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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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Fund performance league table: 3027 funds

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3027 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 Equity 2 A AccOld Mutl Glbl Investors(UK)Ltd
86
48.0
1052[+]Old Mutual Equity 1 A AccOld Mutl Glbl Investors(UK)Ltd
123
85.5
1053[+]Old Mutual Emerging Market Debt S Inc GBPOld Mutl Glbl Investors(UK)Ltd
69
7.0
1054[+]Old Mutual Corporate Bond A AccOld Mutl Glbl Investors(UK)Ltd
31
36.5
1055[+]Old Mutual Cirilium Strategic Income A Inc GBPOld Mutl Glbl Investors(UK)Ltd
38
28.6
1056[+]Old Mutual Cirilium Moderate Passive R Acc GBPOld Mutl Glbl Investors(UK)Ltd
58
SHn/a
1057[+]Old Mutual Cirilium Moderate A Acc GBPOld Mutl Glbl Investors(UK)Ltd
53
36.3
1058[+]Old Mutual Cirilium Dynamic Passive R Acc GBPOld Mutl Glbl Investors(UK)Ltd
71
SHn/a
1059[+]Old Mutual Cirilium Dynamic A Acc GBPOld Mutl Glbl Investors(UK)Ltd
59
43.4
1060[+]Old Mutual Cirilium Conservative Passive R Acc GBPOld Mutl Glbl Investors(UK)Ltd
25
SHn/a
1061[+]Old Mutual Cirilium Conservative A Acc GBPOld Mutl Glbl Investors(UK)Ltd
25
SHn/a
1062[+]Old Mutual Cirilium Balanced Passive R Acc GBPOld Mutl Glbl Investors(UK)Ltd
42
SHn/a
1063[+]Old Mutual Cirilium Balanced A Acc GBPOld Mutl Glbl Investors(UK)Ltd
39
28.4
1064[+]Old Mutual Bond 3 A GBPOld Mutl Glbl Investors(UK)Ltd
43
12.1
1065[+]Old Mutual Bond 2 A AccOld Mutl Glbl Investors(UK)Ltd
34
24.8
1066[+]Old Mutual Bond 1 A IncOld Mutl Glbl Investors(UK)Ltd
25
36.9
1067[+]Old Mutual Blackrock UK Special Situations A AccOld Mutl Glbl Investors(UK)Ltd
100
SHn/a
1068[+]Old Mutual Blackrock Gold & General A AccOld Mutl Glbl Investors(UK)Ltd
215
SHn/a
1069[+]Old Mutual Asia Pacific A AccOld Mutl Glbl Investors(UK)Ltd
92
53.7
1070[+]Old Mutual Artemis UK Special Situations A AccOld Mutl Glbl Investors(UK)Ltd
99
SHn/a
1071[+]Old Mutual Artemis Income A IncOld Mutl Glbl Investors(UK)Ltd
90
SHn/a
1072[+]Old Mutual Aberdeen Asia Pacific A Acc GBPOld Mutl Glbl Investors(UK)Ltd
81
SHn/a
1073[+]Oceanic Australian Natural Resources GBPThesis Unit Trust Mgmt Ltd
203
-71.1
1074[+]NFU Mutual UK Growth ANFU Mutual Unit Managers Ltd
95
30.3
1075[+]NFU Mutual UK Equity Income BNFU Mutual Unit Managers Ltd
88
37.5
1076[+]NFU Mutual Mixed Portfolio Max 100% Shares BNFU Mutual Unit Managers Ltd
82
19.1
1077[+]NFU Mutual Mixed Portfolio 40 - 85% shares BNFU Mutual Unit Managers Ltd
64
20.7
1078[+]NFU Mutual Mixed Portfolio 20 - 60% Shares BNFU Mutual Unit Managers Ltd
48
22.0
1079[+]NFU Mutual Global Growth ANFU Mutual Unit Managers Ltd
95
19.8
1080[+]NFU Mutual Global Emerging Markets BNFU Mutual Unit Managers Ltd
116
0.4
1081[+]NFU Mutual Gilt & Corporate Bond ANFU Mutual Unit Managers Ltd
45
20.5
1082[+]NFU Mutual Deposit BNFU Mutual Unit Managers Ltd
0
-0.5
1083[+]Newton UK Opportunities B AccNewton & BNY Mellon Asset Mgmt
95
52.6
1084[+]Newton UK Equity Ret IncNewton & BNY Mellon Asset Mgmt
101
42.5
1085[+]Newton SRI for CharitiesNewton & BNY Mellon Asset Mgmt
66
36.4
