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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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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      -3.037.549.1 
1[+]Aberdeen Global UK Equity D1 GBPAberdeen Global Services S.A.
108
16.76
(GBP)
n/a-5.427.349.2
2[+]Aberdeen Responsible UK Equity A AccAberdeen Fund Managers Limited
109
132.491.60-5.823.241.4
3[+]Aberdeen UK Equity A IncAberdeen Fund Managers Limited
109
129.491.40-6.525.848.1
4[+]Aberdeen UK Mid Cap Equity A IncAberdeen Fund Managers Limited
117
137.591.10-6.348.374.2
5[+]Alliance Trust Sustainable Future UK Growth 1 AccAlliance Trust Investments
111
76.071.08-6.039.548.5
6[+]Alliance Trust UK Ethical A AccAlliance Trust Investments
112
136.201.11-6.440.950.8
7[+]Allianz UK Growth AAllianz Global Investors UK
83
3,976.091.62-2.733.338.9
8[+]Allianz UK Index C AccAllianz Global Investors UK
104
1,657.622.81-2.629.841.6
9[+]Allianz UK Mid Cap AAllianz Global Investors UK
137
3,256.650.92-6.444.067.2
10[+]Allianz UK Unconstrained AAllianz Global Investors UK
76
190.570.84-2.646.550.5
11[+]Architas MM UK Equity A AccArchitas Multi-Manager Ltd
102
119.002.02-2.436.145.3
12[+]Ardevora UK Equity AArdevora
142
1.58
(GBP)
0.00-1.070.5n/a
13[+]Artemis Capital RArtemis Fund Managers
133
1,094.281,157.041.50-2.851.859.4
14[+]Artemis UK Growth RArtemis Fund Managers
118
387.20409.950.80-2.146.071.2
15[+]Artemis UK Special Situations RArtemis Fund Managers
103
474.76504.851.60-0.943.553.8
16[+]Aviva Inv UK Equity AAviva Investors UK Fd Serv Ltd
103
120.411.80-4.331.247.0
17[+]Aviva Inv UK Growth AAviva Investors UK Fd Serv Ltd
115
122.290.90-6.030.243.8
18[+]Aviva Inv UK Income & Growth 1Aviva Investors UK Fd Serv Ltd
104
520.612.20-2.925.042.9
19[+]Aviva Inv UK Index Tracking 1Aviva Investors UK Fd Serv Ltd
98
65.932.70-1.831.441.9
20[+]Aviva Inv UK Opportunities 1Aviva Investors UK Fd Serv Ltd
104
116.662.10-2.536.357.2
21[+]AXA Framlington UK Growth R AccAXA IM UK
113
237.901.29-1.338.049.6
22[+]AXA Framlington UK Mid Cap Z AccAXA IM UK
134
161.801.39-0.575.4n/a
23[+]AXA Framlington UK Select Opportunities R AccAXA IM UK
121
2,697.000.92-3.237.970.4
24[+]AXA General Trust R AccAXA IM UK
108
1,650.002.45-2.528.941.5
25[+]Baillie Gifford UK Equity Alpha A IncBaillie Gifford
143
258.900.56-17.923.245.0
26[+]Barclays UK Alpha A AccBarclays Wealth
99
381.50n/a-0.647.556.9
27[+]Barclays UK Alpha S2 A AccBarclays Wealth
99
1,180.00n/a-0.846.654.5
28[+]Barclays UK Core A DisBarclays Wealth
104
549.40n/a-4.230.033.7
29[+]Barclays UK Lower Cap A AccBarclays Wealth
114
364.90n/a1.577.7106.3
30[+]Barclays UK Opportunities A AccBarclays Wealth
100
192.50n/a-2.542.054.0
31[+]BlackRock 100 UK Equity Tracker A AccBlackRock
103
119.80126.302.84-2.5n/an/a
32[+]BlackRock Mid Cap UK Equity Tracker A AccBlackRock
121
139.60147.602.28-2.1n/an/a
33[+]BlackRock UK A AccBlackRock
112
376.10397.202.73-3.628.828.1
34[+]BlackRock UK Equity D AccBlackRock
106
4,644.004,678.002.71-2.431.2n/a
35[+]BlackRock UK Equity Tracker LBlackRock
105
161.60162.503.23-2.231.744.8
36[+]BlackRock UK Focus FFBlackRock
114
129.40136.703.49-1.5n/an/a
37[+]BlackRock UK Special Situations A AccBlackRock
115
2,879.003,047.001.17-10.228.454.0
38[+]Cavendish Opportunities ACavendish Asset Management
102
