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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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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: 126 funds

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126 funds
Rank ChartFund Group Focus FE Risk Score What is FE Risk Score?BidOfferYield 1y 3y 5y  
   IMA FLEXIBLE INVESTMENT PERFORMANCE      5.132.839.5 
1[+]7IM AAP Adventurous C Acc7IM Investment Funds
78
135.991.606.641.144.4
2[+]7IM Adventurous C Acc7IM Investment Funds
75
201.830.508.445.949.2
3[+]Aberdeen Capital AAberdeen Investment Funds
86
356.60370.901.203.435.137.9
4[+]Aberdeen Multi Manager Equity Managed Portfolio R AccAberdeen Fund Managers Limited
84
197.950.004.937.440.1
5[+]Aberdeen MultiManager Select Boutiques AAberdeen Investment Funds
73
133.700.506.439.542.8
6[+]Alliance Trust Sustainable Future Absolute Growth 1 AccAlliance Trust Investments
89
66.050.006.049.958.5
7[+]Allianz RiskMaster Defensive AAllianz Global Investors UK
40
110.58n/a4.2n/an/a
8[+]Allianz RiskMaster Growth AAllianz Global Investors UK
79
121.62n/a8.9n/an/a
9[+]Allianz RiskMaster Moderate AAllianz Global Investors UK
63
120.09n/a7.4n/an/a
10[+]Architas MA Active Dynamic A AccArchitas Multi-Manager Ltd
81
129.000.694.639.143.8
11[+]Architas MA Active Growth A IncArchitas Multi-Manager Ltd
79
128.800.945.541.148.2
12[+]Artemis Strategic Assets R AccArtemis Fund Managers
72
74.2378.530.00-1.025.034.9
13[+]Aviva Inv Multimanager Flexible Shares 1Aviva Investors UK Fd Serv Ltd
80
68.410.007.038.346.4
14[+]Barclays Adventurous Growth Portfolio A AccBarclays
72
61.630.003.240.243.0
15[+]Barclays Wealth Global Markets 5 B AccBarclays
69
120.800.005.127.0n/a
16[+]Baring Dynamic Emerging Markets A NAV GBPBaring Intl Fund Mgr (Ire) Ltd
86
9.45
(GBP)
n/a1.2-2.5n/a
17[+]Capital Group Emerging Markets Total Opportunities (LUX) Xd GBPCapital Group
70
6.86
(GBP)
3.341.66.413.6
18[+]Capital Group Global Absolute Income Grower (LUX) Xd GBPCapital Group
71
7.90
(GBP)
4.108.636.7n/a
19[+]Carmignac Patrimoine F GBP Acc HedgedCarmignac Gestion
58
109.17
(GBP)
n/a9.014.7n/a
20[+]Carmignac Ptf Emerging Patrimoine F GBP Acc HedgedCarmignac Gestion
72
93.70
(GBP)
n/a4.11.5n/a
21[+]Carmignac Ptf Patrimoine F GBP Acc HedgedCarmignac Gestion
n/a
108.80
(GBP)
n/an/an/an/a
22[+]Cavendish Worldwide ACavendish Asset Management
88
296.600.104.636.845.9
23[+]CCM CFS Balanced Opportunities A AccCarvetian Capital Mgt Ltd
93
82.620.13-5.218.121.8
24[+]CF Beaver AccCapita Financial Managers
64
2,106.062,284.291.683.532.042.9
25[+]CF Bentley Global GrowthCapita Financial Managers
87
124.150.004.424.1n/a
26[+]CF Bentley Sterling BalancedCapita Financial Managers
50
163.900.004.526.434.8
27[+]CF Canlife Portfolio VII B AccCF Canada Life Investments
n/a
103.910.735.2n/an/a
28[+]CF Cautela A AccCapita Financial Managers
54
151.760.574.512.231.2
29[+]CF Heartwood Growth Multi Asset B AccCF Heartwood Investment Management
69
141.710.843.236.240.5
30[+]CF IM Global Strategy ACapita Financial Managers
100
133.150.359.834.526.2
31[+]CF Miton Special Situations Portfolio A GBPMiton Asset Management
38
192.000.00-1.61.912.5
32[+]CF Miton Strategic Portfolio A GBPMiton Asset Management
36
286.990.001.82.511.2
33[+]CF Miton Worldwide Opportunities A GBPMiton Asset Management
49
261.400.002.930.743.4
34[+]CF Prudential Adventurous Portfolio A IncPrudential Unit Trusts Limited
73
143.890.345.134.0n/a
35[+]CF Purisima EAFE Total Return IntCapita Financial Managers
