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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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Additional information

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Fund performance league table: 3109 funds

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3109 funds
Rank ChartFund Group FE Risk Score What is FE Risk Score?FE AFI ConstituentFE Crown Rating What is FE Crown Rating?3y  
1051[+]Old Mutual Spectrum 6 A AccOld Mutl Glbl Investors(UK)Ltd
50
25.4
1052[+]Old Mutual Spectrum 5 A AccOld Mutl Glbl Investors(UK)Ltd
43
22.7
1053[+]Old Mutual Spectrum 4 A AccOld Mutl Glbl Investors(UK)Ltd
35
20.5
1054[+]Old Mutual Spectrum 3 A AccOld Mutl Glbl Investors(UK)Ltd
27
18.4
1055[+]Old Mutual Schroder US Mid Cap A AccOld Mutl Glbl Investors(UK)Ltd
93
SHn/a
1056[+]Old Mutual Schroder Tokyo A AccOld Mutl Glbl Investors(UK)Ltd
104
SHn/a
1057[+]Old Mutual North American Equity A AccOld Mutl Glbl Investors(UK)Ltd
103
80.4
1058[+]Old Mutual Newton Higher Income A IncOld Mutl Glbl Investors(UK)Ltd
85
SHn/a
1059[+]Old Mutual Newton Global Higher Income A Inc GBPOld Mutl Glbl Investors(UK)Ltd
76
SHn/a
1060[+]Old Mutual Monthly Income Bond A AccOld Mutl Glbl Investors(UK)Ltd
31
30.1
1061[+]Old Mutual Managed A IncOld Mutl Glbl Investors(UK)Ltd
52
42.6
1062[+]Old Mutual JPM Natural Resources A AccOld Mutl Glbl Investors(UK)Ltd
156
SHn/a
1063[+]Old Mutual JPM Emerging Markets A Acc GBPOld Mutl Glbl Investors(UK)Ltd
109
SHn/a
1064[+]Old Mutual Japanese Equity S GBPOld Mutl Glbl Investors(UK)Ltd
122
41.5
1065[+]Old Mutual Japanese Equity A AccOld Mutl Glbl Investors(UK)Ltd
114
48.1
1066[+]Old Mutual Invesco Perpetual Corporate Bond A IncOld Mutl Glbl Investors(UK)Ltd
18
SHn/a
1067[+]Old Mutual Invesco Perpetual Asian A AccOld Mutl Glbl Investors(UK)Ltd
84
SHn/a
1068[+]Old Mutual Henderson European A AccOld Mutl Glbl Investors(UK)Ltd
93
SHn/a
1069[+]Old Mutual Henderson China Opportunities A Acc GBPOld Mutl Glbl Investors(UK)Ltd
110
SHn/a
1070[+]Old Mutual Greater China Equity S GBPOld Mutl Glbl Investors(UK)Ltd
110
34.6
1071[+]Old Mutual Global Strategic Bond A IncOld Mutl Glbl Investors(UK)Ltd
35
4.3
1072[+]Old Mutual Global Strategic Bond A Hedged Acc GBPOld Mutl Glbl Investors(UK)Ltd
30
-0.6
1073[+]Old Mutual Global Property Securities A GBPOld Mutl Glbl Investors(UK)Ltd
80
53.0
1074[+]Old Mutual Global Equity Income A GBPOld Mutl Glbl Investors(UK)Ltd
99
15.8
1075[+]Old Mutual Global Equity Absolute Return A Hedged Acc GBPOld Mutl Glbl Investors(UK)Ltd
38
25.6
1076[+]Old Mutual Global Equity A AccOld Mutl Glbl Investors(UK)Ltd
94
78.3
1077[+]Old Mutual Global Emerging Markets S GBPOld Mutl Glbl Investors(UK)Ltd
103
21.4
1078[+]Old Mutual Global Bond S Inc GBPOld Mutl Glbl Investors(UK)Ltd
41
0.9
1079[+]Old Mutual Global Best Ideas A Acc GBPOld Mutl Glbl Investors(UK)Ltd
88
39.8
1080[+]Old Mutual Gilt A AccOld Mutl Glbl Investors(UK)Ltd
49
14.3
1081[+]Old Mutual Generation Target 4:6 A IncOld Mutl Glbl Investors(UK)Ltd
39
SHn/a
1082[+]Old Mutual Generation Target 4:4 A IncOld Mutl Glbl Investors(UK)Ltd
47
SHn/a
1083[+]Old Mutual Generation Target 3:6 A IncOld Mutl Glbl Investors(UK)Ltd
28
SHn/a
1084[+]Old Mutual Generation Target 3:4 A IncOld Mutl Glbl Investors(UK)Ltd
36
SHn/a
1085[+]Old Mutual Foundation 5 A Acc GBPOld Mutl Glbl Investors(UK)Ltd
