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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: 3162 funds

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3162 funds
Rank ChartFund Group FE Risk Score What is FE Risk Score?FE AFI ConstituentFE Crown Rating What is FE Crown Rating?3y  
1051[+]PanDEFENSIVE B AccPhoenix Fund Services (UK) Ltd
19
5.0
1052[+]PanBALANCED B AccPhoenix Fund Services (UK) Ltd
57
21.6
1053[+]Oyster US Selection R GBP2 DSYZ Asset Management (Luxembourg) S.A.
98
n/a
1054[+]Oyster European Corporate Bonds R GBP DSYZ Asset Management (Luxembourg) S.A.
n/a
n/a
1055[+]Oyster Emerging Opportunities R GBP DSYZ Asset Management (Luxembourg) S.A.
101
n/a
1056[+]Oyster Continental European Selection R GBP DSYZ Asset Management (Luxembourg) S.A.
104
SHn/a
1057[+]Oyster Absolute Return GBP R GBP DSYZ Asset Management (Luxembourg) S.A.
22
n/a
1058[+]Orbis UK Equity StandardOrbis
100
SHn/a
1059[+]Orbis Global Equity StandardOrbis
100
SHn/a
1060[+]Orbis Global Balanced StandardOrbis
70
SHn/a
1061[+]Optimum Strategic Income R AccOptimum Investment Management Limited
15
3.3
1062[+]Optimum High Alpha R AccOptimum Investment Management Limited
69
32.1
1063[+]Optimum Global Income R AccOptimum Investment Management Limited
44
22.9
1064[+]Optimum Enterprise R AccOptimum Investment Management Limited
32
16.1
1065[+]Omnis Multi-Manager Distribution A AccOmnis Investments Ltd
40
US23.6
1066[+]Omnis Multi-Manager Cautious A AccOmnis Investments Ltd
41
24.4
1067[+]Omnis Multi-Manager Balanced A AccOmnis Investments Ltd
58
US33.7
1068[+]Omnis Multi-Manager Adventurous A AccOmnis Investments Ltd
75
US37.9
1069[+]Omnis Multi-Asset Income AOmnis Investments Ltd
n/a
SHn/a
1070[+]Omnis Managed Cautious A AccOmnis Investments Ltd
42
US23.9
1071[+]Omnis Managed Balanced A AccOmnis Investments Ltd
65
US35.1
1072[+]Omnis Managed Adventurous A AccOmnis Investments Ltd
80
US41.2
1073[+]Old Mutual World Index U2Old Mutl Glbl Investors(UK)Ltd
n/a
SHn/a
1074[+]Old Mutual World Equity S GBPOld Mutl Glbl Investors(UK)Ltd
89
56.3
1075[+]Old Mutual Voyager Strategic Bond A Inc GBPOld Mutl Glbl Investors(UK)Ltd
18
12.9
1076[+]Old Mutual Voyager International Growth A GBPOld Mutl Glbl Investors(UK)Ltd
70
15.9
1077[+]Old Mutual Voyager International Diversified A GBPOld Mutl Glbl Investors(UK)Ltd
61
13.6
1078[+]Old Mutual Voyager Global Dynamic Equity A GBPOld Mutl Glbl Investors(UK)Ltd
100
33.1
1079[+]Old Mutual Voyager Diversified A AccOld Mutl Glbl Investors(UK)Ltd
56
17.4
1080[+]Old Mutual US Dividend A Acc GBPOld Mutl Glbl Investors(UK)Ltd
89
n/a
1081[+]Old Mutual UK Smaller Companies Focus A Inc GBPOld Mutl Glbl Investors(UK)Ltd
81
84.1
1082[+]Old Mutual UK Smaller Companies A AccOld Mutl Glbl Investors(UK)Ltd
78
73.0
1083[+]Old Mutual UK Opportunities AOld Mutl Glbl Investors(UK)Ltd
31
20.9
1084[+]Old Mutual UK Mid Cap A AccOld Mutl Glbl Investors(UK)Ltd
102
94.2
1085[+]Old Mutual UK Index A AccOld Mutl Glbl Investors(UK)Ltd
94
PT35.5
1086[+]Old Mutual UK Equity Income A IncOld Mutl Glbl Investors(UK)Ltd
95
60.0
1087[+]Old Mutual UK Equity A IncOld Mutl Glbl Investors(UK)Ltd
95
55.3
1088[+]Old Mutual UK Dynamic Equity A Inc GBPOld Mutl Glbl Investors(UK)Ltd
91
95.7
