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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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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

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: 129 funds

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129 funds
Rank ChartFund Group Focus FE Risk Score What is FE Risk Score?BidOfferYield 1y 3y 5y  
   IA FLEXIBLE INVESTMENT PERFORMANCE      13.536.439.7 
1[+]7IM AAP Adventurous C Acc7IM Investment Funds
72
156.741.6019.453.151.8
2[+]7IM Adventurous C Acc7IM Investment Funds
68
232.530.5021.055.856.8
3[+]Aberdeen Capital AAberdeen Investment Funds
80
393.70395.101.1012.841.039.5
4[+]Aberdeen Multi Manager Equity Managed Portfolio R AccAberdeen Fund Managers Limited
72
217.140.0012.939.840.3
5[+]Aberdeen MultiManager Select Boutiques AAberdeen Investment Funds
68
146.300.5014.142.944.1
6[+]Alliance Trust Sustainable Future Absolute Growth 1 AccAlliance Trust Investments
85
71.930.0015.347.254.3
7[+]Allianz Global Fundamental Strategy RT2 (H-GBP) GBPAllianz Global Investors GmbH
n/a
106.66
(GBP)
106.66
(GBP)
0.00n/an/an/a
8[+]Allianz RiskMaster Defensive AAllianz Global Invtrs GmbH(UK)
42
114.09n/a8.2n/an/a
9[+]Allianz RiskMaster Growth AAllianz Global Invtrs GmbH(UK)
78
131.07n/a16.4n/an/a
10[+]Allianz RiskMaster Moderate AAllianz Global Invtrs GmbH(UK)
63
128.61n/a14.3n/an/a
11[+]Architas MA Active Dynamic A AccArchitas Multi-Manager Ltd
71
144.400.6715.943.947.4
12[+]Architas MA Active Growth A IncArchitas Multi-Manager Ltd
69
143.400.7815.545.651.2
13[+]Artemis Strategic Assets I AccArtemis Fund Managers
66
82.6484.020.494.229.733.5
14[+]Aviva Inv Multi-Manager Flexible 1Aviva Investors UK Fd Serv Ltd
71
76.140.0017.445.249.6
15[+]Barclays Adventurous Growth Portfolio A AccBarclays
65
67.200.009.538.040.0
16[+]Barclays Wealth Global Markets 5 B AccBarclays
65
130.200.0010.426.5n/a
17[+]Baring Dynamic Emerging Markets A NAV GBPBaring Intl Fund Mgr (Ire) Ltd
94
10.66
(GBP)
n/a14.68.0n/a
18[+]Capital Group Emerging Markets Total Opportunities (LUX) Xd GBPCapital Group
69
7.54
(GBP)
3.3411.913.814.1
19[+]Capital Group Global Absolute Income Grower (LUX) Xd GBPCapital Group
64
8.41
(GBP)
4.1015.341.9n/a
20[+]Carmignac Patrimoine F GBP Acc HedgedCarmignac Gestion
57
125.91
(GBP)
n/a25.031.8n/a
21[+]Carmignac Ptf Emerging Patrimoine F GBP Acc HedgedCarmignac Gestion
69
110.38
(GBP)
n/a22.614.1n/a
22[+]Carmignac Ptf Patrimoine F GBP Acc HedgedCarmignac Gestion
n/a
125.41
(GBP)
n/a24.9n/an/a
23[+]Cavendish Worldwide ACavendish Asset Management
84
332.500.1016.841.641.8
24[+]CCM CFS Balanced Opportunities A AccCarvetian Capital Mgt Ltd
77
86.390.00-9.214.312.3
25[+]CF Beaver AccCapita Financial Managers
64
2,321.472,517.341.4610.635.745.4
26[+]CF Bentley Global GrowthCapita Financial Managers
79
139.170.0020.931.3n/a
27[+]CF Bentley Sterling BalancedCapita Financial Managers
43
173.020.008.825.733.8
28[+]CF Canlife Portfolio VII B AccCF Canada Life Investments
n/a
115.921.0216.0n/an/a
29[+]CF Cautela A AccCapita Financial Managers
53
162.410.539.919.332.4
30[+]CF Heartwood Growth Multi Asset B AccCF Heartwood Investment Management
65
153.700.628.637.638.8
31[+]CF IM Global Strategy ACapita Financial Managers
99
147.020.3220.539.624.1
32[+]CF Miton Worldwide Opportunities A GBPMiton Asset Management
40
274.950.008.430.035.6
33[+]CF Prudential Adventurous Portfolio A IncCF Prudential
63
160.790.3115.540.749.4
34[+]CF Purisima EAFE Total Return A PCGCapita Financial Managers
91
146.260.7014.539.542.1
