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Performance

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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

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Fund performance league table: 134 funds

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134 funds
Rank ChartFund Group Focus FE Risk Score What is FE Risk Score?BidOfferYield 1y 3y 5y  
   IA FLEXIBLE INVESTMENT PERFORMANCE      -6.09.616.2 
1[+]7IM AAP Adventurous C Acc7IM Investment Funds
74
131.501.30-9.413.418.1
2[+]7IM Adventurous C Acc7IM Investment Funds
70
195.170.20-8.816.723.6
3[+]Aberdeen Capital Trust IncAberdeen Investment Funds
74
340.16341.511.20-9.46.711.3
4[+]Aberdeen Multi Manager Equity Managed Portfolio R AccAberdeen Fund Managers Limited
74
194.290.00-5.210.817.3
5[+]Acumen Adventurous Portfolio X AccTavistock Wealth Limited
0
100.00n/an/an/an/a
6[+]Alliance Trust Sustainable Future Absolute Growth 1 AccAlliance Trust Investments
71
65.340.00-4.514.220.9
7[+]Allianz Global Fundamental Strategy RT2 (H-GBP) GBPAllianz Global Investors GmbH
n/a
103.05
(GBP)
103.05
(GBP)
n/a-1.8n/an/a
8[+]Allianz RiskMaster Defensive Multi Asset AAllianz Global Invtrs GmbH(UK)
35
105.570.00-8.0-2.8n/a
9[+]Allianz RiskMaster Growth Multi Asset AAllianz Global Invtrs GmbH(UK)
63
114.140.00-10.50.0n/a
10[+]Allianz RiskMaster Moderate Multi Asset AAllianz Global Invtrs GmbH(UK)
53
113.650.00-9.60.7n/a
11[+]Architas MA Active Dynamic A AccArchitas Multi-Manager Ltd
68
126.500.70-7.09.118.8
12[+]Architas MA Active Growth A IncArchitas Multi-Manager Ltd
65
126.800.97-5.313.524.6
13[+]Artemis Strategic Assets R AccArtemis Fund Managers Limited
63
70.3474.520.00-8.7-1.24.9
14[+]Aviva Inv Multi-Manager Flexible 1Aviva Investors UK Fd Serv Ltd
67
67.120.00-5.812.722.8
15[+]Barclays Adventurous Growth Portfolio A AccBarclays
70
57.930.00-10.95.412.0
16[+]Barclays Wealth Global Markets 5 B AccBarclays
73
110.700.50-11.00.22.5
17[+]Baring Dynamic Emerging Markets A NAV GBPBaring Intl Fund Mgr (Ire) Ltd
78
8.44
(GBP)
n/a-14.1-19.1n/a
18[+]Capital Group Emerging Markets Total Opportunities (LUX) Xd GBPCapital Group
71
6.29
(GBP)
3.34-10.8-13.3-4.2
19[+]Capital Group Global Absolute Income Grower (LUX) Xd GBPCapital Group
68
7.76
(GBP)
4.10-2.517.1n/a
20[+]Capital Group Global Allocation (LUX) B GBPCapital Group
53
9.24
(GBP)
n/a-0.5n/an/a
21[+]Carmignac Patrimoine F GBP Acc HdgCarmignac Gestion
48
110.07
(GBP)
n/a-6.112.214.7
22[+]Carmignac Portfolio Emerging Patrimoine F GBP Acc HdgCarmignac Gestion
53
92.05
(GBP)
n/a-10.4-11.1n/a
23[+]Carmignac Portfolio Patrimoine F GBP Acc HdgCarmignac Gestion
60
109.64
(GBP)
n/a-6.2n/an/a
24[+]Cavendish Worldwide ACavendish Asset Management
77
278.900.00-10.63.210.2
25[+]CCM CFS Balanced Opportunities A AccCarvetian Capital Mgt Ltd
65
76.310.00-10.2-15.6-16.6
26[+]CF Bentley Global GrowthCapita Financial Managers
63
124.380.00-3.610.410.9
27[+]CF Bentley Sterling BalancedCapita Financial Managers
33
165.400.00-2.011.420.0
28[+]CF Canlife Portfolio VII B AccCF Canada Life Investments
71
99.051.51-10.2n/an/a
29[+]CF Cautela A AccCapita Financial Managers
50
143.570.99-9.5-1.97.8
30[+]CF IM Global Strategy ACapita Financial Managers
78
131.550.72-5.914.45.3
31[+]CF Miton Worldwide Opportunities A GBPMiton Asset Management
32
261.580.00-2.213.914.8
32[+]CF Prudential Dynamic 60-100 Portfolio A IncCF Prudential
66
142.330.49-3.613.124.5
33[+]CF Prudential Dynamic Focused 60-100 Portfolio A AccCF Prudential
n/a
97.160.87n/an/an/a
34[+]CF Purisima EAFE Total Return A PCGCapita Financial Managers
86
121.530.99-11.32.75.4
35[+]CF Ruffer Equity & General C AccCF Ruffer Investment Mgmt Ltd
38
360.860.07-4.710.231.5
36[+]CF Ruffer Japanese C AccCF Ruffer Investment Mgmt Ltd
112
