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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

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Performance

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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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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
56
10.63
(GBP)
0.005.233.638.6
2[+]Glenhuntley Portfolio Trust AccThesis Unit Trust Mgmt Ltd
42
1,063.000.105.826.733.9
3[+]Hawthorn Portfolio IncThesis Unit Trust Mgmt Ltd
48
1,033.000.605.635.539.9
4[+]Latour Growth A 2009Thesis Unit Trust Mgmt Ltd
42
14.70
(GBP)
0.007.331.339.0
5[+]Oceanic Australian Natural Resources GBPThesis Unit Trust Mgmt Ltd
196
47.090.20-47.2-69.1-67.5
6[+]Pippin Return A AccThesis Unit Trust Mgmt Ltd
34
11.73
(GBP)
0.004.817.3n/a
7[+]Quilter Cheviot Climate Assets A Ret AccThesis Unit Trust Mgmt Ltd
65
147.802.497.742.5n/a
8[+]Quilter Cheviot Libero Balanced A Ret AccThesis Unit Trust Mgmt Ltd
65
122.301.123.831.2n/a
9[+]Quilter Cheviot Libero Cautious A Ret AccThesis Unit Trust Mgmt Ltd
33
120.900.603.613.5n/a
10[+]Quilter Cheviot Libero Strategic A Ret AccThesis Unit Trust Mgmt Ltd
53
127.200.434.523.9n/a
11[+]The Diversification ICVC B 2002Thesis Unit Trust Mgmt Ltd
58
1,377.900.597.218.826.7
12[+]Thesis Abaco AccThesis Unit Trust Mgmt Ltd
56
179.600.336.324.326.1
13[+]Thesis Balanced GrowthThesis Unit Trust Mgmt Ltd
43
1,382.571.301.520.833.7
14[+]Thesis Bryth IncThesis Unit Trust Mgmt Ltd
90
1.13
(CAD)
1.058.445.347.4
15[+]Thesis Charlotte Square Allweather A AccThesis Unit Trust Mgmt Ltd
60
123.800.102.423.123.8
16[+]Thesis Darin A AccThesis Unit Trust Mgmt Ltd
84
169.70173.200.008.239.239.9
17[+]Thesis Destiny A IncThesis Unit Trust Mgmt Ltd
86
121.202.207.339.451.1
18[+]Thesis Destiny B IncThesis Unit Trust Mgmt Ltd
87
115.301.404.544.456.5
19[+]Thesis Eden Investment AccThesis Unit Trust Mgmt Ltd
58
144.001.204.622.627.3
20[+]Thesis Eflynn International AccThesis Unit Trust Mgmt Ltd
72
133.50143.000.003.940.8n/a
21[+]Thesis Eldon AccThesis Unit Trust Mgmt Ltd
105
107.00
(USX)
114.80
(USX)
0.0015.272.599.3
22[+]Thesis Farnborough Equity AccThesis Unit Trust Mgmt Ltd
118
121.402.104.159.0n/a
23[+]Thesis Headway A AccThesis Unit Trust Mgmt Ltd
39
152.30157.401.612.815.522.0
24[+]Thesis Iceberg AThesis Unit Trust Mgmt Ltd
49
142.100.034.016.023.4
25[+]Thesis iFunds Spectrum Green A AccThesis Unit Trust Mgmt Ltd
51
123.50n/a12.826.0n/a
26[+]Thesis iFunds Spectrum Indigo A AccThesis Unit Trust Mgmt Ltd
37
110.900.106.612.2n/a
27[+]Thesis iFunds Spectrum Orange A AccThesis Unit Trust Mgmt Ltd
64
127.000.6417.833.9n/a
28[+]Thesis Juniper AccThesis Unit Trust Mgmt Ltd
66
176.801.308.634.047.8
29[+]Thesis KES Diversified IncThesis Unit Trust Mgmt Ltd
82
207.30220.802.706.937.042.9
30[+]Thesis KES Equity A IncThesis Unit Trust Mgmt Ltd
91
171.40184.701.704.938.143.0
31[+]Thesis KES Growth AccThesis Unit Trust Mgmt Ltd
70
150.60162.500.005.122.421.3
32[+]Thesis KES Income & Growth AccThesis Unit Trust Mgmt Ltd
44
149.20158.600.003.119.131.2
33[+]Thesis Lavaud AccThesis Unit Trust Mgmt Ltd
92
145.60
(USX)
154.50
(USX)
0.404.453.452.2
34[+]Thesis Lion Growth AccThesis Unit Trust Mgmt Ltd
73
156.60161.500.457.537.938.1
35[+]Thesis Lockerley IncThesis Unit Trust Mgmt Ltd
61
117.400.905.529.533.7
