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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: 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  
2101[+]Scot Eq BlackRock Aquila 50/50 Bond & Equity Index PnAegon/Scottish Equitable plc
55
28.5
2102[+]Scot Eq BlackRock Aquila 50/50 Bond & Equity Index LifeStyle PnAegon/Scottish Equitable plc
55
28.5
2103[+]Scot Eq BlackRock Aquila 40/60 Global Equity Index PnAegon/Scottish Equitable plc
83
43.6
2104[+]Scot Eq BlackRock Aquila 40/60 Global Equity Index LifeStyle PnAegon/Scottish Equitable plc
83
43.6
2105[+]Scot Eq BlackRock 50/50 Global Equity Index Pn SHAegon/Scottish Equitable plc
80
41.4
2106[+]Scot Eq BlackRock 50/50 Global Equity Index Lifestyle Pn SHAegon/Scottish Equitable plc
80
41.4
2107[+]Scot Eq BlackRock 50/50 Bond & Equity Index Pn SHAegon/Scottish Equitable plc
55
28.5
2108[+]Scot Eq BlackRock 50/50 Bond & Equity Index Lifestyle Pn SHAegon/Scottish Equitable plc
55
28.5
2109[+]Scot Eq BlackRock 40/60 Global Equity Index Pn SHAegon/Scottish Equitable plc
83
43.6
2110[+]Scot Eq BlackRock 40/60 Global Equity Index Lifestyle Pn SHAegon/Scottish Equitable plc
83
43.6
2111[+]Scot Eq Baring Emerging Markets PnAegon/Scottish Equitable plc
113
5.6
2112[+]Scot Eq Barclays WorkingLife Flexible Retiement Target Strategy Pn A 0.6%Aegon/Scottish Equitable plc
61
SHn/a
2113[+]Scot Eq Barclays WorkingLife Annuity Target Strategy Pn A 0.6%Aegon/Scottish Equitable plc
61
SHn/a
2114[+]Scot Eq Barclays Pre-Retirement Pn 0.60%Aegon/Scottish Equitable plc
57
SHn/a
2115[+]Scot Eq Barclays GlobalBeta Portfolio Pn 1 1%Aegon/Scottish Equitable plc
20
n/a
2116[+]Scot Eq Barclays GlobalBeta Portfolio 5 Pn (ARC)Aegon/Scottish Equitable plc
61
n/a
2117[+]Scot Eq Barclays GlobalBeta Portfolio 4 Pn (ARC)Aegon/Scottish Equitable plc
57
n/a
2118[+]Scot Eq Barclays GlobalBeta Portfolio 3 Pn (ARC)Aegon/Scottish Equitable plc
46
n/a
2119[+]Scot Eq Barclays GlobalBeta Portfolio 2 Pn (ARC)Aegon/Scottish Equitable plc
36
n/a
2120[+]Scot Eq Barclays GlobalBeta Portfolio 1 Pn (ARC)Aegon/Scottish Equitable plc
20
n/a
2121[+]Scot Eq Balanced Select Portfolio PnAegon/Scottish Equitable plc
41
22.8
2122[+]Scot Eq Balanced Plus Select Portfolio PnAegon/Scottish Equitable plc
52
27.0
2123[+]Scot Eq Balanced Plus Core Portfolio PnAegon/Scottish Equitable plc
55
SH24.7
2124[+]Scot Eq Balanced Plus Core Lifestyle Portfolio PnAegon/Scottish Equitable plc
55
SHn/a
2125[+]Scot Eq Balanced Passive PnAegon/Scottish Equitable plc
68
25.5
2126[+]Scot Eq Balanced Passive Lifestyle PnAegon/Scottish Equitable plc
68
25.5
2127[+]Scot Eq Balanced Lifestyle PnAegon/Scottish Equitable plc
68
30.5
2128[+]Scot Eq Balanced Core Portfolio PnAegon/Scottish Equitable plc
44
SH20.6
2129[+]Scot Eq Balanced Core Lifestyle Portfolio PnAegon/Scottish Equitable plc
44
SHn/a
2130[+]Scot Eq Baillie Gifford UK Equity PnAegon/Scottish Equitable plc
97
41.8
2131[+]Scot Eq Baillie Gifford Managed PnAegon/Scottish Equitable plc
70
33.0
2132[+]Scot Eq Baillie Gifford Japan PnAegon/Scottish Equitable plc
162
130.4
2133[+]Scot Eq Baillie Gifford International PnAegon/Scottish Equitable plc
100
NS55.7
2134[+]Scot Eq Baillie Gifford High Yield Bond PnAegon/Scottish Equitable plc
28
28.9
2135[+]Scot Eq Baillie Gifford Global Alpha Growth PnAegon/Scottish Equitable plc
n/a
n/a
2136[+]Scot Eq Baillie Gifford Diversified Growth PnAegon/Scottish Equitable plc
37
16.6
