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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

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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 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 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: 601 funds

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601 funds
RankChartFund Group Focus FE Risk Score What is FE Risk Score?BidOfferYield 1y 3y 5y  
  UK ALL COMPANIES PERFORMANCE      -1.339.453.2 
1Wesleyan Growth S2Wesleyan Unit Trust Mgrs Ltd
107
319.84335.950.00-2.7n/an/a
2Wesleyan GrowthWesleyan Unit Trust Mgrs Ltd
107
327.75344.162.00-2.438.551.7
3VT Maven Smart Dividend UK X AccValu-Trac Invest Mgmt Ltd
100
111.93n/a-1.426.136.0
4VT Maven Smart Dividend UK B AccValu-Trac Invest Mgmt Ltd
100
137.56n/a-1.530.344.3
5VT Maven Smart Dividend UK A AccValu-Trac Invest Mgmt Ltd
100
105.82n/a-1.523.733.2
6Vanguard FTSE UK Equity Index AccVanguard Investments UK Ltd
99
189.16
(GBP)
3.12-1.432.650.3
7Vanguard FTSE U.K. All Share Index Plus Acc GBPVanguard Investments UK Ltd
99
94.01
(GBP)
n/an/an/an/a
8Vanguard FTSE U.K. All Share Index AccVanguard Investments UK Ltd
99
147.76
(GBP)
3.12-1.432.5n/a
9Unicorn Outstanding British Companies RUnicorn Asset Management
90
203.790.48-5.139.492.4
10Unicorn Outstanding British Companies OUnicorn Asset Management
90
87.26n/an/an/an/a
11Unicorn Outstanding British Companies B InstUnicorn Asset Management
90
211.221.24-4.441.797.2
12UBS UK Opportunities C AccUBS Asset Management
114
62.412.60-2.6n/an/a
13UBS UK Opportunities B AccUBS Asset Management
114
85.742.30-2.934.940.5
14UBS UK Opportunities A AccUBS Asset Management
114
79.281.80-3.432.636.4
15TM UBS UK Equity F AccThesis Unit Trust Mgmt Ltd
109
47.703.20-4.6n/an/a
16TM UBS UK Equity C AccThesis Unit Trust Mgmt Ltd
109
99.600.77n/an/an/a
17TM UBS UK Equity B AccThesis Unit Trust Mgmt Ltd
109
80.402.00-5.822.034.1
18TM UBS UK Equity A AccThesis Unit Trust Mgmt Ltd
109
57.301.80-6.121.032.5
19TM Cartesian UK Opportunities B AccThesis Unit Trust Mgmt Ltd
105
106.400.001.143.954.9
20TM Cartesian UK Opportunities A AccThesis Unit Trust Mgmt Ltd
105
105.400.000.440.147.8
21TM Cartesian UK Enhanced Alpha B AccThesis Unit Trust Mgmt Ltd
104
109.600.003.533.879.1
22TM Cartesian UK Enhanced Alpha A AccThesis Unit Trust Mgmt Ltd
104
109.700.003.540.787.8
23Threadneedle UK Z Acc GBPThreadneedle Inv Services Ltd
107
125.082.200.0n/an/a
24Threadneedle UK R USDThreadneedle Inv Services Ltd
107
1.52
(USD)
n/an/an/an/a
25Threadneedle UK R GBPThreadneedle Inv Services Ltd
107
0.95
(GBP)
n/an/an/an/a
26Threadneedle UK Mid 250 Z Acc GBPThreadneedle Inv Services Ltd
134
134.302.40-0.659.484.7
27Threadneedle UK Mid 250 Ret AccThreadneedle Inv Services Ltd
134
182.681.70-1.356.981.9
28Threadneedle UK Mid 250 Inst AccThreadneedle Inv Services Ltd
134
194.742.30-0.759.687.2
29Threadneedle UK Institutional Ret AccThreadneedle Inv Services Ltd
108
122.421.80-2.137.248.8
30Threadneedle UK Institutional Inst AccThreadneedle Inv Services Ltd
108
133.752.70-1.340.855.6
31Threadneedle UK Inst Acc GBPThreadneedle Inv Services Ltd
107
0.77
(GBP)
2.00-0.246.5n/a
32Threadneedle UK Growth Ret AccThreadneedle Inv Services Ltd
104
172.503.103.342.059.9
33Threadneedle UK Growth Ret 2 AccThreadneedle Inv Services Ltd
104
161.802.602.639.6n/a
34Threadneedle UK Growth InstThreadneedle Inv Services Ltd
104
208.303.503.843.963.5
35Threadneedle UK Extended Alpha Ret AccThreadneedle Inv Services Ltd
