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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: 127 funds

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127 funds
Rank ChartFund Group Focus FE Risk Score What is FE Risk Score?Currency BidOfferYield 1y 3y 5y  
   MIXED ASSET - BALANCED PERFORMANCE       10.122.625.1 
1[+]AB Dynamic Diversified Portfolio AX USDAllianceBernstein (LUX) S.A
61
USD20.960.004.819.622.7
2[+]Allied Dunbar ManagedAllied Dunbar International
60
USX198.40209.600.104.020.932.3
3[+]Ashburton Dollar Asset Management USDAshburton (Jersey) Limited
59
USD35.3637.130.005.114.121.6
4[+]Ashburton Sterling Asset Management GBPAshburton (Jersey) Limited
41
GBP41.2943.350.008.217.926.1
5[+]AXA World Funds Optimal Income A Cap EURAXA Investment Managers
55
EUR184.28n/a12.327.335.7
6[+]Barclays Dynamic Tracker 70 A GBPBarclays
49
GBP1.34n/a12.027.331.9
7[+]Barclays Dynamic Tracker 80 A GBPBarclays
40
GBP1.20n/a9.217.219.0
8[+]Barclays Dynamic Tracker 90 A GBPBarclays
18
GBP1.09n/a3.35.24.9
9[+]Barclays MultiManager Portfolio 3 A Acc GBPBarclays
49
GBP12.430.008.227.631.0
10[+]Barclays MultiManager Portfolio 4 A Acc GBPBarclays
59
GBP12.410.009.331.933.6
11[+]Barclays MultiManager Portfolio 5 A AccBarclays
66
GBP12.300.009.333.535.4
12[+]Barclays UK Balanced Portfolio C DisBarclays
50
GBP1.341.096.527.732.4
13[+]Barclays Wealth Global Beta Portfolio 2 A Acc GBPBarclays
37
GBP14.020.006.815.918.9
14[+]Barclays Wealth Global Beta Portfolio 2 EUR A AccBarclays
54
EUR13.400.006.414.1n/a
15[+]Barclays Wealth Global Beta Portfolio 3 A GBPBarclays
50
GBP13.060.007.821.623.8
16[+]Barclays Wealth Global Beta Portfolio 3 EUR A AccBarclays
62
EUR15.590.007.419.8n/a
17[+]Barclays Wealth Global Beta Portfolio 3 USD A AccBarclays
65
USD12.670.007.620.9n/a
18[+]BlackRock Emerging Markets Allocation A2BlackRock (Luxembourg) S.A.
n/a
USD107.47n/a7.6n/an/a
19[+]BlackRock Global Funds Global Allocation A2 USDBlackRock (Luxembourg) S.A.
51
USD52.07n/a5.522.631.2
20[+]BNP Paribas L1 Diversified World Balanced Classic Cap EURBNP Paribas Invest Partners Lux
47
EUR206.950.0013.520.323.0
21[+]C+F Global Opportunities C CapCapfi Delen Asset Management
54
EUR207.18n/a16.646.642.0
22[+]Capital Group Emerging Markets Total Opportunities (LUX) A7 USDCapital Group
69
USD12.683.340.66.814.5
23[+]Capital Group Global Allocation Fund (LUX) B GBPCapital Group
n/a
GBP9.65n/a16.3n/an/a
24[+]CGWM Select Diversity GBPCanaccord Genuity Wealth Mgmnt
45
GBP1.46n/a11.625.931.3
25[+]CGWM Select Global Diversity B USDCanaccord Genuity Wealth Mgmnt
55
USD1.37n/a7.921.531.7
26[+]CGWM Select Income GBPCanaccord Genuity Wealth Mgmnt
31
GBP1.21n/a7.721.529.9
27[+]City Financial Balanced Portfolio GBPCity Financial Global Strategies PLC
40
GBP1.19n/a11.624.1n/a
28[+]City Financial Income Portfolio Y GBPCity Financial Global Strategies PLC
43
GBP1.02n/a5.720.7n/a
29[+]City Financial Moderate Portfolio A GBPCity Financial Global Strategies PLC
29
GBP1.15n/a8.419.3n/a
30[+]City Financial Wealth Acc GBPCity Financial Global Strategies PLC
38
GBP1.28n/a17.131.926.8
31[+]Coram Global Balanced Z GBPCoram Asset Management
n/a
GBP1.02n/an/an/an/a
32[+]Coronation Global Managed ACoronation Fund Manager
70
USD15.37n/a3.731.548.1
33[+]Danske Allocation DynamicDanske Invest LUX
57
EUR35.55n/a19.839.850.7
34[+]DB Platinum IV Skandia Leader Sheep 2015/I I1CDB Platinum Advisors
42
EUR187.76n/a3.56.7n/a
35[+]Dierickx Transparant Balance ADierickx
48
EUR1,820.39n/a12.326.326.7
36[+]Fidelity Euro Balanced A EURFidelity (FIL(Luxembourg)SA)
66
EUR18.800.6919.959.063.7
37[+]Fidelity FPS Moderate Growth A EURFidelity (FIL(Luxembourg)SA)
44
EUR13.180.0019.042.350.6
38[+]Fidelity Growth & Income A USDFidelity (FIL(Luxembourg)SA)
50
USD18.110.002.217.922.6
39[+]Fidelity Multi Asset Strategic A USDFidelity (FIL(Luxembourg)SA)
44
USD11.370.00-5.310.610.3
40[+]Franklin European Income A Acc EURFranklin Temp Intnl Serv SARL
n/a
EUR11.55n/an/an/an/a
41[+]Franklin Income A MDis USDFranklin Temp Intnl Serv SARL
64
USD12.76n/a0.123.940.2
42[+]Franklin Multi-Asset Income A Acc EURFranklin Temp Intnl Serv SARL
47
EUR12.45n/a23.3n/an/a
43[+]FT TAMAC Global Managers (Lux) GBPFrankfurt Trust
54
GBP128.32128.32n/a18.025.1n/a
44[+]GAM Composite Global Balanced Open USDGAM Fund Management Ltd
57
USD169.14n/a4.223.527.6
45[+]Global Protected ProfitsJP Morgan Mansart Mgmt Ltd
45
GBP1.260.004.713.38.2
46[+]GS Balanced Allocation Portfolio P AccGoldman Sachs
n/a
USD103.08n/an/an/an/a
47[+]GS Wealthbuilder Multi Asset Balanced Portfolio Base AccGoldman Sachs
n/a
USD102.30n/an/an/an/a
48[+]H2O Moderato RNatixis Global Asset Mgmt S.A.
