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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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Period

Additional information

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For Sale In

Fund performance league table: 5533 funds

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5533 funds
Rank ChartFund Group Focus FE Risk Score What is FE Risk Score?Currency BidOffer1y 3y 5y  
1951[+]Guardian International AccGuardian
77
GBX1,361.821,433.4911.740.338.9
1952[+]Guardian Managed AccGuardian
58
GBX1,869.041,967.419.128.637.5
1953[+]Guardian North American AccGuardian
85
GBX699.76736.5918.754.454.9
1954[+]Guardian Pacific AccGuardian
126
GBX422.46444.7033.178.659.7
1955[+]Guardian Property AccGuardian
51
GBX710.10747.4715.620.722.2
1956[+]Guardian Royal Exchange Equity Initial AccGuardian
81
GBX3,431.363,611.966.530.748.2
1957[+]Halifax BalancedHalifax Life Ltd
58
GBX71.2875.037.730.240.4
1958[+]Halifax Balanced InvestmentHalifax Life Ltd
38
GBX171.40171.404.317.631.9
1959[+]Halifax Cautious ManagedHalifax Life Ltd
43
GBX159.005.624.234.0
1960[+]Halifax DepositHalifax Life Ltd
1
GBX36.1838.08-0.3-1.0-2.0
1961[+]Halifax EthicalHalifax Life Ltd
83
GBX190.0017.643.846.9
1962[+]Halifax EuropeanHalifax Life Ltd
89
GBX193.607.756.442.6
1963[+]Halifax Far EasternHalifax Life Ltd
84
GBX271.2018.325.829.1
1964[+]Halifax FoundationHalifax Life Ltd
54
GBX76.0280.027.127.438.2
1965[+]Halifax Fund of Investment TrustsHalifax Life Ltd
66
GBX252.609.635.447.7
1966[+]Halifax Gilt and Fixed InterestHalifax Life Ltd
38
GBX147.506.75.319.5
1967[+]Halifax GIP December 09 Life Single PricedHalifax Life Ltd
26
GBX542.00-0.42.76.4
1968[+]Halifax GIP June 09 Life Single PricedHalifax Life Ltd
41
GBX570.60-0.74.86.6
1969[+]Halifax GIP September 09Halifax Life Ltd
36
GBX559.90-0.54.06.4
1970[+]Halifax High IncomeHalifax Life Ltd
85
GBX201.004.730.938.7
1971[+]Halifax IM European SPHalifax Life Ltd
85
GBX230.107.248.737.0
1972[+]Halifax IM Far Eastern SPHalifax Life Ltd
79
GBX276.006.76.911.9
1973[+]Halifax IM Gilt & Fixed Interest SPHalifax Life Ltd
36
GBX135.506.85.917.4
1974[+]Halifax IM International Growth SPHalifax Life Ltd
76
GBX232.6015.545.548.1
1975[+]Halifax IM North American SPHalifax Life Ltd
98
GBX207.7023.054.761.4
1976[+]Halifax IM Opportunities SPHalifax Life Ltd
78
GBX289.9010.845.557.0
1977[+]Halifax IM Smaller Companies SPHalifax Life Ltd
83
GBX177.401.126.430.0
1978[+]Halifax IM UK Equity Income SPHalifax Life Ltd
81
GBX222.207.037.247.2
1979[+]Halifax IM UK Growth SPHalifax Life Ltd
101
GBX176.503.235.544.2
1980[+]Halifax IM UK Index SPHalifax Life Ltd
85
GBX238.707.141.255.3
1981[+]Halifax Index Linked GiltHalifax Life Ltd
64
GBX200.1011.715.939.2
1982[+]Halifax International GrowthHalifax Life Ltd
79
GBX191.4014.543.352.9
1983[+]Halifax JapaneseHalifax Life Ltd
103
GBX137.2028.246.632.2
1984[+]Halifax ManagedHalifax Life Ltd
55
GBX181.407.228.638.9
1985[+]Halifax Managed IncomeHalifax Life Ltd
37
GBX489.507.528.737.4
1986[+]Halifax MoneyHalifax Life Ltd
2
GBX110.90-1.0-3.0-4.5