108
335.362.202.148.554.8
36Threadneedle UK Extended Alpha Inst AccThreadneedle Inv Services Ltd
108
355.792.702.550.859.0
37TB EEA UK Equity Market Ret AccEEA Fund Management Limited
122
167.453.022.8n/an/a
38TB EEA UK Equity Market I AccEEA Fund Management Limited
122
169.663.013.4n/an/a
39TB EEA UK Equity Market F AccEEA Fund Management Limited
122
170.593.003.9n/an/a
40SWIP UK Opportunities E EURSWIP
106
1.25
(EUR)
1.50-3.216.128.0
41SWIP UK Opportunities B GBPSWIP
106
814.902.20-9.87.914.4
42SWIP UK Opportunities A GBPSWIP
106
999.901.50-10.55.510.2
43SWIP UK Enhanced Equity C Acc GBPSWIP
101
130.403.00-0.5n/an/a
44SWIP UK Enhanced Equity B AccSWIP
101
101.403.10n/an/an/a
45SWIP UK Enhanced Equity A AccSWIP
101
155.502.30-1.328.743.2
46SWIP MultiManager UK Equity Growth X AccSWIP
111
173.002.300.643.463.5
47SWIP MultiManager UK Equity Growth B Acc GBPSWIP
111
101.501.90n/an/an/a
48SWIP MultiManager UK Equity Growth A AccSWIP
111
181.101.10-0.638.253.6
49SWIP MultiManager UK Equity Focus X AccSWIP
106
164.201.90-1.636.848.9
50SWIP MultiManager UK Equity Focus B Acc GBPSWIP
106
97.641.60n/an/an/a
51SWIP MultiManager UK Equity Focus A AccSWIP
106
174.200.80-2.732.340.7
52SWIP Foundation Growth L Acc GBPSWIP
105
120.103.00-1.2n/an/a
53SWIP Foundation Growth K AccSWIP
105
167.901.80-2.527.8n/a
54SWIP Foundation Growth D Acc GBPSWIP
105
132.602.90-1.4n/an/a
55SWIP Foundation Growth C Acc GBPSWIP
105
132.202.80-1.3n/an/a
56SWIP Foundation Growth B AccSWIP
105
133.603.10-1.1n/an/a
57SWIP Foundation Growth A AccSWIP
105
39.162.20-2.129.2n/a
58SVM UK Opportunities BSVM Asset Management Ltd
99
376.700.00-2.249.860.0
59SVM UK Opportunities ASVM Asset Management Ltd
99
344.500.00-3.046.554.1
60SVM UK Growth BSVM Asset Management Ltd
136
336.800.00-2.353.770.3
61SVM UK Growth ASVM Asset Management Ltd
136
313.600.00-3.150.463.9
62Standard Life TM UK Equity General AccStandard Life Trust Management
106
224.20224.202.74-3.234.941.7
63Standard Life Investments UK Opportunities Ret Platform 1 AccStandard Life Investments
113
75.280.68-5.6n/an/a
64Standard Life Investments UK Opportunities Ret AccStandard Life Investments
113
168.500.12-6.349.922.9
65Standard Life Investments UK Opportunities Inst AccStandard Life Investments
113
186.000.72-5.653.327.7
66Standard Life Investments UK Ethical Ret Platform 1 AccStandard Life Investments
115
72.901.97-5.3n/an/a
67Standard Life Investments UK Ethical RetStandard Life Investments
115
119.701.17-6.049.778.4
68Standard Life Investments UK Ethical InstStandard Life Investments
115
131.901.99-5.353.185.2
69Standard Life Investments UK Equity Unconstrained Ret Platform 1 AccStandard Life Investments
128
89.931.52-2.8n/an/a
70Standard Life Investments UK Equity Unconstrained Ret AccStandard Life Investments
128
191.700.73-3.590.2107.8
71Standard Life Investments UK Equity Unconstrained Inst S AccStandard Life Investments
128
54.701.61-2.5n/an/a
72Standard Life Investments UK Equity Unconstrained Inst AccStandard Life Investments
128
209.401.75-2.695.9118.2
73Standard Life Investments UK Equity Recovery Ret Platform 1 AccStandard Life Investments
141
79.631.52-5.0n/an/a
74Standard Life Investments UK Equity Recovery Ret AccStandard Life Investments
141
152.100.80-5.666.942.5
75Standard Life Investments UK Equity Recovery Inst AccStandard Life Investments
141
158.901.62-4.971.048.2
  UK ALL COMPANIES PERFORMANCE      -1.339.453.2 

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.