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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      -3.237.250.0 
1Wesleyan Growth S2Wesleyan Unit Trust Mgrs Ltd
107
316.13331.960.00-3.0n/an/a
2Wesleyan GrowthWesleyan Unit Trust Mgrs Ltd
107
323.94340.081.90-2.738.551.7
3VT Maven Smart Dividend UK X AccValu-Trac Invest Mgmt Ltd
100
110.58n/a-1.426.135.8
4VT Maven Smart Dividend UK B AccValu-Trac Invest Mgmt Ltd
100
135.92n/a-1.530.344.2
5VT Maven Smart Dividend UK A AccValu-Trac Invest Mgmt Ltd
100
104.56n/a-1.523.733.1
6Vanguard FTSE UK Equity Index AccVanguard Investments UK Ltd
99
188.38
(GBP)
3.12-1.033.649.0
7Vanguard FTSE U.K. All Share Index Plus Acc GBPVanguard Investments UK Ltd
99
93.62
(GBP)
n/an/an/an/a
8Vanguard FTSE U.K. All Share Index AccVanguard Investments UK Ltd
99
147.16
(GBP)
3.12-1.033.5n/a
9Unicorn Outstanding British Companies RUnicorn Asset Management
90
201.180.49-6.238.389.4
10Unicorn Outstanding British Companies OUnicorn Asset Management
90
86.15n/an/an/an/a
11Unicorn Outstanding British Companies B InstUnicorn Asset Management
90
208.511.26-5.440.794.2
12UBS UK Opportunities C AccUBS Asset Management
114
61.562.60-3.2n/an/a
13UBS UK Opportunities B AccUBS Asset Management
114
84.582.30-3.434.640.3
14UBS UK Opportunities A AccUBS Asset Management
114
78.211.80-3.932.436.2
15TM UBS UK Equity F AccThesis Unit Trust Mgmt Ltd
109
47.303.20n/an/an/a
16TM UBS UK Equity C AccThesis Unit Trust Mgmt Ltd
109
98.800.77n/an/an/a
17TM UBS UK Equity B AccThesis Unit Trust Mgmt Ltd
109
79.702.00-6.122.434.7
18TM UBS UK Equity A AccThesis Unit Trust Mgmt Ltd
109
56.801.80-6.421.333.1
19TM Cartesian UK Opportunities B AccThesis Unit Trust Mgmt Ltd
105
104.000.00-0.841.553.0
20TM Cartesian UK Opportunities A AccThesis Unit Trust Mgmt Ltd
105
103.000.00-1.537.746.0
21TM Cartesian UK Enhanced Alpha B AccThesis Unit Trust Mgmt Ltd
104
107.000.001.430.973.8
22TM Cartesian UK Enhanced Alpha A AccThesis Unit Trust Mgmt Ltd
104
107.100.001.637.582.5
23Threadneedle UK Z Acc GBPThreadneedle Inv Services Ltd
107
123.822.20-0.2n/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
0.94
(GBP)
n/an/an/an/a
26Threadneedle UK Mid 250 Z Acc GBPThreadneedle Inv Services Ltd
134
131.832.40-2.257.781.7
27Threadneedle UK Mid 250 Ret AccThreadneedle Inv Services Ltd
134
179.321.70-2.955.378.9
28Threadneedle UK Mid 250 Inst AccThreadneedle Inv Services Ltd
134
191.152.30-2.458.084.1
29Threadneedle UK Institutional Ret AccThreadneedle Inv Services Ltd
108
121.081.80-2.437.148.9
30Threadneedle UK Institutional Inst AccThreadneedle Inv Services Ltd
108
132.282.70-1.640.855.7
31Threadneedle UK Inst Acc GBPThreadneedle Inv Services Ltd
107
0.76
(GBP)
2.00-0.446.7n/a
32Threadneedle UK Growth Ret AccThreadneedle Inv Services Ltd
104
170.903.103.642.860.3
33Threadneedle UK Growth Ret 2 AccThreadneedle Inv Services Ltd
104
160.302.602.840.4n/a
34Threadneedle UK Growth InstThreadneedle Inv Services Ltd
104
206.303.504.044.764.0
35Threadneedle UK Extended Alpha Ret AccThreadneedle Inv Services Ltd
108
331.022.202.048.254.7
36Threadneedle UK Extended Alpha Inst AccThreadneedle Inv Services Ltd
108
351.172.702.550.658.9
37TB EEA UK Equity Market Ret AccEEA Fund Management Limited
122
164.973.061.5n/an/a
