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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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FE Alpha Manager

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Performance

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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: 128 funds

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128 funds
Rank ChartFund Group Focus FE Risk Score What is FE Risk Score?BidOfferYield 1y 3y 5y  
   IA FLEXIBLE INVESTMENT PERFORMANCE      7.230.842.4 
1[+]7IM AAP Adventurous C Acc7IM Investment Funds
76
144.751.6011.440.252.6
2[+]7IM Adventurous C Acc7IM Investment Funds
73
213.920.5011.945.154.8
3[+]Aberdeen Capital AAberdeen Investment Funds
86
373.60375.001.205.632.341.0
4[+]Aberdeen Multi Manager Equity Managed Portfolio R AccAberdeen Fund Managers Limited
82
204.600.005.032.941.3
5[+]Aberdeen MultiManager Select Boutiques AAberdeen Investment Funds
71
140.200.508.438.547.6
6[+]Alliance Trust Sustainable Future Absolute Growth 1 AccAlliance Trust Investments
88
67.700.007.039.761.1
7[+]Allianz RiskMaster Defensive AAllianz Global Investors GmbH
39
115.22n/a8.9n/an/a
8[+]Allianz RiskMaster Growth AAllianz Global Investors GmbH
76
128.08n/a14.3n/an/a
9[+]Allianz RiskMaster Moderate AAllianz Global Investors GmbH
60
126.03n/a12.0n/an/a
10[+]Architas MA Active Dynamic A AccArchitas Multi-Manager Ltd
79
136.100.619.036.147.8
11[+]Architas MA Active Growth A IncArchitas Multi-Manager Ltd
77
134.600.778.638.251.4
12[+]Artemis Strategic Assets R AccArtemis Fund Managers
69
76.8581.270.001.321.937.6
13[+]Aviva Inv Multimanager Flexible Shares 1Aviva Investors UK Fd Serv Ltd
79
70.860.008.036.248.9
14[+]Barclays Adventurous Growth Portfolio A AccBarclays
70
63.750.003.834.445.3
15[+]Barclays Wealth Global Markets 5 B AccBarclays
67
124.400.007.723.5n/a
16[+]Baring Dynamic Emerging Markets A NAV GBPBaring Intl Fund Mgr (Ire) Ltd
87
10.33
(GBP)
n/a13.50.8n/a
17[+]Capital Group Emerging Markets Total Opportunities (LUX) Xd GBPCapital Group
70
7.32
(GBP)
3.3410.48.721.1
18[+]Capital Group Global Absolute Income Grower (LUX) Xd GBPCapital Group
70
8.18
(GBP)
4.1013.636.3n/a
19[+]Carmignac Patrimoine F GBP Acc HedgedCarmignac Gestion
56
117.31
(GBP)
n/a15.821.8n/a
20[+]Carmignac Ptf Emerging Patrimoine F GBP Acc HedgedCarmignac Gestion
71
103.07
(GBP)
n/a17.05.5n/a
21[+]Carmignac Ptf Patrimoine F GBP Acc HedgedCarmignac Gestion
n/a
116.87
(GBP)
n/a15.7n/an/a
22[+]Cavendish Worldwide ACavendish Asset Management
85
314.300.1010.633.151.0
23[+]CCM CFS Balanced Opportunities A AccCarvetian Capital Mgt Ltd
92
85.820.12-7.713.416.7
24[+]CF Beaver AccCapita Financial Managers
70
2,173.322,356.821.632.429.243.0
25[+]CF Bentley Global GrowthCapita Financial Managers
87
129.600.006.123.7n/a
26[+]CF Bentley Sterling BalancedCapita Financial Managers
49
168.620.004.724.436.0
27[+]CF Canlife Portfolio VII B AccCF Canada Life Investments
n/a
109.480.698.7n/an/a
28[+]CF Cautela A AccCapita Financial Managers
53
156.930.556.413.234.7
29[+]CF Heartwood Growth Multi Asset B AccCF Heartwood Investment Management
68
146.680.813.533.043.3
30[+]CF IM Global Strategy ACapita Financial Managers
98
140.370.3314.530.533.1
31[+]CF Miton Special Situations Portfolio A GBPMiton Asset Management
38
201.210.003.36.316.3
32[+]CF Miton Strategic Portfolio A GBPMiton Asset Management
36
299.390.006.05.415.1
33[+]CF Miton Worldwide Opportunities A GBPMiton Asset Management
47
267.960.004.529.343.9
34[+]CF Prudential Adventurous Portfolio A IncPrudential Unit Trusts Limited
