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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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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.

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Fund performance league table: 130 funds

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130 funds
Rank ChartFund Group Focus FE Risk Score What is FE Risk Score?BidOfferYield 1y 3y 5y  
   IA FLEXIBLE INVESTMENT PERFORMANCE      9.128.144.3 
1[+]7IM AAP Adventurous C Acc7IM Investment Funds
76
147.281.6014.138.753.0
2[+]7IM Adventurous C Acc7IM Investment Funds
72
219.090.5015.342.758.2
3[+]Aberdeen Capital AAberdeen Investment Funds
86
379.30380.801.107.529.144.3
4[+]Aberdeen Multi Manager Equity Managed Portfolio R AccAberdeen Fund Managers Limited
80
209.600.007.730.445.2
5[+]Aberdeen MultiManager Select Boutiques AAberdeen Investment Funds
72
142.200.5010.336.249.3
6[+]Alliance Trust Sustainable Future Absolute Growth 1 AccAlliance Trust Investments
88
68.740.006.937.561.0
7[+]Allianz Global Fundamental Strategy RT2 (H-GBP) GBPAllianz Global Investors GmbH
n/a
105.41
(GBP)
105.41
(GBP)
n/an/an/an/a
8[+]Allianz RiskMaster Defensive AAllianz Global Investors GmbH
42
113.06n/a7.8n/an/a
9[+]Allianz RiskMaster Growth AAllianz Global Investors GmbH
79
126.49n/a13.9n/an/a
10[+]Allianz RiskMaster Moderate AAllianz Global Investors GmbH
63
124.80n/a11.9n/an/a
11[+]Architas MA Active Dynamic A AccArchitas Multi-Manager Ltd
77
138.300.6011.732.251.6
12[+]Architas MA Active Growth A IncArchitas Multi-Manager Ltd
75
137.900.7511.735.556.2
13[+]Artemis Strategic Assets R AccArtemis Fund Managers
72
76.9981.440.002.219.633.0
14[+]Aviva Inv Multi-Manager Flexible 1Aviva Investors UK Fd Serv Ltd
76
72.700.0011.334.853.6
15[+]Barclays Adventurous Growth Portfolio A AccBarclays
69
65.630.007.032.750.0
16[+]Barclays Wealth Global Markets 5 B AccBarclays
67
126.700.008.821.5n/a
17[+]Baring Dynamic Emerging Markets A NAV GBPBaring Intl Fund Mgr (Ire) Ltd
93
9.74
(GBP)
n/a8.7-6.5n/a
18[+]Capital Group Emerging Markets Total Opportunities (LUX) Xd GBPCapital Group
69
7.18
(GBP)
3.348.14.613.8
19[+]Capital Group Global Absolute Income Grower (LUX) Xd GBPCapital Group
67
8.20
(GBP)
4.1013.433.9n/a
20[+]Carmignac Patrimoine F GBP Acc HedgedCarmignac Gestion
55
120.94
(GBP)
n/a20.122.7n/a
21[+]Carmignac Ptf Emerging Patrimoine F GBP Acc HedgedCarmignac Gestion
70
105.41
(GBP)
n/a19.85.8n/a
22[+]Carmignac Ptf Patrimoine F GBP Acc HedgedCarmignac Gestion
n/a
120.51
(GBP)
n/a20.0n/an/a
23[+]Cavendish Worldwide ACavendish Asset Management
86
312.000.1010.528.246.7
24[+]CCM CFS Balanced Opportunities A AccCarvetian Capital Mgt Ltd
87
85.220.12-10.17.217.5
25[+]CF Beaver AccCapita Financial Managers
68
2,247.962,438.281.536.229.950.3
26[+]CF Bentley Global GrowthCapita Financial Managers
85
132.390.0010.022.5n/a
27[+]CF Bentley Sterling BalancedCapita Financial Managers
47
169.570.004.621.437.8
28[+]CF Canlife Portfolio VII B AccCF Canada Life Investments
n/a
110.140.699.8n/an/a
29[+]CF Cautela A AccCapita Financial Managers
56
158.650.548.412.734.1
30[+]CF Heartwood Growth Multi Asset B AccCF Heartwood Investment Management
69
148.820.644.730.443.7
31[+]CF IM Global Strategy ACapita Financial Managers
101
139.960.3313.828.229.8
32[+]CF Miton Special Situations Portfolio A GBPMiton Asset Management
41
201.280.004.16.913.6
33[+]CF Miton Strategic Portfolio A GBPMiton Asset Management
37
298.560.006.64.912.2
34[+]CF Miton Worldwide Opportunities A GBPMiton Asset Management
44
270.670.007.126.344.2
