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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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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      11.429.237.4 
1[+]7IM AAP Adventurous C Acc7IM Investment Funds
72
149.831.6016.139.444.7
2[+]7IM Adventurous C Acc7IM Investment Funds
68
223.240.5017.544.250.6
3[+]Aberdeen Capital AAberdeen Investment Funds
82
385.40386.801.1010.630.534.4
4[+]Aberdeen Multi Manager Equity Managed Portfolio R AccAberdeen Fund Managers Limited
76
212.580.0010.332.537.7
5[+]Aberdeen MultiManager Select Boutiques AAberdeen Investment Funds
70
143.500.5011.736.041.7
6[+]Alliance Trust Sustainable Future Absolute Growth 1 AccAlliance Trust Investments
83
70.520.0012.736.552.1
7[+]Allianz RiskMaster Defensive AAllianz Global Investors GmbH
40
113.59n/a8.5n/an/a
8[+]Allianz RiskMaster Growth AAllianz Global Investors GmbH
75
128.23n/a15.7n/an/a
9[+]Allianz RiskMaster Moderate AAllianz Global Investors GmbH
60
126.24n/a13.6n/an/a
10[+]Architas MA Active Dynamic A AccArchitas Multi-Manager Ltd
73
140.800.6913.435.443.5
11[+]Architas MA Active Growth A IncArchitas Multi-Manager Ltd
71
140.800.7913.638.648.3
12[+]Artemis Strategic Assets R AccArtemis Fund Managers
69
77.1181.660.002.117.025.6
13[+]Aviva Inv Multi-Manager Flexible 1Aviva Investors UK Fd Serv Ltd
74
74.730.0014.838.146.9
14[+]Barclays Adventurous Growth Portfolio A AccBarclays
66
65.300.007.429.939.0
15[+]Barclays Wealth Global Markets 5 B AccBarclays
64
126.400.008.819.7n/a
16[+]Baring Dynamic Emerging Markets A NAV GBPBaring Intl Fund Mgr (Ire) Ltd
87
9.96
(GBP)
n/a9.9-3.1n/a
17[+]Capital Group Emerging Markets Total Opportunities (LUX) Xd GBPCapital Group
65
7.32
(GBP)
3.349.47.310.1
18[+]Capital Group Global Absolute Income Grower (LUX) Xd GBPCapital Group
63
8.37
(GBP)
4.1014.836.3n/a
19[+]Carmignac Patrimoine F GBP Acc HedgedCarmignac Gestion
53
122.78
(GBP)
n/a22.826.8n/a
20[+]Carmignac Ptf Emerging Patrimoine F GBP Acc HedgedCarmignac Gestion
66
106.03
(GBP)
n/a20.07.5n/a
21[+]Carmignac Ptf Patrimoine F GBP Acc HedgedCarmignac Gestion
n/a
122.31
(GBP)
n/a22.6n/an/a
22[+]Cavendish Worldwide ACavendish Asset Management
81
318.300.1012.829.536.3
23[+]CCM CFS Balanced Opportunities A AccCarvetian Capital Mgt Ltd
81
84.000.00-12.15.012.5
24[+]CF Beaver AccCapita Financial Managers
63
2,308.732,503.711.4611.532.748.2
25[+]CF Bentley Global GrowthCapita Financial Managers
81
135.820.0015.925.1n/a
26[+]CF Bentley Sterling BalancedCapita Financial Managers
45
171.580.007.122.433.1
27[+]CF Canlife Portfolio VII B AccCF Canada Life Investments
n/a
110.880.6911.3n/an/a
28[+]CF Cautela A AccCapita Financial Managers
53
160.270.539.815.330.5
29[+]CF Heartwood Growth Multi Asset B AccCF Heartwood Investment Management
66
150.660.636.330.536.3
30[+]CF IM Global Strategy ACapita Financial Managers
96
142.330.3316.727.720.3
31[+]CF Miton Cautious Multi Asset A GBPMiton Asset Management
41
207.080.008.110.415.0
32[+]CF Miton Defensive Multi Asset A GBPMiton Asset Management
36
302.980.008.67.611.9
33[+]CF Miton Worldwide Opportunities A GBPMiton Asset Management
42
270.710.007.126.635.9
34[+]CF Prudential Adventurous Portfolio A IncPrudential Unit Trusts Limited
66
156.690.3212.732.545.4
35[+]CF Purisima EAFE Total Return A PCGCapita Financial Managers
89
144.290.7114.229.137.8
36[+]CF Resilient 6 ACapita Financial Managers
65
137.630.3512.126.538.1