2137[+]Scot Eq Baillie Gifford Balanced Managed PnAegon/Scottish Equitable plc
70
33.0
2138[+]Scot Eq Baillie Gifford 60/40 Worldwide Equity PnAegon/Scottish Equitable plc
87
44.0
2139[+]Scot Eq Axa Framlington American Growth PnAegon/Scottish Equitable plc
111
53.3
2140[+]Scot Eq Asian Equity Select Portfolio PnAegon/Scottish Equitable plc
96
24.2
2141[+]Scot Eq Artemis UK Special Situations PnAegon/Scottish Equitable plc
89
47.2
2142[+]Scot Eq Artemis Strategic Bond PnAegon/Scottish Equitable plc
32
22.1
2143[+]Scot Eq Artemis Income PnAegon/Scottish Equitable plc
88
41.1
2144[+]Scot Eq Artemis Global Growth PnAegon/Scottish Equitable plc
96
75.6
2145[+]Scot Eq Artemis Capital PnAegon/Scottish Equitable plc
107
77.3
2146[+]Scot Eq Argonaut European Alpha PnAegon/Scottish Equitable plc
121
66.4
2147[+]Scot Eq Allianz US Equity PnAegon/Scottish Equitable plc
100
47.5
2148[+]Scot Eq Allianz BRIC Stars PnAegon/Scottish Equitable plc
122
12.8
2149[+]Scot Eq Aegons MI Workplace Savings (M) Lifestyle 2021 Pn (ARC)Aegon/Scottish Equitable plc
n/a
SHn/a
2150[+]Scot Eq Aegons MI Workplace Savings (L) Lifestyle 2021 Pn (ARC)Aegon/Scottish Equitable plc
n/a
SHn/a
2151[+]Scot Eq Aegons MI Workplace Savings (H) Lifestyle 2021 Pn (ARC)Aegon/Scottish Equitable plc
n/a
SHn/a
2152[+]Scot Eq Aegon Standard Life Investments Global Absolute Return Strategies Pn ARCAegon/Scottish Equitable plc
n/a
n/a
2153[+]Scot Eq Aegon Schroder QEP Global Core Pn AccAegon/Scottish Equitable plc
n/a
n/a
2154[+]Scot Eq Aegon MI Workplace Savings (M)Aegon/Scottish Equitable plc
66
SHn/a
2155[+]Scot Eq Aegon MI Workplace Savings (L)Aegon/Scottish Equitable plc
56
SHn/a
2156[+]Scot Eq Aegon MI Workplace Savings (H)Aegon/Scottish Equitable plc
76
SHn/a
2157[+]Scot Eq Aegon MI Savings (M)Aegon/Scottish Equitable plc
66
SHn/a
2158[+]Scot Eq Aegon MI Savings (L)Aegon/Scottish Equitable plc
56
SHn/a
2159[+]Scot Eq Aegon MI Savings (H)Aegon/Scottish Equitable plc
76
SHn/a
2160[+]Scot Eq Aegon Investec Emerging Markets Local Currency Debt Pn AccAegon/Scottish Equitable plc
n/a
n/a
2161[+]Scot Eq Aegon High Income Pn (ARC)Aegon/Scottish Equitable plc
n/a
SHn/a
2162[+]Scot Eq Aegon Henderson UK Smaller Companies Pn AccAegon/Scottish Equitable plc
n/a
n/a
2163[+]Scot Eq Aegon Fundsmith Equity PnAegon/Scottish Equitable plc
n/a
n/a
2164[+]Scot Eq Aegon Baillie Gifford UK Equity Alpha PnAegon/Scottish Equitable plc
n/a
SHn/a
2165[+]Scot Eq Aegon Aberdeen Ethical World Equity PnAegon/Scottish Equitable plc
n/a
n/a
2166[+]Scot Eq Aegon 75/25 Equity & Bond Index Lifestyle Pn (ARC)Aegon/Scottish Equitable plc
67
SHn/a
2167[+]Scot Eq Aegon 50/50 Global Equity Index Lifestyle Pn (ARC)Aegon/Scottish Equitable plc
79
SHn/a
2168[+]Scot Eq Aegon 50/50 Bond & Equity Index Lifestyle Pn (ARC)Aegon/Scottish Equitable plc
55
SHn/a
2169[+]Scot Eq Adventurous Select Portfolio PnAegon/Scottish Equitable plc
80
38.8
2170[+]Scot Eq Adventurous Core Portfolio PnAegon/Scottish Equitable plc
83
SH36.1
2171[+]Scot Eq Adventurous Core Lifestyle Portfolio PnAegon/Scottish Equitable plc
83
SHn/a
2172[+]Scot Eq Active Cash PnAegon/Scottish Equitable plc
0
SHn/a
2173[+]Scot Eq Absolute Return Select Portfolio PnAegon/Scottish Equitable plc
16
9.1
2174[+]Scot Eq Absolute Return (ex Cautious) Select Portfolio PnAegon/Scottish Equitable plc
17
10.7
2175[+]Scot Eq Absolute Insight Equity Market Neutral PnAegon/Scottish Equitable plc
9
5.6

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