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FE Crown Fund Rating

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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

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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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       %
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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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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  
676[+]Schroder ISF Global Smaller Companies A Dis NAV USDSchroder Investmt Mgt(LUX)S.A.
79
60.3
677[+]Schroder ISF Global Small Cap Energy A GBPSchroder Investmt Mgt(LUX)S.A.
234
-48.2
678[+]Schroder ISF Global Managed Currency A Inc GBPSchroder Investmt Mgt(LUX)S.A.
51
-11.7
679[+]Schroder ISF Global Inflation Linked Bond C Hedged Dis GBPSchroder Investmt Mgt(LUX)S.A.
45
8.1
680[+]Schroder ISF Global High Yield A Dis NAV USDSchroder Investmt Mgt(LUX)S.A.
29
20.3
681[+]Schroder ISF Global Equity Yield A Dis GBPSchroder Investmt Mgt(LUX)S.A.
92
41.2
682[+]Schroder ISF Global Equity Alpha A Dis GBPSchroder Investmt Mgt(LUX)S.A.
95
41.1
683[+]Schroder ISF Global Energy A Dis GBPSchroder Investmt Mgt(LUX)S.A.
211
-21.9
684[+]Schroder ISF Global Emerging Market Opportunities A Dis USDSchroder Investmt Mgt(LUX)S.A.
113
11.0
685[+]Schroder ISF Global Dividend Maximiser C GBPSchroder Investmt Mgt(LUX)S.A.
79
36.6
686[+]Schroder ISF Global Credit Duration Hedged C Dis EURSchroder Investmt Mgt(LUX)S.A.
18
6.8
687[+]Schroder ISF Global Corporate Bond A Dis NAV USDSchroder Investmt Mgt(LUX)S.A.
65
10.8
688[+]Schroder ISF European Equity Yield A Dis GBPSchroder Investmt Mgt(LUX)S.A.
92
42.3
689[+]Schroder ISF European Dividend Maximiser A DisSchroder Investmt Mgt(LUX)S.A.
78
48.9
690[+]Schroder ISF EURO Corporate Bond A Inc EURSchroder Investmt Mgt(LUX)S.A.
55
20.8
691[+]Schroder ISF Emerging Markets Debt Absolute Return A Hedged Dis GBPSchroder Investmt Mgt(LUX)S.A.
28
0.7
692[+]Schroder ISF Emerging Market Local Currency Bond A Acc GBPSchroder Investmt Mgt(LUX)S.A.
81
SHn/a
693[+]Schroder ISF Emerging Europe A Dis GBPSchroder Investmt Mgt(LUX)S.A.
173
-5.3
694[+]Schroder ISF Asian Total Return A Dis GBPSchroder Investmt Mgt(LUX)S.A.
92
28.4
695[+]Schroder ISF Asian Bond Absolute Return A Hedged Dis GBPSchroder Investmt Mgt(LUX)S.A.
22
4.1
696[+]Schroder International Bond X Gr AccSchroder UT Managers
50
-0.3
697[+]Schroder Institutional UK Smaller Companies Inst AccSchroder UT Managers
60
75.4
698[+]Schroder Institutional Pacific I AccSchroder UT Managers
92
21.4
699[+]Schroder Institutional Index Linked Bond X AccSchroder UT Managers
94
23.2
700[+]Schroder Institutional Growth I AccSchroder UT Managers
32
4.5
701[+]Schroder Institutional Global Equity I AccSchroder UT Managers
90
54.2
702[+]Schroder Income Maximiser A AccSchroder UT Managers
79
50.8
703[+]Schroder Income A AccSchroder UT Managers
93
64.0
704[+]Schroder Global Property Securities A AccSchroder UT Managers
96
21.5
705[+]Schroder Global Property Income Maximiser A AccSchroder UT Managers
78
10.6
706[+]Schroder Global Multi-Asset Income Z AccSchroder UT Managers
n/a
SHn/a
707[+]Schroder Global Healthcare A AccSchroder UT Managers
108
90.6
708[+]Schroder Global Equity Income A AccSchroder UT Managers
