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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      -1.634.659.2 
1Wesleyan Growth S2Wesleyan Unit Trust Mgrs Ltd
110
322.16338.320.00-2.3n/an/a
2Wesleyan GrowthWesleyan Unit Trust Mgrs Ltd
110
330.15346.602.00-2.134.958.6
3VT Maven Smart Dividend UK X AccValu-Trac Invest Mgmt Ltd
103
112.43n/a-1.722.440.6
4VT Maven Smart Dividend UK B AccValu-Trac Invest Mgmt Ltd
103
138.16n/a-1.926.549.3
5VT Maven Smart Dividend UK A AccValu-Trac Invest Mgmt Ltd
103
106.28n/a-1.920.137.8
6Vanguard FTSE UK Equity Index AccVanguard Investments UK Ltd
99
191.06
(GBP)
3.12-1.230.255.3
7Vanguard FTSE U.K. All Share Index Plus Acc GBPVanguard Investments UK Ltd
99
94.96
(GBP)
n/an/an/an/a
8Vanguard FTSE U.K. All Share Index AccVanguard Investments UK Ltd
99
149.25
(GBP)
3.12-1.230.2n/a
9Unicorn Outstanding British Companies RUnicorn Asset Management
90
203.670.48-5.034.696.7
10Unicorn Outstanding British Companies OUnicorn Asset Management
90
87.21n/an/an/an/a
11Unicorn Outstanding British Companies B InstUnicorn Asset Management
90
211.121.24-4.336.9101.7
12UBS UK Opportunities C AccUBS Asset Management
118
62.632.50-2.6n/an/a
13UBS UK Opportunities B AccUBS Asset Management
118
86.042.30-2.831.146.6
14UBS UK Opportunities A AccUBS Asset Management
118
79.561.80-3.328.942.2
15TM UBS UK Equity F AccThesis Unit Trust Mgmt Ltd
109
48.103.20-3.8n/an/a
16TM UBS UK Equity C AccThesis Unit Trust Mgmt Ltd
109
100.500.77n/an/an/a
17TM UBS UK Equity B AccThesis Unit Trust Mgmt Ltd
109
81.002.00-5.718.739.8
18TM UBS UK Equity A AccThesis Unit Trust Mgmt Ltd
109
57.801.80-5.917.838.2
19TM Cartesian UK Opportunities B AccThesis Unit Trust Mgmt Ltd
111
107.200.001.340.461.8
20TM Cartesian UK Opportunities A AccThesis Unit Trust Mgmt Ltd
111
106.200.000.636.754.4
21TM Cartesian UK Enhanced Alpha B AccThesis Unit Trust Mgmt Ltd
109
110.500.003.833.384.6
22TM Cartesian UK Enhanced Alpha A AccThesis Unit Trust Mgmt Ltd
109
110.700.003.939.993.8
23Threadneedle UK Z Acc GBPThreadneedle Inv Services Ltd
110
125.972.200.2n/an/a
24Threadneedle UK R USDThreadneedle Inv Services Ltd
110
1.54
(USD)
n/an/an/an/a
25Threadneedle UK R GBPThreadneedle Inv Services Ltd
110
0.95
(GBP)
n/an/an/an/a
26Threadneedle UK Mid 250 Z Acc GBPThreadneedle Inv Services Ltd
140
134.972.400.153.995.6
27Threadneedle UK Mid 250 Ret AccThreadneedle Inv Services Ltd
140
183.571.70-0.651.592.6
28Threadneedle UK Mid 250 Inst AccThreadneedle Inv Services Ltd
140
195.702.300.054.198.2
29Threadneedle UK Institutional Ret AccThreadneedle Inv Services Ltd
110
123.141.70-2.031.156.7
30Threadneedle UK Institutional Inst AccThreadneedle Inv Services Ltd
110
134.562.70-1.134.663.8
31Threadneedle UK Inst Acc GBPThreadneedle Inv Services Ltd
110
0.77
(GBP)
2.000.041.2n/a
32Threadneedle UK Growth Ret AccThreadneedle Inv Services Ltd
105
175.003.104.638.668.8
33Threadneedle UK Growth Ret 2 AccThreadneedle Inv Services Ltd
105
164.102.603.836.2n/a
34Threadneedle UK Growth InstThreadneedle Inv Services Ltd
105
211.303.505.040.572.6
35Threadneedle UK Extended Alpha Ret AccThreadneedle Inv Services Ltd
111
337.702.202.443.764.4
36Threadneedle UK Extended Alpha Inst AccThreadneedle Inv Services Ltd
111
358.292.702.846.068.8
37TB EEA UK Equity Market Ret AccEEA Fund Management Limited
