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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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Fund performance league table: 260 funds

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260 funds
Rank ChartFund Group Focus FE Risk Score What is FE Risk Score?BidOfferYield 1y 3y 5y  
   IA UK ALL COMPANIES PERFORMANCE      6.742.558.8 
1[+]Aberdeen Foundation Growth A AccAberdeen Investment Funds
94
42.832.306.931.642.4
2[+]Aberdeen Global UK Equity D1 GBPAberdeen Global Services S.A.
95
18.87
(GBP)
n/a4.531.052.7
3[+]Aberdeen Responsible UK Equity A AccAberdeen Fund Managers Limited
94
147.271.704.327.744.1
4[+]Aberdeen UK Enhanced Equity A AccAberdeen Investment Funds
93
169.102.407.630.241.6
5[+]Aberdeen UK Equity A IncAberdeen Fund Managers Limited
95
145.131.604.630.352.2
6[+]Aberdeen UK Mid Cap Equity A IncAberdeen Fund Managers Limited
91
156.401.103.450.884.5
7[+]Aberdeen UK Opportunities Equity A GBPAberdeen Investment Funds
94
1,082.001.30-0.96.811.0
8[+]Alliance Trust Sustainable Future UK Growth 1 AccAlliance Trust Investments
93
91.260.9010.149.072.7
9[+]Alliance Trust UK Ethical A AccAlliance Trust Investments
93
163.000.9210.051.575.1
10[+]Allianz UK Growth AAllianz Global Investors GmbH
71
4,469.941.453.339.041.9
11[+]Allianz UK Index C AccAllianz Global Investors GmbH
94
1,865.582.577.634.345.7
12[+]Allianz UK Mid Cap AAllianz Global Investors GmbH
105
3,913.950.766.552.784.3
13[+]Allianz UK Unconstrained AAllianz Global Investors GmbH
67
213.390.752.551.458.6
14[+]Architas MM UK Equity A AccArchitas Multi-Manager Ltd
86
135.401.686.441.752.1
15[+]Ardevora UK Equity AArdevora
109
1.83
(GBP)
0.003.362.1n/a
16[+]Artemis Capital RArtemis Fund Managers
106
1,288.631,361.321.305.169.474.0
17[+]Artemis UK Growth RArtemis Fund Managers
92
444.04470.160.502.452.181.3
18[+]Artemis UK Special Situations RArtemis Fund Managers
89
509.68541.661.100.939.858.2
19[+]Aviva Inv UK Equity AAviva Investors UK Fd Serv Ltd
89
139.241.597.837.359.6
20[+]Aviva Inv UK Growth AAviva Investors UK Fd Serv Ltd
92
138.680.754.132.553.5
21[+]Aviva Inv UK Index Tracking 1Aviva Investors UK Fd Serv Ltd
94
73.852.407.033.244.2
22[+]Aviva Inv UK Opportunities 1Aviva Investors UK Fd Serv Ltd
91
135.401.739.142.367.3
23[+]AXA Framlington UK Growth R AccAXA IM UK
95
269.901.206.638.659.6
24[+]AXA Framlington UK Mid Cap Z AccAXA IM UK
102
192.001.245.378.4n/a
25[+]AXA Framlington UK Select Opportunities R AccAXA IM UK
98
3,091.000.856.039.481.6
26[+]AXA General Trust R AccAXA IM UK
95
1,841.002.329.032.144.1
27[+]Baillie Gifford UK Equity Alpha A IncBaillie Gifford
116
308.800.680.228.957.9
28[+]Barclays UK Alpha A AccBarclays
81
430.801.507.553.465.5
29[+]Barclays UK Alpha S2 A AccBarclays
82
1,331.001.607.252.462.4
30[+]Barclays UK Core A AccBarclays
88
715.301.303.633.338.4
31[+]Barclays UK Lower Cap A AccBarclays
86
411.700.100.773.9127.6
32[+]Barclays UK Opportunities A AccBarclays
82
224.101.307.948.664.7
33[+]BlackRock 100 UK Equity Tracker A AccBlackRock
97
133.70141.102.627.5n/an/a
34[+]BlackRock Mid Cap UK Equity Tracker A AccBlackRock
97
164.50173.802.138.7n/an/a
35[+]BlackRock UK A AccBlackRock
97
435.30459.701.574.435.236.2
36[+]BlackRock UK Equity D AccBlackRock
94
5,346.005,382.002.288.437.9n/a
37[+]BlackRock UK Equity Tracker LBlackRock
94