916.300.40-7.752.497.8
39[+]Cavendish UK Select A IncCavendish Asset Management
126
144.201.20-6.247.4n/a
40[+]CF Canlife UK Equity B AccCF Canada Life Investments
n/a
96.781.53n/an/an/a
41[+]CF IM UK Growth A IncCapita Financial Managers
114
286.712.20-3.926.1n/a
42[+]CF Lindsell Train UK Equity AccCapita Financial Managers
103
235.772.492.160.3109.5
43[+]CF Miton UK Value Opportunities A Ret AccMiton
85
122.241.016.9n/an/a
44[+]CF Purisima UK Total Return IntCapita Financial Managers
116
130.321.28-5.424.544.5
45[+]CIS Sustainable Leaders C AccRLUM (CIS) Ltd
107
126.301.830.055.160.1
46[+]CIS UK FTSE4Good Tracker AccRLUM (CIS) Ltd
106
171.301.94-3.329.335.7
47[+]CIS UK Growth IncRLUM (CIS) Ltd
116
434.20457.101.03-3.537.647.6
48[+]City Financial UK Opportunities A AccCity Financial Inv Company Ltd
108
144.610.70-6.252.5n/a
49[+]Cler Med FTSE 100 TrackerClerical Medical Invest Group
106
147.602.70-3.024.734.8
50[+]ConBrio Sanford Deland UK Buffettology Retail IncPremier Portfolio Managers Ltd
87
147.230.00-5.066.4n/a
51[+]ConBrio UK Opportunities Ret IncPremier Portfolio Managers Ltd
113
311.451.03-4.430.140.4
52[+]Dimensional UK Core Equity AccDimensional Fund Advisors
108
15.29
(GBP)
2.40-2.535.748.6
53[+]Dimensional UK Value AccDimensional Fund Advisors
124
19.11
(GBP)
1.90-8.536.635.5
54[+]Ecclesiastical Amity UK AEcclesiastical Investment Mgmt
90
185.801.56-3.240.962.7
55[+]Ecclesiastical UK Equity Growth AEcclesiastical Investment Mgmt
115
200.800.52-2.666.190.5
56[+]EFA New Horizon Income & Growth B IncWAY Fund Managers
85
139.511.27-0.935.449.5
57[+]F&C FTSE All Share Tracker 1 IncF&C Fund Management
104
346.603.30-2.430.642.7
58[+]F&C Institutional UK Equity 4 IncF&C Fund Management
103
169.303.40-3.728.941.5
59[+]F&C Responsible UK Equity Growth 1 AccF&C Fund Management
107
966.201.40-0.442.755.1
60[+]F&C UK Alpha 1F&C Fund Management
117
2,470.000.50-10.57.522.8
61[+]F&C UK Mid Cap 1 AccF&C Fund Management
128
115.101.201.660.3105.5
62[+]Family AssetFamily Investment Management
102
246.80261.502.48-2.628.037.7
63[+]Family Charities Ethical IncFamily Investment Management
103
474.40474.401.95-3.225.828.9
64[+]FF&P Concentrated UK Equity B IncFleming Family & Partners
93
1.76
(GBP)
1.77
(GBP)
1.90-13.89.622.5
65[+]FF&P Core UK Equity B IncFleming Family & Partners
101
1.53
(GBP)
1.53
(GBP)
3.20-6.041.557.0
66[+]Fidelity Index UK AFidelity (FIL Investment Intl)
105
78.173.29-2.430.342.1
67[+]Fidelity Institutional UKFidelity (FIL Investment Intl)
103
309.100.00-0.638.555.0
68[+]Fidelity Institutional UK Specialist AccFidelity (FIL Investment Intl)
121
159.600.00-2.742.552.7
69[+]Fidelity Moneybuilder Growth IncFidelity (FIL Investment Intl)
121
65.340.00-2.742.147.7
70[+]Fidelity Special Situations A AccFidelity (FIL Investment Intl)
104
2,609.000.00-5.552.044.5
71[+]Fidelity UK Growth AccFidelity (FIL Investment Intl)
124
315.300.00-5.731.635.9
72[+]Fidelity UK Select AccFidelity (FIL Investment Intl)
104
206.900.000.434.949.3
73[+]FOUR Active UK Equity C AccFOUR Capital Partners Ltd
123
12.43
(GBP)
0.00-5.627.534.9
74[+]FP Matterley Equity AccFund Partners Ltd
106
182.191.57-4.033.665.4
75[+]FP Matterley Undervalued Assets Inst AccFund Partners Ltd
103
102.582.106.467.591.4
   IMA UK ALL COMPANIES PERFORMANCE      -3.037.549.1 

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.