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FE Adviser Fund Index

The Adviser Fund Index (AFI) is a basket of funds chosen by the UK’s leading financial advisers. There are three baskets to choose from, reflecting different risk appetites.

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Performance

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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 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: 132 funds

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132 funds
Rank ChartFund Group Focus FE Risk Score What is FE Risk Score?BidOfferYield 1y 3y 5y  
   IA FLEXIBLE INVESTMENT PERFORMANCE      12.240.546.5 
1[+]7IM AAP Adventurous C Acc7IM Investment Funds
74
155.231.6018.158.465.4
2[+]7IM Adventurous C Acc7IM Investment Funds
69
230.040.5019.362.368.4
3[+]Aberdeen Capital AAberdeen Investment Funds
81
391.55393.001.1011.347.651.6
4[+]Aberdeen Multi Manager Equity Managed Portfolio R AccAberdeen Fund Managers Limited
73
215.290.0012.747.046.1
5[+]Aberdeen MultiManager Select Boutiques AAberdeen Investment Funds
68
146.190.4013.748.552.4
6[+]Alliance Trust Sustainable Future Absolute Growth 1 AccAlliance Trust Investments
87
71.180.0015.447.866.4
7[+]Allianz Global Fundamental Strategy RT2 (H-GBP) GBPAllianz Global Investors GmbH
n/a
106.67
(GBP)
106.67
(GBP)
n/an/an/an/a
8[+]Allianz RiskMaster Defensive AAllianz Global Invtrs GmbH(UK)
44
110.80n/a4.511.0n/a
9[+]Allianz RiskMaster Growth AAllianz Global Invtrs GmbH(UK)
80
125.97n/a10.526.1n/a
10[+]Allianz RiskMaster Moderate AAllianz Global Invtrs GmbH(UK)
66
123.84n/a8.824.1n/a
11[+]Architas MA Active Dynamic A AccArchitas Multi-Manager Ltd
73
141.500.6813.850.152.6
12[+]Architas MA Active Growth A IncArchitas Multi-Manager Ltd
70
141.800.7914.753.759.0
13[+]Artemis Strategic Assets R AccArtemis Fund Managers
66
81.1385.970.006.136.139.1
14[+]Aviva Inv Multi-Manager Flexible 1Aviva Investors UK Fd Serv Ltd
75
74.060.0015.247.752.7
15[+]Barclays Adventurous Growth Portfolio A AccBarclays
66
67.600.009.346.958.2
16[+]Barclays Wealth Global Markets 5 B AccBarclays
66
127.900.006.929.6n/a
17[+]Baring Dynamic Emerging Markets A NAV GBPBaring Intl Fund Mgr (Ire) Ltd
94
10.36
(GBP)
n/a9.79.2n/a
18[+]Capital Group Emerging Markets Total Opportunities (LUX) Xd GBPCapital Group
73
7.20
(GBP)
3.345.310.910.8
19[+]Capital Group Global Absolute Income Grower (LUX) Xd GBPCapital Group
67
8.17
(GBP)
4.1010.940.5n/a
20[+]Carmignac Patrimoine F GBP Acc HedgedCarmignac Gestion
60
123.13
(GBP)
n/a21.329.7n/a
21[+]Carmignac Ptf Emerging Patrimoine F GBP Acc HedgedCarmignac Gestion
71
106.12
(GBP)
n/a13.510.7n/a
22[+]Carmignac Ptf Patrimoine F GBP Acc HedgedCarmignac Gestion
n/a
122.66
(GBP)
n/a21.2n/an/a
23[+]Cavendish Worldwide ACavendish Asset Management
86
326.400.1014.945.051.9
24[+]CCM CFS Balanced Opportunities A AccCarvetian Capital Mgt Ltd
76
86.840.00-6.427.018.6
25[+]CF Beaver AccCapita Financial Managers
65
2,315.642,511.271.469.640.749.7
26[+]CF Bentley Global GrowthCapita Financial Managers
81
136.370.0021.935.5n/a
27[+]CF Bentley Sterling BalancedCapita Financial Managers
44
171.580.009.229.536.9
28[+]CF Canlife Portfolio VII B AccCF Canada Life Investments
n/a
114.171.0414.5n/an/a
29[+]CF Cautela A AccCapita Financial Managers
55
160.380.897.319.633.2
30[+]CF Heartwood Growth Multi Asset B AccCF Heartwood Investment Management
66
152.430.629.142.346.6
31[+]CF IM Global Strategy ACapita Financial Managers
100
143.620.7918.744.833.6
32[+]CF Miton Worldwide Opportunities A GBPMiton Asset Management
41
272.260.007.333.840.1
33[+]CF Prudential Adventurous Portfolio A IncCF Prudential
67
158.390.3113.745.053.2
