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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 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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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: 195 funds

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195 funds
Rank ChartFund Group Focus FE Risk Score What is FE Risk Score?BidOfferYield 1y 3y 5y  
   FLEXIBLE INVESTMENT PERFORMANCE      9.027.340.6 
1[+]7IM AAP Adventurous C Acc7IM Investment Funds
76
147.391.6014.937.848.5
2[+]7IM Adventurous C Acc7IM Investment Funds
73
219.590.5015.942.754.4
3[+]Aberdeen Capital AAberdeen Investment Funds
86
380.10381.601.107.628.538.8
4[+]Aberdeen Multi Manager Equity Managed Portfolio R AccAberdeen Fund Managers Limited
80
210.010.007.831.141.6
5[+]Aberdeen MultiManager Select Boutiques AAberdeen Investment Funds
72
142.700.5010.736.445.8
6[+]Alliance Trust Sustainable Future Absolute Growth 1 AccAlliance Trust Investments
88
69.190.008.337.056.3
7[+]Allianz RiskMaster Defensive AAllianz Global Investors GmbH
42
112.86n/a8.0n/an/a
8[+]Allianz RiskMaster Growth AAllianz Global Investors GmbH
79
126.76n/a15.1n/an/a
9[+]Allianz RiskMaster Moderate AAllianz Global Investors GmbH
63
124.97n/a12.7n/an/a
10[+]Architas Birthstar TD 2015 20 I AccArchitas Multi-Manager Ltd
n/a
104.400.00n/an/an/a
11[+]Architas Birthstar TD 2021 25 I AccArchitas Multi-Manager Ltd
n/a
105.400.00n/an/an/a
12[+]Architas Birthstar TD 2026 30 I AccArchitas Multi-Manager Ltd
n/a
105.600.00n/an/an/a
13[+]Architas Birthstar TD 2031 35 I AccArchitas Multi-Manager Ltd
n/a
106.000.00n/an/an/a
14[+]Architas Birthstar TD 2036 40 I AccArchitas Multi-Manager Ltd
n/a
106.400.00n/an/an/a
15[+]Architas Birthstar TD 2041 45 I AccArchitas Multi-Manager Ltd
n/a
106.500.00n/an/an/a
16[+]Architas Birthstar TD 2046 50 I AccArchitas Multi-Manager Ltd
n/a
106.500.00n/an/an/a
17[+]Architas MA Active Dynamic A AccArchitas Multi-Manager Ltd
77
139.000.6011.933.647.7
18[+]Architas MA Active Growth A IncArchitas Multi-Manager Ltd
75
138.500.7511.937.152.7
19[+]Artemis Strategic Assets R AccArtemis Fund Managers
72
77.6382.110.003.620.031.6
20[+]Aubrey Collective ConvictionAubrey Capital Management Ltd
54
148.300.005.731.745.6
21[+]Aviva Inv Multi-Manager Flexible 1Aviva Investors UK Fd Serv Ltd
76
72.980.0011.635.849.5
22[+]Barclays Adventurous Growth Portfolio A AccBarclays
69
65.700.006.732.246.6
23[+]Barclays Wealth Global Markets 5 B AccBarclays
67
126.700.009.621.1n/a
24[+]BlackRock Armed Forces Common Investment Gr AccBlackRock
69
276.00276.603.4413.335.353.8
25[+]BlackRock Charifaith Common Inv AccBlackRock
68
144.00144.703.0411.131.448.6
26[+]BlackRock Dynamic Return Strategy IBlackRock
n/a
108.80109.001.051.9n/an/a
27[+]BlackRock Managed Volatility CBlackRock
35
116.70125.201.269.4n/an/a
28[+]BPM Trust AccThesis Unit Trust Mgmt Ltd
56
11.22
(GBP)
0.0010.731.443.6
29[+]Carvetian Los PalomasCarvetian Capital Mgt Ltd
n/a
106.400.00n/an/an/a
30[+]Carvetian The WykeCarvetian Capital Mgt Ltd
n/a
106.000.00n/an/an/a
31[+]Cavendish Worldwide ACavendish Asset Management
86
312.800.1011.227.641.7
32[+]CCM CFS Balanced Opportunities A AccCarvetian Capital Mgt Ltd
87
85.220.12-9.77.616.7
33[+]CF Beaver AccCapita Financial Managers
68
2,265.422,457.871.527.830.950.0
34[+]CF Bentley Global GrowthCapita Financial Managers
85
132.920.0010.823.6n/a
35[+]CF Bentley Sterling BalancedCapita Financial Managers
47
170.130.004.822.235.5
36[+]CF Canlife Portfolio VII B AccCF Canada Life Investments
