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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

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Performance

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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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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
65
10.66
(GBP)
0.404.136.236.0
2[+]Glenhuntley Portfolio Trust AccThesis Unit Trust Mgmt Ltd
49
1,060.000.204.724.434.7
3[+]Hawthorn Portfolio IncThesis Unit Trust Mgmt Ltd
56
1,029.000.604.532.939.6
4[+]Latour Growth A 2009Thesis Unit Trust Mgmt Ltd
49
14.52
(GBP)
0.005.128.838.2
5[+]Oceanic Australian Natural Resources GBPThesis Unit Trust Mgmt Ltd
210
60.320.20-36.3-60.6-57.8
6[+]Pippin Return A AccThesis Unit Trust Mgmt Ltd
39
11.72
(GBP)
0.003.617.3n/a
7[+]Quilter Cheviot Climate Assets A Ret AccThesis Unit Trust Mgmt Ltd
75
147.502.497.542.7n/a
8[+]Quilter Cheviot Libero Balanced A Ret AccThesis Unit Trust Mgmt Ltd
73
123.801.124.434.2n/a
9[+]Quilter Cheviot Libero Cautious A Ret AccThesis Unit Trust Mgmt Ltd
36
121.200.603.414.9n/a
10[+]Quilter Cheviot Libero Strategic A Ret AccThesis Unit Trust Mgmt Ltd
61
127.800.434.225.3n/a
11[+]The Diversification ICVC B 2002Thesis Unit Trust Mgmt Ltd
68
1,411.000.596.422.833.7
12[+]Thesis Abaco AccThesis Unit Trust Mgmt Ltd
64
181.700.336.125.528.8
13[+]Thesis Balanced GrowthThesis Unit Trust Mgmt Ltd
51
1,413.681.302.222.738.2
14[+]Thesis Bryth IncThesis Unit Trust Mgmt Ltd
101
1.16
(CAD)
1.0511.446.651.7
15[+]Thesis Charlotte Square Allweather A AccThesis Unit Trust Mgmt Ltd
69
125.300.103.623.4n/a
16[+]Thesis Darin A AccThesis Unit Trust Mgmt Ltd
98
171.90175.400.007.640.242.8
17[+]Thesis Destiny A IncThesis Unit Trust Mgmt Ltd
95
123.402.208.842.355.4
18[+]Thesis Destiny B IncThesis Unit Trust Mgmt Ltd
99
117.101.405.247.458.0
19[+]Thesis Eden Investment AccThesis Unit Trust Mgmt Ltd
67
146.701.205.224.130.2
20[+]Thesis Eflynn International AccThesis Unit Trust Mgmt Ltd
84
135.60145.100.004.041.1n/a
21[+]Thesis Eldon AccThesis Unit Trust Mgmt Ltd
125
108.40
(USX)
116.30
(USX)
0.0018.671.0104.5
22[+]Thesis Farnborough Equity AccThesis Unit Trust Mgmt Ltd
132
121.602.104.563.9n/a
23[+]Thesis Headway A AccThesis Unit Trust Mgmt Ltd
44
153.70158.801.612.515.324.4
24[+]Thesis Iceberg AThesis Unit Trust Mgmt Ltd
57
144.000.034.315.523.7
25[+]Thesis iFunds Spectrum Green A AccThesis Unit Trust Mgmt Ltd
59
121.10n/a9.523.3n/a
26[+]Thesis iFunds Spectrum Indigo A AccThesis Unit Trust Mgmt Ltd
43
109.400.104.410.6n/a
27[+]Thesis iFunds Spectrum Orange A AccThesis Unit Trust Mgmt Ltd
74
124.200.6414.330.9n/a
28[+]Thesis Juniper AccThesis Unit Trust Mgmt Ltd
76
178.001.309.535.349.2
29[+]Thesis KES Diversified IncThesis Unit Trust Mgmt Ltd
91
210.20223.802.708.241.044.1
30[+]Thesis KES Equity A IncThesis Unit Trust Mgmt Ltd
100
177.30191.001.708.245.347.1
31[+]Thesis KES Growth AccThesis Unit Trust Mgmt Ltd
79
152.80164.800.006.325.522.6
32[+]Thesis KES Income & Growth AccThesis Unit Trust Mgmt Ltd
50
149.90159.300.003.020.330.2
33[+]Thesis Lavaud AccThesis Unit Trust Mgmt Ltd
105
146.40
(USX)
155.40
(USX)
0.406.754.352.5
34[+]Thesis Lion Growth AccThesis Unit Trust Mgmt Ltd
82
159.80164.800.458.739.242.6
35[+]Thesis Lockerley IncThesis Unit Trust Mgmt Ltd
68
118.800.906.431.836.9
