To continue using this website, please tell us a
little about yourself:

This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies on the website and how to delete cookies, see our Privacy and Cookie Policy.

I accept the FE Trustnet cookie policy

For more information Click here

Login

Login

Register

It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
You are here: Prices & Performance
Apply basic filters

Fund name

Geographies

Selecting a geography allows you to choose funds which invest in a specific geographical region, or regions if you select more than one. The geography does not necessarily reflect the domicile of the fund, where it is legally based.

Close x

Management Groups

Select a specific management group, or groups, to narrow your search to funds managed by individual asset management businesses.

Close x

Investment Focus

Investment Focus allows you to search for funds which invest in a specific industrial sector or sectors.

Close x

Asset Class

You can choose to view funds which invest only in a specific asset class or asset classes, allowing you to focus on a broad swathe of funds which invest specifically in equities, bonds, or commodities – for example.

Close x

Sectors

You can narrow your search by peer groups of funds which are grouped together in sectors, based on similar investment strategies and objectives. Sectors may be defined by an industry body, like the IA, or by FE – which has its own custom sectors.

Close x
0 274

FE Risk Score

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.

FE Risk Score help Close x
Unit Types

Unit Types

You can choose to filter by the type of unit you would like to view – which could be an INC unit, which pays out a regular dividend income, or an ACC unit which automatically reinvests any income.

Close x
FE Crown Fund Rating

FE Crown Fund Rating

FE Crown Fund Ratings assign a rating to funds based on quant analysis of consistency, volatility and performance. Narrow your search by choosing to view only the highest rated funds.

FE Crown Fund Rating help Close x
FE Adviser Fund Index

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.

FE AFI help Close x
FE Alpha Manager

FE Alpha Manager

FE Alpha Manager Ratings identify the best fund managers in the UK, using quant based analysis to sort the wheat from the chaff. Select this option to show only those funds managed by FE Alpha managers.

FE Alpha Manager help Close x

Click on the icons for more information on each filter

 

Apply advanced filters

Show

Hide

Performance

1 year at least   %

3 year at least   %

5 year at least   %

Yield   %  

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.

More : Volatility help Close x
       %
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.

More :Sharpe Ratio help Close x
       %
Maximum Loss
 

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.