36[+]Thesis London Bridge Inst IncThesis Unit Trust Mgmt Ltd
43
117.40125.002.105.417.534.9
37[+]Thesis Oenoke AccThesis Unit Trust Mgmt Ltd
67
2,026.001.009.933.640.1
38[+]Thesis Optima Balanced IncThesis Unit Trust Mgmt Ltd
49
117.60121.702.304.629.138.8
39[+]Thesis Optima Bond AccThesis Unit Trust Mgmt Ltd
31
141.50146.904.509.424.339.0
40[+]Thesis Optima Growth IncThesis Unit Trust Mgmt Ltd
72
148.90153.700.305.137.043.7
41[+]Thesis Optima Income IncThesis Unit Trust Mgmt Ltd
25
92.9596.393.004.420.828.1
42[+]Thesis Optima Multi-Asset Strategy AccThesis Unit Trust Mgmt Ltd
39
103.00106.900.304.216.012.9
43[+]Thesis ORD AccThesis Unit Trust Mgmt Ltd
71
190.900.6010.540.751.5
44[+]Thesis Palm IncThesis Unit Trust Mgmt Ltd
62
119.00125.100.605.625.641.2
45[+]Thesis PM A AccThesis Unit Trust Mgmt Ltd
63
170.20181.101.807.933.846.0
46[+]Thesis Staderas AccThesis Unit Trust Mgmt Ltd
62
1,298.000.007.437.1n/a
47[+]Thesis Stratford IncThesis Unit Trust Mgmt Ltd
66
127.901.204.128.238.3
48[+]Thesis Thameside ManagedThesis Unit Trust Mgmt Ltd
63
2,048.802,119.000.207.830.145.6
49[+]Thesis The TM Lancewood AccThesis Unit Trust Mgmt Ltd
88
142.500.006.6n/an/a
50[+]Thesis The Vinings AccThesis Unit Trust Mgmt Ltd
67
126.800.521.526.0n/a
51[+]Thesis TM Lime AccThesis Unit Trust Mgmt Ltd
52
116.100.005.1n/an/a
52[+]Thesis TM Sanditon European A AccThesis Unit Trust Mgmt Ltd
n/a
96.08n/an/an/an/a
53[+]Thesis TM Sanditon European Select A Acc GBPThesis Unit Trust Mgmt Ltd
n/a
95.24n/an/an/an/a
54[+]Thesis TM Sanditon UK Select A AccThesis Unit Trust Mgmt Ltd
n/a
100.11n/an/an/an/a
55[+]Thesis TrowbridgeThesis Unit Trust Mgmt Ltd
31
113.90
(GBP)
0.605.5n/an/a
56[+]Thesis Wharton IncThesis Unit Trust Mgmt Ltd
66
125.101.104.724.533.9
57[+]TM Balanced A2011Thesis Unit Trust Mgmt Ltd
48
12.93
(GBP)
0.308.235.639.0
58[+]TM Balanced Return A Acc GBPThesis Unit Trust Mgmt Ltd
44
12.54
(GBP)
0.004.1n/an/a
59[+]TM Cartesian UK Enhanced Alpha A IncThesis Unit Trust Mgmt Ltd
95
110.500.000.342.190.2
60[+]TM Cartesian UK Opportunities A AccThesis Unit Trust Mgmt Ltd
96
107.800.000.243.855.1
61[+]TM Cerno Select A AccThesis Unit Trust Mgmt Ltd
n/a
1,102.000.006.1n/an/a
62[+]TM Cheviot Balanced A AccThesis Unit Trust Mgmt Ltd
66
130.000.103.834.341.4
63[+]TM Credit Suisse Balanced AccThesis Unit Trust Mgmt Ltd
n/a
104.70n/a3.5n/an/a
64[+]TM Fulcrum Diversified Growth A GBPThesis Unit Trust Mgmt Ltd
57
121.56
(GBP)
n/a2.828.426.5
65[+]TM Growth A2006Thesis Unit Trust Mgmt Ltd
48
14.61
(GBP)
0.208.138.150.0
66[+]TM Levitas AThesis Unit Trust Mgmt Ltd
76
118.600.003.9n/an/a
67[+]TM Levitas BThesis Unit Trust Mgmt Ltd
33
115.102.003.9n/an/a
68[+]TM Managed A 2000Thesis Unit Trust Mgmt Ltd
42
10.42
(GBP)
0.006.030.444.3
69[+]TM New Court A 2011Thesis Unit Trust Mgmt Ltd
41
12.77
(GBP)
0.006.830.8n/a
70[+]TM New Court Equity GrowthThesis Unit Trust Mgmt Ltd
50
12.84
(GBP)
0.007.540.151.1
71[+]TM OakThesis Unit Trust Mgmt Ltd
55
1,258.700.008.536.651.2
72[+]TM Preservation A 2010 IncThesis Unit Trust Mgmt Ltd
42
12.38
(GBP)
0.405.629.6n/a
73[+]TM Private Portfolio A2000 IncThesis Unit Trust Mgmt Ltd
49
10.72
(GBP)
0.106.040.855.4
74[+]TM Progressive UK Smaller Companies BThesis Unit Trust Mgmt Ltd
76
154.500.00-5.130.066.0
75[+]TM Total Return A 2010Thesis Unit Trust Mgmt Ltd
44
12.27
(GBP)
0.004.330.1n/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.