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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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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: 261 funds

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261 funds
Rank ChartFund Group Focus FE Risk Score What is FE Risk Score?BidOfferYield 1y 3y 5y  
   IMA UK ALL COMPANIES PERFORMANCE      -2.035.659.4 
1[+]Aberdeen Global UK Equity D1 GBPAberdeen Global Services S.A.
110
17.07
(GBP)
n/a-6.523.556.4
2[+]Aberdeen Responsible UK Equity A AccAberdeen Fund Managers Limited
112
135.221.60-6.620.448.7
3[+]Aberdeen UK Equity A IncAberdeen Fund Managers Limited
110
131.821.40-7.622.155.0
4[+]Aberdeen UK Mid Cap Equity A IncAberdeen Fund Managers Limited
119
142.471.10-4.645.790.0
5[+]Alliance Trust Sustainable Future UK Growth 1 AccAlliance Trust Investments
114
78.531.04-4.938.159.9
6[+]Alliance Trust UK Ethical A AccAlliance Trust Investments
114
140.801.06-5.139.563.5
7[+]Allianz UK Growth AAllianz Global Investors UK
86
4,101.121.58-1.132.247.5
8[+]Allianz UK Index C AccAllianz Global Investors UK
107
1,713.532.72-2.227.850.5
9[+]Allianz UK Mid Cap AAllianz Global Investors UK
140
3,380.070.88-4.243.682.2
10[+]Allianz UK Unconstrained AAllianz Global Investors UK
79
196.500.81-0.646.862.6
11[+]Architas MM UK Equity A AccArchitas Multi-Manager Ltd
107
123.301.95-1.234.057.0
12[+]Ardevora UK Equity AArdevora
142
1.60
(GBP)
0.00-1.663.4n/a
13[+]Artemis Capital RArtemis Fund Managers
137
1,130.221,194.821.43-0.849.374.2
14[+]Artemis UK Growth RArtemis Fund Managers
119
394.56417.360.77-2.241.978.1
15[+]Artemis UK Special Situations RArtemis Fund Managers
106
490.77521.351.500.142.263.9
16[+]Aviva Inv UK Equity AAviva Investors UK Fd Serv Ltd
105
123.351.79-4.328.155.2
17[+]Aviva Inv UK Growth AAviva Investors UK Fd Serv Ltd
118
125.780.83-5.427.953.0
18[+]Aviva Inv UK Income & Growth 1Aviva Investors UK Fd Serv Ltd
105
534.542.16-2.921.851.9
19[+]Aviva Inv UK Index Tracking 1Aviva Investors UK Fd Serv Ltd
98
68.062.60-0.828.152.7
20[+]Aviva Inv UK Opportunities 1Aviva Investors UK Fd Serv Ltd
106
119.372.06-2.533.266.3
21[+]AXA Framlington UK Growth R AccAXA IM UK
115
244.401.29-1.135.058.8
22[+]AXA Framlington UK Mid Cap Z AccAXA IM UK
136
166.801.390.573.0n/a
23[+]AXA Framlington UK Select Opportunities R AccAXA IM UK
123
2,772.000.92-3.235.180.6
24[+]AXA General Trust R AccAXA IM UK
111
1,693.002.45-2.825.849.8
25[+]Baillie Gifford UK Equity Alpha A IncBaillie Gifford
143
264.800.54-16.816.551.4
26[+]Barclays UK Alpha A AccBarclays Wealth
105
393.80n/a0.245.969.7
27[+]Barclays UK Alpha S2 A AccBarclays Wealth
106
1,218.00n/a0.045.067.2
28[+]Barclays UK Core A DisBarclays Wealth
108
562.10n/a-4.626.541.0
29[+]Barclays UK Lower Cap A AccBarclays Wealth
119
375.60n/a-0.475.4126.0
30[+]Barclays UK Opportunities A AccBarclays Wealth
105
198.30n/a-2.339.661.9
31[+]BlackRock 100 UK Equity Tracker A AccBlackRock
106
122.70129.402.77-3.2n/an/a
32[+]BlackRock Mid Cap UK Equity Tracker A AccBlackRock
125
144.50152.602.20-0.4n/an/a
33[+]BlackRock UK A AccBlackRock
114
386.20407.902.10-3.725.735.4
34[+]BlackRock UK Equity D AccBlackRock
108
4,772.004,805.002.64-2.128.2n/a
35[+]BlackRock UK Equity Tracker LBlackRock
107
165.90166.803.15-2.528.752.8
36[+]BlackRock UK Focus FFBlackRock
115
131.30138.702.46-2.9n/an/a
37[+]BlackRock UK Special Situations A AccBlackRock
117
