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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

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 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: 3155 funds

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3155 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 MM Diversity Tactical A AccSchroder UT Managers
44
9.8
677[+]Schroder MM Diversity Income A AccSchroder UT Managers
24
8.1
678[+]Schroder MM Diversity Balanced A AccSchroder UT Managers
44
8.7
679[+]Schroder MM Diversity A AccSchroder UT Managers
28
4.9
680[+]Schroder Mixed Distribution A AccSchroder UT Managers
41
5.9
681[+]Schroder Managed Wealth Portfolio A AccSchroder UT Managers
37
4.4
682[+]Schroder Managed Balanced Inst AccSchroder UT Managers
55
7.2
683[+]Schroder Long Dated Corporate Bond I GrSchroder UT Managers
44
25.1
684[+]Schroder ISF Wealth Preservation A Dis EURSchroder Investmt Mgt(LUX)S.A.
52
-17.8
685[+]Schroder ISF QEP Global Emerging Markets A GBPSchroder Investmt Mgt(LUX)S.A.
107
-20.9
686[+]Schroder ISF Latin American A Dis GBPSchroder Investmt Mgt(LUX)S.A.
143
-51.5
687[+]Schroder ISF Indian Equity C DisSchroder Investmt Mgt(LUX)S.A.
112
18.1
688[+]Schroder ISF Greater China A Dis GBPSchroder Investmt Mgt(LUX)S.A.
114
3.3
689[+]Schroder ISF Global Smaller Companies A Dis NAV USDSchroder Investmt Mgt(LUX)S.A.
75
24.1
690[+]Schroder ISF Global Inflation Linked Bond C Hedged Dis GBPSchroder Investmt Mgt(LUX)S.A.
32
5.5
691[+]Schroder ISF Global High Yield A Dis NAV USDSchroder Investmt Mgt(LUX)S.A.
30
9.2
692[+]Schroder ISF Global Equity Yield A Dis GBPSchroder Investmt Mgt(LUX)S.A.
86
8.6
693[+]Schroder ISF Global Equity Alpha A Dis GBPSchroder Investmt Mgt(LUX)S.A.
82
9.4
694[+]Schroder ISF Global Energy A Dis GBPSchroder Investmt Mgt(LUX)S.A.
220
-60.7
695[+]Schroder ISF Global Emerging Market Opportunities A Dis USDSchroder Investmt Mgt(LUX)S.A.
103
-17.3
696[+]Schroder ISF Global Dividend Maximiser C GBPSchroder Investmt Mgt(LUX)S.A.
78
7.6
697[+]Schroder ISF Global Credit Duration Hedged C Dis EURSchroder Investmt Mgt(LUX)S.A.
18
-11.4
698[+]Schroder ISF Global Corporate Bond A Dis NAV USDSchroder Investmt Mgt(LUX)S.A.
52
14.2
699[+]Schroder ISF European Equity Yield A Dis GBPSchroder Investmt Mgt(LUX)S.A.
82
4.5
700[+]Schroder ISF European Dividend Maximiser A DisSchroder Investmt Mgt(LUX)S.A.
72
-2.1
701[+]Schroder ISF EURO Corporate Bond A Inc EURSchroder Investmt Mgt(LUX)S.A.
n/a
4.7
702[+]Schroder ISF Emerging Markets Debt Absolute Return A Hedged Dis GBPSchroder Investmt Mgt(LUX)S.A.
19
-8.1
703[+]Schroder ISF Emerging Market Local Currency Bond A Acc GBPSchroder Investmt Mgt(LUX)S.A.
66
n/a
704[+]Schroder ISF Emerging Europe A Dis GBPSchroder Investmt Mgt(LUX)S.A.
145
-35.1
705[+]Schroder ISF Asian Total Return A Dis GBPSchroder Investmt Mgt(LUX)S.A.
79
6.5
706[+]Schroder ISF Asian Bond Absolute Return A Hedged Dis GBPSchroder Investmt Mgt(LUX)S.A.
17
-5.5
707[+]Schroder International Bond X Gr AccSchroder UT Managers
40
5.4
708[+]Schroder Institutional UK Smaller Companies Inst AccSchroder UT Managers
46
38.3
709[+]Schroder Institutional Pacific I AccSchroder UT Managers
104
-14.9