1089[+]Old Mutual UK Alpha R AccOld Mutl Glbl Investors(UK)Ltd
94
58.6
1090[+]Old Mutual Threadneedle High Yield Bond A Inc GBPOld Mutl Glbl Investors(UK)Ltd
26
SHn/a
1091[+]Old Mutual Threadneedle European Select A AccOld Mutl Glbl Investors(UK)Ltd
96
SHn/a
1092[+]Old Mutual Threadneedle American Select A AccOld Mutl Glbl Investors(UK)Ltd
104
SHn/a
1093[+]Old Mutual Spectrum 8 A AccOld Mutl Glbl Investors(UK)Ltd
69
31.3
1094[+]Old Mutual Spectrum 7 A AccOld Mutl Glbl Investors(UK)Ltd
62
28.7
1095[+]Old Mutual Spectrum 6 A AccOld Mutl Glbl Investors(UK)Ltd
55
25.6
1096[+]Old Mutual Spectrum 5 A AccOld Mutl Glbl Investors(UK)Ltd
48
22.4
1097[+]Old Mutual Spectrum 4 A AccOld Mutl Glbl Investors(UK)Ltd
39
19.4
1098[+]Old Mutual Spectrum 3 A AccOld Mutl Glbl Investors(UK)Ltd
30
16.7
1099[+]Old Mutual Schroder US Mid Cap A AccOld Mutl Glbl Investors(UK)Ltd
91
SHn/a
1100[+]Old Mutual Schroder Tokyo A AccOld Mutl Glbl Investors(UK)Ltd
104
SHn/a
1101[+]Old Mutual Pacific Equity S GBPOld Mutl Glbl Investors(UK)Ltd
110
16.3
1102[+]Old Mutual North American Equity A AccOld Mutl Glbl Investors(UK)Ltd
102
79.4
1103[+]Old Mutual Newton Higher Income A IncOld Mutl Glbl Investors(UK)Ltd
86
SHn/a
1104[+]Old Mutual Newton Global Higher Income A Inc GBPOld Mutl Glbl Investors(UK)Ltd
77
SHn/a
1105[+]Old Mutual Monthly Income Bond A AccOld Mutl Glbl Investors(UK)Ltd
32
20.7
1106[+]Old Mutual Managed A IncOld Mutl Glbl Investors(UK)Ltd
51
41.5
1107[+]Old Mutual Local Currency Emerging Market Debt A Inc GBPOld Mutl Glbl Investors(UK)Ltd
83
-21.9
1108[+]Old Mutual JPM Natural Resources A AccOld Mutl Glbl Investors(UK)Ltd
157
SHn/a
1109[+]Old Mutual JPM Emerging Markets A Acc GBPOld Mutl Glbl Investors(UK)Ltd
112
SHn/a
1110[+]Old Mutual Japanese Equity S GBPOld Mutl Glbl Investors(UK)Ltd
122
50.2
1111[+]Old Mutual Japanese Equity A AccOld Mutl Glbl Investors(UK)Ltd
117
50.5
1112[+]Old Mutual Invesco Perpetual Corporate Bond A IncOld Mutl Glbl Investors(UK)Ltd
19
SHn/a
1113[+]Old Mutual Invesco Perpetual Asian A AccOld Mutl Glbl Investors(UK)Ltd
93
SHn/a
1114[+]Old Mutual Henderson European A AccOld Mutl Glbl Investors(UK)Ltd
95
SHn/a
1115[+]Old Mutual Henderson China Opportunities A Acc GBPOld Mutl Glbl Investors(UK)Ltd
143
SHn/a
1116[+]Old Mutual Greater China Equity S GBPOld Mutl Glbl Investors(UK)Ltd
132
36.8
1117[+]Old Mutual Global Strategic Bond A IncOld Mutl Glbl Investors(UK)Ltd
39
-5.1
1118[+]Old Mutual Global Strategic Bond A Hedged Acc GBPOld Mutl Glbl Investors(UK)Ltd
33
-7.7
1119[+]Old Mutual Global Property Securities A GBPOld Mutl Glbl Investors(UK)Ltd
79
39.2
1120[+]Old Mutual Global Equity Income A GBPOld Mutl Glbl Investors(UK)Ltd
96
10.6
1121[+]Old Mutual Global Equity Absolute Return A Hedged Acc GBPOld Mutl Glbl Investors(UK)Ltd
36
SH22.4
1122[+]Old Mutual Global Equity A AccOld Mutl Glbl Investors(UK)Ltd
93
82.4
1123[+]Old Mutual Global Emerging Markets S GBPOld Mutl Glbl Investors(UK)Ltd
115
18.6
1124[+]Old Mutual Global Bond S Inc GBPOld Mutl Glbl Investors(UK)Ltd
54
-8.7
1125[+]Old Mutual Global Best Ideas A Acc GBPOld Mutl Glbl Investors(UK)Ltd
88
44.6

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.

Key to codes

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