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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: 122 funds

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122 funds
Rank ChartFund Group Focus FE Risk Score What is FE Risk Score?Currency BidOfferYield 1y 3y 5y  
   MIXED ASSET - BALANCED PERFORMANCE       3.820.225.4 
1[+]AB Dynamic Diversified Portfolio AX USDAllianceBernstein (LUX) S.A
67
USD20.470.008.019.926.4
2[+]Allied Dunbar ManagedAllied Dunbar International
61
USX197.60208.700.107.425.336.4
3[+]Amundi Multi Asset Emerging Markets AHE Cap EURAmundi
105
EUR100.71n/a-14.9n/an/a
4[+]Ashburton Dollar Asset Management USDAshburton (Jersey) Limited
65
USD35.0136.760.0010.014.822.4
5[+]Ashburton Sterling Asset Management GBPAshburton (Jersey) Limited
41
GBP40.3942.410.003.615.726.4
6[+]AXA World Funds Optimal Income A Cap EURAXA Investment Managers
60
EUR183.43n/a-1.813.415.8
7[+]Barclays Dynamic Tracker 70 A GBPBarclays
52
GBP1.27n/a4.020.031.0
8[+]Barclays Dynamic Tracker 80 A GBPBarclays
42
GBP1.15n/a3.112.317.2
9[+]Barclays Dynamic Tracker 90 A GBPBarclays
19
GBP1.07n/a0.53.14.1
10[+]Barclays MultiManager Portfolio 3 A Acc GBPBarclays
49
GBP12.130.001.724.832.5
11[+]Barclays MultiManager Portfolio 4 A Acc GBPBarclays
59
GBP12.080.001.929.237.0
12[+]Barclays MultiManager Portfolio 5 A AccBarclays
65
GBP11.940.001.330.839.7
13[+]Barclays UK Balanced Portfolio B DisBarclays
49
GBP1.270.021.024.728.7
14[+]Barclays Wealth Global Beta Portfolio 2 A Acc GBPBarclays
38
GBP13.660.000.312.818.6
15[+]Barclays Wealth Global Beta Portfolio 2 EUR A AccBarclays
58
EUR13.020.00-10.6-0.1n/a
16[+]Barclays Wealth Global Beta Portfolio 3 A GBPBarclays
50
GBP12.590.00-0.217.823.4
17[+]Barclays Wealth Global Beta Portfolio 3 EUR A AccBarclays
63
EUR15.000.00-11.14.3n/a
18[+]Barclays Wealth Global Beta Portfolio 3 USD A AccBarclays
76
USD12.190.008.217.8n/a
19[+]BlackRock GF Global Allocation A2 USDBlackRock (Luxembourg) S.A.
50
USD50.87n/a7.723.232.6
20[+]BlackRock SF Emerging Markets Allocation A2BlackRock (Luxembourg) S.A.
80
USD97.16n/a-3.7n/an/a
21[+]BNP Paribas L1 Diversified World Balanced Classic Cap EURBNP Paribas Invest Partners Lux
50
EUR195.550.00-6.04.01.2
22[+]C+F Global Opportunities C CapCapfi Delen Asset Management
57
EUR199.10n/a-3.122.922.2
23[+]Capital Group Emerging Markets Total Opportunities (LUX) A7 USDCapital Group
73
USD11.703.34-3.80.56.5
24[+]Capital Group Global Allocation (LUX) B GBPCapital Group
n/a
GBP9.00n/a5.3n/an/a
25[+]CGWM Select Diversity B GBPCanaccord Genuity Wealth Mgmnt
46
GBP1.41n/a5.520.730.3
26[+]CGWM Select Global Diversity B USDCanaccord Genuity Wealth Mgmnt
63
USD1.35n/a11.320.833.1
27[+]CGWM Select Income GBPCanaccord Genuity Wealth Mgmnt
33
GBP1.16n/a2.815.027.8
28[+]City Financial Wealth Acc GBPCity Financial Global Strategies PLC
45
GBP1.21n/a5.924.926.1
29[+]Coram Global Balanced Z GBPCoram Asset Management
n/a
GBP0.980.00n/an/an/a
30[+]Coronation Global Managed ACoronation Fund Manager
73
USD14.990.004.432.952.1
31[+]CS Investment 4 CS (Lux) FundSelection Balanced EUR BH USDCredit Suisse Fund Management S.A.