n/a
SHn/a
1086[+]Old Mutual Foundation 4 A Acc GBPOld Mutl Glbl Investors(UK)Ltd
n/a
SHn/a
1087[+]Old Mutual Foundation 3 R Acc GBPOld Mutl Glbl Investors(UK)Ltd
n/a
SHn/a
1088[+]Old Mutual Fidelity Strategic Bond A IncOld Mutl Glbl Investors(UK)Ltd
26
SHn/a
1089[+]Old Mutual Fidelity Moneybuilder Income A IncOld Mutl Glbl Investors(UK)Ltd
n/a
SHn/a
1090[+]Old Mutual Fidelity Global Focus A Acc GBPOld Mutl Glbl Investors(UK)Ltd
89
SHn/a
1091[+]Old Mutual European Equity S GBPOld Mutl Glbl Investors(UK)Ltd
103
47.1
1092[+]Old Mutual European Equity (ex UK) A AccOld Mutl Glbl Investors(UK)Ltd
109
49.1
1093[+]Old Mutual European Best Ideas A Inc GBPOld Mutl Glbl Investors(UK)Ltd
101
42.4
1094[+]Old Mutual Ethical A AccOld Mutl Glbl Investors(UK)Ltd
93
45.4
1095[+]Old Mutual Equity 2 A AccOld Mutl Glbl Investors(UK)Ltd
87
44.3
1096[+]Old Mutual Equity 1 A AccOld Mutl Glbl Investors(UK)Ltd
112
90.0
1097[+]Old Mutual Emerging Market Debt S Inc GBPOld Mutl Glbl Investors(UK)Ltd
65
9.3
1098[+]Old Mutual Corporate Bond A AccOld Mutl Glbl Investors(UK)Ltd
32
33.1
1099[+]Old Mutual Cirilium Strategic Income A Inc GBPOld Mutl Glbl Investors(UK)Ltd
36
28.4
1100[+]Old Mutual Cirilium Moderate Passive R Acc GBPOld Mutl Glbl Investors(UK)Ltd
58
SHn/a
1101[+]Old Mutual Cirilium Moderate A Acc GBPOld Mutl Glbl Investors(UK)Ltd
49
35.6
1102[+]Old Mutual Cirilium Dynamic Passive R Acc GBPOld Mutl Glbl Investors(UK)Ltd
70
SHn/a
1103[+]Old Mutual Cirilium Dynamic A Acc GBPOld Mutl Glbl Investors(UK)Ltd
55
42.2
1104[+]Old Mutual Cirilium Conservative Passive R Acc GBPOld Mutl Glbl Investors(UK)Ltd
31
SHn/a
1105[+]Old Mutual Cirilium Conservative A Acc GBPOld Mutl Glbl Investors(UK)Ltd
24
SHn/a
1106[+]Old Mutual Cirilium Balanced Passive R Acc GBPOld Mutl Glbl Investors(UK)Ltd
45
SHn/a
1107[+]Old Mutual Cirilium Balanced A Acc GBPOld Mutl Glbl Investors(UK)Ltd
36
28.1
1108[+]Old Mutual Bond 3 A GBPOld Mutl Glbl Investors(UK)Ltd
37
5.6
1109[+]Old Mutual Bond 2 A AccOld Mutl Glbl Investors(UK)Ltd
35
23.1
1110[+]Old Mutual Bond 1 A IncOld Mutl Glbl Investors(UK)Ltd
25
32.1
1111[+]Old Mutual Blackrock UK Special Situations A AccOld Mutl Glbl Investors(UK)Ltd
96
SHn/a
1112[+]Old Mutual Blackrock Gold & General A AccOld Mutl Glbl Investors(UK)Ltd
204
SHn/a
1113[+]Old Mutual Asia Pacific A AccOld Mutl Glbl Investors(UK)Ltd
87
49.9
1114[+]Old Mutual Artemis UK Special Situations A AccOld Mutl Glbl Investors(UK)Ltd
94
SHn/a
1115[+]Old Mutual Artemis Income A IncOld Mutl Glbl Investors(UK)Ltd
87
SHn/a
1116[+]Old Mutual Aberdeen Asia Pacific A Acc GBPOld Mutl Glbl Investors(UK)Ltd
78
SHn/a
1117[+]NFU Mutual UK Growth ANFU Mutual Unit Managers Ltd
91
30.6
1118[+]NFU Mutual UK Equity Income BNFU Mutual Unit Managers Ltd
87
37.6
1119[+]NFU Mutual Mixed Portfolio Max 100% Shares BNFU Mutual Unit Managers Ltd
81
19.0
1120[+]NFU Mutual Mixed Portfolio 40 - 85% shares BNFU Mutual Unit Managers Ltd
64
20.7
1121[+]NFU Mutual Mixed Portfolio 20 - 60% Shares BNFU Mutual Unit Managers Ltd
51
22.8
1122[+]NFU Mutual Global Growth ANFU Mutual Unit Managers Ltd
92
20.2
1123[+]NFU Mutual Global Emerging Markets BNFU Mutual Unit Managers Ltd
112
-4.2
1124[+]NFU Mutual Gilt & Corporate Bond ANFU Mutual Unit Managers Ltd
55
20.3
1125[+]NFU Mutual Deposit BNFU Mutual Unit Managers Ltd
0
-0.6

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