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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.

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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.

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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.

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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.

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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.

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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

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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Period

Additional information

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Fund performance league table: 3214 funds

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3214 funds
Rank ChartFund Group FE Risk Score What is FE Risk Score?FE AFI ConstituentFE Crown Rating What is FE Crown Rating?3y  
1[+]Your Portfolio VI 1RBS Collective Invst Fds Ltd
65
SHn/a
2[+]Your Portfolio V 1RBS Collective Invst Fds Ltd
55
SHn/a
3[+]Your Portfolio IV 1RBS Collective Invst Fds Ltd
43
SHn/a
4[+]Your Portfolio III 1RBS Collective Invst Fds Ltd
32
SHn/a
5[+]Your Portfolio II 1RBS Collective Invst Fds Ltd
23
SHn/a
6[+]WSSF 5 Aggressive Portfolio Inst AccHSBC Gbl Asset Mgt (HSBC Inv)
73
41.2
7[+]WSSF 4 Progressive Portfolio Inst AccHSBC Gbl Asset Mgt (HSBC Inv)
62
36.6
8[+]WSSF 3 Balanced Portfolio Inst AccHSBC Gbl Asset Mgt (HSBC Inv)
47
29.7
9[+]WSSF 2 Defensive Portfolio Inst AccHSBC Gbl Asset Mgt (HSBC Inv)
35
21.9
10[+]WSSF 1 Conservative Portfolio Inst AccHSBC Gbl Asset Mgt (HSBC Inv)
25
16.0
11[+]Worldwide Capital Growth A2000S&W Fund Administration Ltd
62
36.3
12[+]Wood Street Microcap InvestmentLivingbridge VC LLP
57
126.7
13[+]Winton Global Equity I GBPWinton Capital Management Ltd
88
n/a
14[+]Wesleyan InternationalWesleyan Unit Trust Mgrs Ltd
83
36.7
15[+]Wesleyan GrowthWesleyan Unit Trust Mgrs Ltd
98
43.0
16[+]Wesleyan CashWesleyan Unit Trust Mgrs Ltd
0
0.9
17[+]WAY MA Growth Portfolio B AccWAY Fund Managers
72
35.0
18[+]WAY MA Cautious Portfolio B AccWAY Fund Managers
45
20.4
19[+]WAY Green Portfolio Elite Ret AccWAY Fund Managers
75
24.3
20[+]WAY Global Red Active Portfolio A AccWAY Fund Managers
74
37.7
21[+]WAY Global Momentum A AccWAY Fund Managers
70
20.2
22[+]WAY Global Cautious Portfolio B AccWAY Fund Managers
38
9.0
23[+]WAY Global Blue Managed Portfolio A AccWAY Fund Managers
52
23.4
24[+]WAY Charteris Gold & Precious Metals Elite E AccWAY Fund Managers
240
-34.9
25[+]WAY Absolute Return Portfolio E AccWAY Fund Managers
30
21.3
26[+]Waverton Sterling Bond B GBPWaverton Investment Management
19
12.4
27[+]Waverton Global Equity A GBPWaverton Investment Management
91
35.4
28[+]Waverton Global Bond I USDWaverton Investment Management
22
5.6
29[+]Waverton Asia Pacific A GBPWaverton Investment Management
97
31.5
30[+]VT Woodhill Investment Absolute Return IncValu-Trac Investment Management
n/a
SHn/a
31[+]VT Turcan Connell Income Portfolio IncValu-Trac Investment Management
35
11.1
32[+]VT Turcan Connell Growth PortfolioValu-Trac Investment Management
74
37.4
33[+]VT Turcan Connell Absolute Return Portfolio AccValu-Trac Investment Management
38
18.7
