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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 European Equity (ex UK) A AccOld Mutl Glbl Investors(UK)Ltd
144
60.8
1052[+]Old Mutual European Best Ideas A Inc GBPOld Mutl Glbl Investors(UK)Ltd
128
53.9
1053[+]Old Mutual Ethical A AccOld Mutl Glbl Investors(UK)Ltd
116
60.3
1054[+]Old Mutual Equity 2 A AccOld Mutl Glbl Investors(UK)Ltd
96
58.3
1055[+]Old Mutual Equity 1 A AccOld Mutl Glbl Investors(UK)Ltd
149
101.1
1056[+]Old Mutual Emerging Market Debt S Inc GBPOld Mutl Glbl Investors(UK)Ltd
70
14.1
1057[+]Old Mutual Corporate Bond A AccOld Mutl Glbl Investors(UK)Ltd
32
30.9
1058[+]Old Mutual Bond 3 A GBPOld Mutl Glbl Investors(UK)Ltd
50
22.9
1059[+]Old Mutual Bond 2 A AccOld Mutl Glbl Investors(UK)Ltd
37
20.6
1060[+]Old Mutual Bond 1 A IncOld Mutl Glbl Investors(UK)Ltd
31
43.6
1061[+]Old Mutual Blackrock UK Special Situations A AccOld Mutl Glbl Investors(UK)Ltd
116
SHn/a
1062[+]Old Mutual Blackrock Gold & General A AccOld Mutl Glbl Investors(UK)Ltd
244
SHn/a
1063[+]Old Mutual Asia Pacific A AccOld Mutl Glbl Investors(UK)Ltd
108
62.6
1064[+]Old Mutual Artemis UK Special Situations A AccOld Mutl Glbl Investors(UK)Ltd
109
SHn/a
1065[+]Old Mutual Artemis Income A IncOld Mutl Glbl Investors(UK)Ltd
103
SHn/a
1066[+]Old Mutual Aberdeen Asia Pacific A Acc GBPOld Mutl Glbl Investors(UK)Ltd
n/a
SHn/a
1067[+]Oceanic Australian Natural Resources GBPThesis Unit Trust Mgmt Ltd
210
-59.6
1068[+]NFU Mutual UK Growth ANFU Mutual Unit Managers Ltd
103
43.6
1069[+]NFU Mutual UK Equity Income BNFU Mutual Unit Managers Ltd
90
49.0
1070[+]NFU Mutual Mixed Portfolio Max 100% Shares BNFU Mutual Unit Managers Ltd
88
32.2
1071[+]NFU Mutual Mixed Portfolio 40 - 85% shares BNFU Mutual Unit Managers Ltd
69
29.7
1072[+]NFU Mutual Mixed Portfolio 20 - 60% Shares BNFU Mutual Unit Managers Ltd
53
27.4
1073[+]NFU Mutual Global Growth ANFU Mutual Unit Managers Ltd
105
34.0
1074[+]NFU Mutual Global Emerging Markets BNFU Mutual Unit Managers Ltd
124
14.6
1075[+]NFU Mutual Gilt & Corporate Bond ANFU Mutual Unit Managers Ltd
46
13.6
1076[+]NFU Mutual Deposit BNFU Mutual Unit Managers Ltd
0
-0.5
1077[+]Newton UK Opportunities B AccNewton & BNY Mellon Asset Mgmt
111
59.1
1078[+]Newton UK Equity Ret IncNewton & BNY Mellon Asset Mgmt
118
54.2
1079[+]Newton SRI for CharitiesNewton & BNY Mellon Asset Mgmt
75
43.6
1080[+]Newton Real Return B AccNewton & BNY Mellon Asset Mgmt
43
15.6
1081[+]Newton Phoenix MultiAsset AccNewton & BNY Mellon Asset Mgmt
40
22.4
1082[+]Newton Oriental GBPNewton & BNY Mellon Asset Mgmt
102
17.9
1083[+]Newton Managed Targeted Return X AccNewton & BNY Mellon Asset Mgmt
n/a
SHn/a
1084[+]Newton Managed Income Ret IncNewton & BNY Mellon Asset Mgmt
48
29.8
1085[+]Newton Managed IncNewton & BNY Mellon Asset Mgmt
89
51.7
1086[+]Newton Long Gilt Exempt 2 GrNewton & BNY Mellon Asset Mgmt
73
16.5
1087[+]Newton Long Corporate Bond Exempt 1 GrNewton & BNY Mellon Asset Mgmt
50
30.4