91
44.3
709[+]Schroder Global Emerging Markets A AccSchroder UT Managers
115
11.4
710[+]Schroder Global Alpha Plus A AccSchroder UT Managers
95
52.3
711[+]Schroder Gilt & Fixed Interest A AccSchroder UT Managers
46
4.8
712[+]Schroder GAIA Egerton Equity A Inc GBPSchroder Investment Management
57
20.4
713[+]Schroder European Smaller Companies A AccSchroder UT Managers
97
80.7
714[+]Schroder European Opportunities A AccSchroder UT Managers
108
66.7
715[+]Schroder European I AccSchroder UT Managers
96
65.4
716[+]Schroder European Alpha Plus A AccSchroder UT Managers
114
40.9
717[+]Schroder European Alpha Income A AccSchroder UT Managers
117
SH86.7
718[+]Schroder European Absolute Target P1 Hedged GBPSchroder UT Managers
40
10.8
719[+]Schroder Dynamic Multi Asset A AccSchroder UT Managers
49
24.6
720[+]Schroder Core UK Equity A AccSchroder UT Managers
102
35.0
721[+]Schroder Charity Multi Asset A AccSchroder UT Managers
55
30.4
722[+]Schroder Charity Equity A AccSchroder UT Managers
94
63.6
723[+]Schroder Asian Income Maximiser A AccSchroder UT Managers
73
20.4
724[+]Schroder Asian Income A AccSchroder UT Managers
82
30.7
725[+]Schroder Asian Alpha Plus AccSchroder UT Managers
102
26.6
726[+]Schroder All Mature Index Linked Bond I AccSchroder UT Managers
84
19.4
727[+]Schroder Absolute UK Dynamic P1 Acc GBPSchroder UT Managers
43
27.8
728[+]Schroder Absolute Return Bond A AccSchroder UT Managers
28
6.4
729[+]Sarasin Sterling Bond A AccSarasin Investment Funds Ltd
39
8.6
730[+]Sarasin GlobalSar Strategic A AccSarasin Investment Funds Ltd
43
26.8
731[+]Sarasin Global Higher Dividend A Acc GBPSarasin Investment Funds Ltd
79
40.4
732[+]Sarasin Global Higher Dividend (Sterling Hedged) A AccSarasin Investment Funds Ltd
71
45.3
733[+]Sarasin Global Dividend A AccSarasin Investment Funds Ltd
82
SHn/a
734[+]Sarasin Global Dividend (Sterling Hedged) A AccSarasin Investment Funds Ltd
76
SHn/a
735[+]Sarasin Fund of Funds Global Strategic Growth A AccSarasin Investment Funds Ltd
44
SH30.9
736[+]Sarasin Fund of Funds Global Growth A AccSarasin Investment Funds Ltd
n/a
SHn/a
737[+]Sarasin Fund of Funds Global Equity A AccSarasin Investment Funds Ltd
79
SH51.5
738[+]Sarasin Fund of Funds Global Diversified Growth A AccSarasin Investment Funds Ltd
n/a
SHn/a
739[+]Sarasin Fund for Charities Thematic UK Equity (GBP) A AccSarasin Investment Funds Ltd
96
35.8
740[+]Sarasin Food & Agriculture Opportunities A AccSarasin Investment Funds Ltd
77
19.5
741[+]Sarasin EquiSar UK Thematic Opportunities A AccSarasin Investment Funds Ltd
99
46.6
742[+]Sarasin EquiSar UK Thematic A AccSarasin Investment Funds Ltd
95
32.3
743[+]Sarasin EquiSar Socially Responsible A AccSarasin Investment Funds Ltd
96
42.4
744[+]Sarasin EquiSar Socially Responsible (Sterling Hedged) A AccSarasin Investment Funds Ltd
90
51.7
745[+]Sarasin EquiSar IIID A AccSarasin Investment Funds Ltd
64
14.8
746[+]Sarasin EquiSar Global Thematic A AccSarasin Investment Funds Ltd
99
39.6
747[+]Sarasin EquiSar Global Thematic (Sterling Hedged) A AccSarasin Investment Funds Ltd
92
47.0
748[+]Sarasin Alpha CIF for Income & Reserves AccSarasin Investment Funds Ltd
29
21.2
749[+]Sarasin Alpha CIF for Endowments AccSarasin Investment Funds Ltd
65
39.6
750[+]Saracen UK Income AccSaracen Fund Managers
n/a
SHn/a

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