182.30183.302.998.136.248.9
38[+]BlackRock UK Focus FFBlackRock
98
152.70161.402.1610.740.2n/a
39[+]BlackRock UK Special Situations A AccBlackRock
95
3,350.003,542.001.142.033.464.1
40[+]Cavendish Opportunities ACavendish Asset Management
73
1,002.000.50-4.447.8112.6
41[+]Cavendish UK Select A IncCavendish Asset Management
102
159.200.80-1.246.3n/a
42[+]CF Canlife UK Equity B AccCF Canada Life Investments
n/a
112.371.3210.5n/an/a
43[+]CF IM UK Growth A IncCapita Financial Managers
97
317.642.255.332.3n/a
44[+]CF Lindsell Train UK Equity AccLindsell Train
91
290.261.8217.380.4131.2
45[+]CF Miton UK Value Opportunities A Ret AccMiton Asset Management
65
137.420.399.5n/an/a
46[+]CF Purisima UK Total Return A PCGCapita Financial Managers
100
152.361.5611.233.154.0
47[+]CIS Sustainable Leaders C AccRLUM (CIS) Ltd
91
149.601.4614.860.982.0
48[+]CIS UK FTSE4Good Tracker AccRLUM (CIS) Ltd
94
193.301.817.936.042.1
49[+]CIS UK Growth IncRLUM (CIS) Ltd
96
501.40527.800.618.343.355.2
50[+]Clerical Medical FTSE 100 TrackerClerical Medical Invest Group
97
164.502.357.128.937.0
51[+]ConBrio Sanford Deland UK Buffettology General IncPremier Portfolio Managers Ltd
67
168.460.005.369.0n/a
52[+]ConBrio UK Opportunities General IncPremier Portfolio Managers Ltd
94
357.441.036.332.852.0
53[+]Dimensional UK Core Equity AccDimensional Fund Advisors
95
17.27
(GBP)
2.407.839.754.3
54[+]Dimensional UK Value AccDimensional Fund Advisors
110
20.95
(GBP)
1.902.032.241.2
55[+]Ecclesiastical Amity UK AEcclesiastical Investment Mgmt
74
212.301.288.648.278.2
56[+]Ecclesiastical UK Equity Growth AEcclesiastical Investment Mgmt
89
234.900.424.766.9113.6
57[+]EFA New Horizon Income & Growth B IncWAY Fund Managers
68
153.021.216.138.554.2
58[+]F&C FTSE All Share Tracker 1 IncF&C Fund Management
93
384.502.907.735.046.8
59[+]F&C Institutional UK Equity 4 IncF&C Fund Management
91
190.903.006.430.343.8
60[+]F&C Responsible UK Equity Growth 1 AccF&C Fund Management
89
1,107.001.009.547.666.6
61[+]F&C UK Alpha 1F&C Fund Management
96
2,794.000.505.09.926.3
62[+]F&C UK Mid Cap 1 AccF&C Fund Management
102
137.601.0011.272.0124.5
63[+]Family AssetFamily Investment Management
91
276.20292.703.096.732.040.5
64[+]Family Charities Ethical IncFamily Investment Management
91
527.20527.201.877.130.932.4
65[+]FF&P Core UK Equity B IncFleming Family & Partners
93
1.74
(GBP)
1.74
(GBP)
3.204.448.166.6
66[+]Fidelity Index UK PFidelity(FIL Invt Svcs UK Ltd)
95
107.160.008.135.246.5
67[+]Fidelity Institutional UKFidelity(FIL Invt Svcs UK Ltd)
88
359.500.0012.447.664.2
68[+]Fidelity Institutional UK Specialist AccFidelity(FIL Invt Svcs UK Ltd)
102
190.400.0014.956.163.0
69[+]Fidelity Moneybuilder Growth IncFidelity(FIL Invt Svcs UK Ltd)
102
77.330.0013.954.360.8
70[+]Fidelity Special Situations A AccFidelity(FIL Invt Svcs UK Ltd)
86
3,022.000.009.956.860.8
71[+]Fidelity UK Growth AccFidelity(FIL Invt Svcs UK Ltd)
93
365.700.007.335.243.6
72[+]Fidelity UK Opportunities A AccFidelity(FIL Invt Svcs UK Ltd)
82
161.100.000.041.4n/a
73[+]Fidelity UK Select AccFidelity(FIL Invt Svcs UK Ltd)
90
243.800.0014.246.060.0
74[+]FP Matterley Equity AccFund Partners Ltd
90
203.381.594.832.765.9
75[+]FP Miton Undervalued Assets Inst AccMiton Asset Management
77
113.781.863.261.898.9
   IA UK ALL COMPANIES PERFORMANCE      6.742.558.8 

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.