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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: 125 funds

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125 funds
Rank ChartFund Group Focus FE Risk Score What is FE Risk Score?Currency BidOfferYield 1y 3y 5y  
   MIXED ASSET - BALANCED PERFORMANCE       7.719.426.9 
1[+]AB Dynamic Diversified Portfolio AX USDAllianceBernstein (LUX) S.A
60
USD20.220.005.817.726.9
2[+]Allied Dunbar ManagedAllied Dunbar International
61
USX192.40203.300.102.821.235.1
3[+]Arab Bank MENAArab Bank
54
USD8.590.000.019.817.7
4[+]Ashburton Replica Dollar Asset Management USDAshburton (Jersey) Limited
58
USD34.4436.160.004.112.524.0
5[+]Ashburton Replica Sterling Asset Management GBPAshburton (Jersey) Limited
43
GBP39.9141.910.006.114.929.3
6[+]AXA World Funds Optimal Income A Cap EURAXA Investment Managers
58
EUR172.28n/a6.123.633.8
7[+]Barclays Dynamic Tracker 70 A GBPBarclays
51
GBP1.30n/a11.424.135.7
8[+]Barclays Dynamic Tracker 80 A GBPBarclays
41
GBP1.18n/a8.414.420.9
9[+]Barclays Dynamic Tracker 90 A GBPBarclays
18
GBP1.08n/a2.94.15.6
10[+]Barclays Investment Legends A USDBarclays
63
USD78.050.00-5.3-3.44.4
11[+]Barclays MultiManager Portfolio 3 A Acc GBPBarclays
51
GBP12.050.007.625.335.5
12[+]Barclays MultiManager Portfolio 4 A Acc GBPBarclays
60
GBP11.970.008.630.239.5
13[+]Barclays MultiManager Portfolio 5 A AccBarclays
67
GBP11.790.007.632.042.3
14[+]Barclays UK Balanced Portfolio C DisBarclays
52
GBP1.301.095.726.637.8
15[+]Barclays Wealth Global Beta Portfolio 2 A Acc GBPBarclays
38
GBP13.700.006.815.222.6
16[+]Barclays Wealth Global Beta Portfolio 2 EUR A AccBarclays
53
EUR13.100.006.513.5n/a
17[+]Barclays Wealth Global Beta Portfolio 3 A GBPBarclays
52
GBP12.680.007.819.828.4
18[+]Barclays Wealth Global Beta Portfolio 3 EUR A AccBarclays
62
EUR15.150.007.518.0n/a
19[+]Barclays Wealth Global Beta Portfolio 3 USD A AccBarclays
66
USD12.290.007.519.0n/a
20[+]BlackRock Emerging Markets Allocation A2BlackRock (Luxembourg) S.A.
n/a
USD104.85n/a9.9n/an/a
21[+]BlackRock Global Funds Global Allocation A2 USDBlackRock (Luxembourg) S.A.
52
USD50.38n/a3.519.932.5
22[+]BNP Paribas L1 Diversified World Balanced Classic Cap EURBNP Paribas Invest Partners Lux
50
EUR195.050.009.815.223.8
23[+]C+F Global Opportunities C CapCapfi Delen Asset Management
56
EUR193.86n/a12.738.640.5
24[+]Capital Group Emerging Markets Total Opportunities (LUX) A7 USDCapital Group
68
USD12.363.343.05.617.8
25[+]Capital Group Global Allocation Fund (LUX) B GBPCapital Group
n/a
GBP9.26n/an/an/an/a
26[+]CGWM Select Diversity GBPCanaccord Genuity Wealth Mgmnt
47
GBP1.41n/a8.622.235.0
27[+]CGWM Select Global Diversity B USDCanaccord Genuity Wealth Mgmnt
57
USD1.33n/a5.619.933.6
28[+]CGWM Select Income GBPCanaccord Genuity Wealth Mgmnt
32
GBP1.19n/a7.420.133.6
29[+]City Financial Balanced Portfolio GBPCity Financial Global Strategies PLC
42
GBP1.15n/a9.619.3n/a
30[+]City Financial Income Portfolio Y GBPCity Financial Global Strategies PLC
43
GBP1.02n/a7.719.6n/a
31[+]City Financial Moderate Portfolio A GBPCity Financial Global Strategies PLC
31
GBP1.13n/a7.816.4n/a
32[+]City Financial Wealth Acc GBPCity Financial Global Strategies PLC
38
GBP1.24n/a14.325.025.5
33[+]Coronation Global Managed ACoronation Fund Manager
72
USD14.97n/a4.936.3n/a
34[+]Danske Allocation DynamicDanske Invest LUX
61
EUR33.11n/a11.733.350.2
35[+]DB Platinum IV Skandia Leader Sheep 2015/I I1CDB Platinum Advisors
42
EUR184.38n/a2.1n/an/a
36[+]Dierickx Transparant Balance ADierickx
51
EUR1,718.27n/a9.119.526.5
37[+]Fidelity Euro Balanced A EURFidelity (FIL(Luxembourg)SA)
68
EUR17.370.7413.151.063.0
38[+]Fidelity FPS Moderate Growth A EURFidelity (FIL(Luxembourg)SA)
44
EUR12.470.0015.038.852.5
39[+]Fidelity Growth & Income A USDFidelity (FIL(Luxembourg)SA)
50
USD17.660.002.216.126.2
40[+]Fidelity Multi Asset Strategic A USDFidelity (FIL(Luxembourg)SA)
45
USD11.350.00-2.411.614.7
41[+]Franklin Global Allocation A Acc USDFranklin Templeton International Services S.a r.l.