63
USD117.720.0019.3n/an/a
32[+]Danske Allocation DynamicDanske Invest LUX
61
EUR34.36n/a1.620.730.1
33[+]DB Platinum IV Skandia Leader Sheep 2015/I I1CDB Platinum Advisors
44
EUR186.04n/a-6.20.7n/a
34[+]Dierickx Transparant Balance ADierickx
51
EUR1,765.70n/a-4.99.78.0
35[+]FAB Global Balanced A EURNotz Stucki Europe SA
63
EUR113.32n/a-5.7n/an/a
36[+]Fidelity Euro Balanced A EURFidelity (FIL Inv Mgt (Luxembourg) SA)
70
EUR18.480.702.835.738.5
37[+]Fidelity FPS Moderate Growth A EURFidelity (FIL Inv Mgt (Luxembourg) SA)
49
EUR12.750.00-1.820.124.8
38[+]Fidelity Growth & Income A USDFidelity (FIL Inv Mgt (Luxembourg) SA)
53
USD17.850.005.619.625.8
39[+]Franklin Diversified Balanced A Acc EURFranklin Temp Intnl Serv SARL
49
EUR13.66n/a-1.116.818.5
40[+]Franklin European Income A Acc EURFranklin Temp Intnl Serv SARL
n/a
EUR11.26n/an/an/an/a
41[+]Franklin Global Multi-Asset Income A Acc EURFranklin Temp Intnl Serv SARL
51
EUR11.86n/a0.0n/an/a
42[+]FT TAMAC Global Managers (Lux) GBPFrankfurt Trust
61
GBP122.90122.90n/a9.920.2n/a
43[+]GAM Composite Global Balanced Open USDGAM Fund Management Ltd
67
USD165.51n/a9.325.630.6
44[+]Global Protected ProfitsJP Morgan Mansart Mgmt Ltd
57
GBP1.200.00-2.610.17.8
45[+]GS Balanced Allocation Portfolio P AccGoldman Sachs
n/a
USD101.65n/an/an/an/a
46[+]GS Wealthbuilder Multi Asset Balanced Portfolio Base AccGoldman Sachs
n/a
USD100.45n/a8.3n/an/a
47[+]H2O Moderato RNatixis Global Asset Mgmt S.A.
74
EUR136.97n/a-0.132.9n/a
48[+]H2O MultiStrategies RNatixis Global Asset Mgmt S.A.
215
EUR200.13n/a13.1160.0n/a
49[+]Harmony Portfolio Asian Balanced AMomentum Global Funds SICAV
60
USD0.990.004.810.611.2
50[+]Harmony Portfolio Euro Diversified AMomentum Global Funds SICAV
53
EUR1.220.000.316.514.0
51[+]Harmony Portfolio Sterling Balanced AMomentum Global Funds SICAV
43
GBP1.270.003.219.126.7
52[+]Harmony Portfolio US Dollar Balanced AMomentum Global Funds SICAV
62
USD1.110.007.917.626.2
53[+]HSBC Portfolios World Selection 3 ACHEURHSBC Investment Funds (Lux) SA
48
USD14.32n/a-11.5n/an/a
54[+]HSBC World Selection 3 AD USDHSBC Investments Solutions
65
USD169.51n/a7.919.325.8
55[+]IdB Multi Manager Balanced C EURInsinger de Beaufort Asset Mgt
57
EUR117.030.00-1.018.416.7
56[+]Invesco Asia Balanced A Acc USDInvesco Management S.A.
73
USD23.331.71-2.47.922.7
57[+]Invesco Balanced Risk Allocation A EURInvesco Management S.A.
47
EUR15.10n/a-13.0-2.915.3
58[+]Invesco Balanced-Risk Select Z Acc EURInvesco Management S.A.
n/a
EUR9.81n/an/an/an/a
59[+]Investec Global Diversified Growth A Gr USDInvestec Asset Mgmt Guernsey
71
USD34.170.0013.221.724.9
60[+]Janus Balanced A Acc USDJanus Capital Funds
62
USD23.09n/a9.326.344.8
61[+]JB Strategy Balanced CHF BGAM (Luxembourg) S.A.
81
CHF155.130.003.817.933.2
62[+]JB Strategy Balanced EUR BGAM (Luxembourg) S.A.
50
EUR160.870.00-4.68.416.0
63[+]JB Strategy Balanced USD BGAM (Luxembourg) S.A.
66
USD133.860.008.518.332.3
64[+]JI Balanced Strategy CL EURJyske Invest International
58
EUR149.630.00-3.715.426.0
65[+]JI Balanced Strategy GBP CLJyske Invest International
43
GBP132.120.006.727.5n/a
66[+]JI Balanced Strategy NOK CLJyske Invest International
67
NOK141.790.00-9.21.017.1
67[+]JP Morgan Global Protected Profits IIJP Morgan Mansart Mgmt Ltd
60
GBP1.080.00-1.812.612.5
68[+]JPM Inv Blue & Green AJP Morgan Investment Funds
60
EUR27,250.4927,250.49n/a3.59.3-3.1
69[+]JPM Inv Global Balanced A EURJP Morgan Investment Funds
58
EUR1,681.251,774.19n/a-5.012.316.6
70[+]JPMorgan EvergreenJP Morgan (Asia) Limited
69
USD19.2819.86n/a9.223.829.9
71[+]JPMorgan Provident BalancedJP Morgan (Asia) Limited
67
HKD298.400.009.722.628.0
72[+]JPMorgan Provident GrowthJP Morgan (Asia) Limited
75
HKD635.740.009.932.337.2
73[+]JSS GlobalSar Balanced (CHF) P CHF distSarasin Investmentfonds Sicav
94
CHF412.76n/a8.930.442.4
74[+]JSS GlobalSar Balanced (EUR) P EUR distSarasin Investmentfonds Sicav
52
EUR338.19n/a-0.321.123.5
75[+]JSS Sustainable Portfolio Balanced (EUR) P EUR distSarasin Investmentfonds Sicav
47
EUR199.29n/a-3.212.318.3
   MIXED ASSET - BALANCED PERFORMANCE       3.820.225.4 

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.