96
126.220.340.634.337.0
36[+]CF Resilient 6 ACapita Financial Managers
68
127.640.385.626.537.9
37[+]CF Ruffer Equity & General C IncCF Ruffer Investment Mgmt Ltd
42
339.020.261.231.846.3
38[+]CF Ruffer Japanese C AccCF Ruffer Investment Mgmt Ltd
119
168.610.015.273.269.6
39[+]CF Stewart Ivory Invest Mkt AccCapita Financial Managers
83
905.12957.562.947.643.661.0
40[+]CF Waverton Portfolio AWaverton Investment Management
70
144.701.328.434.756.1
41[+]CF Wolos Total Return A Acc USDCapita Financial Managers
n/a
0.88
(USD)
0.00n/an/an/a
42[+]City Financial Multi Asset Dynamic A AccCity Financial Inv Company Ltd
65
143.870.009.135.838.7
43[+]Close Growth Portfolio A AccClose Brothers AM
84
147.000.828.837.8n/a
44[+]Close Managed Growth A AccClose Brothers AM
71
197.700.055.035.3n/a
45[+]Close Strategic Alpha A AccClose Brothers AM
89
148.300.324.830.643.0
46[+]Close Tactical Select Passive Growth A AccClose Brothers AM
74
233.000.896.934.5n/a
47[+]COURTIERS Total Return GrowthCOURTIERS Investment Funds
88
1.29
(GBP)
n/a10.956.255.8
48[+]Discovery Managed Growth A Acc GBPT. Bailey Fund Mgrs Ltd (ACD)
75
114.970.004.134.135.2
49[+]Elite LWM East West ValueWAY Fund Managers
87
122.720.14-1.618.712.8
50[+]F&C Managed Growth 1 AccF&C Fund Management
67
282.200.306.537.439.3
51[+]F&C MM Navigator Select A AccF&C Fund Management
69
124.30130.600.005.238.636.6
52[+]F&C MultiManager Investment Trust 1 AccF&C Fund Management
78
217.200.205.351.062.1
53[+]Family Child TrustFamily Investment Management
90
311.50311.501.113.833.738.9
54[+]FP Brompton Global Opportunities BFund Partners Ltd
74
119.790.373.5n/an/a
55[+]FP Brown Shipley Growth A AccFund Partners Ltd
74
224.150.584.836.740.3
56[+]FP Tatton Oak Advanced AFund Partners Ltd
72
182.430.004.733.840.0
57[+]Franklin Diversified Growth W AccFranklin Templeton Funds (UK)
n/a
104.751.45n/an/an/a
58[+]Franklin Diversified Income W AccFranklin Templeton Funds (UK)
n/a
104.674.63n/an/an/a
59[+]GAM Star Growth C Acc GBPGAM Fund Management Ltd
76
12.04
(GBP)
n/a0.3n/an/a
60[+]GLG Stockmarket Managed A Ret AccGLG Partners
74
158.400.575.246.051.1
61[+]HC KB Capital Growth A IncHost Capital Limited
74
156.71n/a0.622.833.4
62[+]HC Sequel Growth Target Return Strategy Standard BHost Capital Limited
76
1.09
(GBP)
n/a5.1n/an/a
63[+]Henderson MultiManager Active A AccHenderson Global Investors Ltd
72
168.800.003.235.833.2
64[+]IFSL Brooks Macdonald Strategic Growth A AccIFSL
n/a
102.500.504.0n/an/a
65[+]IFSL Select O AccIFSL
72
202.900.003.429.833.7
66[+]Ingenious Global GrowthIngenious
62
1.21
(GBP)
3.405.622.3n/a
67[+]Invesco Perpetual Managed Growth AccInvesco Perpetual Fund Mgrs
87
155.260.766.450.354.9
68[+]Investec Global Strategic Managed A Gr Inc USDInvestec Asset Mgt Limited
57
50.40
(USD)
0.121.631.938.4
69[+]Investec Managed Growth A Acc GBPInvestec Fund Managers (UK)
78
171.260.003.249.366.1
70[+]IWI Growth Portfolio A AccIWI Fund Management Ltd
83
118.160.001.728.528.8
71[+]JPM Fusion Growth Plus A AccJP Morgan Asset Management UK
81
55.200.005.5n/an/a
72[+]JPM Portfolio A AccJP Morgan Asset Management UK
90
190.301.036.851.462.1
73[+]Jupiter Merlin Growth Portfolio AccJupiter Unit Trust Mgrs Ltd
81
304.37320.750.007.334.652.4
74[+]L&G Multi Manager Growth I AccLegal & General UT Mgr Ltd
85
60.5360.530.603.616.918.6
75[+]L&G Multi-Index 7 F AccLegal & General UT Mgr Ltd
n/a
54.9755.221.707.2n/an/a
   IMA FLEXIBLE INVESTMENT PERFORMANCE      5.132.839.5 

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.