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Performance

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Ratio

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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: 82 funds

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82 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
51
10.48
(GBP)
0.40-5.39.723.1
2[+]Climate Assets A Ret AccThesis Unit Trust Mgmt Ltd
52
140.802.49-6.812.624.0
3[+]First Arrow Diversified AccThesis Unit Trust Mgmt Ltd
47
146.100.002.124.6n/a
4[+]Glenhuntley Portfolio Trust AccThesis Unit Trust Mgmt Ltd
38
1,066.000.10-4.710.520.6
5[+]Hawthorn Portfolio IncThesis Unit Trust Mgmt Ltd
42
1,015.000.80-4.413.026.0
6[+]Latour Growth A 2009Thesis Unit Trust Mgmt Ltd
31
14.11
(GBP)
0.00-5.810.321.1
7[+]Libero Balanced A Ret AccThesis Unit Trust Mgmt Ltd
52
117.501.12-7.87.7n/a
8[+]Libero Cautious A Ret AccThesis Unit Trust Mgmt Ltd
30
121.400.60-2.06.720.3
9[+]Libero Strategic A Ret AccThesis Unit Trust Mgmt Ltd
45
122.300.43-7.23.614.0
10[+]Pippin Return A AccThesis Unit Trust Mgmt Ltd
32
11.52
(GBP)
0.00-5.55.8n/a
11[+]The Diversification ICVC B 2002Thesis Unit Trust Mgmt Ltd
57
1,430.400.59-0.712.228.0
12[+]Thesis Abaco AccThesis Unit Trust Mgmt Ltd
48
173.700.33-6.95.28.8
13[+]Thesis Balanced GrowthThesis Unit Trust Mgmt Ltd
39
1,346.181.30-3.86.014.0
14[+]Thesis Bryth IncThesis Unit Trust Mgmt Ltd
77
1.03
(CAD)
1.05-16.0-9.4-5.8
15[+]Thesis Charlotte Square Allweather A AccThesis Unit Trust Mgmt Ltd
40
123.500.10-3.28.013.8
16[+]Thesis Darin A AccThesis Unit Trust Mgmt Ltd
71
160.40163.703.10-9.68.516.2
17[+]Thesis Destiny A IncThesis Unit Trust Mgmt Ltd
73
110.102.20-10.15.815.8
18[+]Thesis Destiny B IncThesis Unit Trust Mgmt Ltd
72
106.901.40-9.78.822.5
19[+]Thesis Eden Investment AccThesis Unit Trust Mgmt Ltd
50
134.101.20-9.60.85.4
20[+]Thesis Eflynn International AccThesis Unit Trust Mgmt Ltd
58
128.30137.300.00-7.89.719.6
21[+]Thesis Eldon AccThesis Unit Trust Mgmt Ltd
64
109.00
(USX)
117.40
(USX)
0.005.756.087.6
22[+]Thesis Farnborough Equity AccThesis Unit Trust Mgmt Ltd
84
114.202.10-11.111.4n/a
23[+]Thesis Headway A AccThesis Unit Trust Mgmt Ltd
34
150.60156.001.61-4.16.011.4
24[+]Thesis Iceberg AThesis Unit Trust Mgmt Ltd
41
139.400.03-4.17.05.8
25[+]Thesis iFunds Spectrum Green A AccThesis Unit Trust Mgmt Ltd
37
120.30n/a-4.016.1n/a
26[+]Thesis iFunds Spectrum Indigo A AccThesis Unit Trust Mgmt Ltd
25
107.100.10-4.25.4n/a
27[+]Thesis iFunds Spectrum Orange A AccThesis Unit Trust Mgmt Ltd
47
119.800.64-6.619.6n/a
28[+]Thesis Juniper AccThesis Unit Trust Mgmt Ltd
52
172.701.30-5.315.326.3
29[+]Thesis KES Diversified IncThesis Unit Trust Mgmt Ltd
65
196.60209.502.70-6.911.514.8
30[+]Thesis KES Equity A IncThesis Unit Trust Mgmt Ltd
73
152.10163.801.70-12.03.16.5
31[+]Thesis KES Growth AccThesis Unit Trust Mgmt Ltd
55
147.20159.000.00-3.68.22.8
32[+]Thesis KES Income & Growth AccThesis Unit Trust Mgmt Ltd
36
142.50151.500.00-7.02.112.2
33[+]Thesis Lavaud AccThesis Unit Trust Mgmt Ltd
75
127.30
(USX)
135.10
(USX)
0.40-8.117.028.2
34[+]Thesis Lion Growth AccThesis Unit Trust Mgmt Ltd
70
141.50145.800.45-13.44.612.3
35[+]Thesis Lockerley IncThesis Unit Trust Mgmt Ltd
51
110.900.90-7.47.616.8
36[+]Thesis Oenoke AccThesis Unit Trust Mgmt Ltd
57
1,925.001.00-7.79.822.2
