To continue using FE Trustnet please choose an edition:

This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies on the website and how to delete cookies, see our Privacy and Cookie Policy.

I accept the FE Trustnet cookie policy

For more information Click here

Login

Login

Register

It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
You are here: Prices & Performance
Apply basic filters

Fund name

Geographies

Selecting a geography allows you to choose funds which invest in a specific geographical region, or regions if you select more than one. The geography does not necessarily reflect the domicile of the fund, where it is legally based.

Close x

Management Groups

Select a specific management group, or groups, to narrow your search to funds managed by individual asset management businesses.

Close x

Investment Focus

Investment Focus allows you to search for funds which invest in a specific industrial sector or sectors.

Close x

Asset Class

You can choose to view funds which invest only in a specific asset class or asset classes, allowing you to focus on a broad swathe of funds which invest specifically in equities, bonds, or commodities – for example.

Close x

Sectors

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 IMA, or by FE – which has its own custom sectors.

Close x

 

0 349

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.

FE Risk Score help Close x
Unit Types

Unit Types

You can choose to filter by the type of unit you would like to view – which could be an INC unit, which pays out a regular dividend income, or an ACC unit which automatically reinvests any income.

Close x
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.

FE Crown Fund Rating help Close x
FE Adviser Fund Index

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.

FE AFI help Close x
FE Alpha Manager

FE Alpha Manager

FE Alpha Manager Ratings identify the best fund managers in the UK, using quant based analysis to sort the wheat from the chaff. Select this option to show only those funds managed by FE Alpha managers.

FE Alpha Manager help Close x

Click on the icons for more information on each filter

 
Apply advanced filters

Show

Hide

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.

More : Volatility help Close x
       %
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.

More :Sharpe Ratio help Close x
       %
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.