1987[+]Halifax North AmericanHalifax Life Ltd
91
GBX162.7020.953.868.3
1988[+]Halifax OpportunityHalifax Life Ltd
68
GBX80.5284.758.835.647.0
1989[+]Halifax PropertyHalifax Life Ltd
39
GBX140.8010.916.928.2
1990[+]Halifax Smaller CompaniesHalifax Life Ltd
87
GBX274.503.750.472.2
1991[+]Halifax Special SituationsHalifax Life Ltd
94
GBX158.101.021.725.8
1992[+]Halifax UK FTSE 100Halifax Life Ltd
84
GBX167.704.226.135.5
1993[+]Halifax UK FTSE All ShareHalifax Life Ltd
92
GBX190.205.434.745.4
1994[+]Halifax UK GrowthHalifax Life Ltd
84
GBX187.804.031.842.8
1995[+]HamiltonAviva Life & Pensions UK Ltd
71
GBX204.550.007.343.952.5
1996[+]HLL Aberdeen World Equity 1Hawthorn Life Limited
n/a
GBP11.337.2n/an/a
1997[+]HLL Adventurous Growth Portfolio 12Hawthorn Life Limited
61
GBP14.488.939.949.9
1998[+]HLL Aviva UK Property Trust 12Hawthorn Life Limited
33
GBP8.638.821.921.6
1999[+]HLL Balanced 12Hawthorn Life Limited
47
GBP12.727.725.232.3
2000[+]HLL BlackRock European Dynamic 12Hawthorn Life Limited
97
GBP16.047.550.5n/a
2001[+]HLL BlackRock Sterling Liquidity 12Hawthorn Life Limited
0
GBP10.56-0.9-2.6-4.0
2002[+]HLL BlackRock UK Smaller Companies 12Hawthorn Life Limited
76
GBP14.652.544.378.6
2003[+]HLL BlackRock UK Special Situations 12Hawthorn Life Limited
79
GBP14.123.124.547.4
2004[+]HLL Cautious 12Hawthorn Life Limited
40
GBP12.897.223.030.9
2005[+]HLL Cautious Managed Portfolio 12Hawthorn Life Limited
39
GBP13.867.325.935.6
2006[+]HLL Defensive 12Hawthorn Life Limited
29
GBP13.066.817.527.1
2007[+]HLL European Balanced 12Hawthorn Life Limited
47
GBP15.580.425.819.0
2008[+]HLL Fidelity Money Builder Income 12Hawthorn Life Limited
27
GBP15.066.916.727.3
2009[+]HLL Fidelity Moneybuilder DividendHawthorn Life Limited
n/a
GBP10.45n/an/an/a
2010[+]HLL Fidelity South East Asia 12Hawthorn Life Limited
91
GBP18.8327.028.230.2
2011[+]HLL Franklin UK Mid Cap 12Hawthorn Life Limited
106
GBP18.5912.862.1n/a
2012[+]HLL Growth Portfolio 12Hawthorn Life Limited
45
GBP14.118.231.742.0
2013[+]HLL Hartford Global Bond 12Hawthorn Life Limited
33
GBP13.623.24.34.1
2014[+]HLL Hartford UK Corporate Bond 12Hawthorn Life Limited
27
GBP13.346.117.927.4
2015[+]HLL Hartford UK Gilt 12Hawthorn Life Limited
38
GBP13.147.25.619.2
2016[+]HLL Income Portfolio 12Hawthorn Life Limited
22
GBP12.675.113.020.6
2017[+]HLL Invesco Perpetual Corporate Bond 12Hawthorn Life Limited
12
GBP15.503.319.426.1
2018[+]HLL Invesco Perpetual Distribution 12Hawthorn Life Limited
26
GBP17.954.125.737.4
2019[+]HLL Invesco Perpetual Global Bond 12Hawthorn Life Limited
25
GBP14.473.56.09.6
2020[+]HLL Invesco Perpetual Monthly Income Plus 12Hawthorn Life Limited
16
GBP15.124.224.633.4
2021[+]HLL Investec Cautious Managed 12Hawthorn Life Limited
32
GBP15.243.513.921.8
2022[+]HLL JOHCM Continental European 12Hawthorn Life Limited
n/a
GBP10.44n/an/an/a
2023[+]HLL JP Morgan US 1Hawthorn Life Limited
91
GBP12.7320.1n/an/a
2024[+]HLL JPM Natural Resources 12Hawthorn Life Limited
149
GBP5.32-16.6-39.9-44.7
2025[+]HLL Kames Ethical Equity 12Hawthorn Life Limited
86
GBX17.138.246.566.7

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.