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FE Risk Score

FE Risk scores tell you how risky an investment is compared to the FTSE100. They do not show you how risky an investment is in absolute terms, but are a useful means to compare potential investments with this most widely known index.

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You can narrow your search by peer groups of funds which are grouped together in sectors, based on similar investment strategies and objectives. Sectors may be defined by an industry body, like the IA, or by FE – which has its own custom sectors.

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FE Crown Fund Rating

FE Crown Fund Rating

FE Crown Fund Ratings assign a rating to funds based on quant analysis of consistency, volatility and performance. Narrow your search by choosing to view only the highest rated funds.

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Performance

1 year at least   %

3 year at least   %

5 year at least   %

Yield   %  

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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       %
Maximum Loss
 

Maximum Loss

Maximum loss shows the maximum a fund has lost between a single peak and trough, at any time during the period you’ve selected. Effectively it shows you the worst case scenario had you invested at the peak and sold at the trough during that time.

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Additional information

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For Sale In

Fund performance league table: 5533 funds

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5533 funds
Rank ChartFund Group FE Risk Score What is FE Risk Score?FE Crown Rating What is FE Crown Rating?3y  
2551[+]OMW M&G Episode AllocationOld Mutual Wlth Life As Co Ltd
47
27.2
2552[+]OMW M&G Corporate BondOld Mutual Wlth Life As Co Ltd
27
16.4
2553[+]OMW M&G AmericanOld Mutual Wlth Life As Co Ltd
80
47.7
2554[+]OMW Liontrust UK Smaller CompaniesOld Mutual Wlth Life As Co Ltd
108
44.6
2555[+]OMW Liontrust UK GrowthOld Mutual Wlth Life As Co Ltd
87
32.6
2556[+]OMW Liontrust Special SituationsOld Mutual Wlth Life As Co Ltd
82
36.6
2557[+]OMW Liontrust IncomeOld Mutual Wlth Life As Co Ltd
88
42.5
2558[+]OMW Legg Mason US EquityOld Mutual Wlth Life As Co Ltd
77
55.4
2559[+]OMW Legg Mason Japan EquityOld Mutual Wlth Life As Co Ltd
118
83.2
2560[+]OMW Legg Mason Global Blue Chip BondOld Mutual Wlth Life As Co Ltd
9
2.0
2561[+]OMW Lazard UK Smaller CompaniesOld Mutual Wlth Life As Co Ltd
69
43.6
2562[+]OMW Lazard UK OmegaOld Mutual Wlth Life As Co Ltd
n/a
n/a
2563[+]OMW Lazard Multicap UK IncomeOld Mutual Wlth Life As Co Ltd
70
45.0
2564[+]OMW Lazard Global Equity IncomeOld Mutual Wlth Life As Co Ltd
66
35.6
2565[+]OMW Lazard Euro AlphaOld Mutual Wlth Life As Co Ltd
81
55.0
2566[+]OMW Lazard Emerging MarketsOld Mutual Wlth Life As Co Ltd
97
9.4
2567[+]OMW L&G Multi Manager Income TrustOld Mutual Wlth Life As Co Ltd
52
16.5
2568[+]OMW L&G Multi Manager Growth TrustOld Mutual Wlth Life As Co Ltd
64
16.7
2569[+]OMW L&G Multi Manager Balanced TrustOld Mutual Wlth Life As Co Ltd
65
17.8
2570[+]OMW L&G International Index TrustOld Mutual Wlth Life As Co Ltd
63
PT45.6
2571[+]OMW L&G Fixed InterestOld Mutual Wlth Life As Co Ltd
31
20.2
2572[+]OMW L&G Dynamic BondOld Mutual Wlth Life As Co Ltd
25
14.6
2573[+]OMW Kames UK OpportunitiesOld Mutual Wlth Life As Co Ltd
81
40.7
2574[+]OMW Kames Strategic BondOld Mutual Wlth Life As Co Ltd
15
15.2
2575[+]OMW Kames Sterling Corporate BondOld Mutual Wlth Life As Co Ltd
21
21.3
2576[+]OMW Kames Inflation LinkedOld Mutual Wlth Life As Co Ltd
46
10.9
2577[+]OMW Kames High Yield BondOld Mutual Wlth Life As Co Ltd
23
19.3
2578[+]OMW Kames Ethical EquityOld Mutual Wlth Life As Co Ltd
76
50.2