Close x
  £

Period

Additional information

Fund size   £

Launch date     

For Sale In

Fund performance league table: 127 funds

Create a custom tab
Create a custom tab
127 funds
Rank ChartFund Group Focus FE Risk Score What is FE Risk Score?BidOfferYield 1y 3y 5y  
   IMA FLEXIBLE INVESTMENT PERFORMANCE      6.337.443.9 
1[+]Aberdeen Capital AAberdeen Investment Funds
100
364.50379.101.204.343.441.8
2[+]Aberdeen Multi Manager Equity Managed Portfolio R AccAberdeen Fund Managers Limited
97
203.340.006.445.045.3
3[+]Aberdeen MultiManager Select Boutiques AAberdeen Investment Funds
81
136.000.506.944.346.4
4[+]Alliance Trust Sustainable Future Absolute Growth 1 AccAlliance Trust Investments
104
66.610.007.358.461.9
5[+]Allianz RiskMaster Defensive AAllianz Global Investors UK
45
110.93n/a4.0n/an/a
6[+]Allianz RiskMaster Growth AAllianz Global Investors UK
88
123.34n/a9.6n/an/a
7[+]Allianz RiskMaster Moderate AAllianz Global Investors UK
71
121.33n/a8.3n/an/a
8[+]Architas MA Active Dynamic A AccArchitas Multi-Manager Ltd
93
133.400.676.546.650.0
9[+]Architas MA Active Growth A IncArchitas Multi-Manager Ltd
91
132.600.916.849.153.3
10[+]Artemis Strategic Assets R AccArtemis Fund Managers
79
75.9980.370.001.532.341.7
11[+]Aviva Inv Multimanager Flexible Shares 1Aviva Investors UK Fd Serv Ltd
91
69.640.007.343.750.5
12[+]Barclays Adventurous Growth Portfolio A AccBarclays
83
63.190.005.246.447.3
13[+]Barclays Wealth Global Markets 5 B AccBarclays
74
124.100.007.033.8n/a
14[+]Baring Dynamic Emerging Markets A NAV GBPBaring Intl Fund Mgr (Ire) Ltd
92
9.87
(GBP)
n/a4.72.5n/a
15[+]Capital Group Emerging Markets Total Opportunities (LUX) Xd GBPCapital Group
74
7.14
(GBP)
3.344.112.122.1
16[+]Capital Group Global Absolute Income Grower (LUX) Xd GBPCapital Group
76
8.02
(GBP)
4.109.444.7n/a
17[+]Carmignac Patrimoine F GBP Acc HedgedCarmignac Gestion
66
108.90
(GBP)
n/a8.813.4n/a
18[+]Carmignac Ptf Emerging Patrimoine F GBP Acc HedgedCarmignac Gestion
78
97.77
(GBP)
n/a7.45.3n/a
19[+]Cavendish Worldwide ACavendish Asset Management
101
302.900.305.042.050.2
20[+]CCM CFS Balanced Opportunities A AccCarvetian Capital Mgt Ltd
106
85.590.12-1.522.021.6
21[+]CF 7IM AAP Adventurous C AccCF 7IM Investment Funds
90
139.231.568.449.951.0
22[+]CF 7IM Adventurous C AccCF 7IM Investment Funds
85
207.590.4710.454.355.1
23[+]CF Beaver AccCapita Financial Managers
76
2,179.232,364.461.635.137.848.0
24[+]CF Bentley Global GrowthCapita Financial Managers
99
127.120.005.830.0n/a
25[+]CF Bentley Sterling BalancedCapita Financial Managers
57
165.270.004.830.136.1
26[+]CF Canlife Portfolio VII B AccCF Canada Life Investments
n/a
105.610.78n/an/an/a
27[+]CF Cautela A AccCapita Financial Managers
60
154.070.565.315.633.6
28[+]CF Heartwood Growth Multi Asset B AccCF Heartwood Investment Management
77
144.110.824.842.944.1
29[+]CF IM Global Strategy ACapita Financial Managers
113
134.520.3410.438.926.6
30[+]CF Miton Special Situations Portfolio A GBPMiton
40
193.790.00-1.12.913.1
31[+]CF Miton Strategic Portfolio A GBPMiton
41
289.570.001.33.411.2
32[+]CF Miton Worldwide Opportunities A GBPMiton
55
264.270.003.432.047.6
33[+]CF Prudential Adventurous Portfolio A IncPrudential Unit Trusts Limited
82
146.760.385.939.6n/a
34[+]CF Purisima EAFE Total Return IntCapita Financial Managers
112
128.800.331.342.743.7
35[+]CF Resilient 6 ACapita Financial Managers
77
130.580.466.731.442.1
36[+]CF Richmond Core IncCapita Financial Managers
121
185.890.005.046.854.4
37[+]CF Ruffer Equity & General C IncCF Ruffer Investment Mgmt Ltd
49
347.850.252.436.350.4
38[+]CF Ruffer Japanese C AccCF Ruffer Investment Mgmt Ltd
138
175.240.019.181.781.3
39[+]CF Stewart Ivory Invest Mkt AccCapita Financial Managers
91
923.24976.122.899.252.366.2
40[+]CF Waverton Portfolio AWaverton Investment Management
78
147.061.299.140.560.3
41[+]CF Wolos Total Return A Acc USDCapita Financial Managers
n/a
0.90
(USD)
0.00n/an/an/a
42[+]Cirilium Dynamic R AccHenderson Global Investors Ltd
67
84.350.008.249.165.9
43[+]City Financial Multi Asset Dynamic A AccCity Financial Inv Company Ltd
74
142.410.008.137.038.7
44[+]Close Growth Portfolio A AccClose Brothers AM
99
145.900.827.840.2n/a
45[+]Close Managed Growth A AccClose Brothers AM
81
200.400.055.640.3n/a
46[+]Close Strategic Alpha A AccClose Brothers AM
102
149.700.325.132.346.4
47[+]Close Tactical Select Passive Growth A AccClose Brothers AM
84
235.900.886.540.8n/a
48[+]COURTIERS Total Return GrowthCOURTIERS Investment Funds
96
1.30
(GBP)
n/a10.865.660.8
49[+]DB PWM Diversified Growth Portfolio A IncDB PWM Collective Mgmt Ltd
63
125.800.556.430.5n/a
50[+]DB PWM Maximum Growth Portfolio A AccDB PWM Collective Mgmt Ltd
94
151.400.546.344.741.0
51[+]Discovery Managed Growth A Acc GBPT. Bailey Fund Mgrs Ltd (ACD)
86
117.560.005.340.538.5
52[+]Elite LWM East West ValueWAY Fund Managers
96
123.110.14-1.619.916.2
53[+]F&C Managed Growth 1 AccF&C Fund Management
76
287.400.307.244.143.3
54[+]F&C MM Navigator Select A AccF&C Fund Management
80
126.00132.400.006.043.439.0
55[+]F&C MultiManager Investment Trust 1 AccF&C Fund Management
89
219.200.206.254.967.6
56[+]Family Child TrustFamily Investment Management
100
319.20319.201.145.043.744.4
57[+]FP Brompton Global Opportunities BFund Partners Ltd
84
121.980.365.1n/an/a
58[+]FP Brown Shipley Growth A AccFund Partners Ltd
83
228.970.576.042.844.8
59[+]FP Tatton Oak Advanced AFund Partners Ltd
83
185.510.005.339.344.3
60[+]Franklin Diversified Growth Z AccFranklin Templeton Funds (UK)
n/a
104.891.35n/an/an/a
61[+]Franklin Diversified Income Z AccFranklin Templeton Funds (UK)
n/a
104.654.65n/an/an/a
62[+]GAM Star Growth C Acc GBPGAM Fund Management Ltd
85
12.39
(GBP)
n/a3.3n/an/a
63[+]GLG Stockmarket Managed A Ret AccGLG Partners
84
162.000.567.554.356.7
64[+]HC KB Capital Growth A IncHost Capital Limited
81
160.26n/a2.229.436.6
65[+]HC Sequel Growth Target Return Strategy Standard BHost Capital Limited
n/a
1.11
(GBP)
n/a6.8n/an/a
66[+]Henderson MultiManager Active A AccHenderson Global Investors Ltd
80
172.900.005.641.638.9
67[+]IFSL Brooks Macdonald Strategic Growth A AccIFSL
n/a
104.500.305.2n/an/a
68[+]IFSL Select O AccIFSL
82
208.100.005.335.037.9
69[+]Ingenious Global GrowthIngenious
69
1.23
(GBP)
3.406.925.6n/a
70[+]Invesco Perpetual Managed Growth AccInvesco Perpetual Fund Mgrs
98
159.290.748.859.862.7
71[+]Investec Global Strategic Managed A Gr Inc USDInvestec Asset Mgt Limited
64
51.28
(USD)
0.123.736.640.8
72[+]Investec Managed Growth A Acc GBPInvestec Fund Managers (UK)
88
174.450.005.153.372.4
73[+]IWI Growth Portfolio A AccIWI Fund Management Ltd
95
121.810.004.434.732.8
74[+]JPM Fusion Growth Plus A AccJP Morgan Asset Management UK
93
56.410.007.3n/an/a
75[+]JPM Portfolio A AccJP Morgan Asset Management UK
104
193.401.017.660.667.3
   IMA FLEXIBLE INVESTMENT PERFORMANCE      6.337.443.9 

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.