37[+]Thesis Optima Balanced IncThesis Unit Trust Mgmt Ltd
40
109.80113.802.30-6.86.617.9
38[+]Thesis Optima Growth IncThesis Unit Trust Mgmt Ltd
60
138.70143.200.30-10.56.314.7
39[+]Thesis Optima Income IncThesis Unit Trust Mgmt Ltd
20
88.9192.153.00-3.26.617.1
40[+]Thesis ORD AccThesis Unit Trust Mgmt Ltd
54
192.600.60-2.619.029.6
41[+]Thesis Palm IncThesis Unit Trust Mgmt Ltd
75
114.10120.100.60-10.52.58.6
42[+]Thesis PM A AccThesis Unit Trust Mgmt Ltd
49
166.70177.301.80-4.912.126.5
43[+]Thesis Staderas AccThesis Unit Trust Mgmt Ltd
45
1,291.000.00-3.520.430.5
44[+]Thesis Stratford IncThesis Unit Trust Mgmt Ltd
53
118.601.20-8.83.615.6
45[+]Thesis Thameside ManagedThesis Unit Trust Mgmt Ltd
45
2,033.402,101.100.20-3.913.223.2
46[+]Thesis The TM Lancewood AccThesis Unit Trust Mgmt Ltd
63
131.600.00-10.211.0n/a
47[+]Thesis The Vinings AccThesis Unit Trust Mgmt Ltd
52
119.900.52-9.32.7n/a
48[+]Thesis TM Lime AccThesis Unit Trust Mgmt Ltd
47
112.900.00-5.05.4n/a
49[+]Thesis TrowbridgeThesis Unit Trust Mgmt Ltd
34
112.50
(GBP)
0.60-3.87.9n/a
50[+]Thesis Wharton IncThesis Unit Trust Mgmt Ltd
56
115.901.10-8.63.612.7
51[+]TM Balanced A2011Thesis Unit Trust Mgmt Ltd
37
12.34
(GBP)
0.30-0.120.628.3
52[+]TM Balanced Return A Acc GBPThesis Unit Trust Mgmt Ltd
39
12.33
(GBP)
0.00-6.17.8n/a
53[+]TM Cartesian UK Enhanced Alpha A IncThesis Unit Trust Mgmt Ltd
61
101.300.00-9.44.622.7
54[+]TM Cartesian UK Opportunities A AccThesis Unit Trust Mgmt Ltd
62
96.850.00-10.81.417.7
55[+]TM Cerno Select B AccThesis Unit Trust Mgmt Ltd
45
1,088.000.00-3.7n/an/a
56[+]TM Credit Suisse Balanced AccThesis Unit Trust Mgmt Ltd
40
98.40n/a-8.6n/an/a
57[+]TM Credit Suisse Growth A AccThesis Unit Trust Mgmt Ltd
n/a
90.88n/an/an/an/a
58[+]TM Growth A2006Thesis Unit Trust Mgmt Ltd
38
14.15
(GBP)
0.20-4.715.630.3
59[+]TM Levitas AThesis Unit Trust Mgmt Ltd
64
111.600.00-10.34.1n/a
60[+]TM Levitas BThesis Unit Trust Mgmt Ltd
29
112.802.00-4.86.9n/a
61[+]TM Managed A 2000Thesis Unit Trust Mgmt Ltd
35
10.05
(GBP)
0.00-7.27.323.3
62[+]TM New Court A 2011Thesis Unit Trust Mgmt Ltd
32
12.32
(GBP)
0.00-6.08.5n/a
63[+]TM New Court Equity GrowthThesis Unit Trust Mgmt Ltd
38
12.28
(GBP)
0.00-7.711.124.3
64[+]TM OakThesis Unit Trust Mgmt Ltd
50
1,221.050.00-5.613.323.4
65[+]TM Preservation A 2010 IncThesis Unit Trust Mgmt Ltd
35
12.18
(GBP)
0.40-5.99.825.0
66[+]TM Private Portfolio A2000 IncThesis Unit Trust Mgmt Ltd
36
10.55
(GBP)
0.10-5.618.137.3
67[+]TM Progressive UK Smaller Companies BThesis Unit Trust Mgmt Ltd
62
157.600.00-3.96.223.1
68[+]TM Sanditon European A AccThesis Unit Trust Mgmt Ltd
n/a
92.76n/a-8.1n/an/a
69[+]TM Sanditon European Select A Acc GBPThesis Unit Trust Mgmt Ltd
n/a
91.58n/a-4.3n/an/a
70[+]TM Sanditon UK A AccThesis Unit Trust Mgmt Ltd
n/a
81.640.00n/an/an/a
71[+]TM Sanditon UK Select A AccThesis Unit Trust Mgmt Ltd
n/a
104.00n/a2.7n/an/a
72[+]TM Total Return A 2010Thesis Unit Trust Mgmt Ltd
37
11.76
(GBP)
0.00-7.35.222.4
73[+]TM UBS (UK) Global Balanced B AccThesis Unit Trust Mgmt Ltd
39
122.800.20-6.06.717.6
74[+]TM UBS (UK) Global Equity B AccThesis Unit Trust Mgmt Ltd
71
117.600.10-11.07.7n/a
75[+]TM UBS (UK) Global Fixed Income D AccThesis Unit Trust Mgmt Ltd
14
102.900.50-0.82.9n/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.

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.