35[+]CF Prudential Adventurous Portfolio A IncPrudential Unit Trusts Limited
69
152.490.329.628.452.2
36[+]CF Purisima EAFE Total Return A PCGCapita Financial Managers
92
139.160.749.226.847.0
37[+]CF Resilient 6 ACapita Financial Managers
68
135.850.3510.123.844.0
38[+]CF Ruffer Equity & General C IncCF Ruffer Investment Mgmt Ltd
44
354.260.251.730.947.0
39[+]CF Ruffer Japanese C AccCF Ruffer Investment Mgmt Ltd
118
184.540.0115.576.679.9
40[+]CF Stewart Ivory Invest Mkt AccCapita Financial Managers
81
961.291,016.712.7710.339.667.1
41[+]CF Waverton Portfolio AWaverton Investment Management
72
152.791.2511.831.960.3
42[+]CF Wolos Total Return A Acc USDCapita Financial Managers
n/a
0.94
(USD)
0.00n/an/an/a
43[+]City Financial Multi Asset Dynamic A AccCity Financial Inv Company Ltd
63
151.330.007.930.142.9
44[+]Close Growth Portfolio A AccClose Brothers AM
82
154.200.789.933.2n/a
45[+]Close Managed Growth A AccClose Brothers AM
69
210.100.057.729.5n/a
46[+]Close Strategic Alpha A AccClose Brothers AM
87
159.600.309.530.751.6
47[+]Close Tactical Select Passive Growth A AccClose Brothers AM
76
245.100.8510.728.0n/a
48[+]COURTIERS Total Return GrowthCOURTIERS Investment Funds
88
1.36
(GBP)
n/a15.548.366.5
49[+]Discovery Managed Growth A Acc GBPT. Bailey Fund Mgrs Ltd (ACD)
73
123.010.008.730.140.3
50[+]Elite LWM East West ValueWAY Fund Managers
86
126.270.140.613.815.5
51[+]F&C Managed Growth 1 AccF&C Fund Management
65
298.300.3011.431.644.3
52[+]F&C MM Navigator Select A AccF&C Fund Management
65
131.00137.700.008.131.241.8
53[+]F&C MultiManager Investment Trust 1 AccF&C Fund Management
74
227.000.107.139.764.5
54[+]Family Child TrustFamily Investment Management
89
332.20332.201.098.430.144.6
55[+]FP Brompton Global Opportunities BFund Partners Ltd
71
128.270.358.0n/an/a
56[+]FP Brown Shipley Growth A AccFund Partners Ltd
71
237.890.557.231.346.5
57[+]FP Tatton Oak Advanced AFund Partners Ltd
69
193.770.008.629.446.1
58[+]Franklin Diversified Growth W AccFranklin Templeton Funds (UK)
n/a
110.903.28n/an/an/a
59[+]Franklin Diversified Income W AccFranklin Templeton Funds (UK)
n/a
109.164.50n/an/an/a
60[+]GAM Star Growth C Acc GBPGAM Fund Management Ltd
75
12.80
(GBP)
n/a4.2n/an/a
61[+]GLG Stockmarket Managed A Ret AccGLG Partners
70
168.300.437.140.755.8
62[+]HC KB Capital Growth A IncHost Capital Limited
72
163.70n/a4.618.836.9
63[+]HC Sequel Growth Target Return Strategy Standard BHost Capital Limited
73
1.16
(GBP)
n/a10.4n/an/a
64[+]Henderson MultiManager Active A AccHenderson Global Investors Ltd
71
179.100.007.834.338.7
65[+]IFSL Brooks Macdonald Strategic Growth A AccIFSL
n/a
109.300.507.9n/an/a
66[+]IFSL Select O AccIFSL
71
218.000.109.126.641.8
67[+]Ingenious Global GrowthIngenious
61
1.27
(GBP)
3.4010.223.0n/a
68[+]Invesco Perpetual Managed Growth AccInvesco Perpetual Fund Mgrs
87
166.100.7112.243.759.9
69[+]Investec Global Strategic Managed A Gr Inc USDInvestec Asset Mgt Limited
54
52.10
(USD)
0.164.025.442.7
70[+]Investec Managed Growth A Acc GBPInvestec Fund Managers (UK)
74
181.460.007.240.369.8
71[+]IWI Growth Portfolio A AccIWI Fund Management Ltd
77
124.460.002.419.431.6
72[+]JPM Fusion Growth Plus A AccJP Morgan Asset Management UK
79
59.050.0010.9n/an/a
73[+]JPM Portfolio A AccJP Morgan Asset Management UK
87
203.400.969.945.768.8
74[+]Jupiter Merlin Growth Portfolio AccJupiter Unit Trust Mgrs Ltd
81
326.16343.720.0013.332.656.3
75[+]L&G Multi Manager Growth I AccLegal & General UT Mgr Ltd
81
64.0964.100.808.410.822.9
   IA FLEXIBLE INVESTMENT PERFORMANCE      9.128.144.3 

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.