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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: 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       1.617.419.2 
1[+]AB Dynamic Diversified Portfolio AX USDAllianceBernstein (LUX) S.A
63
USD19.450.000.117.017.7
2[+]Allied Dunbar ManagedAllied Dunbar International
66
USX188.10198.700.10-0.123.326.6
3[+]AMAM Balanced Acc USDApollo Multi Asset Management
70
USD0.740.00-17.4-27.6-35.3
4[+]Arab Bank MENAArab Bank
64
USD8.590.000.020.816.4
5[+]Ashburton Replica Dollar Asset Management USDAshburton (Jersey) Limited
63
USD33.4835.160.001.813.221.1
6[+]Ashburton Replica Sterling Asset Management GBPAshburton (Jersey) Limited
47
GBP38.2540.160.002.014.925.0
7[+]AXA World Funds Optimal Income A Cap EURAXA Investment Managers
66
EUR159.22n/a-1.215.520.9
8[+]Barclays Dynamic Tracker 70 A GBPBarclays Funds and Advisory
54
GBP1.20n/a1.819.823.8
9[+]Barclays Dynamic Tracker 80 A GBPBarclays Funds and Advisory
42
GBP1.10n/a0.410.112.2
10[+]Barclays Dynamic Tracker 90 A GBPBarclays Funds and Advisory
18
GBP1.06n/a-0.32.52.2
11[+]Barclays Investment Legends A USDBarclays Funds and Advisory
72
USD81.040.00-4.55.45.8
12[+]Barclays MultiManager Portfolio 3 A Acc GBPBarclays Invest Funds (LUX)
58
GBP11.330.000.225.627.4
13[+]Barclays MultiManager Portfolio 4 A Acc GBPBarclays Invest Funds (LUX)
68
GBP11.170.000.029.428.5
14[+]Barclays MultiManager Portfolio 5 A AccBarclays Invest Funds (LUX)
76
GBP11.010.00-0.531.129.8
15[+]Barclays Wealth Global Beta Portfolio 2 A Acc GBPBarclays Invest Funds (LUX)
43
GBP13.160.001.514.316.6
16[+]Barclays Wealth Global Beta Portfolio 2 EUR A AccBarclays Invest Funds (LUX)
62
EUR12.600.001.212.5n/a
17[+]Barclays Wealth Global Beta Portfolio 3 A GBPBarclays Invest Funds (LUX)
58
GBP12.050.001.019.320.6
18[+]Barclays Wealth Global Beta Portfolio 3 EUR A AccBarclays Invest Funds (LUX)
72
EUR14.420.000.817.4n/a
19[+]Barclays Wealth Global Beta Portfolio 3 USD A AccBarclays Invest Funds (LUX)
68
USD11.700.000.818.7n/a
20[+]Bclys Wlt UK Balanced Portfolio C DisBarclays Wealth
59
GBP1.231.090.125.528.7
21[+]BlackRock Emerging Markets Allocation A2BlackRock (Luxembourg) S.A.
n/a
USD105.67n/an/an/an/a
22[+]BlackRock Global Funds Global Allocation A2 USDBlackRock (Luxembourg) S.A.
64
USD48.62n/a0.921.826.6
23[+]BNP Paribas L1 Diversified World Balanced Classic Cap EURBNP Paribas Invest Partners Lux
62
EUR178.850.00-1.511.513.9
24[+]C+F Global Opportunities C CapCapfi Delen Asset Management
64
EUR176.32n/a4.134.029.0
25[+]Capital Group Emerging Markets Total Opportunities (LUX) A7 USDCapital Group
73
USD12.283.34-2.512.116.2
26[+]CGWM Select Diversity GBPCanaccord Genuity Wealth Mgmnt
50
GBP1.31n/a1.618.023.9
27[+]CGWM Select Global Diversity B USDCanaccord Genuity Wealth Mgmnt
62
USD1.27n/a2.219.123.6
28[+]CGWM Select Income GBPCanaccord Genuity Wealth Mgmnt
35
GBP1.13n/a2.317.427.6
29[+]City Financial Balanced Portfolio GBPCity Financial Global Strategies PLC
47
GBP1.09n/a3.314.5n/a
30[+]City Financial Income Portfolio Y GBPCity Financial Global Strategies PLC
52
GBP0.97n/a-0.614.6n/a
31[+]City Financial Moderate Portfolio A GBPCity Financial Global Strategies PLC
35
GBP1.09n/a3.613.0n/a
32[+]City Financial Wealth Acc GBPCity Financial Global Strategies PLC
42
GBP1.13n/a3.513.79.5
33[+]Coronation Global Managed ACoronation Fund Manager
75
USD14.54n/a0.540.9n/a
34[+]Danske Allocation DynamicDanske Invest LUX
73
EUR29.48n/a2.427.038.2
35[+]DB Platinum IV Skandia Leader Sheep 2015/I I1CDB Platinum Advisors
52
EUR181.06n/a0.5n/an/a
36[+]Dierickx Transparant Balance ADierickx
62
EUR1,611.62n/a2.818.419.4
37[+]Fidelity Euro Balanced A EURFidelity (FIL(Luxembourg)SA)
82
EUR15.330.842.343.442.5
38[+]Fidelity FPS Moderate Growth A EURFidelity (FIL(Luxembourg)SA)
53
EUR11.400.007.334.942.9
39[+]Fidelity Growth & Income A USDFidelity (FIL(Luxembourg)SA)
56
USD17.390.001.019.021.3
40[+]Fidelity Multi Asset Strategic A USDFidelity (FIL(Luxembourg)SA)
53
USD11.520.00-0.515.710.5
41[+]Franklin Global Allocation A Acc USDFranklin Templeton International Services S.a r.l.
