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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: 74 funds

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74 funds
Rank ChartFund Group Focus FE Risk Score What is FE Risk Score?Currency BidOfferYield 1y 3y 5y  
   MIXED ASSET - AGGRESSIVE PERFORMANCE       10.025.032.3 
1[+]Allianz Oriental Income AT NAV USDAllianz Global Investors GmbH
91
USD108.94n/a7.023.230.1
2[+]Axxion Nowinta Primus GlobalAxxion S.A
84
EUR10.39n/a26.737.144.1
3[+]Barclays Adventurous Growth Portfolio USD A IncBarclays
73
USD11.140.007.727.1n/a
4[+]Barclays Dynamic Tracker GBPBarclays
51
GBP1.63n/a12.026.241.6
5[+]Barclays MultiManager Portfolio 1 A Inc GBPBarclays
22
GBP10.240.003.411.117.6
6[+]Barclays UK Balanced Plus Portfolio B DisBarclays
56
GBP1.291.075.624.529.7
7[+]Barclays UK Growth Portfolio D DisBarclays
62
GBP1.751.316.628.636.4
8[+]Barclays Wealth Global Beta Portfolio 4 A Acc GBPBarclays
59
GBP15.070.007.919.926.5
9[+]Barclays Wealth Global Beta Portfolio 4 EUR A Acc EURBarclays
70
EUR16.790.007.618.3n/a
10[+]Barclays Wealth Global Beta Portfolio 5 EUR A AccBarclays
74
EUR20.030.008.921.1n/a
11[+]Barclays Wealth Global Beta Portfolio 5 USD A Acc USDBarclays
76
USD16.790.009.022.2n/a
12[+]Barclays Wealth GlobalBeta Portfolio 5 A Acc GBPBarclays
65
GBP17.810.009.322.928.1
13[+]Baring Asia Balanced A Acc NAV USDBaring Intl Fund Mgr (Ire) Ltd
70
USD30.490.008.620.241.8
14[+]Belvoir Global Allocation II UniversalUniversal Investment
52
EUR152.32159.94n/a11.720.824.8
15[+]BNP Paribas L1 Diversified World Growth Classic Cap EURBNP Paribas Invest Partners Lux
60
EUR211.900.0014.021.929.7
16[+]BNP Paribas L1 Diversified World High Growth Classic Cap EURBNP Paribas Invest Partners Lux
74
EUR159.900.0016.427.437.6
17[+]CGWM Select Affinity GBPCanaccord Genuity Wealth Mgmnt
59
GBP1.60n/a11.829.137.5
18[+]CGWM Select Global Affinity B USDCanaccord Genuity Wealth Mgmnt
65
USD1.41n/a6.523.937.8
19[+]CGWM Select Global Opportunity USDCanaccord Genuity Wealth Mgmnt
75
USD1.84n/a6.527.545.3
20[+]City Financial Adventurous Portfolio Y GBPCity Financial Global Strategies PLC
57
GBP1.17n/a14.022.0n/a
21[+]City Financial Growth Portfolio A GBPCity Financial Global Strategies PLC
49
GBP1.16n/a12.020.8n/a
22[+]CMI Global Mixed DC1Lemanik Asset Management S.A
68
GBP2.410.195.924.433.7
23[+]Devonshire Balanced Real Return GBPArmstrong Investment Managers
53
GBP0.92n/a-9.3-11.1-15.3
24[+]Dimensional Multi Factor Balanced Acc GBPDimensional Fund Advisors(IRL)
48
GBP14.260.0011.329.2n/a
25[+]First Eagle Amundi International AE Cap USDAmundi
59
USD169.97n/a3.018.8n/a
26[+]Franklin Global Allocation A Acc USDFranklin Temp Intnl Serv SARL
72
USD11.180.002.911.6n/a
27[+]Franklin Global Fundamental Strategies A Acc USDFranklin Temp Intnl Serv SARL
66
USD13.200.00-0.923.037.5
28[+]GAM Composite Global Growth Open USDGAM Fund Management Ltd
71
USD183.13n/a6.131.441.9
29[+]GAM Star Balanced C GBPGAM Fund Management Ltd
62
GBP12.29n/a7.6n/an/a
30[+]GAM Star Balanced II AccGAM Fund Management Ltd
60
GBP10.97n/a8.625.036.3
31[+]GS Wealthbuilder Multi-Asset Growth Portfolio Base AccGoldman Sachs
n/a
USD101.200.00n/an/an/a
32[+]Harmony Portfolio Asian Growth AMomentum Global Funds SICAV
57
USD1.140.005.713.526.5
33[+]Harmony Portfolio Sterling Growth AMomentum Global Funds SICAV
56
GBP1.440.009.131.638.0
34[+]Harmony Portfolio US Dollar Growth AMomentum Global Funds SICAV
65
USD1.220.005.022.942.2
35[+]HSBC Portfolios World Selection 4 ACHEUR USDHSBC Investment Funds (Lux) SA
68
USD14.430.00n/an/an/a
36[+]HSBC Portfolios World Selection 5 AC USDHSBC Investment Funds (Lux) SA
83
USD13.490.005.523.731.5
37[+]Investec Emerging Markets Multi Asset A Gr Acc USDInvestec Asset Management Luxembourg S.A.