n/a
109.950.6910.3n/an/a
37[+]CF Cautela A AccCapita Financial Managers
56
159.110.549.113.531.3
38[+]CF CircusCapita Financial Managers
78
1,728.191.5812.924.545.3
39[+]CF GreenmountCapita Financial Managers
80
144.85156.321.4012.325.444.7
40[+]CF Heartwood Growth Multi Asset B AccCF Heartwood Investment Management
69
149.800.645.430.841.1
41[+]CF IM Global Strategy ACapita Financial Managers
101
140.370.3315.027.624.6
42[+]CF Miton Special Situations Portfolio A GBPMiton Asset Management
41
201.820.004.77.712.7
43[+]CF Miton Strategic Portfolio A GBPMiton Asset Management
37
299.170.007.25.510.7
44[+]CF Miton Worldwide Opportunities A GBPMiton Asset Management
45
271.220.007.226.340.9
45[+]CF Mulberry IncCapita Financial Managers
76
1,570.241.5813.023.441.6
46[+]CF Navajo AccCapita Financial Managers
82
2,710.900.5712.129.251.6
47[+]CF Prudential Adventurous Portfolio A IncPrudential Unit Trusts Limited
69
154.040.3210.430.848.5
48[+]CF Purisima EAFE Total Return A PCGCapita Financial Managers
92
139.520.7410.726.241.0
49[+]CF Resilient 6 ACapita Financial Managers
68
136.250.3510.324.940.5
50[+]CF Ruffer Equity & General C IncCF Ruffer Investment Mgmt Ltd
44
354.260.251.631.644.8
51[+]CF Ruffer Japanese C AccCF Ruffer Investment Mgmt Ltd
120
184.540.0116.474.978.6
52[+]CF Stewart Ivory Invest Mkt AccCapita Financial Managers
81
961.501,016.552.6311.038.562.6
53[+]CF Waverton Portfolio AWaverton Investment Management
72
153.111.2512.131.756.5
54[+]CF Wolos Total Return A Acc USDCapita Financial Managers
n/a
0.94
(USD)
0.00n/an/an/a
55[+]City Financial Multi Asset Dynamic A AccCity Financial Inv Company Ltd
63
151.150.007.930.538.8
56[+]Close Growth Portfolio A AccClose Brothers AM
82
154.800.7711.233.8n/a
57[+]Close Managed Growth A AccClose Brothers AM
69
210.900.059.030.8n/a
58[+]Close Strategic Alpha A AccClose Brothers AM
87
160.300.3010.231.747.9
59[+]Close Tactical Select Passive Growth A AccClose Brothers AM
80
245.700.8511.528.8n/a
60[+]COURTIERS Total Return GrowthCOURTIERS Investment Funds
88
1.37
(GBP)
n/a16.148.161.4
61[+]Discovery Managed Growth A Acc GBPT. Bailey Fund Mgrs Ltd (ACD)
73
123.270.009.430.237.8
62[+]Elite LJ Active Portfolio A AccWAY Fund Managers
30
108.680.000.08.510.6
63[+]F&C Managed Growth 1 AccF&C Fund Management
65
298.700.3012.231.340.6
64[+]F&C MM Navigator Select A AccF&C Fund Management
65
131.80138.500.008.732.539.1
65[+]F&C MultiManager Investment Trust 1 AccF&C Fund Management
75
227.100.108.338.459.1
66[+]Family Child TrustFamily Investment Management
89
333.20333.201.069.130.340.8
67[+]Fidelity Multi Asset Adventurous A Acc GBPFidelity(FIL Invt Svcs UK Ltd)
77
138.100.0013.532.7n/a
68[+]Fidelity Multi Asset Allocator Adventurous A AccFidelity(FIL Invt Svcs UK Ltd)
80
126.800.0012.1n/an/a
69[+]Fidelity Multi Asset Growth AccFidelity(FIL Invt Svcs UK Ltd)
59
141.800.0012.024.033.6
70[+]Fidelity Multi Asset Open Growth A AccFidelity(FIL Invt Svcs UK Ltd)
53
48.490.006.719.635.2
71[+]Fidelity Target 2025 A AccFidelity(FIL Invt Svcs UK Ltd)
70
135.900.0010.430.739.7
72[+]Fidelity Target 2030 A AccFidelity(FIL Invt Svcs UK Ltd)
82
145.400.0013.738.547.8
73[+]Fidelity Target TM 2020 A AccFidelity(FIL Invt Svcs UK Ltd)
50
57.970.008.223.331.5
74[+]FP Brompton Global Opportunities BFund Partners Ltd
71
128.930.348.7n/an/a
75[+]FP Brown Shipley Growth A AccFund Partners Ltd
71
238.780.557.532.543.3
   FLEXIBLE INVESTMENT PERFORMANCE      9.027.340.6 

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.