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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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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 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: 186 funds

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186 funds
Rank ChartFund Group Focus FE Risk Score What is FE Risk Score?BidOfferYield 1y 3y 5y  
   FLEXIBLE INVESTMENT PERFORMANCE      8.628.944.9 
1[+]7IM AAP Adventurous C Acc7IM Investment Funds
77
144.101.6014.039.056.0
2[+]7IM Adventurous C Acc7IM Investment Funds
73
213.580.5015.144.159.3
3[+]Aberdeen Capital AAberdeen Investment Funds
86
369.10370.501.207.629.645.4
4[+]Aberdeen Multi Manager Equity Managed Portfolio R AccAberdeen Fund Managers Limited
80
205.270.008.933.647.1
5[+]Aberdeen MultiManager Select Boutiques AAberdeen Investment Funds
72
139.900.5011.738.051.1
6[+]Alliance Trust Sustainable Future Absolute Growth 1 AccAlliance Trust Investments
88
66.560.007.137.061.6
7[+]Allianz RiskMaster Defensive AAllianz Global Investors GmbH
41
114.26n/a9.5n/an/a
8[+]Allianz RiskMaster Growth AAllianz Global Investors GmbH
78
126.00n/a15.3n/an/a
9[+]Allianz RiskMaster Moderate AAllianz Global Investors GmbH
63
124.41n/a13.1n/an/a
10[+]Architas MA Active Dynamic A AccArchitas Multi-Manager Ltd
77
136.700.6113.536.054.1
11[+]Architas MA Active Growth A IncArchitas Multi-Manager Ltd
75
135.400.7712.838.657.9
12[+]Artemis Strategic Assets R AccArtemis Fund Managers
69
75.7380.110.001.420.536.7
13[+]Aubrey Collective ConvictionAubrey Capital Management Ltd
53
146.600.003.235.052.2
14[+]Aviva Inv Global Distribution Bond B IncAviva Investors UK Fd Serv Ltd
69
70.702.002.224.037.9
15[+]Aviva Inv Multimanager Flexible Shares 1Aviva Investors UK Fd Serv Ltd
77
71.170.0011.736.455.0
16[+]Barclays Adventurous Growth Portfolio A AccBarclays
69
63.810.006.934.148.5
17[+]Barclays Wealth Global Markets 5 B AccBarclays
66
123.400.009.321.9n/a
18[+]BlackRock Armed Forces Common Investment Gr AccBlackRock
68
269.80270.503.5112.635.657.8
19[+]BlackRock Charifaith Common Inv AccBlackRock
68
141.70142.403.0610.731.951.0
20[+]BlackRock Dynamic Return Strategy IBlackRock
n/a
108.10108.301.062.4n/an/a
21[+]BlackRock Managed Volatility CBlackRock
35
117.30125.901.2511.4n/an/a
22[+]BPM Trust AccThesis Unit Trust Mgmt Ltd
54
11.17
(GBP)
0.0010.334.345.1
23[+]Carvetian Los PalomasCarvetian Capital Mgt Ltd
n/a
105.500.00n/an/an/a
24[+]Carvetian The WykeCarvetian Capital Mgt Ltd
n/a
106.700.00n/an/an/a
25[+]Cavendish Worldwide ACavendish Asset Management
85
308.900.1011.730.452.1
26[+]CCM CFS Balanced Opportunities A AccCarvetian Capital Mgt Ltd
87
84.830.12-6.612.117.2
27[+]CF Beaver AccCapita Financial Managers
66
2,225.102,413.281.598.032.249.5
28[+]CF Bentley Global GrowthCapita Financial Managers
85
129.480.0010.423.4n/a
29[+]CF Bentley Sterling BalancedCapita Financial Managers
48
169.120.007.624.439.8
30[+]CF Canlife Portfolio VII B AccCF Canada Life Investments
n/a
108.320.7010.0n/an/a
31[+]CF Cautela A AccCapita Financial Managers
56
155.290.557.311.635.2
32[+]CF CircusCapita Financial Managers
78
1,708.091.6012.625.251.3
33[+]CF GreenmountCapita Financial Managers
76
145.87157.431.3915.129.052.6
34[+]CF Heartwood Growth Multi Asset B AccCF Heartwood Investment Management
69
144.890.824.330.945.2
35[+]CF IM Global Strategy ACapita Financial Managers
100
136.500.3414.226.934.3
36[+]CF Miton Special Situations Portfolio A GBPMiton Asset Management