73
USD20.211.96-3.0-5.2n/a
38[+]Investec Global Strategic Managed A Gr Inc USDInvestec Asset Management Luxembourg S.A.
55
USD51.680.164.222.935.9
39[+]JB Strategy Growth CHF BSwiss&Gbl Asset Mgt (Lux) S.A.
78
CHF97.420.006.723.524.3
40[+]JB Strategy Growth EUR BSwiss&Gbl Asset Mgt (Lux) S.A.
60
EUR123.830.0015.434.151.4
41[+]JI Aggressive StrategyJyske Invest International
100
EUR123.28n/a35.058.297.4
42[+]JI Dynamic StrategyJyske Invest International
64
EUR176.63n/a13.332.354.8
43[+]JI Growth StrategyJyske Invest International
84
EUR124.18n/a14.537.063.4
44[+]JPM Inv Global Capital Appreciation AJP Morgan Investment Funds
73
EUR174.91184.58n/a21.938.143.9
45[+]JPMorgan Provident High GrowthJP Morgan (Asia) Limited
77
HKD229.570.008.831.240.3
46[+]JSS Alternative Multi-Strategy P Acc USDSarasin Investmentfonds Sicav
n/a
USD102.34n/an/an/an/a
47[+]JSS GlobalSar Growth (EUR) P EUR accSarasin Investmentfonds Sicav
70
EUR162.10n/a22.949.955.6
48[+]Jul Baer Multipartner WM Multi-Asset Growth B GBPSwiss&Gbl Asset Mgt (Lux) S.A.
n/a
GBP107.22n/an/an/an/a
49[+]Legg Mason QS Investors Multi Asset Euro Performance A Acc EURLegg Mason Gbl Solutions plc
56
EUR101.980.0022.644.760.1
50[+]Legg Mason QS Investors Multi Asset US Performance A Acc USDLegg Mason Gbl Solutions plc
56
USD98.700.006.125.946.2
51[+]Lloyds Multi Strategy Growth GBPLloyds Investment Fund Managers Ltd
52
GBP1.571.6412.531.846.9
52[+]Parvest Opportunities World Classic Cap EURBNP Paribas Invest Partners Lux
93
EUR151.770.0042.353.667.2
53[+]Premier Balanced Private Client GBPPremier Group IOM
37
GBP1.180.005.912.916.7
54[+]PSG Wealth Global Moderate Fund of FundsPSG Fund Management
58
USD1.38n/a1.319.019.9
55[+]Sanlam Global Balanced CSanlam Universal Funds plc
59
USD1.68n/a1.119.031.7
56[+]Sarasin IE GlobalSar Dynamic (GBP) A AccSarasin Funds Mgt(Ireland)Ltd
56
GBP71.781.3712.934.640.1
57[+]Sarasin IE GlobalSar Dynamic (USD) A AccSarasin Funds Mgt(Ireland)Ltd
66
USD94.201.377.428.436.7
58[+]SEB Varlden A SEKSEB Asset Management SA
63
SEK14.15n/a30.755.269.2
59[+]SEI Aggressive Sterling Wealth A GBPSEI Global Asset Funds (IRL)
81
GBP16.62n/a16.751.063.2
60[+]SEI Global Aggressive USD Wealth BSEI Global Asset Funds (IRL)
81
USD12.88n/a4.531.0n/a
61[+]SEI Growth Sterling Wealth A GBPSEI Global Asset Funds (IRL)
68
GBP14.90n/a14.140.353.7
62[+]Smith & Williamson MM Cautious Growth ASmith & Williamson Invest Mgmt
14
GBP17.350.004.415.629.5
63[+]Templeton Global Balanced A QDis USDFranklin Temp Intnl Serv SARL
64
USD23.120.00-1.924.135.9
64[+]Templeton Global Income A QDis USDFranklin Temp Intnl Serv SARL
67
USD14.410.000.523.938.8
65[+]Thornburg Investment Income Builder AThornburg Investment Managmt
71
USD13.03n/a5.8n/an/a
66[+]Towry A2535 200 AccTowry Fund Managers IRL Ltd
36
GBP1.400.0010.718.727.3
67[+]Towry A3743 200 AccTowry Fund Managers IRL Ltd
47
GBP1.460.0012.523.431.3
68[+]UBS (Irl) Alternative Solutions plc - O Connor Opportunistic UCITS (USD) P-PF AccUBS AG
n/a
USD102.47n/an/an/an/a
69[+]UBS (Lux) Strategy - Growth (CHF) P accUBS AG
112
CHF2,246.88n/a8.227.324.8
70[+]UBS (Lux) Strategy - Growth (EUR) P AccUBS AG
64
EUR3,115.79n/a12.329.935.4
71[+]UBS (Lux) Strategy - Growth (USD) P accUBS AG
66
USD3,267.43n/a8.526.739.5
72[+]Union UniRak Emerging Markets AUnion Investment
76
EUR157.02163.30n/a18.69.416.6
73[+]Vontobel Fund Robusta Dynamic B EURVontobel Fund Management SA
58
EUR114.190.0015.2n/an/a
74[+]WSP Global Strategy Risk 10% Portfolio D5 USDWorld Inv Opportunities Funds
65
USD1.45n/a-1.5-12.5n/a
   MIXED ASSET - AGGRESSIVE PERFORMANCE       10.025.032.3 

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.