Close x
  £

Period

Additional information

Fund size   £

Launch date     

For Sale In

Fund performance league table: 130 funds

Create a custom tab
Create a custom tab
130 funds
Rank ChartFund Group Focus FE Risk Score What is FE Risk Score?BidOfferYield 1y 3y 5y  
   IA FLEXIBLE INVESTMENT PERFORMANCE      7.030.542.3 
1[+]7IM AAP Adventurous C Acc7IM Investment Funds
76
147.991.3810.045.154.3
2[+]7IM Adventurous C Acc7IM Investment Funds
72
220.220.5010.949.859.4
3[+]Aberdeen Capital AAberdeen Investment Funds
80
372.14373.611.106.133.842.6
4[+]Aberdeen Multi Manager Equity Managed Portfolio R AccAberdeen Fund Managers Limited
79
208.403.506.635.644.0
5[+]Aberdeen MultiManager Select Boutiques AAberdeen Investment Funds
69
141.970.4010.037.646.8
6[+]Alliance Trust Sustainable Future Absolute Growth 1 AccAlliance Trust Investments
84
69.990.0012.142.459.8
7[+]Allianz Global Fundamental Strategy RT2 (H-GBP) GBPAllianz Global Investors GmbH
n/a
105.32
(GBP)
105.32
(GBP)
n/an/an/an/a
8[+]Allianz RiskMaster Defensive AAllianz Global Invtrs GmbH(UK)
45
108.34n/a1.33.3n/a
9[+]Allianz RiskMaster Growth AAllianz Global Invtrs GmbH(UK)
77
120.24n/a2.313.6n/a
10[+]Allianz RiskMaster Moderate AAllianz Global Invtrs GmbH(UK)
64
119.04n/a2.112.7n/a
11[+]Architas MA Active Dynamic A AccArchitas Multi-Manager Ltd
75
135.400.835.935.446.3
12[+]Architas MA Active Growth A IncArchitas Multi-Manager Ltd
71
136.600.958.440.552.7
13[+]Artemis Strategic Assets R AccArtemis Fund Managers Limited
65
76.7881.350.001.424.231.2
14[+]Aviva Inv Multi-Manager Flexible 1Aviva Investors UK Fd Serv Ltd
78
72.390.0010.237.150.7
15[+]Barclays Adventurous Growth Portfolio A AccBarclays
69
64.830.003.034.145.4
16[+]Barclays Wealth Global Markets 5 B AccBarclays
64
122.500.000.820.1n/a
17[+]Baring Dynamic Emerging Markets A NAV GBPBaring Intl Fund Mgr (Ire) Ltd
94
9.32
(GBP)
n/a-3.3-6.5n/a
18[+]Capital Group Emerging Markets Total Opportunities (LUX) Xd GBPCapital Group
73
6.61
(GBP)
3.34-3.9-1.64.2
19[+]Capital Group Global Absolute Income Grower (LUX) Xd GBPCapital Group
66
7.81
(GBP)
4.106.726.3n/a
20[+]Carmignac Patrimoine F GBP Acc HedgedCarmignac Gestion
59
120.31
(GBP)
n/a15.123.2n/a
21[+]Carmignac Ptf Emerging Patrimoine F GBP Acc HedgedCarmignac Gestion
68
99.76
(GBP)
n/a3.4-2.5n/a
22[+]Carmignac Ptf Patrimoine F GBP Acc HedgedCarmignac Gestion
59
119.78
(GBP)
n/a14.9n/an/a
23[+]Cavendish Worldwide ACavendish Asset Management
85
309.500.106.932.840.6
24[+]CCM CFS Balanced Opportunities A AccCarvetian Capital Mgt Ltd
78
82.760.00-9.1-4.116.3
25[+]CF Beaver AccCapita Financial Managers
63
2,296.902,469.171.487.734.349.2
26[+]CF Bentley Global GrowthCapita Financial Managers
82
132.830.0012.725.4n/a
27[+]CF Bentley Sterling BalancedCapita Financial Managers
43
169.650.006.421.735.5
28[+]CF Canlife Portfolio VII B AccCF Canada Life Investments
78
107.031.055.7n/an/a
29[+]CF Cautela A AccCapita Financial Managers
55
156.980.914.213.732.0
30[+]CF IM Global Strategy ACapita Financial Managers
95
139.020.8211.736.530.7
31[+]CF Miton Worldwide Opportunities A GBPMiton Asset Management
40
268.400.002.628.242.3
32[+]CF Prudential Adventurous Portfolio A IncCF Prudential
71
153.410.327.034.349.1
33[+]CF Purisima EAFE Total Return A PCGCapita Financial Managers
91
137.350.759.534.646.0
34[+]CF Resilient 6 ACapita Financial Managers
67
134.800.367.025.737.6
35[+]CF Ruffer Equity & General C IncCF Ruffer Investment Mgmt Ltd
37
355.090.253.631.249.6
36[+]CF Ruffer Japanese C AccCF Ruffer Investment Mgmt Ltd
119
193.560.0116.598.389.8