78
USD10.63n/a-2.415.6n/a
42[+]Franklin Income A MDis USDFranklin Templeton International Services S.a r.l.
64
USD12.660.004.429.949.7
43[+]Franklin Multi-Asset Income A Acc EURFranklin Templeton International Services S.a r.l.
n/a
EUR10.52n/a7.9n/an/a
44[+]Franklin Strategic Balanced A Acc EURFranklin Templ Strat Alloc Fds
57
EUR12.15n/a6.627.635.6
45[+]GAM Composite Global Balanced Open USDGAM Fund Management Ltd
60
USD160.44n/a2.522.724.6
46[+]GAM Star Balanced C GBPGAM Fund Management Ltd
71
GBP10.96n/a-3.2n/an/a
47[+]Global Protected ProfitsJP Morgan Mansart Mgmt Ltd
54
GBP1.180.00-1.17.63.8
48[+]GS Wealthbuilder Multi Asset Balanced Portfolio Base AccGoldman Sachs
n/a
USD96.45n/an/an/an/a
49[+]H2O Moderato RNatixis Global Asset Mgmt S.A.
66
EUR120.06n/a6.429.4n/a
50[+]H2O MultiStrategies RNatixis Global Asset Mgmt S.A.
147
EUR150.62n/a17.490.9n/a
51[+]Harmony Asian Balanced AMomentum Global Funds SICAV
58
USD0.980.00-1.410.112.0
52[+]Harmony Euro Balanced AMomentum Global Funds SICAV
64
EUR1.050.000.521.421.5
53[+]Harmony Sterling Balanced AMomentum Global Funds SICAV
45
GBP1.200.00-1.016.922.0
54[+]Harmony US Dollar Balanced AMomentum Global Funds SICAV
59
USD1.070.00-1.118.122.4
55[+]HSBC Managed Portfolio World Selection Balanced AD USDHSBC Investments Solutions
59
USD166.97n/a2.121.323.3
56[+]IdB Multi Manager Balanced A USDInsinger de Beaufort Asset Mgt
63
USD127.830.001.720.819.2
57[+]Invesco Asia Balanced A Acc USDInvesco Management S.A.
70
USD24.571.712.325.940.0
58[+]Invesco Balanced Risk Allocation A EURInvesco Management S.A.
53
EUR14.86n/a2.017.542.2
59[+]Invesco Balanced-Risk Select Z Acc EURInvesco Management S.A.
n/a
EUR9.72n/an/an/an/a
60[+]Investec Global Diversified Growth A Gr USDInvestec Asset Mgmt Guernsey
64
USD32.320.001.815.720.5
61[+]Janus Balanced A Acc USDJanus Capital Funds
61
USD22.55n/a4.135.642.2
62[+]JB Strategy Balanced CHF BSwiss&Gbl Asset Mgt (Lux) S.A.
52
CHF148.570.003.320.219.3
63[+]JB Strategy Balanced EUR BSwiss&Gbl Asset Mgt (Lux) S.A.
55
EUR147.120.003.822.334.6
64[+]JB Strategy Balanced USD BSwiss&Gbl Asset Mgt (Lux) S.A.
57
USD128.550.001.819.229.9
65[+]JI Balanced Strategy EURJyske Invest International
63
EUR136.42n/a6.926.441.3
66[+]JI Balanced Strategy GBPJyske Invest International
47
GBP121.93n/a6.024.0n/a
67[+]JI Balanced Strategy NOKJyske Invest International
82
NOK127.45n/a8.331.145.5
68[+]JP Morgan Global Protected Profits IIJP Morgan Mansart Mgmt Ltd
82
GBP1.050.000.010.4n/a
69[+]JPM Asia Pacific Income A Acc $JP Morgan Asset Management
n/a
USD18.6319.570.003.331.838.9
70[+]JPM Inv Blue & Green AJP Morgan Investment Funds
52
EUR24,082.1924,082.19n/a4.5-2.90.8
71[+]JPM Inv Global Balanced A EURJP Morgan Investment Funds
64
EUR1,539.921,625.04n/a4.127.636.4
72[+]JPMorgan EvergreenJP Morgan (Asia) Limited
69
USD18.0818.630.00-2.918.822.0
73[+]JPMorgan Provident BalancedJP Morgan (Asia) Limited
57
HKD282.820.00-0.719.419.5
74[+]JPMorgan Provident GrowthJP Morgan (Asia) Limited
72
HKD593.030.00-0.628.525.1
75[+]KB Elite Multi-Asset Balanced A Inc GBPKleinwort Benson CI InvtMgtLtd
53
GBP1.360.00-0.510.819.1
   MIXED ASSET - BALANCED PERFORMANCE       1.617.419.2 

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.