71
149.730.337.231.251.8
35[+]CF Purisima EAFE Total Return IntCapita Financial Managers
92
131.860.464.628.042.0
36[+]CF Resilient 6 ACapita Financial Managers
67
133.620.368.426.041.1
37[+]CF Ruffer Equity & General C IncCF Ruffer Investment Mgmt Ltd
46
344.380.25-0.430.244.2
38[+]CF Ruffer Japanese C AccCF Ruffer Investment Mgmt Ltd
123
171.870.012.077.067.9
39[+]CF Stewart Ivory Invest Mkt AccCapita Financial Managers
82
945.59999.882.829.540.667.0
40[+]CF Waverton Portfolio AWaverton Investment Management
69
151.501.2610.534.661.1
41[+]CF Wolos Total Return A Acc USDCapita Financial Managers
n/a
0.89
(USD)
0.00n/an/an/a
42[+]City Financial Multi Asset Dynamic A AccCity Financial Inv Company Ltd
65
150.560.008.533.942.6
43[+]Close Growth Portfolio A AccClose Brothers AM
82
153.700.7810.637.0n/a
44[+]Close Managed Growth A AccClose Brothers AM
69
204.700.055.631.0n/a
45[+]Close Strategic Alpha A AccClose Brothers AM
88
154.400.315.029.945.7
46[+]Close Tactical Select Passive Growth A AccClose Brothers AM
72
241.600.869.130.3n/a
47[+]COURTIERS Total Return GrowthCOURTIERS Investment Funds
88
1.34
(GBP)
n/a12.350.360.7
48[+]Discovery Managed Growth A Acc GBPT. Bailey Fund Mgrs Ltd (ACD)
73
120.020.005.330.937.6
49[+]Elite LWM East West ValueWAY Fund Managers
86
125.930.14-0.320.616.7
50[+]F&C Managed Growth 1 AccF&C Fund Management
65
293.800.309.234.143.6
51[+]F&C MM Navigator Select A AccF&C Fund Management
67
128.80135.400.006.334.738.3
52[+]F&C MultiManager Investment Trust 1 AccF&C Fund Management
75
225.100.106.144.664.4
53[+]Family Child TrustFamily Investment Management
87
325.80325.801.125.631.643.1
54[+]FP Brompton Global Opportunities BFund Partners Ltd
72
125.310.355.7n/an/a
55[+]FP Brown Shipley Growth A AccFund Partners Ltd
71
232.870.565.433.342.4
56[+]FP Tatton Oak Advanced AFund Partners Ltd
70
188.990.005.830.942.9
57[+]Franklin Diversified Growth W AccFranklin Templeton Funds (UK)
n/a
109.271.45n/an/an/a
58[+]Franklin Diversified Income W AccFranklin Templeton Funds (UK)
n/a
108.104.63n/an/an/a
59[+]GAM Star Growth C Acc GBPGAM Fund Management Ltd
76
12.44
(GBP)
n/a1.1n/an/a
60[+]GLG Stockmarket Managed A Ret AccGLG Partners
72
163.500.444.941.654.4
61[+]HC KB Capital Growth A IncHost Capital Limited
72
162.23n/a2.120.936.7
62[+]HC Sequel Growth Target Return Strategy Standard BHost Capital Limited
73
1.13
(GBP)
n/a6.2n/an/a
63[+]Henderson MultiManager Active A AccHenderson Global Investors Ltd
70
176.900.006.135.836.3
64[+]IFSL Brooks Macdonald Strategic Growth A AccIFSL
n/a
106.400.505.0n/an/a
65[+]IFSL Select O AccIFSL
69
211.800.106.027.737.2
66[+]Ingenious Global GrowthIngenious
60
1.26
(GBP)
3.408.523.1n/a
67[+]Invesco Perpetual Managed Growth AccInvesco Perpetual Fund Mgrs
85
162.540.739.445.758.7
68[+]Investec Global Strategic Managed A Gr Inc USDInvestec Asset Mgt Limited
55
50.64
(USD)
0.161.326.837.9
69[+]Investec Managed Growth A Acc GBPInvestec Fund Managers (UK)
75
178.330.004.644.967.1
70[+]IWI Growth Portfolio A AccIWI Fund Management Ltd
80
122.630.001.323.631.7
71[+]JPM Fusion Growth Plus A AccJP Morgan Asset Management UK
80
57.280.006.7n/an/a
72[+]JPM Portfolio A AccJP Morgan Asset Management UK
87
197.900.997.146.666.0
73[+]Jupiter Merlin Growth Portfolio AccJupiter Unit Trust Mgrs Ltd
79
320.76338.040.0010.834.558.4
74[+]L&G Multi Manager Growth I AccLegal & General UT Mgr Ltd
84
62.7662.760.804.813.519.9
75[+]L&G Multi-Index 7 F AccLegal & General UT Mgr Ltd
n/a
57.6957.951.7011.4n/an/a
   IA FLEXIBLE INVESTMENT PERFORMANCE      7.230.842.4 

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.