75
USD10.79n/a1.312.4n/a
42[+]Franklin Income A MDis USDFranklin Templeton International Services S.a r.l.
67
USD12.45n/a3.222.544.8
43[+]Franklin Multi-Asset Income A Acc EURFranklin Templeton International Services S.a r.l.
48
EUR11.67n/a19.6n/an/a
44[+]Franklin Strategic Balanced A Acc EURFranklin Templ Strat Alloc Fds
50
EUR13.51n/a18.033.448.5
45[+]GAM Composite Global Balanced Open USDGAM Fund Management Ltd
63
USD162.73n/a1.420.926.5
46[+]Global Protected ProfitsJP Morgan Mansart Mgmt Ltd
47
GBP1.220.003.69.48.7
47[+]GS Balanced Allocation Portfolio P AccGoldman Sachs
n/a
USD100.28n/an/an/an/a
48[+]GS Wealthbuilder Multi Asset Balanced Portfolio Base AccGoldman Sachs
n/a
USD99.42n/an/an/an/a
49[+]H2O Moderato RNatixis Global Asset Mgmt S.A.
61
EUR127.30n/a8.334.6n/a
50[+]H2O MultiStrategies RNatixis Global Asset Mgmt S.A.
159
EUR179.13n/a29.8123.3n/a
51[+]Harmony Portfolio Asian Balanced AMomentum Global Funds SICAV
52
USD1.010.004.39.215.2
52[+]Harmony Portfolio Euro Balanced AMomentum Global Funds SICAV
55
EUR1.180.0012.729.135.7
53[+]Harmony Portfolio Sterling Balanced AMomentum Global Funds SICAV
44
GBP1.290.007.021.932.7
54[+]Harmony Portfolio US Dollar Balanced AMomentum Global Funds SICAV
57
USD1.110.003.417.628.0
55[+]HSBC Managed Portfolio World Selection Balanced AD USDHSBC Investments Solutions
55
USD169.97n/a3.418.226.6
56[+]HSBC Portfolios World Selection 3 ACHEURHSBC Global Investment Funds
47
USD14.76n/an/an/an/a
57[+]IdB Multi Manager Balanced A USDInsinger de Beaufort Asset Mgt
56
USD133.340.002.823.325.3
58[+]Invesco Asia Balanced A Acc USDInvesco Management S.A.
60
USD24.601.717.919.540.3
59[+]Invesco Balanced Risk Allocation A EURInvesco Management S.A.
44
EUR15.53n/a8.013.149.5
60[+]Invesco Balanced-Risk Select Z Acc EURInvesco Management S.A.
n/a
EUR10.10n/an/an/an/a
61[+]Investec Global Diversified Growth A Gr USDInvestec Asset Mgmt Guernsey
58
USD34.070.007.619.726.5
62[+]Janus Balanced A Acc USDJanus Capital Funds
55
USD23.11n/a6.130.347.0
63[+]JB Strategy Balanced CHF BSwiss&Gbl Asset Mgt (Lux) S.A.
91
CHF150.060.004.017.420.0
64[+]JB Strategy Balanced EUR BSwiss&Gbl Asset Mgt (Lux) S.A.
48
EUR157.900.0010.824.841.6
65[+]JB Strategy Balanced USD BSwiss&Gbl Asset Mgt (Lux) S.A.
55
USD133.160.004.919.635.1
66[+]JI Balanced Strategy EURJyske Invest International
55
EUR144.24n/a10.428.849.4
67[+]JI Balanced Strategy GBPJyske Invest International
44
GBP128.15n/a9.326.7n/a
68[+]JI Balanced Strategy NOKJyske Invest International
73
NOK135.08n/a11.034.054.4
69[+]JP Morgan Global Protected Profits IIJP Morgan Mansart Mgmt Ltd
65
GBP1.090.004.511.9n/a
70[+]JPM Asia Pacific Income A Acc NAV USDJP Morgan Asset Management
n/a
USD19.28n/a11.429.842.0
71[+]JPM Inv Blue & Green AJP Morgan Investment Funds
47
EUR26,439.1726,439.17n/a10.311.79.7
72[+]JPM Inv Global Balanced A EURJP Morgan Investment Funds
58
EUR1,670.061,762.37n/a12.629.545.0
73[+]JPMorgan EvergreenJP Morgan (Asia) Limited
63
USD18.8919.460.002.119.330.4
74[+]JPMorgan Provident BalancedJP Morgan (Asia) Limited
55
HKD295.430.006.220.629.1
75[+]JPMorgan Provident GrowthJP Morgan (Asia) Limited
67
HKD623.540.007.429.037.5
   MIXED ASSET - BALANCED PERFORMANCE       7.719.426.9 

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 fund’s native currency unless otherwise specified – performance figures can be rebased to Pence Sterling (GBX) using the rebasing option.