1086[+]Newton Real Return B AccNewton & BNY Mellon Asset Mgmt
39
16.4
1087[+]Newton Oriental GBPNewton & BNY Mellon Asset Mgmt
86
10.1
1088[+]Newton Multi-Asset Growth IncNewton & BNY Mellon Asset Mgmt
77
50.4
1089[+]Newton Multi-Asset Diversified Return AccNewton & BNY Mellon Asset Mgmt
35
19.6
1090[+]Newton Multi-Asset BalancedNewton & BNY Mellon Asset Mgmt
59
25.2
1091[+]Newton Managed Income Ret IncNewton & BNY Mellon Asset Mgmt
43
26.9
1092[+]Newton Long Gilt Exempt 2 GrNewton & BNY Mellon Asset Mgmt
73
31.4
1093[+]Newton Long Corporate Bond Exempt 1 GrNewton & BNY Mellon Asset Mgmt
48
39.4
1094[+]Newton International Bond GBPNewton & BNY Mellon Asset Mgmt
45
-0.5
1095[+]Newton Index Linked Gilt Exempt 2 GrNewton & BNY Mellon Asset Mgmt
68
27.8
1096[+]Newton Higher IncomeNewton & BNY Mellon Asset Mgmt
86
40.8
1097[+]Newton Growth for Charities AccNewton & BNY Mellon Asset Mgmt
n/a
SHn/a
1098[+]Newton Growth and Income For Charities AccNewton & BNY Mellon Asset Mgmt
n/a
SHn/a
1099[+]Newton Global Opportunities B AccNewton & BNY Mellon Asset Mgmt
78
52.3
1100[+]Newton Global Higher Income B AccNewton & BNY Mellon Asset Mgmt
77
44.2
1101[+]Newton Global High Yield Bond B AccNewton & BNY Mellon Asset Mgmt
33
25.4
1102[+]Newton Global Equity GBP IncNewton & BNY Mellon Asset Mgmt
85
53.7
1103[+]Newton Global Dynamic Bond B AccNewton & BNY Mellon Asset Mgmt
13
14.9
1104[+]Newton Global Balanced Exempt 1Newton & BNY Mellon Asset Mgmt
64
34.0
1105[+]Newton Emerging Income AccNewton & BNY Mellon Asset Mgmt
95
SHn/a
1106[+]Newton Continental European GBPNewton & BNY Mellon Asset Mgmt
103
42.2
1107[+]Newton Asian Income B Acc GBPNewton & BNY Mellon Asset Mgmt
77
33.6
1108[+]Newton 50/50 Global Equity Exempt 1Newton & BNY Mellon Asset Mgmt
84
40.7
1109[+]New Capital US Growth Ord Acc GBPNew Capital Fund Management
107
75.4
1110[+]New Capital Global Value Credit Ord Acc GBPNew Capital Fund Management
45
20.4
1111[+]New Capital Dynamic European Equity Ord Inc GBPNew Capital Fund Management
91
58.4
1112[+]New Capital China Equity Ord Acc GBPNew Capital Fund Management
149
SHn/a
1113[+]New Capital Asia Pacific Equity Income Ord Inc GBPNew Capital Fund Management
81
21.0
1114[+]Neptune US Opportunities A Acc GBPNeptune Investment Management
134
61.0
1115[+]Neptune US Income A AccNeptune Investment Management
105
53.4
1116[+]Neptune UK Opportunities A AccNeptune Investment Management
98
57.3
1117[+]Neptune UK Mid Cap A AccNeptune Investment Management
96
93.3
1118[+]Neptune South East Asia A Acc GBPNeptune Investment Management
91
12.2
1119[+]Neptune Russia & Greater Russia A Acc GBPNeptune Investment Management
214
-37.6
1120[+]Neptune Quarterly Income A AccNeptune Investment Management
89
41.4
1121[+]Neptune Latin America A Acc GBPNeptune Investment Management
158
-18.0
1122[+]Neptune Japan Opportunities A Acc GBPNeptune Investment Management
163
68.8
1123[+]Neptune India A Acc GBPNeptune Investment Management
147
60.1
1124[+]Neptune Income A AccNeptune Investment Management
90
32.4
1125[+]Neptune Greater China Income A AccNeptune Investment Management
89
32.1

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