125
168.622.993.6n/an/a
38TB EEA UK Equity Market I AccEEA Fund Management Limited
125
170.852.994.1n/an/a
39TB EEA UK Equity Market F AccEEA Fund Management Limited
125
171.802.984.7n/an/a
40SWIP UK Opportunities E EURSWIP
107
1.26
(EUR)
1.50-3.014.127.7
41SWIP UK Opportunities B GBPSWIP
107
816.702.20-9.94.917.1
42SWIP UK Opportunities A GBPSWIP
107
1,002.001.50-10.52.612.8
43SWIP UK Enhanced Equity C Acc GBPSWIP
103
131.303.00-0.5n/an/a
44SWIP UK Enhanced Equity B AccSWIP
103
102.103.10n/an/an/a
45SWIP UK Enhanced Equity A AccSWIP
103
156.602.30-1.325.149.3
46SWIP MultiManager UK Equity Growth X AccSWIP
114
174.302.301.139.272.1
47SWIP MultiManager UK Equity Growth B Acc GBPSWIP
114
102.201.90n/an/an/a
48SWIP MultiManager UK Equity Growth A AccSWIP
114
182.301.10-0.234.061.6
49SWIP MultiManager UK Equity Focus X AccSWIP
108
165.501.90-1.333.057.2
50SWIP MultiManager UK Equity Focus B Acc GBPSWIP
108
98.441.60n/an/an/a
51SWIP MultiManager UK Equity Focus A AccSWIP
108
175.600.80-2.328.648.6
52SWIP Foundation Growth L Acc GBPSWIP
107
121.003.00-1.1n/an/a
53SWIP Foundation Growth K AccSWIP
107
169.101.80-2.423.9n/a
54SWIP Foundation Growth D Acc GBPSWIP
107
133.602.90-1.3n/an/a
55SWIP Foundation Growth C Acc GBPSWIP
107
133.102.80-1.3n/an/a
56SWIP Foundation Growth B AccSWIP
107
134.603.10-1.0n/an/a
57SWIP Foundation Growth A AccSWIP
107
39.442.20-2.125.2n/a
58SVM UK Opportunities BSVM Asset Management Ltd
102
377.600.00-1.745.172.5
59SVM UK Opportunities ASVM Asset Management Ltd
102
345.300.00-2.441.966.2
60SVM UK Growth BSVM Asset Management Ltd
139
338.500.00-2.048.688.1
61SVM UK Growth ASVM Asset Management Ltd
139
315.200.00-2.745.481.0
62Standard Life TM UK Equity General AccStandard Life Trust Management
111
223.50223.502.74-3.527.946.3
63Standard Life Investments UK Opportunities Ret Platform 1 AccStandard Life Investments
120
75.620.68-5.7n/an/a
64Standard Life Investments UK Opportunities Ret AccStandard Life Investments
120
169.300.12-6.447.628.6
65Standard Life Investments UK Opportunities Inst AccStandard Life Investments
120
186.800.72-5.750.933.7
66Standard Life Investments UK Ethical Ret Platform 1 AccStandard Life Investments
120
72.681.97-5.2n/an/a
67Standard Life Investments UK Ethical RetStandard Life Investments
120
119.301.17-5.941.687.2
68Standard Life Investments UK Ethical InstStandard Life Investments
120
131.501.99-5.244.894.3
69Standard Life Investments UK Equity Unconstrained Ret Platform 1 AccStandard Life Investments
134
89.491.52-3.0n/an/a
70Standard Life Investments UK Equity Unconstrained Ret AccStandard Life Investments
134
190.700.73-3.774.6123.3
71Standard Life Investments UK Equity Unconstrained Inst S AccStandard Life Investments
134
54.431.61-2.7n/an/a
72Standard Life Investments UK Equity Unconstrained Inst AccStandard Life Investments
134
208.401.75-2.880.0134.6
73Standard Life Investments UK Equity Recovery Ret Platform 1 AccStandard Life Investments
144
79.331.52-5.1n/an/a
74Standard Life Investments UK Equity Recovery Ret AccStandard Life Investments
144
151.500.80-5.852.052.4
75Standard Life Investments UK Equity Recovery Inst AccStandard Life Investments
144
158.301.62-5.055.758.5
  UK ALL COMPANIES PERFORMANCE      -1.634.659.2 

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.