710[+]Schroder Institutional Index Linked Bond X AccSchroder UT Managers
65
26.2
711[+]Schroder Institutional Growth I AccSchroder UT Managers
21
1.9
712[+]Schroder Institutional Global Equity I AccSchroder UT Managers
84
19.8
713[+]Schroder Income Maximiser A AccSchroder UT Managers
78
1.5
714[+]Schroder Income A AccSchroder UT Managers
87
7.2
715[+]Schroder Global Recovery L AccSchroder UT Managers
n/a
SHn/a
716[+]Schroder Global Property Securities A AccSchroder UT Managers
75
6.5
717[+]Schroder Global Property Income Maximiser A AccSchroder UT Managers
64
2.9
718[+]Schroder Global Multi-Asset Income Z AccSchroder UT Managers
n/a
SHn/a
719[+]Schroder Global Healthcare A AccSchroder UT Managers
87
53.6
720[+]Schroder Global Equity Income A AccSchroder UT Managers
78
11.4
721[+]Schroder Global Emerging Markets A AccSchroder UT Managers
102
-20.4
722[+]Schroder Global Alpha Plus A AccSchroder UT Managers
77
18.4
723[+]Schroder Gilt & Fixed Interest A AccSchroder UT Managers
32
15.2
724[+]Schroder GAIA Egerton Equity A Inc GBPSchroder Investmt Mgt(LUX)S.A.
55
9.0
725[+]Schroder Flexible Retirement ISchroder UT Managers
n/a
SHn/a
726[+]Schroder European Smaller Companies A AccSchroder UT Managers
80
31.2
727[+]Schroder European Opportunities A AccSchroder UT Managers
83
12.7
728[+]Schroder European I AccSchroder UT Managers
80
16.4
729[+]Schroder European Alpha Plus A AccSchroder UT Managers
90
-3.6
730[+]Schroder European Alpha Income A AccSchroder UT Managers
89
25.2
731[+]Schroder European Absolute Target P1 Hedged GBPSchroder UT Managers
29
6.6
732[+]Schroder Dynamic Multi Asset A AccSchroder UT Managers
42
5.8
733[+]Schroder Core UK Equity A AccSchroder UT Managers
93
-9.5
734[+]Schroder Charity Multi Asset A AccSchroder UT Managers
50
5.8
735[+]Schroder Charity Equity A AccSchroder UT Managers
90
13.6
736[+]Schroder Asian Income Maximiser A AccSchroder UT Managers
71
-6.6
737[+]Schroder Asian Income A AccSchroder UT Managers
77
-2.2
738[+]Schroder Asian Alpha Plus AccSchroder UT Managers
89
-8.1
739[+]Schroder All Mature Index Linked Bond I AccSchroder UT Managers
56
21.7
740[+]Schroder Absolute UK Dynamic P1 Acc GBPSchroder UT Managers
34
13.6
741[+]Schroder Absolute Return Bond A AccSchroder UT Managers
19
-4.3
742[+]Sarasin Sterling Bond I AccSarasin Investment Funds Ltd
27
11.8
743[+]Sarasin GlobalSar Strategic A AccSarasin Investment Funds Ltd
37
8.4
744[+]Sarasin Global Higher Dividend A Acc GBPSarasin Investment Funds Ltd
63
18.5
745[+]Sarasin Global Higher Dividend (Sterling Hedged) A AccSarasin Investment Funds Ltd
66
14.9
746[+]Sarasin Global Dividend A AccSarasin Investment Funds Ltd
67
SHn/a
747[+]Sarasin Global Dividend (Sterling Hedged) A AccSarasin Investment Funds Ltd
72
SHn/a
748[+]Sarasin Fund of Funds Global Strategic Growth A AccSarasin Investment Funds Ltd
37
8.2
749[+]Sarasin Fund of Funds Global Growth A AccSarasin Investment Funds Ltd
n/a
SHn/a
750[+]Sarasin Fund of Funds Global Equity A AccSarasin Investment Funds Ltd
76
6.3

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.

Key to codes

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

Data provided by FE. Care has been taken to ensure that the information is correct, but FE neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.