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FE Crown Fund Rating

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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: 8141 funds

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8141 funds
Rank ChartFund Group FE Risk Score What is FE Risk Score?FE Crown Rating What is FE Crown Rating?3y  
2026[+]Scot Eq Cirilium Balanced PnAegon/Scottish Equitable plc
42
29.4
2027[+]Scot Eq Cavendish Worldwide PnAegon/Scottish Equitable plc
86
n/a
2028[+]Scot Eq Cavendish Opportunities PnAegon/Scottish Equitable plc
71
n/a
2029[+]Scot Eq Cautious Select Portfolio PnAegon/Scottish Equitable plc
33
SHn/a
2030[+]Scot Eq Cautious Lifestyle 2022 Pn (ARC)Aegon/Scottish Equitable plc
n/a
SHn/a
2031[+]Scot Eq Cautious Life Style PnAegon/Scottish Equitable plc
54
26.3
2032[+]Scot Eq Cautious Core Portfolio PnAegon/Scottish Equitable plc
37
SH16.5
2033[+]Scot Eq Cautious Core Lifestyle Portfolio PnAegon/Scottish Equitable plc
37
SHn/a
2034[+]Scot Eq Cash PnAegon/Scottish Equitable plc
0
-1.1
2035[+]Scot Eq Caerus Portfolio DRP 4 PnAegon/Scottish Equitable plc
93
9.0
2036[+]Scot Eq Caerus Portfolio DRP 3 PnAegon/Scottish Equitable plc
82
20.1
2037[+]Scot Eq Caerus Portfolio DRP 2 PnAegon/Scottish Equitable plc
61
21.8
2038[+]Scot Eq Caerus Portfolio DRP 1 PnAegon/Scottish Equitable plc
42
11.1
2039[+]Scot Eq Caerus Monthly Income PnAegon/Scottish Equitable plc
34
15.0
2040[+]Scot Eq Caerus Global Opportunities PnAegon/Scottish Equitable plc
76
42.2
2041[+]Scot Eq Caerus Global Balanced PnAegon/Scottish Equitable plc
34
14.2
2042[+]Scot Eq Broker Robson Managed PnAegon/Scottish Equitable plc
68
24.7
2043[+]Scot Eq Broker Premier Cautious PnAegon/Scottish Equitable plc
37
40.3
2044[+]Scot Eq Broker Premier Balanced PnAegon/Scottish Equitable plc
54
41.7
2045[+]Scot Eq Broker PMI Global PnAegon/Scottish Equitable plc
66
22.5
2046[+]Scot Eq Broker Merlin Discret Managed PnAegon/Scottish Equitable plc
68
24.7
2047[+]Scot Eq Broker Marlborough Balanced Managed PnAegon/Scottish Equitable plc
56
21.9
2048[+]Scot Eq Broker IFPC Growth PnAegon/Scottish Equitable plc
0
-3.8
2049[+]Scot Eq Broker IFPC Balanced PnAegon/Scottish Equitable plc
0
-3.6
2050[+]Scot Eq Broker Ebury No 2 PnAegon/Scottish Equitable plc
39
21.4
2051[+]Scot Eq Broker CIL PnAegon/Scottish Equitable plc
89
38.3
2052[+]Scot Eq Broker AMR Managed PnAegon/Scottish Equitable plc
73
36.1
2053[+]Scot Eq BNY Mellon Long Term Global Equity PnAegon/Scottish Equitable plc
84
n/a
2054[+]Scot Eq BlackrockAquila Retirement PnAegon/Scottish Equitable plc
65
SH8.9
2055[+]Scot Eq BlackRock World Ex UK Equity Index Pn SHAegon/Scottish Equitable plc
86
49.2
2056[+]Scot Eq BlackRock US Equity Pn SHAegon/Scottish Equitable plc
98
PT58.7
2057[+]Scot Eq BlackRock US Dynamic PnAegon/Scottish Equitable plc
111
54.0
2058[+]Scot Eq BlackRock UK Special Situations PnAegon/Scottish Equitable plc
91
34.4
2059[+]Scot Eq BlackRock UK Smaller Companies PnAegon/Scottish Equitable plc
108
65.6
2060[+]Scot Eq BlackRock UK PnAegon/Scottish Equitable plc
99
33.3
2061[+]Scot Eq BlackRock UK Equity Index Pn SHAegon/Scottish Equitable plc
94
PT32.6
2062[+]Scot Eq BlackRock UK Dynamic PnAegon/Scottish Equitable plc
97
14.3
2063[+]Scot Eq BlackRock UK Absolute Alpha PnAegon/Scottish Equitable plc
40
12.8
2064[+]Scot Eq BlackRock Pacific Rim Equity Pn SHAegon/Scottish Equitable plc
101
15.6
2065[+]Scot Eq BlackRock Over 5 Years Index Linked Gilt Pn SHAegon/Scottish Equitable plc
92
19.4