34[+]VT The Prestney IncValu-Trac Investment Management
48
23.4
35[+]VT The Beagle IncValu-Trac Investment Management
88
22.3
36[+]VT Rossie House Portfolio B Inc GBPValu-Trac Investment Management
n/a
SHn/a
37[+]VT Price Value Portfolio A GBPValu-Trac Investment Management
n/a
SHn/a
38[+]VT Odey Total Return A GBPValu-Trac Investment Management
n/a
SHn/a
39[+]VT Maven Smart Dividend UK X AccValu-Trac Investment Management
94
PT27.2
40[+]VT Kepler Alternative Growth C AccValu-Trac Investment Management
n/a
SHn/a
41[+]VT icf Absolute Return Portfolio FValu-Trac Investment Management
24
15.4
42[+]VT Halo Global Asian Consumer B Acc GBPValu-Trac Investment Management
n/a
SHn/a
43[+]VT De Lisle America B GBPValu-Trac Investment Management
96
60.9
44[+]VT Castlebay UK Equity A AccValu-Trac Investment Management
n/a
SHn/a
45[+]Virgin UK Index TrackingVirgin Money Unit Tst Mgr Ltd
93
PT31.5
46[+]Virgin Pension Income ProtectorVirgin Money Unit Tst Mgr Ltd
47
US8.6
47[+]Virgin Pension GrowthVirgin Money Unit Tst Mgr Ltd
95
PT32.6
48[+]Virgin Pension Global ShareVirgin Money Unit Tst Mgr Ltd
n/a
SHn/a
49[+]Virgin Pension Bond Gilt UK and Overseas ShareVirgin Money Unit Tst Mgr Ltd
n/a
SHn/a
50[+]Virgin Pension Bond Gilt and UK ShareVirgin Money Unit Tst Mgr Ltd
n/a
SHn/a
51[+]Virgin IncomeVirgin Money Unit Tst Mgr Ltd
46
PT6.7
52[+]Virgin Global ShareVirgin Money Unit Tst Mgr Ltd
n/a
PTn/a
53[+]Virgin Climate ChangeVirgin Money Unit Tst Mgr Ltd
98
48.2
54[+]Virgin Bond Gilt UK ShareVirgin Money Unit Tst Mgr Ltd
n/a
PTn/a
55[+]Virgin Bond Gilt UK and Overseas ShareVirgin Money Unit Tst Mgr Ltd
n/a
PTn/a
56[+]Veritas Global Focus A GBPVeritas Asset Mgmt (UK) Ltd
83
44.0
57[+]Veritas Global Equity Income A GBPVeritas Asset Mgmt (UK) Ltd
82
20.1
58[+]Veritas Asian A GBPVeritas Asset Mgmt (UK) Ltd
109
54.3
59[+]Vanguard US Equity Index AccVanguard Investments UK Ltd
92
PT61.6
60[+]Vanguard UK Long Duration Gilt Index AccVanguard Investments UK Ltd
97
PT12.5
61[+]Vanguard UK Investment Grade Bond Index Acc GBPVanguard Investment Series
43
PT19.9
62[+]Vanguard UK Inflation Linked Gilt Index AccVanguard Investments UK Ltd
89
PT20.0
63[+]Vanguard UK Government Bond Index Acc GBPVanguard Investment Series
57
PT7.8
64[+]Vanguard SRI Global Stock Inc GBPVanguard Investment Series
n/a
PT47.8
65[+]Vanguard SRI European Stock Inc GBPVanguard Investment Series
94
PT41.9
66[+]Vanguard Pacific ex Japan Stock Index Acc GBPVanguard Investment Series
n/a
PT23.5
67[+]Vanguard LifeStrategy 80% Equity AccVanguard Investments UK Ltd
67
PT37.3
68[+]Vanguard LifeStrategy 60% Equity AccVanguard Investments UK Ltd
51
PT29.9
69[+]Vanguard LifeStrategy 40% Equity AccVanguard Investments UK Ltd
38
PT22.8
70[+]Vanguard LifeStrategy 20% Equity AccVanguard Investments UK Ltd
32
PT16.0
71[+]Vanguard LifeStrategy 100% Equity AccVanguard Investments UK Ltd
84
PT44.9
72[+]Vanguard Japan Stock Index Acc GBPVanguard Investment Series
117
PT43.9
73[+]Vanguard Global Small-Cap Index Acc GBPVanguard Investment Series
87
PT56.9
74[+]Vanguard Global Bond Index Hedge Acc GBPVanguard Investment Series
65
PT10.2
75[+]Vanguard FTSE UK Equity Income Index AccVanguard Investments UK Ltd
96
PT39.5

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.

Key to codes

LC : Low correlation to benchmarks
SH : Fund with a short history
US : Fund in an unrated sector
PT : Passive fund