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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
61
10.21
(GBP)
0.400.626.931.2
2[+]Glenhuntley Portfolio Trust AccThesis Unit Trust Mgmt Ltd
44
1,024.000.202.120.232.2
3[+]Hawthorn Portfolio IncThesis Unit Trust Mgmt Ltd
49
988.000.601.428.538.0
4[+]Latour Growth A 2009Thesis Unit Trust Mgmt Ltd
48
14.02
(GBP)
0.001.521.735.7
5[+]Oceanic Australian Natural Resources GBPThesis Unit Trust Mgmt Ltd
203
66.270.20-38.2-61.0-51.1
6[+]Pippin Return A AccThesis Unit Trust Mgmt Ltd
37
11.40
(GBP)
0.000.6n/an/a
7[+]Quilter Cheviot Climate Assets A Ret AccThesis Unit Trust Mgmt Ltd
75
140.902.491.331.7n/a
8[+]Quilter Cheviot Libero Balanced A Ret AccThesis Unit Trust Mgmt Ltd
72
118.901.12-0.623.8n/a
9[+]Quilter Cheviot Libero Cautious A Ret AccThesis Unit Trust Mgmt Ltd
36
118.300.60-0.211.5n/a
10[+]Quilter Cheviot Libero Strategic A Ret AccThesis Unit Trust Mgmt Ltd
60
123.300.43-0.517.0n/a
11[+]The Diversification ICVC B 2002Thesis Unit Trust Mgmt Ltd
64
1,346.700.591.817.527.7
12[+]Thesis Abaco AccThesis Unit Trust Mgmt Ltd
63
175.700.331.917.428.2
13[+]Thesis Balanced GrowthThesis Unit Trust Mgmt Ltd
51
1,377.611.30-0.620.436.7
14[+]Thesis Bryth IncThesis Unit Trust Mgmt Ltd
101
1.13
(CAD)
1.059.738.251.9
15[+]Thesis Charlotte Square Allweather A AccThesis Unit Trust Mgmt Ltd
68
121.400.10-0.717.4n/a
16[+]Thesis Darin A AccThesis Unit Trust Mgmt Ltd
98
165.10168.500.001.830.243.1
17[+]Thesis Destiny A IncThesis Unit Trust Mgmt Ltd
96
117.502.201.727.252.7
18[+]Thesis Destiny B IncThesis Unit Trust Mgmt Ltd
100
112.701.400.134.458.1
19[+]Thesis Eden Investment AccThesis Unit Trust Mgmt Ltd
67
142.701.201.919.328.4
20[+]Thesis Eflynn International AccThesis Unit Trust Mgmt Ltd
84
131.30140.500.000.333.1n/a
21[+]Thesis Eldon AccThesis Unit Trust Mgmt Ltd
101
98.84
(USX)
106.10
(USX)
0.0013.061.189.2
22[+]Thesis Farnborough Equity AccThesis Unit Trust Mgmt Ltd
136
116.002.10-3.235.4n/a
23[+]Thesis Headway A AccThesis Unit Trust Mgmt Ltd
44
149.70154.701.610.111.023.3
24[+]Thesis Iceberg AThesis Unit Trust Mgmt Ltd
56
138.800.030.912.921.4
25[+]Thesis iFunds Spectrum Green A AccThesis Unit Trust Mgmt Ltd
59
117.50n/a4.020.4n/a
26[+]Thesis iFunds Spectrum Indigo A AccThesis Unit Trust Mgmt Ltd
42
107.100.100.69.0n/a
27[+]Thesis iFunds Spectrum Orange A AccThesis Unit Trust Mgmt Ltd
74
118.900.646.226.1n/a
28[+]Thesis Juniper AccThesis Unit Trust Mgmt Ltd
76
171.801.304.427.147.3
29[+]Thesis KES Diversified IncThesis Unit Trust Mgmt Ltd
91
200.00213.002.701.824.840.0
30[+]Thesis KES Equity A IncThesis Unit Trust Mgmt Ltd
101
168.10181.101.701.327.142.6
31[+]Thesis KES Growth AccThesis Unit Trust Mgmt Ltd
78
145.90157.500.000.614.119.3
32[+]Thesis KES Income & Growth AccThesis Unit Trust Mgmt Ltd
49
145.50154.600.00-1.116.129.0
33[+]Thesis Lavaud AccThesis Unit Trust Mgmt Ltd
103
142.30
(USX)
150.90
(USX)
0.403.740.151.0
34[+]Thesis Lion Growth AccThesis Unit Trust Mgmt Ltd
81
153.90158.700.454.530.340.0
35[+]Thesis Lockerley IncThesis Unit Trust Mgmt Ltd
67
115.800.901.723.033.3
36[+]Thesis London Bridge Inst IncThesis Unit Trust Mgmt Ltd
50
115.50123.002.100.816.534.3
37[+]Thesis Oenoke AccThesis Unit Trust Mgmt Ltd
75