2579[+]OMW Kames Ethical Corporate BondOld Mutual Wlth Life As Co Ltd
23
18.8
2580[+]OMW Jupiter Undervalued AssetsOld Mutual Wlth Life As Co Ltd
76
66.0
2581[+]OMW Jupiter UK Special SituationsOld Mutual Wlth Life As Co Ltd
72
45.6
2582[+]OMW Jupiter UK GrowthOld Mutual Wlth Life As Co Ltd
74
66.0
2583[+]OMW Jupiter Strategic BondOld Mutual Wlth Life As Co Ltd
24
18.3
2584[+]OMW Jupiter Merlin Worldwide PortfolioOld Mutual Wlth Life As Co Ltd
63
29.3
2585[+]OMW Jupiter Merlin Income PortfolioOld Mutual Wlth Life As Co Ltd
42
22.2
2586[+]OMW Jupiter Merlin Growth PortfolioOld Mutual Wlth Life As Co Ltd
59
32.6
2587[+]OMW Jupiter Merlin Balanced PortfolioOld Mutual Wlth Life As Co Ltd
52
31.6
2588[+]OMW Jupiter International FinancialsOld Mutual Wlth Life As Co Ltd
70
55.5
2589[+]OMW Jupiter IndiaOld Mutual Wlth Life As Co Ltd
132
42.8
2590[+]OMW Jupiter IncomeOld Mutual Wlth Life As Co Ltd
74
40.1
2591[+]OMW Jupiter High IncomeOld Mutual Wlth Life As Co Ltd
68
38.8
2592[+]OMW Jupiter Financial OpportunitiesOld Mutual Wlth Life As Co Ltd
79
48.2
2593[+]OMW Jupiter EuropeanOld Mutual Wlth Life As Co Ltd
80
54.9
2594[+]OMW Jupiter Euro Special SituationsOld Mutual Wlth Life As Co Ltd
78
43.8
2595[+]OMW Jupiter Emerging European OpportunitiesOld Mutual Wlth Life As Co Ltd
152
-18.8
2596[+]OMW Jupiter EcologyOld Mutual Wlth Life As Co Ltd
64
35.7
2597[+]OMW Jupiter DistributionOld Mutual Wlth Life As Co Ltd
25
21.4
2598[+]OMW Jupiter Corporate BondOld Mutual Wlth Life As Co Ltd
21
15.7
2599[+]OMW Jupiter ChinaOld Mutual Wlth Life As Co Ltd
117
52.6
2600[+]OMW Jupiter Absolute ReturnOld Mutual Wlth Life As Co Ltd
30
3.9
2601[+]OMW JPM US Equity IncomeOld Mutual Wlth Life As Co Ltd
66
50.4
2602[+]OMW JPM USOld Mutual Wlth Life As Co Ltd
75
56.4
2603[+]OMW JPM UK Strategic GrowthOld Mutual Wlth Life As Co Ltd
79
n/a
2604[+]OMW JPM UK Strategic Equity IncomeOld Mutual Wlth Life As Co Ltd
78
44.1
2605[+]OMW JPM UK Higher IncOld Mutual Wlth Life As Co Ltd
77
39.7
2606[+]OMW JPM UK DynamicOld Mutual Wlth Life As Co Ltd
79
52.6
2607[+]OMW JPM Strategic BondOld Mutual Wlth Life As Co Ltd
17
6.1
2608[+]OMW JPM New EuropeOld Mutual Wlth Life As Co Ltd
147
-16.8
2609[+]OMW JPM Multi Asset IncomeOld Mutual Wlth Life As Co Ltd
42
27.3
2610[+]OMW JPM Mid Cap Investment TrustOld Mutual Wlth Life As Co Ltd
97
92.9
2611[+]OMW JPM Managed Investment TrustOld Mutual Wlth Life As Co Ltd
70
49.1
2612[+]OMW JPM Japanese Investment TrustOld Mutual Wlth Life As Co Ltd
129
81.8
2613[+]OMW JPM JapanOld Mutual Wlth Life As Co Ltd
94
46.6
2614[+]OMW JPM Global Property SecuritiesOld Mutual Wlth Life As Co Ltd
67
42.5
2615[+]OMW JPM Global High YieldOld Mutual Wlth Life As Co Ltd
30
16.0
2616[+]OMW JPM Global Equity Income A Hedged GBPOld Mutual Wlth Life As Co Ltd
67
45.4
2617[+]OMW JPM Global EquityOld Mutual Wlth Life As Co Ltd
n/a
n/a
2618[+]OMW JPM Europe Dynamic Ex UKOld Mutual Wlth Life As Co Ltd
96
62.3
2619[+]OMW JPM EuropeOld Mutual Wlth Life As Co Ltd
84
58.1
2620[+]OMW JPM Emerging Markets Investment TrustOld Mutual Wlth Life As Co Ltd
87
17.8
2621[+]OMW JPM Cautious ManagedOld Mutual Wlth Life As Co Ltd
28
15.4
2622[+]OMW Japan IndexOld Mutual Wlth Life As Co Ltd
86
PT44.6
2623[+]OMW Investec UK Total Return AccOld Mutual Wlth Life As Co Ltd
35
18.7
2624[+]OMW Investec UK Special SituationsOld Mutual Wlth Life As Co Ltd
68
37.2
2625[+]OMW Investec UK Smaller CompaniesOld Mutual Wlth Life As Co Ltd
72
47.6

All prices in Pence Sterling (GBX) unless otherwise specified. Price performance figures are calculated on a bid price to bid price basis and shown in Sterling with net income (dividends) reinvested. Performance figures are shown in Sterling unless otherwise specified.

Key to codes

LC : Low correlation to benchmarks
SH : Fund with a short history
US : Fund in an unrated sector
PT : Passive fund