55
EUR131.20n/a8.040.3n/a
49[+]H2O MultiStrategies RNatixis Global Asset Mgmt S.A.
144
EUR195.16n/a31.1166.0n/a
50[+]Harmony Portfolio Asian Balanced AMomentum Global Funds SICAV
53
USD1.040.004.210.215.0
51[+]Harmony Portfolio Euro Balanced AMomentum Global Funds SICAV
51
EUR1.260.0018.935.937.6
52[+]Harmony Portfolio Sterling Balanced AMomentum Global Funds SICAV
43
GBP1.330.009.526.228.3
53[+]Harmony Portfolio US Dollar Balanced AMomentum Global Funds SICAV
56
USD1.140.004.718.626.5
54[+]HSBC Portfolios World Selection 3 ACHEURHSBC Investment Funds (Lux) SA
46
USD14.36n/an/an/an/a
55[+]HSBC World Selection 3 AD USDHSBC Investments Solutions
53
USD174.55n/a4.719.325.0
56[+]IdB Multi Manager Balanced C EURInsinger de Beaufort Asset Mgt
54
EUR121.420.0018.637.338.7
57[+]Invesco Asia Balanced A Acc USDInvesco Management S.A.
61
USD25.241.712.617.636.1
58[+]Invesco Balanced Risk Allocation A EURInvesco Management S.A.
44
EUR15.98n/a8.816.647.1
59[+]Invesco Balanced-Risk Select Z Acc EURInvesco Management S.A.
n/a
EUR10.41n/an/an/an/a
60[+]Investec Global Diversified Growth A Gr USDInvestec Asset Mgmt Guernsey
59
USD34.760.0010.120.324.2
61[+]Janus Balanced A Acc USDJanus Capital Funds
57
USD23.600.005.527.640.3
62[+]JB Strategy Balanced CHF BSwiss&Gbl Asset Mgt (Lux) S.A.
85
CHF158.020.007.521.021.3
63[+]JB Strategy Balanced EUR BSwiss&Gbl Asset Mgt (Lux) S.A.
49
EUR165.930.0014.327.839.9
64[+]JB Strategy Balanced USD BSwiss&Gbl Asset Mgt (Lux) S.A.
55
USD136.680.005.019.932.3
65[+]JI Balanced Strategy EURJyske Invest International
55
EUR149.02n/a13.229.647.1
66[+]JI Balanced Strategy GBPJyske Invest International
42
GBP132.38n/a11.928.0n/a
67[+]JI Balanced Strategy NOKJyske Invest International
67
NOK140.34n/a14.435.853.6
68[+]JP Morgan Global Protected Profits IIJP Morgan Mansart Mgmt Ltd
59
GBP1.120.005.515.913.5
69[+]JPM Asia Pacific Income A Acc $JP Morgan Asset Management
n/a
USD20.0621.070.0010.932.542.4
70[+]JPM Inv Blue & Green AJP Morgan Investment Funds
54
EUR27,388.4227,388.42n/a18.418.011.1
71[+]JPM Inv Global Balanced A EURJP Morgan Investment Funds
57
EUR1,712.691,807.37n/a13.629.340.8
72[+]JPMorgan EvergreenJP Morgan (Asia) Limited
63
USD19.7020.300.006.322.730.0
73[+]JPMorgan Provident BalancedJP Morgan (Asia) Limited
60
HKD308.460.009.123.930.7
74[+]JPMorgan Provident GrowthJP Morgan (Asia) Limited
70
HKD659.470.0011.133.039.0
75[+]JSS GlobalSar Balanced (CHF) P CHF distSarasin Investmentfonds Sicav
99
CHF422.21n/a14.833.728.2
   MIXED ASSET - BALANCED PERFORMANCE       10.122.625.1 

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.