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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: 183 funds

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183 funds
Rank ChartFund Group Focus FE Risk Score What is FE Risk Score?BidOfferYield 1y 3y 5y  
   FLEXIBLE INVESTMENT PERFORMANCE      0.325.633.5 
1[+]Aberdeen Multi Manager Equity Managed Portfolio R AccAberdeen Fund Managers Limited
91
190.650.00-0.432.135.0
2[+]Alliance Trust Sustainable Future Absolute Growth 1 AccAlliance Trust Investments
98
61.790.00-0.438.746.6
3[+]Allianz RiskMaster Defensive AAllianz Global Investors UK
41
106.26n/a-1.2n/an/a
4[+]Allianz RiskMaster Growth AAllianz Global Investors UK
81
115.82n/a1.4n/an/a
5[+]Allianz RiskMaster Moderate AAllianz Global Investors UK
66
115.18n/a1.9n/an/a
6[+]Architas MA Active Dynamic A AccArchitas Multi-Manager Ltd
90
126.000.71-0.334.540.0
7[+]Architas MA Active Growth A IncArchitas Multi-Manager Ltd
87
125.100.960.436.044.5
8[+]Artemis Strategic Assets R AccArtemis Fund Managers
79
73.9778.270.00-1.023.037.5
9[+]Aubrey Collective ConvictionS&W Fund Administration Ltd
62
137.200.002.528.638.5
10[+]Aviva Inv Global Distribution Bond B IncAviva Investors UK Fd Serv Ltd
80
69.830.001.431.336.4
11[+]Aviva Inv Multimanager Flexible Shares 1Aviva Investors UK Fd Serv Ltd
85
64.830.000.729.640.2
12[+]Barclays Adventurous Growth Portfolio A AccBarclays Wealth
80
60.110.000.232.537.6
13[+]Barclays Wealth Global Markets 5 B AccBarclays Wealth
71
118.100.001.421.1n/a
14[+]BlackRock Armed Forces Common Investment Gr AccBlackRock
71
249.20249.803.813.631.145.4
15[+]BlackRock Charifaith Common Inv AccBlackRock
69
131.80132.403.272.729.338.2
16[+]BlackRock Dynamic Return Strategy IBlackRock
n/a
106.30106.501.084.6n/an/a
17[+]BlackRock Managed Volatility CBlackRock
36
109.90117.801.383.7n/an/a
18[+]BPM Trust AccThesis Unit Trust Mgmt Ltd
60
10.03
(GBP)
0.40-0.624.629.8
19[+]Cavendish Worldwide ACavendish Asset Management
98
287.200.30-1.729.639.2
20[+]CCM CFS Balanced Opportunities A AccCarvetian Capital Mgt Ltd
104
85.750.12-1.510.617.3
21[+]CF 7IM AAP Adventurous C AccCF 7IM Investment Funds
86
131.701.652.235.538.3
22[+]CF 7IM Adventurous C AccCF 7IM Investment Funds
82
196.320.504.040.644.8
23[+]CF Beaver AccCapita Financial Managers
73
2,039.232,213.171.74-1.825.137.1
24[+]CF Bentley Global GrowthCapita Financial Managers
93
117.340.00-1.116.0n/a
25[+]CF Bentley Sterling BalancedCapita Financial Managers
56
159.000.001.222.031.4
26[+]CF Canlife Portfolio VII B AccCF Canada Life Investments
n/a
100.770.82n/an/an/a
27[+]CF Cautela A AccCapita Financial Managers
58
147.120.40-0.410.029.2
28[+]CF CircusCapita Financial Managers
80
1,522.521.96-0.719.231.4
29[+]CF GreenmountCapita Financial Managers
81
134.21144.861.532.228.144.0
30[+]CF Heartwood Growth Multi Asset B AccCF Heartwood Investment Management
75
137.280.860.030.9n/a
31[+]CF IM Global Strategy ACapita Financial Managers
108
124.760.301.723.816.9
32[+]CF Miton Special Situations Portfolio A GBPMiton
35
186.240.00-5.0-1.19.1
33[+]CF Miton Strategic Portfolio A GBPMiton
38
279.460.00-3.60.28.0
34[+]CF Miton Worldwide Opportunities A GBPMiton
52
251.880.00-0.121.937.4
35[+]CF Mulberry IncCapita Financial Managers
79
1,430.281.802.721.935.5
36[+]CF Navajo AccCapita Financial Managers
89
2,385.770.641.623.637.4
37[+]CF Purisima EAFE Total Return IntCapita Financial Managers
