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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: 69 funds

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69 funds
Rank ChartFund Group Focus FE Risk Score What is FE Risk Score?Currency BidOfferYield 1y 3y 5y  
   MIXED ASSET - AGGRESSIVE PERFORMANCE       5.430.533.5 
1[+]Allianz Oriental Income A USDAllianz Global Investors Europe GmbH
117
USD96.44101.26n/a-3.727.927.5
2[+]Axxion Nowinta Primus GlobalAxxion S.A
105
EUR9.05n/a7.434.240.7
3[+]Barclays Adventurous Growth Portfolio USD A IncBarclays
87
USD10.770.004.836.9n/a
4[+]Barclays Dynamic Tracker GBPBarclays
57
GBP1.55n/a6.428.545.3
5[+]Barclays MultiManager Portfolio 1 A Inc GBPBarclays
28
GBP10.140.002.513.620.9
6[+]Barclays UK Balanced Plus Portfolio B DisBarclays
66
GBP1.251.074.131.434.6
7[+]Barclays UK Growth Portfolio D DisBarclays
71
GBP1.681.314.736.342.7
8[+]Barclays Wealth Global Beta Portfolio 4 A Acc GBPBarclays
69
GBP14.740.006.030.631.2
9[+]Barclays Wealth Global Beta Portfolio 4 EUR A Acc EURBarclays
80
EUR16.440.005.728.6n/a
10[+]Barclays Wealth Global Beta Portfolio 5 EUR A AccBarclays
85
EUR19.530.006.231.1n/a
11[+]Barclays Wealth Global Beta Portfolio 5 USD A Acc USDBarclays
86
USD16.340.006.232.4n/a
12[+]Barclays Wealth GlobalBeta Portfolio 5 A Acc GBPBarclays
76
GBP17.330.006.533.232.9
13[+]Baring Asia Balanced A Acc NAV USDBaring Intl Fund Mgr (Ire) Ltd
85
USD29.260.003.123.534.3
14[+]BNP Paribas L1 Diversified World Growth Classic Cap EURBNP Paribas Invest Partners Lux
75
EUR190.890.002.621.524.6
15[+]BNP Paribas L1 Diversified World High Growth Classic Cap EURBNP Paribas Invest Partners Lux
92
EUR141.780.002.928.132.1
16[+]CGWM Select Affinity GBPCanaccord Genuity Wealth Mgmnt
69
GBP1.51n/a6.731.539.7
17[+]CGWM Select Global Affinity B USDCanaccord Genuity Wealth Mgmnt
79
USD1.37n/a7.132.735.6
18[+]CGWM Select Global Opportunity USDCanaccord Genuity Wealth Mgmnt
92
USD1.76n/a7.235.042.7
19[+]City Financial Adventurous Portfolio Y GBPCity Financial Global Strategies PLC
66
GBP1.09n/a4.518.5n/a
20[+]City Financial Growth Portfolio A GBPCity Financial Global Strategies PLC
57
GBP1.10n/a4.018.1n/a
21[+]CMI Global Mixed DC1CMI Asset Management (LUX)
78
GBP2.340.202.333.443.9
22[+]Devonshire Balanced Real Return GBPArmstrong Investment Managers
66
GBP0.97n/a-4.9-0.3-3.6
23[+]First Eagle Amundi International AE Cap USDAmundi
70
USD166.170.004.126.5n/a
24[+]Franklin Global Fundamental Strategies A Acc USDFranklin Templeton International Services S.a r.l.
77
USD13.23n/a1.137.543.3
25[+]Franklin Strategic Dynamic A Acc EURFranklin Templ Strat Alloc Fds
77
EUR12.520.0011.942.355.2
26[+]GAM Composite Global Growth Open USDGAM Fund Management Ltd
86
USD176.74n/a4.536.538.7
27[+]GAM Star Balanced II AccGAM Fund Management Ltd
75
GBP10.34n/a3.929.737.9
28[+]GS Dynamic Allocation Portfolio Base AccGoldman Sachs
n/a
USD101.37n/a5.2n/an/a
29[+]GS Wealthbuilder Multi-Asset Growth Portfolio Base AccGoldman Sachs
n/a
USD99.20n/an/an/an/a
30[+]Harmony Asian Growth AMomentum Global Funds SICAV
71
USD1.120.003.222.325.1
31[+]Harmony Sterling Growth AMomentum Global Funds SICAV
67
GBP1.370.005.134.740.2
32[+]Harmony US Dollar Growth AMomentum Global Funds SICAV
79
USD1.220.005.435.845.2
33[+]HSBC Portfolios World Selection 5 AC USDHSBC Global Investment Funds
93
USD13.41n/a4.639.037.2
34[+]Investec Emerging Markets Multi Asset A Gr Acc USDInvestec Asset Mgt Limited
81
USD21.371.27-1.1n/an/a
35[+]Investec Global Strategic Managed A Gr Inc USDInvestec Asset Mgt Limited
64
USD50.720.123.130.738.8
36[+]JB Strategy Growth CHF BSwiss&Gbl Asset Mgt (Lux) S.A.