35[+]CF Resilient 6 ACapita Financial Managers
63
140.310.3413.932.039.8
36[+]CF Ruffer Equity & General C IncCF Ruffer Investment Mgmt Ltd
39
359.660.244.533.241.3
37[+]CF Ruffer Japanese C AccCF Ruffer Investment Mgmt Ltd
120
202.860.0132.592.279.8
38[+]CF Stewart Ivory Invest Mkt AccCapita Financial Managers
79
983.331,039.712.5612.644.360.5
39[+]CF Waverton Portfolio AWaverton Investment Management
68
154.591.2411.034.752.0
40[+]City Financial Multi Asset Dynamic A AccCity Financial Inv Company Ltd
64
159.620.3515.640.341.8
41[+]Close Growth Portfolio A AccClose Brothers AM
79
159.700.2216.845.8n/a
42[+]Close Managed Growth A AccClose Brothers AM
64
217.300.1913.639.1n/a
43[+]Close Strategic Alpha A AccClose Brothers AM
81
166.600.2917.244.949.9
44[+]Close Tactical Select Passive Growth A AccClose Brothers AM
73
252.900.8613.138.3n/a
45[+]COURTIERS Total Return GrowthCOURTIERS Investment Funds
83
1.40
(GBP)
n/a18.157.559.0
46[+]Discovery Managed Growth A Acc GBPT. Bailey Fund Mgrs Ltd (ACD)
68
128.380.2314.140.740.6
47[+]F&C Managed Growth 1 AccF&C Fund Management
64
308.400.3015.040.139.2
48[+]F&C MM Navigator Select A AccF&C Fund Management
59
136.30143.300.0013.541.638.5
49[+]F&C MultiManager Investment Trust 1 AccF&C Fund Management
72
233.100.1012.646.653.5
50[+]Family Child TrustFamily Investment Management
83
345.00345.001.1512.140.340.2
51[+]FP Brompton Global Opportunities BFund Partners Ltd
66
134.110.3313.6n/an/a
52[+]FP Brown Shipley Growth A AccFund Partners Ltd
67
246.160.6512.140.242.5
53[+]FP Tatton Oak Advanced AFund Partners Ltd
63
201.210.0013.938.541.7
54[+]FP WM East West Value RWAY Fund Managers
105
142.580.1411.633.224.1
55[+]Franklin Diversified Growth Z AccFranklin Templeton Funds (UK)
n/a
111.283.20n/an/an/a
56[+]Franklin Diversified Income Z AccFranklin Templeton Funds (UK)
n/a
109.504.52n/an/an/a
57[+]GAM Star Growth C Acc GBPGAM Fund Management Ltd
71
13.29
(GBP)
0.0010.6n/an/a
58[+]GLG Stockmarket Managed A Ret AccGLG Partners
64
174.100.4112.850.248.0
59[+]HC KB Capital Growth A IncHost Capital Limited
68
165.90n/a5.623.129.8
60[+]HC Sequel Growth Target Return Strategy Standard BHost Capital Limited
65
1.20
(GBP)
n/a14.7n/an/a
61[+]Henderson MultiManager Active A AccHenderson Global Investors Ltd
67
186.400.0012.444.932.7
62[+]IFSL Brooks Macdonald Strategic Growth A AccIFSL
n/a
113.700.5013.5n/an/a
63[+]IFSL Select O AccIFSL
66
224.800.0013.134.336.2
64[+]Ingenious Global GrowthIngenious
59
1.31
(GBP)
3.4012.730.0n/a
65[+]Invesco Perpetual Managed Growth AccInvesco Perpetual Fund Mgrs
81
174.070.6817.155.657.0
66[+]Investec Global Strategic Managed A Gr Inc USDInvestec Asset Management Luxembourg S.A.
53
53.02
(USD)
0.166.128.735.1
67[+]Investec Managed Growth A Acc GBPInvestec Fund Managers (UK)
73
188.940.0013.350.560.3
68[+]IWI Growth Portfolio A AccIWI Fund Management Ltd
69
128.200.006.930.426.2
69[+]JPM Fusion Growth Plus A AccJP Morgan Asset Management UK
73
61.880.0017.4n/an/a
70[+]JPM Portfolio A AccJP Morgan Asset Management UK
82
210.600.9315.355.459.4
71[+]Jupiter Merlin Growth Portfolio AccJupiter Unit Trust Mgrs Ltd
76
335.52353.590.0017.641.650.6
72[+]L&G Multi Manager Growth I AccLegal & General UT Mgr Ltd
74
66.6966.700.8014.924.019.9
73[+]L&G Multi-Index 7 F AccLegal & General UT Mgr Ltd
75
61.1661.491.6016.2n/an/a
74[+]L&G Worldwide E IncLegal & General UT Mgr Ltd
61
217.10217.100.5011.040.940.5
75[+]LO Funds - All Roads (GBP) I ALombard Odier
49
12.29
(GBP)
0.0010.722.9n/a
   IA FLEXIBLE INVESTMENT PERFORMANCE      13.536.439.7 

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.