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Performance

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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 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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Fund performance league table: 86 funds

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86 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
53
10.73
(GBP)
0.403.221.239.1
2[+]First Arrow Diversified AccThesis Unit Trust Mgmt Ltd
58
143.100.0010.734.0n/a
3[+]Glenhuntley Portfolio Trust AccThesis Unit Trust Mgmt Ltd
43
1,089.000.108.824.736.8
4[+]Hawthorn Portfolio IncThesis Unit Trust Mgmt Ltd
44
1,049.000.808.731.941.6
5[+]Latour Growth A 2009Thesis Unit Trust Mgmt Ltd
40
14.72
(GBP)
0.006.225.440.1
6[+]Pippin Return A AccThesis Unit Trust Mgmt Ltd
38
11.92
(GBP)
0.004.016.4n/a
7[+]Quilter Cheviot Climate Assets A Ret AccThesis Unit Trust Mgmt Ltd
57
145.702.490.823.345.3
8[+]Quilter Cheviot Libero Balanced A Ret AccThesis Unit Trust Mgmt Ltd
57
123.901.120.121.4n/a
9[+]Quilter Cheviot Libero Cautious A Ret AccThesis Unit Trust Mgmt Ltd
34
121.900.600.89.1n/a
10[+]Quilter Cheviot Libero Strategic A Ret AccThesis Unit Trust Mgmt Ltd
49
128.600.430.914.9n/a
11[+]The Diversification ICVC B 2002Thesis Unit Trust Mgmt Ltd
61
1,349.800.590.811.820.3
12[+]Thesis Abaco AccThesis Unit Trust Mgmt Ltd
52
180.500.330.316.725.7
13[+]Thesis Balanced GrowthThesis Unit Trust Mgmt Ltd
40
1,376.291.300.515.235.4
14[+]Thesis Bryth IncThesis Unit Trust Mgmt Ltd
80
1.12
(CAD)
1.05-16.83.214.6
15[+]Thesis Charlotte Square Allweather A AccThesis Unit Trust Mgmt Ltd
50
131.100.104.722.932.5
16[+]Thesis Darin A AccThesis Unit Trust Mgmt Ltd
75
168.20171.700.00-2.524.236.9
17[+]Thesis Destiny A IncThesis Unit Trust Mgmt Ltd
80
118.402.20-4.618.938.5
18[+]Thesis Destiny B IncThesis Unit Trust Mgmt Ltd
79
115.001.40-3.525.151.1
19[+]Thesis Eden Investment AccThesis Unit Trust Mgmt Ltd
49
143.001.20-2.913.822.6
20[+]Thesis Eflynn International AccThesis Unit Trust Mgmt Ltd
63
132.80142.300.00-3.323.5n/a
21[+]Thesis Eldon AccThesis Unit Trust Mgmt Ltd
74
121.30
(USX)
130.40
(USX)
0.0025.974.6124.2
22[+]Thesis Farnborough Equity AccThesis Unit Trust Mgmt Ltd
98
132.902.107.755.0n/a
23[+]Thesis Fulcrum Diversified Core Absolute Return C Acc GBPThesis Unit Trust Mgmt Ltd
n/a
101.18
(GBP)
n/an/an/an/a
24[+]Thesis Headway A AccThesis Unit Trust Mgmt Ltd
38
154.90160.301.611.715.621.2
25[+]Thesis Iceberg AThesis Unit Trust Mgmt Ltd
45
142.200.031.816.420.1
26[+]Thesis iFunds Spectrum Green A AccThesis Unit Trust Mgmt Ltd
51
122.60n/a4.227.6n/a
27[+]Thesis iFunds Spectrum Indigo A AccThesis Unit Trust Mgmt Ltd
34
109.800.102.112.7n/a
28[+]Thesis iFunds Spectrum Orange A AccThesis Unit Trust Mgmt Ltd
61
124.300.644.636.4n/a
29[+]Thesis Juniper AccThesis Unit Trust Mgmt Ltd
58
179.701.302.527.246.9
30[+]Thesis KES Diversified IncThesis Unit Trust Mgmt Ltd
71
208.80222.402.70-0.225.839.7
31[+]Thesis KES Equity A IncThesis Unit Trust Mgmt Ltd
79
165.60178.401.70-4.822.236.8
32[+]Thesis KES Growth AccThesis Unit Trust Mgmt Ltd
62
148.90160.800.00-2.114.418.7
33[+]Thesis KES Income & Growth AccThesis Unit Trust Mgmt Ltd
41
151.50161.100.001.414.430.6
34[+]Thesis Lavaud AccThesis Unit Trust Mgmt Ltd
80
140.40
(USX)
149.00
(USX)
0.400.535.846.7
35[+]Thesis Lion Growth AccThesis Unit Trust Mgmt Ltd
67
156.90162.000.45-2.026.232.4
36[+]Thesis Lockerley IncThesis Unit Trust Mgmt Ltd
56