169.320.00-2.739.856.3
37[+]CF Stewart Ivory Invest Mkt AccCapita Financial Managers
69
906.49958.892.89-5.916.735.3
38[+]CF Waverton Portfolio AWaverton Investment Management
57
138.991.22-7.110.624.8
39[+]City Financial Multi Asset Dynamic A Acc GBPCity Financial Inv Company Ltd
67
133.080.42-11.67.712.5
40[+]Close Growth Portfolio A AccClose Brothers AM
61
143.600.46-6.710.427.3
41[+]Close Managed Growth A AccClose Brothers AM
62
196.400.01-4.711.8n/a
42[+]Close Strategic Alpha A AccClose Brothers AM
81
145.200.29-6.511.823.6
43[+]Close Tactical Select Passive Growth A AccClose Brothers AM
60
226.801.45-7.19.2n/a
44[+]COURTIERS Total Return Growth ACOURTIERS Investment Funds
82
1.26
(GBP)
n/a-5.822.834.7
45[+]Discovery Managed Growth A Acc GBPT. Bailey Fund Srvs Ltd (ACD)
60
114.940.30-4.713.218.4
46[+]F&C Managed Growth 1 AccF&C (BMO Global Asset Management)
56
283.200.30-4.412.518.2
47[+]F&C MM Navigator Select A AccF&C (BMO Global Asset Management)
60
124.50130.900.00-2.617.719.2
48[+]F&C MultiManager Investment Trust 1 AccF&C (BMO Global Asset Management)
63
211.900.10-6.514.923.6
49[+]Family Child TrustFamily Investment Management
74
298.10298.101.29-10.45.212.1
50[+]Fidelity Multi Asset Adventurous A Acc GBPFidelity International (FIL Invt Svcs UK Ltd)
66
125.200.00-9.39.416.8
51[+]Fidelity Multi Asset Allocator Adventurous N AccFidelity International (FIL Invt Svcs UK Ltd)
70
100.700.00-10.16.1n/a
52[+]Fidelity Multi Asset Open Adventurous PathFinder Freedom 4 CleanFidelity International (FIL Invt Svcs UK Ltd)
62
99.170.00-9.73.4n/a
53[+]FP Brompton Global Opportunities BFund Partners Ltd
59
124.390.54-1.014.9n/a
54[+]FP Brunswick Growth Portfolio B AccWAY Fund Managers
60
115.730.12-4.911.47.1
55[+]FP Pictet Multi Asset Portfolio AFund Partners Ltd
n/a
92.770.00n/an/an/a
56[+]FP Tatton Oak Advanced AFund Partners Ltd
60
180.610.04-4.911.817.9
57[+]FP WM East West Value RWAY Fund Managers
95
110.940.12-10.0-6.8-14.4
58[+]Franklin Diversified Growth Z AccFranklin Templeton Funds (UK)
31
104.642.46-5.0n/an/a
59[+]Franklin Diversified Income Z AccFranklin Templeton Funds (UK)
23
105.164.50-3.3n/an/a
60[+]GAM Star Global Equity Inst Acc GBPGAM Fund Management Ltd
71
12.11
(GBP)
n/a-4.09.7n/a
61[+]GAM Star Growth C Acc GBPGAM Fund Management Ltd
63
11.74
(GBP)
n/a-6.27.5n/a
62[+]HC KB Capital Growth A IncHost Capital Limited
57
154.86n/a-4.84.813.1
63[+]HC Sequel Growth Target Return Strategy Standard BHost Capital Limited
64
1.03
(GBP)
n/a-9.5n/an/a
64[+]Henderson Multi-Manager Active A AccHenderson Global Investors Ltd
60
167.700.00-5.712.610.0
65[+]Hermes Multi Asset Inflation F Acc GBPHermes Investment Management
n/a
0.96
(GBP)
n/a-4.8n/an/a
66[+]IFSL Brooks Macdonald Strategic Growth A AccIFSL
63
103.400.50-3.5n/an/a
67[+]IFSL Brunsdon Adventurous Growth AIFSL
61
116.100.10-4.06.1n/a
68[+]IFSL Select O AccIFSL
61
205.000.00-3.910.417.1
69[+]Ingenious Global GrowthIngenious
51
1.24
(GBP)
3.40-1.611.7n/a
70[+]Invesco Perpetual Managed Growth AccInvesco Perpetual Fund Mgrs
74
150.900.68-8.315.325.7
71[+]Investec Global Strategic Managed A Gr Inc USDInvestec Asset Management Luxembourg S.A.
55
46.51
(USD)
0.00-3.714.821.3
72[+]Investec Managed Growth A Acc GBPInvestec Fund Managers (UK)
64
171.480.00-4.117.725.7
73[+]JPM Portfolio A AccJP Morgan Asset Management UK
71
189.100.72-7.018.729.4
74[+]Jupiter Merlin Growth Portfolio AccJupiter Unit Trust Mgrs Ltd
64
306.09322.610.00-4.814.925.6
75[+]L&G Multi Manager Growth I AccLegal & General UT Mgr Ltd
68
59.0559.240.90-6.11.3-0.4
   IA FLEXIBLE INVESTMENT PERFORMANCE      -6.09.616.2 

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

Data provided by FE. Care has been taken to ensure that the information is correct, but FE neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.