37[+]CF Ruffer Equity & General C IncCF Ruffer Investment Mgmt Ltd
41
357.090.242.331.042.6
38[+]CF Ruffer Japanese C AccCF Ruffer Investment Mgmt Ltd
121
197.790.0129.184.986.0
39[+]CF Stewart Ivory Invest Mkt AccCapita Financial Managers
79
957.471,012.382.6411.036.456.5
40[+]CF Waverton Portfolio AWaverton Investment Management
68
153.141.2512.130.451.4
41[+]City Financial Multi Asset Dynamic A AccCity Financial Inv Company Ltd
66
159.400.0014.036.741.9
42[+]Close Growth Portfolio A AccClose Brothers AM
77
156.800.7713.834.8n/a
43[+]Close Managed Growth A AccClose Brothers AM
65
213.500.0511.432.1n/a
44[+]Close Strategic Alpha A AccClose Brothers AM
82
162.200.3013.035.445.9
45[+]Close Tactical Select Passive Growth A AccClose Brothers AM
75
249.400.8313.329.8n/a
46[+]COURTIERS Total Return GrowthCOURTIERS Investment Funds
83
1.38
(GBP)
n/a17.147.854.9
47[+]Discovery Managed Growth A Acc GBPT. Bailey Fund Mgrs Ltd (ACD)
70
124.800.2411.832.337.2
48[+]F&C Managed Growth 1 AccF&C Fund Management
63
303.500.3014.032.137.5
49[+]F&C MM Navigator Select A AccF&C Fund Management
61
134.60141.400.0011.434.636.7
50[+]F&C MultiManager Investment Trust 1 AccF&C Fund Management
72
228.600.1010.039.052.5
51[+]Family Child TrustFamily Investment Management
85
336.10336.101.0610.730.335.6
52[+]FP Brompton Global Opportunities BFund Partners Ltd
67
130.390.3410.9n/an/a
53[+]FP Brown Shipley Growth A AccFund Partners Ltd
68
240.120.548.832.439.7
54[+]FP Tatton Oak Advanced AFund Partners Ltd
65
196.750.0011.131.138.2
55[+]FP WM East West Value RWAY Fund Managers
83
128.620.142.216.011.3
56[+]Franklin Diversified Growth Z AccFranklin Templeton Funds (UK)
n/a
113.993.20n/an/an/a
57[+]Franklin Diversified Income Z AccFranklin Templeton Funds (UK)
n/a
111.744.52n/an/an/a
58[+]GAM Star Growth C Acc GBPGAM Fund Management Ltd
70
12.98
(GBP)
n/a7.9n/an/a
59[+]GLG Stockmarket Managed A Ret AccGLG Partners
66
169.900.4210.540.245.2
60[+]HC KB Capital Growth A IncHost Capital Limited
69
163.36n/a5.317.828.1
61[+]HC Sequel Growth Target Return Strategy Standard BHost Capital Limited
69
1.17
(GBP)
n/a12.2n/an/a
62[+]Henderson MultiManager Active A AccHenderson Global Investors Ltd
67
182.100.009.735.731.1
63[+]IFSL Brooks Macdonald Strategic Growth A AccIFSL
n/a
111.000.5010.6n/an/a
64[+]IFSL Select O AccIFSL
67
221.700.0011.528.934.7
65[+]Ingenious Global GrowthIngenious
58
1.29
(GBP)
3.4011.424.7n/a
66[+]Invesco Perpetual Managed Growth AccInvesco Perpetual Fund Mgrs
82
168.150.7013.942.751.4
67[+]Investec Global Strategic Managed A Gr Inc USDInvestec Asset Management Luxembourg S.A.
55
51.68
(USD)
0.164.222.935.9
68[+]Investec Managed Growth A Acc GBPInvestec Fund Managers (UK)
72
184.120.0010.541.658.5
69[+]IWI Growth Portfolio A AccIWI Fund Management Ltd
73
126.120.004.022.525.0
70[+]JPM Fusion Growth Plus A AccJP Morgan Asset Management UK
75
60.380.0014.4n/an/a
71[+]JPM Portfolio A AccJP Morgan Asset Management UK
83
206.100.9513.045.056.0
72[+]Jupiter Merlin Growth Portfolio AccJupiter Unit Trust Mgrs Ltd
76
330.32348.100.0016.333.648.4
73[+]L&G Multi Manager Growth I AccLegal & General UT Mgr Ltd
77
65.0065.010.8012.116.116.6
74[+]L&G Multi-Index 7 F AccLegal & General UT Mgr Ltd
75
59.1659.481.7014.4n/an/a
75[+]L&G Worldwide E IncLegal & General UT Mgr Ltd
63
214.00214.000.507.934.138.1
   IA FLEXIBLE INVESTMENT PERFORMANCE      11.429.237.4 

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.