37[+]CF Stewart Ivory Invest Mkt AccCapita Financial Managers
79
956.081,010.682.638.337.266.3
38[+]CF Waverton Portfolio AWaverton Investment Management
67
147.481.176.626.852.3
39[+]City Financial Multi Asset Dynamic A AccCity Financial Inv Company Ltd
73
147.790.389.930.437.7
40[+]Close Growth Portfolio A AccClose Brothers AM
79
155.700.2211.141.0n/a
41[+]Close Managed Growth A AccClose Brothers AM
69
212.200.1910.234.7n/a
42[+]Close Strategic Alpha A AccClose Brothers AM
90
162.100.2914.140.654.2
43[+]Close Tactical Select Passive Growth A AccClose Brothers AM
72
241.700.907.830.6n/a
44[+]COURTIERS Total Return Growth ACOURTIERS Investment Funds
80
1.36
(GBP)
n/a12.950.862.4
45[+]Discovery Managed Growth A Acc GBPT. Bailey Fund Srvs Ltd (ACD)
70
123.130.248.835.040.6
46[+]F&C Managed Growth 1 AccF&C (BMO Global Asset Management)
64
294.200.307.232.541.6
47[+]F&C MM Navigator Select A AccF&C (BMO Global Asset Management)
66
131.70138.400.008.640.242.9
48[+]F&C MultiManager Investment Trust 1 AccF&C (BMO Global Asset Management)
70
232.900.1011.946.861.4
49[+]Family Child TrustFamily Investment Management
82
326.50326.501.215.031.543.5
50[+]FP Brompton Global Opportunities AFund Partners Ltd
15
100.000.000.0n/an/a
51[+]FP Brown Shipley Growth A AccFund Partners Ltd
67
240.500.678.737.047.0
52[+]FP Pictet Multi Asset Portfolio AFund Partners Ltd
n/a
98.770.00n/an/an/a
53[+]FP Tatton Oak Advanced AFund Partners Ltd
68
194.650.049.234.345.7
54[+]FP WM East West Value RWAY Fund Managers
115
120.070.12-3.618.011.5
55[+]Franklin Diversified Growth Z AccFranklin Templeton Funds (UK)
n/a
108.173.208.9n/an/a
56[+]Franklin Diversified Income Z AccFranklin Templeton Funds (UK)
n/a
106.994.527.0n/an/a
57[+]GAM Star Growth C Acc GBPGAM Fund Management Ltd
72
12.77
(GBP)
n/a6.2n/an/a
58[+]GLG Stockmarket Managed A Ret AccGLG Partners
66
170.800.429.648.157.7
59[+]HC KB Capital Growth A IncHost Capital Limited
69
156.06n/a-0.214.830.0
60[+]HC Sequel Growth Target Return Strategy Standard BHost Capital Limited
67
1.15
(GBP)
n/a8.0n/an/a
61[+]Henderson Multi-Manager Active A AccHenderson Global Investors Ltd
67
177.900.007.038.132.9
62[+]Hermes Multi Asset Inflation F Acc GBPHermes Investment Management
n/a
1.02
(GBP)
n/an/an/an/a
63[+]IFSL Brooks Macdonald Strategic Growth A AccIFSL
70
110.900.6010.0n/an/a
64[+]IFSL Select O AccIFSL
67
217.600.008.829.940.1
65[+]Ingenious Global GrowthIngenious
58
1.29
(GBP)
3.409.624.2n/a
66[+]Invesco Perpetual Managed Growth AccInvesco Perpetual Fund Mgrs
80
164.620.637.747.158.7
67[+]Investec Global Strategic Managed A Gr Inc USDInvestec Asset Management Luxembourg S.A.
53
52.17
(USD)
0.169.629.340.9
68[+]Investec Managed Growth A Acc GBPInvestec Fund Managers (UK)
73
185.430.009.949.464.3
69[+]IWI Growth Portfolio A AccIWI Fund Management Ltd
69
124.490.003.631.431.7
70[+]JPM Fusion Growth Plus A AccJP Morgan Asset Management UK
79
59.240.4710.1n/an/a
71[+]JPM Portfolio A AccJP Morgan Asset Management UK
81
204.700.6710.451.367.5
72[+]Jupiter Merlin Growth Portfolio AccJupiter Unit Trust Mgrs Ltd
75
325.99343.540.0012.735.653.0
73[+]L&G Multi Manager Growth I AccLegal & General UT Mgr Ltd
77
63.7563.910.905.321.020.2
74[+]L&G Multi-Index 7 F AccLegal & General UT Mgr Ltd
75
57.7258.041.906.0n/an/a
75[+]L&G Worldwide E IncLegal & General UT Mgr Ltd
62
213.30213.300.608.537.548.5
   IA FLEXIBLE INVESTMENT PERFORMANCE      7.030.542.3 

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.

Data provided by FE. Care has been taken to ensure that the information is correct, but FE neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.