2066[+]Scot Eq BlackRock Over 15 Years UK Gilt Index Pn SHAegon/Scottish Equitable plc
87
11.7
2067[+]Scot Eq BlackRock Over 15 Years Corporate Bond Index Pn SHAegon/Scottish Equitable plc
74
21.2
2068[+]Scot Eq BlackRock Japanese Equity Pn SHAegon/Scottish Equitable plc
112
44.2
2069[+]Scot Eq BlackRock Gold & General PnAegon/Scottish Equitable plc
191
-50.6
2070[+]Scot Eq BlackRock Global Equity PnAegon/Scottish Equitable plc
97
36.3
2071[+]Scot Eq BlackRock Global Bond PnAegon/Scottish Equitable plc
35
2.3
2072[+]Scot Eq BlackRock European Equity Pn SHAegon/Scottish Equitable plc
99
49.2
2073[+]Scot Eq BlackRock European Dynamic PnAegon/Scottish Equitable plc
110
60.2
2074[+]Scot Eq BlackRock Dynamic Diversified Growth PnAegon/Scottish Equitable plc
40
13.7
2075[+]Scot Eq BlackRock Consensus Pn SHAegon/Scottish Equitable plc
66
31.1
2076[+]Scot Eq BlackRock Consensus Lifestyle Pn SHAegon/Scottish Equitable plc
66
31.1
2077[+]Scot Eq BlackRock Balanced Managed PnAegon/Scottish Equitable plc
73
27.8
2078[+]Scot Eq BlackRock Aquila World Ex UK Equity Index PnAegon/Scottish Equitable plc
86
49.1
2079[+]Scot Eq BlackRock Aquila US Equity Index PnAegon/Scottish Equitable plc
98
PT58.6
2080[+]Scot Eq BlackRock Aquila UK Equity Index PnAegon/Scottish Equitable plc
94
PT32.6
2081[+]Scot Eq BlackRock Aquila Pacific Rim Equity Index PnAegon/Scottish Equitable plc
101
15.5
2082[+]Scot Eq BlackRock Aquila Over 5Years UK Index Linked Gilt Index PnAegon/Scottish Equitable plc
92
PT19.4
2083[+]Scot Eq BlackRock Aquila Over 15 Year UK Gilt Index PnAegon/Scottish Equitable plc
87
11.7
2084[+]Scot Eq BlackRock Aquila Over 15 Year Corporate Bond Index PnAegon/Scottish Equitable plc
74
21.1
2085[+]Scot Eq BlackRock Aquila Japanese Equity Index PnAegon/Scottish Equitable plc
112
44.1
2086[+]Scot Eq BlackRock Aquila European Equity Index PnAegon/Scottish Equitable plc
99
49.1
2087[+]Scot Eq BlackRock Aquila Emerging Markets Equity Index Pn AccAegon/Scottish Equitable plc
n/a
n/a
2088[+]Scot Eq BlackRock Aquila Currency Hedged Global Equity Pn AccAegon/Scottish Equitable plc
n/a
SHn/a
2089[+]Scot Eq BlackRock Aquila Corporate Bond Index All Stocks PnAegon/Scottish Equitable plc
47
16.4
2090[+]Scot Eq BlackRock Aquila Consensus PnAegon/Scottish Equitable plc
66
31.0
2091[+]Scot Eq BlackRock Aquila Consensus LifeStyle PnAegon/Scottish Equitable plc
66
31.0
2092[+]Scot Eq BlackRock Aquila Cash Index Pn AccAegon/Scottish Equitable plc
n/a
n/a
2093[+]Scot Eq Blackrock Aquila 7525 Equity & Bond Lifestyle 2022 Pn (ARC)Aegon/Scottish Equitable plc
n/a
SHn/a
2094[+]Scot Eq BlackRock Aquila 75/25 Equity & Bond Index PnAegon/Scottish Equitable plc
68
31.3
2095[+]Scot Eq BlackRock Aquila 75/25 Equity & Bond Index Lifestyle PnAegon/Scottish Equitable plc
68
31.3
2096[+]Scot Eq BlackRock Aquila 60/40 Global Equity Index PnAegon/Scottish Equitable plc
89
42.0
2097[+]Scot Eq Blackrock Aquila 5050 Global Equity Lifestyle 2022 Pn (ARC)Aegon/Scottish Equitable plc
n/a
SHn/a
2098[+]Scot Eq Blackrock Aquila 5050 Bond & Equity Lifestyle 2022 Pn (ARC)Aegon/Scottish Equitable plc
n/a
SHn/a
2099[+]Scot Eq BlackRock Aquila 50/50 Global Equity Index PnAegon/Scottish Equitable plc
80
39.8
2100[+]Scot Eq BlackRock Aquila 50/50 Global Equity Index LifeStyle PnAegon/Scottish Equitable plc
80
39.9

All prices in Pence Sterling (GBX) unless otherwise specified. Price performance figures are calculated on a bid price to bid price basis and shown in Sterling 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
PT : Passive fund