1088[+]Newton International Bond GBPNewton & BNY Mellon Asset Mgmt
49
-5.4
1089[+]Newton Index Linked Gilt Exempt 2 GrNewton & BNY Mellon Asset Mgmt
70
18.5
1090[+]Newton Higher IncomeNewton & BNY Mellon Asset Mgmt
96
45.4
1091[+]Newton Growth for Charities AccNewton & BNY Mellon Asset Mgmt
n/a
SHn/a
1092[+]Newton Growth and Income For Charities AccNewton & BNY Mellon Asset Mgmt
n/a
SHn/a
1093[+]Newton Global Opportunities B AccNewton & BNY Mellon Asset Mgmt
91
59.3
1094[+]Newton Global Higher Income B AccNewton & BNY Mellon Asset Mgmt
88
48.3
1095[+]Newton Global High Yield Bond B AccNewton & BNY Mellon Asset Mgmt
38
34.6
1096[+]Newton Global Equity GBP IncNewton & BNY Mellon Asset Mgmt
100
62.9
1097[+]Newton Global Dynamic Bond B AccNewton & BNY Mellon Asset Mgmt
14
15.6
1098[+]Newton Global Balanced Exempt 1Newton & BNY Mellon Asset Mgmt
75
36.1
1099[+]Newton Emerging Income AccNewton & BNY Mellon Asset Mgmt
105
SHn/a
1100[+]Newton Continental European GBPNewton & BNY Mellon Asset Mgmt
127
57.9
1101[+]Newton BalancedNewton & BNY Mellon Asset Mgmt
69
26.3
1102[+]Newton Asian Income B Acc GBPNewton & BNY Mellon Asset Mgmt
92
40.4
1103[+]Newton 50/50 Global Equity Exempt 1Newton & BNY Mellon Asset Mgmt
97
50.6
1104[+]New Capital US Growth Ord Acc GBPNew Capital Fund Management
124
98.3
1105[+]New Capital Total Return Bond Ord Acc GBPNew Capital Fund Management
52
25.7
1106[+]New Capital Dynamic European Equity Ord Inc GBPNew Capital Fund Management
105
SH68.4
1107[+]New Capital China Equity Ord Acc GBPNew Capital Fund Management
161
SHn/a
1108[+]New Capital Asia Pacific Equity Income Ord Inc GBPNew Capital Fund Management
94
39.3
1109[+]Neptune US Opportunities A Acc GBPNeptune Investment Management
155
68.9
1110[+]Neptune US Income A AccNeptune Investment Management
121
66.4
1111[+]Neptune UK Opportunities A AccNeptune Investment Management
114
68.2
1112[+]Neptune UK Mid Cap A AccNeptune Investment Management
113
100.5
1113[+]Neptune South East Asia A Acc GBPNeptune Investment Management
109
17.1
1114[+]Neptune Russia Special Situations A Acc GBPNeptune Investment Management
216
SHn/a
1115[+]Neptune Russia & Greater Russia A Acc GBPNeptune Investment Management
221
-18.2
1116[+]Neptune Quarterly Income A AccNeptune Investment Management
102
46.4
1117[+]Neptune Latin America A Acc GBPNeptune Investment Management
176
4.7
1118[+]Neptune Japan Opportunities A Acc GBPNeptune Investment Management
195
85.0
1119[+]Neptune India A Acc GBPNeptune Investment Management
169
52.3
1120[+]Neptune Income A AccNeptune Investment Management
102
39.6
1121[+]Neptune Greater China Income A AccNeptune Investment Management
104
32.6
1122[+]Neptune Global Special Situations ANeptune Investment Management
137
18.1
1123[+]Neptune Global Income A Acc GBPNeptune Investment Management
119
SHn/a
1124[+]Neptune Global Equity A Acc GBPNeptune Investment Management
132
33.8
1125[+]Neptune Global Alpha A AccNeptune Investment Management
141
53.5

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