41
201.370.003.76.916.8
37[+]CF Miton Strategic Portfolio A GBPMiton Asset Management
36
300.400.007.25.816.5
38[+]CF Miton Worldwide Opportunities A GBPMiton Asset Management
45
268.010.006.528.745.9
39[+]CF Mulberry IncCapita Financial Managers
73
1,533.391.629.822.945.9
40[+]CF Navajo AccCapita Financial Managers
81
2,716.180.5713.933.658.7
41[+]CF Prudential Adventurous Portfolio A IncPrudential Unit Trusts Limited
69
150.990.3311.131.755.4
42[+]CF Purisima EAFE Total Return A PCGCapita Financial Managers
92
134.720.767.127.047.3
43[+]CF Resilient 6 ACapita Financial Managers
68
133.530.3611.025.144.7
44[+]CF Ruffer Equity & General C IncCF Ruffer Investment Mgmt Ltd
44
348.310.252.031.248.3
45[+]CF Ruffer Japanese C AccCF Ruffer Investment Mgmt Ltd
116
175.240.017.675.875.2
46[+]CF Stewart Ivory Invest Mkt AccCapita Financial Managers
81
939.49993.402.8411.839.868.9
47[+]CF Waverton Portfolio AWaverton Investment Management
72
149.501.2811.931.763.9
48[+]CF Wolos Total Return A Acc USDCapita Financial Managers
n/a
0.92
(USD)
0.00n/an/an/a
49[+]City Financial Multi Asset Dynamic A AccCity Financial Inv Company Ltd
64
149.880.0010.032.945.9
50[+]Close Growth Portfolio A AccClose Brothers AM
81
150.800.8011.033.8n/a
51[+]Close Managed Growth A AccClose Brothers AM
69
204.600.058.630.4n/a
52[+]Close Strategic Alpha A AccClose Brothers AM
87
153.800.318.529.249.7
53[+]Close Tactical Select Passive Growth A AccClose Brothers AM
72
240.100.8710.929.0n/a
54[+]COURTIERS Total Return GrowthCOURTIERS Investment Funds
86
1.31
(GBP)
n/a13.847.363.6
55[+]Discovery Managed Growth A Acc GBPT. Bailey Fund Mgrs Ltd (ACD)
72
119.790.008.730.140.3
56[+]Elite LJ Active Portfolio A AccWAY Fund Managers
31
108.680.000.012.512.0
57[+]Elite LWM East West ValueWAY Fund Managers
83
121.880.14-0.116.214.9
58[+]F&C Managed Growth 1 AccF&C Fund Management
65
292.000.3011.232.845.1
59[+]F&C MM Navigator Select A AccF&C Fund Management
65
128.90135.500.008.734.243.4
60[+]F&C MultiManager Investment Trust 1 AccF&C Fund Management
75
222.700.107.942.666.6
61[+]Family Child TrustFamily Investment Management
89
321.50321.501.126.929.245.8
62[+]Fidelity Multi Asset Adventurous A Acc GBPFidelity(FIL Invt Svcs UK Ltd)
77
135.100.0013.634.6n/a
63[+]Fidelity Multi Asset Allocator Adventurous A AccFidelity(FIL Invt Svcs UK Ltd)
80
124.100.0011.8n/an/a
64[+]Fidelity Multi Asset Growth AccFidelity(FIL Invt Svcs UK Ltd)
60
139.800.0012.824.341.1
65[+]Fidelity Multi Asset Open Growth A AccFidelity(FIL Invt Svcs UK Ltd)
54
47.960.008.321.742.2
66[+]Fidelity Target 2025 A AccFidelity(FIL Invt Svcs UK Ltd)
70
133.400.0010.033.348.6
67[+]Fidelity Target 2030 A AccFidelity(FIL Invt Svcs UK Ltd)
82
141.800.0012.540.756.7
68[+]Fidelity Target TM 2020 A AccFidelity(FIL Invt Svcs UK Ltd)
50
57.560.009.126.340.5
69[+]FP Brompton Global Opportunities BFund Partners Ltd
71
124.990.358.2n/an/a
70[+]FP Brown Shipley Growth A AccFund Partners Ltd
71
232.730.568.333.047.1
71[+]FP Multi-Asset DRP VII RetFund Partners Ltd
83
122.611.399.623.8n/a
72[+]FP Multi-Asset DRP VIII RetFund Partners Ltd
95
99.771.7111.48.1n/a
73[+]FP Tatton Oak Advanced AFund Partners Ltd
69
189.510.008.930.847.5
74[+]Franklin Diversified Growth W AccFranklin Templeton Funds (UK)
n/a
110.121.45n/an/an/a
75[+]Franklin Diversified Income W AccFranklin Templeton Funds (UK)
n/a
108.994.63n/an/an/a
   FLEXIBLE INVESTMENT PERFORMANCE      8.628.944.9 

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.