34[+]CF Purisima EAFE Total Return A PCGCapita Financial Managers
91
144.430.7113.946.454.9
35[+]CF Resilient 6 ACapita Financial Managers
65
139.290.3512.836.143.4
36[+]CF Ruffer Equity & General C IncCF Ruffer Investment Mgmt Ltd
39
360.550.246.136.044.1
37[+]CF Ruffer Japanese C AccCF Ruffer Investment Mgmt Ltd
124
196.010.0130.0101.882.9
38[+]CF Stewart Ivory Invest Mkt AccCapita Financial Managers
81
995.111,052.232.5313.652.175.3
39[+]CF Waverton Portfolio AWaverton Investment Management
68
153.161.0810.738.261.0
40[+]City Financial Multi Asset Dynamic A AccCity Financial Inv Company Ltd
69
158.080.3517.545.946.6
41[+]Close Growth Portfolio A AccClose Brothers AM
81
157.700.2215.351.1n/a
42[+]Close Managed Growth A AccClose Brothers AM
65
215.700.1913.744.4n/a
43[+]Close Strategic Alpha A AccClose Brothers AM
83
165.600.2918.351.155.9
44[+]Close Tactical Select Passive Growth A AccClose Brothers AM
74
249.000.8712.341.3n/a
45[+]COURTIERS Total Return GrowthCOURTIERS Investment Funds
83
1.39
(GBP)
n/a17.663.371.0
46[+]Discovery Managed Growth A Acc GBPT. Bailey Fund Mgrs Ltd (ACD)
69
126.640.2312.245.842.5
47[+]F&C Managed Growth 1 AccF&C Fund Management
65
303.000.3012.643.147.8
48[+]F&C MM Navigator Select A AccF&C Fund Management
60
135.20142.000.0013.648.943.9
49[+]F&C MultiManager Investment Trust 1 AccF&C Fund Management
73
234.500.1014.355.568.2
50[+]Family Child TrustFamily Investment Management
84
341.50341.501.1510.445.652.7
51[+]FP Brompton Global Opportunities BFund Partners Ltd
68
132.350.3313.8n/an/a
52[+]FP Brown Shipley Growth A AccFund Partners Ltd
67
246.570.6513.447.949.1
53[+]FP Tatton Oak Advanced AFund Partners Ltd
65
199.350.0413.543.950.4
54[+]FP WM East West Value RWAY Fund Managers
108
137.280.129.332.529.3
55[+]Franklin Diversified Growth Z AccFranklin Templeton Funds (UK)
n/a
108.943.20n/an/an/a
56[+]Franklin Diversified Income Z AccFranklin Templeton Funds (UK)
n/a
107.584.52n/an/an/a
57[+]GAM Star Growth C Acc GBPGAM Fund Management Ltd
73
13.19
(GBP)
0.0010.5n/an/a
58[+]GLG Stockmarket Managed A Ret AccGLG Partners
64
173.900.4113.755.863.6
59[+]HC KB Capital Growth A IncHost Capital Limited
71
161.68n/a2.924.136.7
60[+]HC Sequel Growth Target Return Strategy Standard BHost Capital Limited
66
1.19
(GBP)
n/a14.2n/an/a
61[+]Henderson Multi-Manager Active A AccHenderson Global Investors Ltd
68
184.200.0011.648.435.4
62[+]Hermes Multi Asset Inflation F Acc GBPHermes Investment Management
n/a
1.04
(GBP)
n/an/an/an/a
63[+]IFSL Brooks Macdonald Strategic Growth A AccIFSL
68
113.300.5014.6n/an/a
64[+]IFSL Select O AccIFSL
67
222.800.0013.039.741.0
65[+]Ingenious Global GrowthIngenious
60
1.30
(GBP)
3.4010.731.5n/a
66[+]Invesco Perpetual Managed Growth AccInvesco Perpetual Fund Mgrs
81
172.220.6815.761.267.1
67[+]Investec Global Strategic Managed A Gr Inc USDInvestec Asset Management Luxembourg S.A.
54
53.19
(USD)
0.155.334.949.3
68[+]Investec Managed Growth A Acc GBPInvestec Fund Managers (UK)
74
188.910.0013.958.970.4
69[+]IWI Growth Portfolio A AccIWI Fund Management Ltd
69
127.350.008.838.735.5
70[+]JPM Fusion Growth Plus A AccJP Morgan Asset Management UK
76
61.220.0017.3n/an/a
71[+]JPM Portfolio A AccJP Morgan Asset Management UK
83
209.300.6215.263.173.3
72[+]Jupiter Merlin Growth Portfolio AccJupiter Unit Trust Mgrs Ltd
76
333.30351.270.0016.745.556.6
73[+]L&G Multi Manager Growth I AccLegal & General UT Mgr Ltd
75
66.0166.180.8014.431.824.3
74[+]L&G Multi-Index 7 F AccLegal & General UT Mgr Ltd
76
60.5660.891.6013.7n/an/a
75[+]L&G Worldwide E IncLegal & General UT Mgr Ltd
62
216.20216.200.6011.444.354.8
   IA FLEXIBLE INVESTMENT PERFORMANCE      12.240.546.5 

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 unless otherwise specified.