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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

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

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5 year at least   %

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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: 85 funds

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85 funds
Rank ChartFund Group Focus FE Risk Score What is FE Risk Score?BidOfferYield 1y 3y 5y  
1[+]BPM Trust AccThesis Unit Trust Mgmt Ltd
54
11.10
(GBP)
0.009.634.244.2
2[+]First Arrow Diversified AccThesis Unit Trust Mgmt Ltd
62
139.200.008.035.8n/a
3[+]Glenhuntley Portfolio Trust AccThesis Unit Trust Mgmt Ltd
44
1,118.000.109.630.140.9
4[+]Hawthorn Portfolio IncThesis Unit Trust Mgmt Ltd
46
1,075.000.607.136.843.5
5[+]Latour Growth A 2009Thesis Unit Trust Mgmt Ltd
41
15.24
(GBP)
0.0010.032.144.9
6[+]Oceanic Australian Natural Resources GBPThesis Unit Trust Mgmt Ltd
193
46.070.20-48.4-73.5-68.1
7[+]Pippin Return A AccThesis Unit Trust Mgmt Ltd
35
12.23
(GBP)
0.009.521.7n/a
8[+]Quilter Cheviot Climate Assets A Ret AccThesis Unit Trust Mgmt Ltd
64
152.302.4912.138.8n/a
9[+]Quilter Cheviot Libero Balanced A Ret AccThesis Unit Trust Mgmt Ltd
64
127.101.128.430.3n/a
10[+]Quilter Cheviot Libero Cautious A Ret AccThesis Unit Trust Mgmt Ltd
33
125.100.607.015.3n/a
11[+]Quilter Cheviot Libero Strategic A Ret AccThesis Unit Trust Mgmt Ltd
52
131.900.438.623.1n/a
12[+]The Diversification ICVC B 2002Thesis Unit Trust Mgmt Ltd
62
1,458.000.5914.823.434.1
13[+]Thesis Abaco AccThesis Unit Trust Mgmt Ltd
53
187.300.3311.624.033.8
14[+]Thesis Balanced GrowthThesis Unit Trust Mgmt Ltd
46
1,442.021.305.822.839.8
15[+]Thesis Bryth IncThesis Unit Trust Mgmt Ltd
85
1.18
(CAD)
1.059.842.054.5
16[+]Thesis Charlotte Square Allweather A AccThesis Unit Trust Mgmt Ltd
57
127.400.105.222.127.4
17[+]Thesis Darin A AccThesis Unit Trust Mgmt Ltd
82
177.40181.000.0013.135.548.6
18[+]Thesis Destiny A IncThesis Unit Trust Mgmt Ltd
87
124.702.2010.631.553.6
19[+]Thesis Destiny B IncThesis Unit Trust Mgmt Ltd
87
120.601.406.938.762.2
20[+]Thesis Eden Investment AccThesis Unit Trust Mgmt Ltd
56
147.901.207.320.731.8
21[+]Thesis Eflynn International AccThesis Unit Trust Mgmt Ltd
70
138.70148.400.008.438.1n/a
22[+]Thesis Eldon AccThesis Unit Trust Mgmt Ltd
99
107.80
(USX)
115.70
(USX)
0.0010.170.5104.8
23[+]Thesis Farnborough Equity AccThesis Unit Trust Mgmt Ltd
116
125.302.106.250.7n/a
24[+]Thesis Headway A AccThesis Unit Trust Mgmt Ltd
40
157.70162.901.616.916.826.7
25[+]Thesis Iceberg AThesis Unit Trust Mgmt Ltd
47
146.800.038.317.428.1
26[+]Thesis iFunds Spectrum Green A AccThesis Unit Trust Mgmt Ltd
48
127.20n/a17.228.7n/a
27[+]Thesis iFunds Spectrum Indigo A AccThesis Unit Trust Mgmt Ltd
35
113.300.1010.014.0n/a
28[+]Thesis iFunds Spectrum Orange A AccThesis Unit Trust Mgmt Ltd
63
131.100.6421.137.1n/a
29[+]Thesis Juniper AccThesis Unit Trust Mgmt Ltd
67
181.301.3012.733.053.4
30[+]Thesis KES Diversified IncThesis Unit Trust Mgmt Ltd
81
213.90227.702.7010.634.447.4
31[+]Thesis KES Equity A IncThesis Unit Trust Mgmt Ltd
87
176.10189.701.708.134.147.1
32[+]Thesis KES Growth AccThesis Unit Trust Mgmt Ltd
69
154.10166.300.008.421.625.5
33[+]Thesis KES Income & Growth AccThesis Unit Trust Mgmt Ltd
44
153.90163.600.006.421.835.4
34[+]Thesis Lavaud AccThesis Unit Trust Mgmt Ltd
87
145.40
(USX)
154.30
(USX)
0.404.743.353.5