1,964.001.005.425.538.0
38[+]Thesis Optima Balanced IncThesis Unit Trust Mgmt Ltd
57
116.50120.602.303.225.040.0
39[+]Thesis Optima Bond AccThesis Unit Trust Mgmt Ltd
36
139.10144.404.506.023.140.3
40[+]Thesis Optima Growth IncThesis Unit Trust Mgmt Ltd
83
146.70151.500.302.730.245.0
41[+]Thesis Optima Income IncThesis Unit Trust Mgmt Ltd
29
92.4695.893.003.518.428.8
42[+]Thesis Optima Multi-Asset Strategy AccThesis Unit Trust Mgmt Ltd
45
102.20106.000.302.811.313.3
43[+]Thesis ORD AccThesis Unit Trust Mgmt Ltd
79
186.800.605.831.054.5
44[+]Thesis Palm IncThesis Unit Trust Mgmt Ltd
72
118.30124.400.601.622.641.1
45[+]Thesis PM A AccThesis Unit Trust Mgmt Ltd
73
165.20175.801.803.225.945.9
46[+]Thesis Staderas AccThesis Unit Trust Mgmt Ltd
67
1,232.000.004.029.5n/a
47[+]Thesis Stratford IncThesis Unit Trust Mgmt Ltd
74
127.001.200.221.840.1
48[+]Thesis Thameside ManagedThesis Unit Trust Mgmt Ltd
72
1,996.302,062.300.202.723.747.8
49[+]Thesis The TM Lancewood AccThesis Unit Trust Mgmt Ltd
100
139.000.002.7n/an/a
50[+]Thesis The Vinings AccThesis Unit Trust Mgmt Ltd
75
124.500.52-0.8n/an/a
51[+]Thesis TM Lime AccThesis Unit Trust Mgmt Ltd
58
113.400.001.0n/an/a
52[+]Thesis TM Sanditon European A AccThesis Unit Trust Mgmt Ltd
n/a
92.70n/an/an/an/a
53[+]Thesis TM Sanditon European Select A Acc GBPThesis Unit Trust Mgmt Ltd
n/a
99.15n/an/an/an/a
54[+]Thesis TrowbridgeThesis Unit Trust Mgmt Ltd
31
110.70
(GBP)
0.602.6n/an/a
55[+]Thesis Wharton IncThesis Unit Trust Mgmt Ltd
73
122.401.10-0.417.434.5
56[+]TM Balanced A2011Thesis Unit Trust Mgmt Ltd
53
12.25
(GBP)
0.301.924.734.3
57[+]TM Balanced Return A Acc GBPThesis Unit Trust Mgmt Ltd
48
12.25
(GBP)
0.000.7n/an/a
58[+]TM Cartesian UK Enhanced Alpha A IncThesis Unit Trust Mgmt Ltd
109
109.800.002.938.693.1
59[+]TM Cartesian UK Opportunities A AccThesis Unit Trust Mgmt Ltd
111
105.600.00-0.736.051.8
60[+]TM Cerno Select A AccThesis Unit Trust Mgmt Ltd
n/a
1,052.000.001.3n/an/a
61[+]TM Cheviot Balanced A AccThesis Unit Trust Mgmt Ltd
76
128.200.101.128.044.2
62[+]TM Credit Suisse Balanced AccThesis Unit Trust Mgmt Ltd
n/a
102.30n/a-0.2n/an/a
63[+]TM Fulcrum Diversified Growth A GBPThesis Unit Trust Mgmt Ltd
66
120.57
(GBP)
n/a1.623.126.0
64[+]TM Growth A2006Thesis Unit Trust Mgmt Ltd
54
13.84
(GBP)
0.202.127.147.1
65[+]TM Levitas AThesis Unit Trust Mgmt Ltd
86
115.800.00-0.3n/an/a
66[+]TM Levitas BThesis Unit Trust Mgmt Ltd
38
114.202.002.1n/an/a
67[+]TM Managed A 2000Thesis Unit Trust Mgmt Ltd
48
10.11
(GBP)
0.001.124.845.0
68[+]TM New Court A 2011Thesis Unit Trust Mgmt Ltd
45
12.23
(GBP)
0.001.122.2n/a
69[+]TM New Court Equity GrowthThesis Unit Trust Mgmt Ltd
57
12.21
(GBP)
0.201.526.848.2
70[+]TM OakThesis Unit Trust Mgmt Ltd
63
1,232.850.004.727.557.7
71[+]TM Preservation A 2010 IncThesis Unit Trust Mgmt Ltd
47
11.98
(GBP)
0.401.024.6n/a
72[+]TM Private Portfolio A2000 IncThesis Unit Trust Mgmt Ltd
56
10.33
(GBP)
0.301.234.453.9
73[+]TM Progressive UK Smaller Companies BThesis Unit Trust Mgmt Ltd
90
154.800.00-5.627.364.9
74[+]TM Total Return A 2010Thesis Unit Trust Mgmt Ltd
50
11.90
(GBP)
0.00-0.324.0n/a
75[+]TM UBS Global Balanced B AccThesis Unit Trust Mgmt Ltd
51
125.500.202.522.4n/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.