2,960.003,133.001.14-9.724.666.5
38[+]Cavendish Opportunities ACavendish Asset Management
103
938.400.40-7.251.0111.5
39[+]Cavendish UK Select A IncCavendish Asset Management
127
147.101.30-6.443.1n/a
40[+]CF Canlife UK Equity B AccCF Canada Life Investments
n/a
99.601.49-3.0n/an/a
41[+]CF IM UK Growth A IncCapita Financial Managers
115
294.282.14-3.323.3n/a
42[+]CF Lindsell Train UK Equity AccCapita Financial Managers
105
243.182.412.858.1121.8
43[+]CF Miton UK Value Opportunities A Ret AccMiton
89
125.060.987.4n/an/a
44[+]CF Purisima UK Total Return IntCapita Financial Managers
118
134.301.24-5.620.154.4
45[+]CIS Sustainable Leaders C AccRLUM (CIS) Ltd
111
131.401.830.956.270.9
46[+]CIS UK FTSE4Good Tracker AccRLUM (CIS) Ltd
109
176.001.94-3.127.343.1
47[+]CIS UK Growth IncRLUM (CIS) Ltd
118
445.10468.501.03-2.734.756.3
48[+]City Financial UK Opportunities A AccCity Financial Inv Company Ltd
111
149.420.68-4.748.8n/a
49[+]Cler Med FTSE 100 TrackerClerical Medical Invest Group
108
151.202.63-3.621.641.3
50[+]ConBrio Sanford Deland UK Buffettology Retail IncPremier Portfolio Managers Ltd
90
152.210.00-2.667.6n/a
51[+]ConBrio UK Opportunities Ret IncPremier Portfolio Managers Ltd
116
318.651.03-4.325.550.7
52[+]Dimensional UK Core Equity AccDimensional Fund Advisors
110
15.70
(GBP)
2.40-2.632.657.3
53[+]Dimensional UK Value AccDimensional Fund Advisors
126
19.42
(GBP)
1.90-9.031.044.3
54[+]Ecclesiastical Amity UK AEcclesiastical Investment Mgmt
93
190.601.52-2.539.872.1
55[+]Ecclesiastical UK Equity Growth AEcclesiastical Investment Mgmt
118
205.800.51-2.162.9100.5
56[+]EFA New Horizon Income & Growth B IncWAY Fund Managers
85
141.851.25-1.134.057.6
57[+]F&C FTSE All Share Tracker 1 IncF&C Fund Management
107
355.803.20-2.727.750.6
58[+]F&C Institutional UK Equity 4 IncF&C Fund Management
107
174.603.30-3.326.550.1
59[+]F&C Responsible UK Equity Growth 1 AccF&C Fund Management
111
997.501.300.540.965.6
60[+]F&C UK Alpha 1F&C Fund Management
119
2,546.000.50-9.66.330.6
61[+]F&C UK Mid Cap 1 AccF&C Fund Management
133
120.201.203.461.3126.9
62[+]Family AssetFamily Investment Management
103
252.50267.602.48-3.423.243.7
63[+]Family Charities Ethical IncFamily Investment Management
105
484.80484.801.95-3.921.534.3
64[+]FF&P Concentrated UK Equity B IncFleming Family & Partners
93
1.76
(GBP)
1.77
(GBP)
1.90-14.93.927.8
65[+]FF&P Core UK Equity B IncFleming Family & Partners
102
1.58
(GBP)
1.59
(GBP)
3.20-4.141.669.0
66[+]Fidelity Index UK AFidelity (FIL Investment Intl)
107
80.243.21-2.727.450.0
67[+]Fidelity Institutional UKFidelity (FIL Investment Intl)
107
317.200.00-0.836.063.4
68[+]Fidelity Institutional UK Specialist AccFidelity (FIL Investment Intl)
125
164.000.00-2.739.061.9
69[+]Fidelity Moneybuilder Growth IncFidelity (FIL Investment Intl)
125
67.120.00-2.938.455.8
70[+]Fidelity Special Situations A AccFidelity (FIL Investment Intl)
109
2,681.000.00-4.648.953.8
71[+]Fidelity UK Growth AccFidelity (FIL Investment Intl)
124
321.000.00-6.426.343.5
72[+]Fidelity UK Select AccFidelity (FIL Investment Intl)
108
211.900.000.131.758.8
73[+]FOUR Active UK Equity C AccFOUR Capital Partners Ltd
123
12.64
(GBP)
0.00-6.123.842.9
74[+]FP Matterley Equity AccFund Partners Ltd
106
185.971.54-5.131.072.1
75[+]FP Matterley Undervalued Assets Inst AccFund Partners Ltd
108
106.642.027.866.4108.8
   IMA UK ALL COMPANIES PERFORMANCE      -2.035.659.4 

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.