV
51
EUR1.170.00-2.312.113.3
58[+]Harmony Portfolio Sterling Balanced AMomentum Global Funds SICAV
43
GBP1.250.00-0.714.322.6
59[+]Harmony Portfolio US Dollar Balanced AMomentum Global Funds SICAV
62
USD1.080.002.413.522.7
60[+]HSBC Portfolios World Selection 3 ACHEURHSBC Investment Funds (Lux) SA
46
USD14.05n/a-12.1n/an/a
61[+]HSBC World Selection 3 AD USDHSBC Investments Solutions
59
USD167.03n/a3.214.623.6
62[+]IdB Multi Manager Balanced C EURInsinger de Beaufort Asset Mgt
52
EUR111.840.00-5.411.816.0
63[+]Invesco Asia Balanced A Acc USDInvesco Management S.A.
70
USD22.391.71-7.55.316.5
64[+]Invesco Balanced Risk Allocation A EURInvesco Management S.A.
45
EUR14.700.00-13.2-4.414.8
65[+]Invesco Balanced-Risk Select Z Acc EURInvesco Management S.A.
n/a
EUR9.580.00-13.3n/an/a
66[+]Investec Global Diversified Growth A Gr USDInvestec Asset Mgmt Guernsey
69
USD33.240.006.116.419.9
67[+]Janus Balanced A Acc USDJanus Capital Funds
63
USD22.66n/a5.925.345.2
68[+]JB Strategy Balanced CHF BGAM (Luxembourg) S.A.
76
CHF148.200.00-0.313.928.6
69[+]JB Strategy Balanced EUR BGAM (Luxembourg) S.A.
49
EUR153.200.00-7.05.915.7
70[+]JB Strategy Balanced USD BGAM (Luxembourg) S.A.
67
USD128.480.003.615.528.7
71[+]JI Balanced Strategy CL EURJyske Invest International
52
EUR144.17n/a-5.112.629.2
72[+]JI Balanced Strategy GBP CLJyske Invest International
41
GBP128.03n/a2.922.1n/a
73[+]JI Balanced Strategy NOK CLJyske Invest International
61
NOK137.71n/a-14.3-5.118.7
74[+]JP Morgan Global Protected Profits IIJP Morgan Mansart Mgmt Ltd
57
GBP1.040.00-5.76.610.5
75[+]JPM Blue & Green AJPMorgan Asset Mgmt (Europe) S.a r.l.
56
EUR27,566.3627,566.36n/a6.513.73.2
   MIXED ASSET - BALANCED PERFORMANCE       -0.215.022.3 

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.