110
118.850.36-7.425.025.4
38[+]CF Resilient 6 ACapita Financial Managers
72
123.510.490.821.435.1
39[+]CF Richmond Core IncCapita Financial Managers
121
173.110.00-1.931.941.0
40[+]CF Ruffer Equity & General C IncCF Ruffer Investment Mgmt Ltd
48
338.700.261.332.245.7
41[+]CF Ruffer Japanese C AccCF Ruffer Investment Mgmt Ltd
134
158.970.003.260.156.2
42[+]CF Stewart Ivory Invest Mkt AccCapita Financial Managers
88
864.41913.193.062.136.656.5
43[+]CF Waverton Portfolio AWaverton Investment Management
74
139.421.312.330.050.3
44[+]CF Wolos Total Return A Acc USDCapita Financial Managers
n/a
0.93
(USD)
0.00n/an/an/a
45[+]Cirilium Dynamic R AccHenderson Global Investors Ltd
64
79.900.002.636.554.0
46[+]City Financial Multi Asset Dynamic A AccCity Financial Inv Company Ltd
70
133.580.000.324.428.9
47[+]Close Growth Portfolio A AccClose Brothers AM
94
136.100.880.626.5n/a
48[+]Close Managed Growth A AccClose Brothers AM
76
189.300.050.228.7n/a
49[+]Close Strategic Alpha A AccClose Brothers AM
92
138.500.35-1.421.435.0
50[+]Close Tactical Select Passive Growth A AccClose Brothers AM
81
222.400.931.428.2n/a
51[+]COURTIERS Total Return GrowthCOURTIERS Investment Funds
92
1.21
(GBP)
n/a4.846.747.3
52[+]DB PWM Diversified Growth Portfolio A IncDB PWM Collective Mgmt Ltd
59
119.100.550.922.4n/a
53[+]DB PWM Maximum Growth Portfolio A AccDB PWM Collective Mgmt Ltd
89
142.500.580.631.130.9
54[+]Discovery Managed Growth A Acc GBPT. Bailey Fund Mgrs Ltd (ACD)
83
110.280.00-1.027.128.4
55[+]Elite LJ Active Portfolio A AccWAY Fund Managers
46
108.680.000.018.27.6
56[+]Elite LWM East West ValueWAY Fund Managers
96
116.440.14-6.38.74.1
57[+]F&C Managed Growth 1 AccF&C Fund Management
74
271.000.301.230.632.8
58[+]F&C MM Navigator Select A AccF&C Fund Management
76
119.30125.300.000.731.228.8
59[+]F&C MultiManager Investment Trust 1 AccF&C Fund Management
83
205.600.20-0.937.350.8
60[+]Family Child TrustFamily Investment Management
99
299.90299.901.14-1.628.333.2
61[+]Fidelity Multi Asset Adventurous A Acc GBPFidelity (FIL Investment Intl)
84
123.500.002.330.9n/a
62[+]Fidelity Multi Asset Allocator Adventurous A AccFidelity (FIL Investment Intl)
83
114.600.000.8n/an/a
63[+]Fidelity Multi Asset Growth AccFidelity (FIL Investment Intl)
63
128.500.002.220.9n/a
64[+]Fidelity Multi Asset Open Growth A AccFidelity (FIL Investment Intl)
61
45.260.000.122.333.4
65[+]Fidelity Target 2025 A AccFidelity (FIL Investment Intl)
79
124.300.000.433.235.2
66[+]Fidelity Target 2030 A AccFidelity (FIL Investment Intl)
92
129.800.000.738.639.9
67[+]Fidelity Target TM 2020 A AccFidelity (FIL Investment Intl)
58
54.310.001.426.629.8
68[+]FP Brompton Global Opportunities BFund Partners Ltd
81
115.720.38-0.1n/an/a
69[+]FP Brown Shipley Growth A AccFund Partners Ltd
79
217.300.591.231.237.4
70[+]FP Multi-Asset DRP VII RetFund Partners Ltd
98
115.242.51-3.024.2n/a
71[+]FP Multi-Asset DRP VIII RetFund Partners Ltd
112
94.282.52-6.912.0n/a
72[+]FP Tatton Oak Advanced AFund Partners Ltd
77
175.340.00-0.427.434.6
73[+]Franklin Diversified Growth Z AccFranklin Templeton Funds (UK)
n/a
98.961.35n/an/an/a
74[+]Franklin Diversified Income Z AccFranklin Templeton Funds (UK)
n/a
100.354.65n/an/an/a
75[+]GLG Stockmarket Managed A Ret AccGLG Partners
81
152.500.602.740.344.0
   FLEXIBLE INVESTMENT PERFORMANCE      0.325.633.5 

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.