38TB EEA UK Equity Market I AccEEA Fund Management Limited
122
167.143.052.1n/an/a
39TB EEA UK Equity Market F AccEEA Fund Management Limited
122
168.053.052.6n/an/a
40SWIP UK Opportunities E EURSWIP
106
1.24
(EUR)
1.50-4.615.723.2
41SWIP UK Opportunities B GBPSWIP
106
807.602.20-10.37.512.1
42SWIP UK Opportunities A GBPSWIP
106
991.001.50-11.05.18.0
43SWIP UK Enhanced Equity C Acc GBPSWIP
101
128.703.00-0.7n/an/a
44SWIP UK Enhanced Equity B AccSWIP
101
100.103.10n/an/an/a
45SWIP UK Enhanced Equity A AccSWIP
101
153.502.30-1.528.643.2
46SWIP MultiManager UK Equity Growth X AccSWIP
111
171.202.300.543.663.7
47SWIP MultiManager UK Equity Growth B Acc GBPSWIP
111
100.401.90n/an/an/a
48SWIP MultiManager UK Equity Growth A AccSWIP
111
179.101.10-0.838.353.6
49SWIP MultiManager UK Equity Focus X AccSWIP
106
162.601.90-2.036.948.9
50SWIP MultiManager UK Equity Focus B Acc GBPSWIP
106
96.711.60n/an/an/a
51SWIP MultiManager UK Equity Focus A AccSWIP
106
172.600.80-3.132.440.8
52SWIP Foundation Growth L Acc GBPSWIP
105
118.603.00-1.4n/an/a
53SWIP Foundation Growth K AccSWIP
105
165.701.80-2.827.5n/a
54SWIP Foundation Growth D Acc GBPSWIP
105
130.902.90-1.7n/an/a
55SWIP Foundation Growth C Acc GBPSWIP
105
130.402.80-1.7n/an/a
56SWIP Foundation Growth B AccSWIP
105
131.903.10-1.4n/an/a
57SWIP Foundation Growth A AccSWIP
105
38.662.20-2.429.0n/a
58SVM UK Opportunities BSVM Asset Management Ltd
99
372.000.00-2.849.059.3
59SVM UK Opportunities ASVM Asset Management Ltd
99
340.200.00-3.645.753.5
60SVM UK Growth BSVM Asset Management Ltd
136
331.300.00-3.453.570.0
61SVM UK Growth ASVM Asset Management Ltd
136
308.500.00-4.250.063.7
62Standard Life TM UK Equity General AccStandard Life Trust Management
106
218.30218.302.47-5.234.037.0
63Standard Life Investments UK Opportunities Ret Platform 1 AccStandard Life Investments
113
73.900.62-6.7n/an/a
64Standard Life Investments UK Opportunities Ret AccStandard Life Investments
113
165.400.11-7.448.919.3
65Standard Life Investments UK Opportunities Inst AccStandard Life Investments
113
182.600.65-6.752.324.0
66Standard Life Investments UK Ethical Ret Platform 1 AccStandard Life Investments
115
70.841.80-7.8n/an/a
67Standard Life Investments UK Ethical RetStandard Life Investments
115
116.301.07-8.547.971.4
68Standard Life Investments UK Ethical InstStandard Life Investments
115
128.201.82-7.851.478.0
69Standard Life Investments UK Equity Unconstrained Ret Platform 1 AccStandard Life Investments
128
87.161.37-5.7n/an/a
70Standard Life Investments UK Equity Unconstrained Ret AccStandard Life Investments
128
185.800.66-6.489.097.5
71Standard Life Investments UK Equity Unconstrained Inst S AccStandard Life Investments
128
53.011.65-5.3n/an/a
72Standard Life Investments UK Equity Unconstrained Inst AccStandard Life Investments
128
203.001.58-5.494.6107.5
73Standard Life Investments UK Equity Recovery Ret Platform 1 AccStandard Life Investments
141
77.491.34-7.3n/an/a
74Standard Life Investments UK Equity Recovery Ret AccStandard Life Investments
141
148.000.71-8.066.837.0
75Standard Life Investments UK Equity Recovery Inst AccStandard Life Investments
141
154.601.43-7.270.842.5
  UK ALL COMPANIES PERFORMANCE      -3.237.250.0 

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.