35[+]Thesis Lion Growth AccThesis Unit Trust Mgmt Ltd
70
162.20167.400.4511.635.643.2
36[+]Thesis Lockerley IncThesis Unit Trust Mgmt Ltd
60
122.200.9010.129.739.7
37[+]Thesis Oenoke AccThesis Unit Trust Mgmt Ltd
70
2,075.001.0014.830.044.8
38[+]Thesis Optima Balanced IncThesis Unit Trust Mgmt Ltd
49
121.00125.302.307.027.142.5
39[+]Thesis Optima Bond AccThesis Unit Trust Mgmt Ltd
30
147.80153.504.5012.526.642.9
40[+]Thesis Optima Growth IncThesis Unit Trust Mgmt Ltd
71
154.10159.000.307.333.948.3
41[+]Thesis Optima Income IncThesis Unit Trust Mgmt Ltd
24
94.7898.293.006.319.630.6
42[+]Thesis Optima Multi-Asset Strategy AccThesis Unit Trust Mgmt Ltd
38
106.00110.000.306.415.216.0
43[+]Thesis ORD AccThesis Unit Trust Mgmt Ltd
67
197.000.6015.136.458.2
44[+]Thesis Palm IncThesis Unit Trust Mgmt Ltd
75
127.30133.900.6015.328.552.5
45[+]Thesis PM A AccThesis Unit Trust Mgmt Ltd
63
175.70186.901.8012.831.253.6
46[+]Thesis Staderas AccThesis Unit Trust Mgmt Ltd
59
1,338.000.0011.839.7n/a
47[+]Thesis Stratford IncThesis Unit Trust Mgmt Ltd
64
132.801.208.727.243.9
48[+]Thesis Thameside ManagedThesis Unit Trust Mgmt Ltd
59
2,118.702,189.800.2011.328.252.3
49[+]Thesis The TM Lancewood AccThesis Unit Trust Mgmt Ltd
84
146.600.0012.343.9n/a
50[+]Thesis The Vinings AccThesis Unit Trust Mgmt Ltd
65
131.500.526.024.6n/a
51[+]Thesis TM Lime AccThesis Unit Trust Mgmt Ltd
53
119.100.009.8n/an/a
52[+]Thesis TM Sanditon European A AccThesis Unit Trust Mgmt Ltd
n/a
101.03n/an/an/an/a
53[+]Thesis TM Sanditon European Select A Acc GBPThesis Unit Trust Mgmt Ltd
n/a
97.05n/an/an/an/a
54[+]Thesis TM Sanditon UK Select A AccThesis Unit Trust Mgmt Ltd
n/a
100.92n/an/an/an/a
55[+]Thesis TrowbridgeThesis Unit Trust Mgmt Ltd
30
116.90
(GBP)
0.606.6n/an/a
56[+]Thesis Wharton IncThesis Unit Trust Mgmt Ltd
67
129.601.109.423.638.7
57[+]TM Balanced A2011Thesis Unit Trust Mgmt Ltd
46
13.46
(GBP)
0.3011.537.046.2
58[+]TM Balanced Return A Acc GBPThesis Unit Trust Mgmt Ltd
48
13.24
(GBP)
0.009.8n/an/a
59[+]TM Cartesian UK Enhanced Alpha A IncThesis Unit Trust Mgmt Ltd
90
111.900.001.537.991.7
60[+]TM Cartesian UK Opportunities A AccThesis Unit Trust Mgmt Ltd
90
108.200.001.135.455.3
61[+]TM Cerno Select A AccThesis Unit Trust Mgmt Ltd
n/a
1,123.000.007.8n/an/a
62[+]TM Cheviot Balanced A AccThesis Unit Trust Mgmt Ltd
65
135.200.106.932.247.6
63[+]TM Credit Suisse Balanced AccThesis Unit Trust Mgmt Ltd
n/a
107.70n/a7.5n/an/a
64[+]TM Fulcrum Diversified Growth A GBPThesis Unit Trust Mgmt Ltd
58
125.22
(GBP)
n/a5.626.328.2
65[+]TM Growth A2006Thesis Unit Trust Mgmt Ltd
47
15.22
(GBP)
0.2011.539.556.1
66[+]TM Levitas AThesis Unit Trust Mgmt Ltd
74
123.900.008.6n/an/a
67[+]TM Levitas BThesis Unit Trust Mgmt Ltd
32
118.702.006.6n/an/a
68[+]TM Managed A 2000Thesis Unit Trust Mgmt Ltd
42
10.90
(GBP)
0.0012.133.350.2
69[+]TM New Court A 2011Thesis Unit Trust Mgmt Ltd
40
13.26
(GBP)
0.0011.232.4n/a
70[+]TM New Court Equity GrowthThesis Unit Trust Mgmt Ltd
48
13.38
(GBP)
0.0012.839.858.2
71[+]TM OakThesis Unit Trust Mgmt Ltd
55
1,307.150.0013.035.661.1
72[+]TM Preservation A 2010 IncThesis Unit Trust Mgmt Ltd
44
13.00
(GBP)
0.4011.233.2n/a
73[+]TM Private Portfolio A2000 IncThesis Unit Trust Mgmt Ltd
48
11.23
(GBP)
0.1011.343.863.7
74[+]TM Progressive UK Smaller Companies BThesis Unit Trust Mgmt Ltd
75
163.700.00-1.729.968.7
75[+]TM Total Return A 2010Thesis Unit Trust Mgmt Ltd
43
12.73
(GBP)
0.008.631.2n/a

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.