69
CHF97.410.007.432.732.1
37[+]JB Strategy Growth EUR BSwiss&Gbl Asset Mgt (Lux) S.A.
72
EUR114.550.007.637.253.8
38[+]JI Aggressive StrategyJyske Invest International
116
EUR105.30n/a15.258.193.6
39[+]JI Dynamic StrategyJyske Invest International
82
EUR166.88n/a8.537.654.5
40[+]JI Growth StrategyJyske Invest International
102
EUR116.93n/a9.145.864.9
41[+]JPM Inv Global Capital Appreciation AJP Morgan Investment Funds
83
EUR152.45160.88n/a9.126.732.0
42[+]JPMorgan Provident High GrowthJP Morgan (Asia) Limited
95
HKD219.550.002.340.635.4
43[+]JSS Alternative Multi-Strategy P Acc USDSarasin Investmentfonds Sicav
n/a
USD98.70n/an/an/an/a
44[+]Legg Mason Multi Manager Performance (EURO) A Acc EURLegg Mason Investmts (Lux) S.A
71
EUR159.86n/a10.545.357.0
45[+]Lloyds Multi Strategy Growth GBPLloyds Investment Fund Managers Ltd
63
GBP1.471.676.234.349.3
46[+]Parvest Opportunities World Classic Cap EURBNP Paribas Invest Partners Lux
109
EUR124.100.0016.041.750.2
47[+]Premier Balanced Private Client GBPPremier Group IOM
45
GBP1.130.001.411.314.0
48[+]PSG Konsult Global Moderate Fund of FundsPSG Fund Management
70
USD1.37n/a1.325.919.2
49[+]Sanlam Global Balanced CSanlam Universal Funds plc
73
USD1.68n/a2.631.934.0
50[+]Sarasin GlobalSar Growth (EUR) P EUR accSarasin Investmentfonds Sicav
85
EUR146.44n/a13.747.648.3
51[+]Sarasin IE GlobalSar Dynamic (GBP) A AccSarasin Funds Mgt(Ireland)Ltd
68
GBP68.081.468.639.441.5
52[+]Sarasin IE GlobalSar Dynamic (USD) A AccSarasin Funds Mgt(Ireland)Ltd
80
USD91.371.526.534.934.6
53[+]SEB Varlden A SEKSEB Asset Management SA
83
SEK12.47n/a17.250.557.7
54[+]SEI Aggressive Sterling Wealth A GBPSEI Global Asset Funds (IRL)
98
GBP15.350.007.857.0n/a
55[+]SEI Global Aggressive USD Wealth BSEI Global Asset Funds (IRL)
100
USD12.610.004.047.3n/a
56[+]SEI Growth Sterling Wealth A GBPSEI Global Asset Funds (IRL)
79
GBP13.980.007.144.3n/a
57[+]Smith & Williamson MM Cautious Growth ASmith & Williamson Invest Mgmt
18
GBP16.910.001.816.328.8
58[+]Strategic Funds Fund of iShares Dynamic K2 EURBlackRock (Luxembourg) S.A.
95
EUR12.86n/a9.339.0n/a
59[+]Strategic Funds Fund of iShares Growth K2 EURBlackRock (Luxembourg) S.A.
77
EUR12.64n/a8.733.6n/a
60[+]Templeton Global Balanced A QDis USDFranklin Templeton International Services S.a r.l.
77
USD23.16n/a0.538.638.5
61[+]Templeton Global Income A QDis USDFranklin Templeton International Services S.a r.l.
79
USD14.36n/a2.537.442.7
62[+]Thornburg Investment Income Builder AThornburg Investment Managmt
83
USD12.940.008.2n/an/a
63[+]Towry A2535 200 AccTowry Fund Managers IRL Ltd
43
GBP1.330.004.918.928.8
64[+]Towry A3743 200 AccTowry Fund Managers IRL Ltd
58
GBP1.370.005.124.434.3
65[+]UBS (Lux) Strategy - Growth (CHF) P accUBS AG
69
CHF2,206.13n/a7.036.529.7
66[+]UBS (Lux) Strategy - Growth (EUR) P AccUBS AG
74
EUR2,916.22n/a6.134.436.1
67[+]UBS (Lux) Strategy - Growth (USD) P accUBS AG
77
USD3,196.31n/a8.136.740.9
68[+]Union UniRak Emerging Markets AUnion Investment
91
EUR144.97150.77n/a4.712.217.7
69[+]Vontobel Fund Robusta Dynamic B EURVontobel Fund Management SA
n/a
EUR103.140.001.9n/an/a
   MIXED ASSET - AGGRESSIVE PERFORMANCE       5.430.533.5 

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.