116.800.90-0.519.133.6
37[+]Thesis Oenoke AccThesis Unit Trust Mgmt Ltd
64
2,018.001.000.919.737.9
38[+]Thesis Optima Balanced IncThesis Unit Trust Mgmt Ltd
43
117.10121.302.300.218.434.3
39[+]Thesis Optima Bond AccThesis Unit Trust Mgmt Ltd
26
143.60148.704.503.914.628.9
40[+]Thesis Optima Growth IncThesis Unit Trust Mgmt Ltd
63
151.30156.300.30-0.725.239.8
41[+]Thesis Optima Income IncThesis Unit Trust Mgmt Ltd
21
92.1495.543.001.613.023.4
42[+]Thesis Optima Multi-Asset Strategy AccThesis Unit Trust Mgmt Ltd
33
104.50108.300.300.910.913.5
43[+]Thesis ORD AccThesis Unit Trust Mgmt Ltd
62
195.700.603.031.349.3
44[+]Thesis Palm IncThesis Unit Trust Mgmt Ltd
68
119.80126.100.60-3.214.534.0
45[+]Thesis PM A AccThesis Unit Trust Mgmt Ltd
55
169.00179.801.800.220.944.8
46[+]Thesis Staderas AccThesis Unit Trust Mgmt Ltd
51
1,320.000.007.435.0n/a
47[+]Thesis Stratford IncThesis Unit Trust Mgmt Ltd
58
126.201.20-2.815.935.7
48[+]Thesis Thameside ManagedThesis Unit Trust Mgmt Ltd
52
2,058.102,127.200.201.121.739.0
49[+]Thesis The TM Lancewood AccThesis Unit Trust Mgmt Ltd
71
142.400.000.630.7n/a
50[+]Thesis The Vinings AccThesis Unit Trust Mgmt Ltd
55
129.000.52-0.918.4n/a
51[+]Thesis TM Lime AccThesis Unit Trust Mgmt Ltd
48
115.300.000.013.0n/a
52[+]Thesis TM Sanditon European A AccThesis Unit Trust Mgmt Ltd
n/a
101.30n/an/an/an/a
53[+]Thesis TM Sanditon European Select A Acc GBPThesis Unit Trust Mgmt Ltd
n/a
95.94n/a-4.4n/an/a
54[+]Thesis TM Sanditon UK A AccThesis Unit Trust Mgmt Ltd
n/a
91.910.00n/an/an/a
55[+]Thesis TM Sanditon UK Select A AccThesis Unit Trust Mgmt Ltd
n/a
105.20n/an/an/an/a
56[+]Thesis TrowbridgeThesis Unit Trust Mgmt Ltd
31
117.20
(GBP)
0.605.517.9n/a
57[+]Thesis Wharton IncThesis Unit Trust Mgmt Ltd
60
124.601.10-0.315.734.1
58[+]TM Balanced A2011Thesis Unit Trust Mgmt Ltd
44
13.07
(GBP)
0.307.830.841.7
59[+]TM Balanced Return A Acc GBPThesis Unit Trust Mgmt Ltd
46
12.68
(GBP)
0.002.420.225.6
60[+]TM Cartesian UK Enhanced Alpha A IncThesis Unit Trust Mgmt Ltd
71
113.200.00-0.626.665.7
61[+]TM Cartesian UK Opportunities A AccThesis Unit Trust Mgmt Ltd
72
112.800.002.329.354.3
62[+]TM Cerno Select B AccThesis Unit Trust Mgmt Ltd
52
1,115.000.005.0n/an/a
63[+]TM Credit Suisse Balanced AccThesis Unit Trust Mgmt Ltd
42
104.40n/a-0.1n/an/a
64[+]TM Fulcrum Diversified Absolute Return C Acc GBPThesis Unit Trust Mgmt Ltd
43
119.52
(GBP)
n/a3.719.6n/a
65[+]TM Fulcrum Diversified Growth A GBPThesis Unit Trust Mgmt Ltd
55
124.84
(GBP)
n/a1.421.128.8
66[+]TM Growth A2006Thesis Unit Trust Mgmt Ltd
46
14.87
(GBP)
0.209.934.952.6
67[+]TM Levitas AThesis Unit Trust Mgmt Ltd
68
119.100.00-1.816.0n/a
68[+]TM Levitas BThesis Unit Trust Mgmt Ltd
31
115.502.00-0.213.5n/a
69[+]TM Managed A 2000Thesis Unit Trust Mgmt Ltd
42
10.50
(GBP)
0.004.423.241.9
70[+]TM New Court A 2011Thesis Unit Trust Mgmt Ltd
39
12.89
(GBP)
0.005.324.1n/a
71[+]TM New Court Equity GrowthThesis Unit Trust Mgmt Ltd
46
13.00
(GBP)
0.006.130.853.2
72[+]TM OakThesis Unit Trust Mgmt Ltd
53
1,256.760.003.726.349.8
73[+]TM Preservation A 2010 IncThesis Unit Trust Mgmt Ltd
42
12.66
(GBP)
0.404.924.4n/a
74[+]TM Private Portfolio A2000 IncThesis Unit Trust Mgmt Ltd
45
10.96
(GBP)
0.105.133.956.1
75[+]TM Progressive UK Smaller Companies BThesis Unit Trust Mgmt Ltd
65
163.600.000.922.554.8

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.

Data provided by FE. Care has been taken to ensure that the information is correct, but FE neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.