36[+]Thesis London Bridge Inst IncThesis Unit Trust Mgmt Ltd
50
118.40126.002.104.517.836.6
37[+]Thesis Oenoke AccThesis Unit Trust Mgmt Ltd
76
2,041.001.009.836.044.4
38[+]Thesis Optima Balanced IncThesis Unit Trust Mgmt Ltd
57
118.90123.102.305.830.440.3
39[+]Thesis Optima Bond AccThesis Unit Trust Mgmt Ltd
36
140.60146.004.508.323.839.3
40[+]Thesis Optima Growth IncThesis Unit Trust Mgmt Ltd
83
150.90155.800.306.338.345.9
41[+]Thesis Optima Income IncThesis Unit Trust Mgmt Ltd
29
93.2996.743.004.821.028.4
42[+]Thesis Optima Multi-Asset Strategy AccThesis Unit Trust Mgmt Ltd
45
103.80107.600.305.014.913.7
43[+]Thesis ORD AccThesis Unit Trust Mgmt Ltd
81
193.700.6011.640.854.6
44[+]Thesis Palm IncThesis Unit Trust Mgmt Ltd
73
124.00130.400.607.028.547.9
45[+]Thesis PM A AccThesis Unit Trust Mgmt Ltd
73
171.10182.001.807.736.048.0
46[+]Thesis Staderas AccThesis Unit Trust Mgmt Ltd
72
1,298.000.009.536.0n/a
47[+]Thesis Stratford IncThesis Unit Trust Mgmt Ltd
73
130.101.205.131.742.0
48[+]Thesis Thameside ManagedThesis Unit Trust Mgmt Ltd
73
2,058.202,130.900.206.729.847.4
49[+]Thesis The TM Lancewood AccThesis Unit Trust Mgmt Ltd
101
144.900.007.2n/an/a
50[+]Thesis The Vinings AccThesis Unit Trust Mgmt Ltd
74
128.600.523.0n/an/a
51[+]Thesis TM Lime AccThesis Unit Trust Mgmt Ltd
60
117.100.004.7n/an/a
52[+]Thesis TM Sanditon European A AccThesis Unit Trust Mgmt Ltd
n/a
97.78n/an/an/an/a
53[+]Thesis TM Sanditon European Select A Acc GBPThesis Unit Trust Mgmt Ltd
n/a
97.76n/an/an/an/a
54[+]Thesis TrowbridgeThesis Unit Trust Mgmt Ltd
36
113.70
(GBP)
0.603.9n/an/a
55[+]Thesis Wharton IncThesis Unit Trust Mgmt Ltd
72
125.901.104.226.435.9
56[+]TM Balanced A2011Thesis Unit Trust Mgmt Ltd
55
12.75
(GBP)
0.305.732.937.4
57[+]TM Balanced Return A Acc GBPThesis Unit Trust Mgmt Ltd
51
12.67
(GBP)
0.004.2n/an/a
58[+]TM Cartesian UK Enhanced Alpha A IncThesis Unit Trust Mgmt Ltd
108
112.100.004.648.688.9
59[+]TM Cartesian UK Opportunities A AccThesis Unit Trust Mgmt Ltd
109
108.900.003.149.154.7
60[+]TM Cerno Select A AccThesis Unit Trust Mgmt Ltd
n/a
1,100.000.005.6n/an/a
61[+]TM Cheviot Balanced A AccThesis Unit Trust Mgmt Ltd
76
132.200.104.935.545.1
62[+]TM Credit Suisse Balanced AccThesis Unit Trust Mgmt Ltd
n/a
105.70n/a3.7n/an/a
63[+]TM Fulcrum Diversified Growth A GBPThesis Unit Trust Mgmt Ltd
66
123.03
(GBP)
n/a3.629.231.4
64[+]TM Growth A2006Thesis Unit Trust Mgmt Ltd
56
14.41
(GBP)
0.206.035.249.8
65[+]TM Levitas AThesis Unit Trust Mgmt Ltd
87
120.400.005.5n/an/a
66[+]TM Levitas BThesis Unit Trust Mgmt Ltd
37
115.702.005.7n/an/a
67[+]TM Managed A 2000Thesis Unit Trust Mgmt Ltd
49
10.41
(GBP)
0.004.929.145.8
68[+]TM New Court A 2011Thesis Unit Trust Mgmt Ltd
46
12.62
(GBP)
0.005.129.0n/a
69[+]TM New Court Equity GrowthThesis Unit Trust Mgmt Ltd
58
12.67
(GBP)
0.205.738.250.1
70[+]TM OakThesis Unit Trust Mgmt Ltd
63
1,273.250.007.636.856.8
71[+]TM Preservation A 2010 IncThesis Unit Trust Mgmt Ltd
49
12.37
(GBP)
0.404.728.8n/a
72[+]TM Private Portfolio A2000 IncThesis Unit Trust Mgmt Ltd
57
10.70
(GBP)
0.304.740.154.7
73[+]TM Progressive UK Smaller Companies BThesis Unit Trust Mgmt Ltd
89
157.000.00-4.129.963.0
74[+]TM Total Return A 2010Thesis Unit Trust Mgmt Ltd
51
12.28
(GBP)
0.003.229.9n/a
75[+]TM UBS Global Balanced B AccThesis Unit Trust Mgmt Ltd
51
128.000.205.327.5n/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.