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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 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: 182 funds

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182 funds
Rank ChartFund Group Focus FE Risk Score What is FE Risk Score?BidOfferYield 1y 3y 5y  
   FLEXIBLE INVESTMENT PERFORMANCE      4.130.036.9 
1[+]7IM AAP Adventurous C Acc7IM Investment Funds
78
132.951.605.137.640.2
2[+]7IM Adventurous C Acc7IM Investment Funds
75
199.060.507.744.047.1
3[+]Aberdeen Asset Allocator A AccAberdeen Investment Funds
52
115.100.302.69.716.9
4[+]Aberdeen Capital AAberdeen Investment Funds
86
343.90357.701.201.129.830.8
5[+]Aberdeen Multi Manager Equity Managed Portfolio R AccAberdeen Fund Managers Limited
84
196.900.004.737.139.6
6[+]Aberdeen MultiManager Select Boutiques AAberdeen Investment Funds
73
130.900.504.937.040.3
7[+]Alliance Trust Sustainable Future Absolute Growth 1 AccAlliance Trust Investments
89
63.860.004.045.251.1
8[+]Allianz RiskMaster Defensive AAllianz Global Investors UK
40
109.17n/a3.0n/an/a
9[+]Allianz RiskMaster Growth AAllianz Global Investors UK
79
117.74n/a6.2n/an/a
10[+]Allianz RiskMaster Moderate AAllianz Global Investors UK
63
117.23n/a5.7n/an/a
11[+]Architas MA Active Dynamic A AccArchitas Multi-Manager Ltd
81
128.400.704.539.243.2
12[+]Architas MA Active Growth A IncArchitas Multi-Manager Ltd
79
128.300.945.541.147.9
13[+]Artemis Strategic Assets R AccArtemis Fund Managers
72
71.1075.180.00-4.819.429.2
14[+]Aubrey Collective ConvictionS&W Fund Administration Ltd
56
143.800.007.037.946.0
15[+]Aviva Inv Global Distribution Bond B IncAviva Investors UK Fd Serv Ltd
71
70.042.001.833.135.9
16[+]Aviva Inv Multimanager Flexible Shares 1Aviva Investors UK Fd Serv Ltd
80
67.670.006.337.344.9
17[+]Barclays Adventurous Growth Portfolio A AccBarclays
72
60.070.001.535.437.4
18[+]Barclays Wealth Global Markets 5 B AccBarclays
69
118.300.003.623.6n/a
19[+]BlackRock Armed Forces Common Investment Gr AccBlackRock
69
251.50252.003.775.931.546.6
20[+]BlackRock Charifaith Common Inv AccBlackRock
68
132.90133.403.275.130.040.5
21[+]BlackRock Dynamic Return Strategy IBlackRock
n/a
106.50106.601.074.6n/an/a
22[+]BlackRock Managed Volatility CBlackRock
34
112.20120.401.317.3n/an/a
23[+]BPM Trust AccThesis Unit Trust Mgmt Ltd
56
10.63
(GBP)
0.005.232.238.6
24[+]Cavendish Worldwide ACavendish Asset Management
88
288.900.102.732.741.5
25[+]CCM CFS Balanced Opportunities A AccCarvetian Capital Mgt Ltd
93
84.060.13-3.720.219.5
26[+]CF Beaver AccCapita Financial Managers
64
2,106.062,284.291.683.530.642.9
27[+]CF Bentley Global GrowthCapita Financial Managers
87
122.770.004.223.1n/a
28[+]CF Bentley Sterling BalancedCapita Financial Managers
50
163.190.004.726.334.6
29[+]CF Canlife Portfolio VII B AccCF Canada Life Investments
n/a
101.020.752.9n/an/a
30[+]CF Cautela A AccCapita Financial Managers
54
148.930.583.310.428.9
31[+]CF CircusCapita Financial Managers
70
1,607.021.7010.729.543.1
32[+]CF GreenmountCapita Financial Managers
74
135.84146.601.496.124.641.3
33[+]CF Heartwood Growth Multi Asset B AccCF Heartwood Investment Management
69
138.570.861.833.236.8
34[+]CF IM Global Strategy ACapita Financial Managers
100
127.390.366.128.821.5
35[+]CF Miton Special Situations Portfolio A GBPMiton Asset Management
38
189.190.00-3.10.511.4
36[+]CF Miton Strategic Portfolio A GBPMiton Asset Management
36
285.820.001.22.211.1
37[+]CF Miton Worldwide Opportunities A GBPMiton Asset Management
49
259.800.002.829.642.3
38[+]CF Mulberry IncCapita Financial Managers
74
1,478.361.686.926.138.2
39[+]CF Navajo AccCapita Financial Managers
83
2,591.930.5911.434.049.3
40[+]CF Prudential Adventurous Portfolio A IncPrudential Unit Trusts Limited
73
142.700.344.733.6n/a
41[+]CF Purisima EAFE Total Return IntCapita Financial Managers
96
122.320.35-1.530.131.7
42[+]CF Resilient 6 ACapita Financial Managers
68
126.180.385.025.436.5
43[+]CF Ruffer Equity & General C IncCF Ruffer Investment Mgmt Ltd
42
347.340.253.135.049.9
44[+]CF Ruffer Japanese C AccCF Ruffer Investment Mgmt Ltd
118
173.610.018.278.474.6
45[+]CF Stewart Ivory Invest Mkt AccCapita Financial Managers
83
877.45928.183.045.739.155.5
46[+]CF Waverton Portfolio AWaverton Investment Management
70
141.651.347.231.851.7
47[+]CF Wolos Total Return A Acc USDCapita Financial Managers
n/a
0.88
(USD)
0.00n/an/an/a
48[+]City Financial Multi Asset Dynamic A AccCity Financial Inv Company Ltd
65
139.250.005.831.734.2
49[+]Close Growth Portfolio A AccClose Brothers AM
84
143.100.847.134.2n/a
50[+]Close Managed Growth A AccClose Brothers AM
71
194.900.054.334.0n/a
51[+]Close Strategic Alpha A AccClose Brothers AM
89
144.800.333.427.939.6
52[+]Close Tactical Select Passive Growth A AccClose Brothers AM
74
226.600.924.131.1n/a
53[+]COURTIERS Total Return GrowthCOURTIERS Investment Funds
88
1.25
(GBP)
n/a9.051.349.9
54[+]Discovery Managed Growth A Acc GBPT. Bailey Fund Mgrs Ltd (ACD)
75
113.390.003.532.233.6
55[+]Elite LJ Active Portfolio A AccWAY Fund Managers
35
108.680.000.022.27.6
56[+]Elite LWM East West ValueWAY Fund Managers
87
119.860.14-3.416.010.1
57[+]F&C Managed Growth 1 AccF&C Fund Management
67
275.400.304.933.535.6
58[+]F&C MM Navigator Select A AccF&C Fund Management
69
124.20130.500.005.439.036.6
59[+]F&C MultiManager Investment Trust 1 AccF&C Fund Management
78
211.300.203.746.357.2
60[+]Family Child TrustFamily Investment Management
90
300.60300.601.111.629.032.5
61[+]Fidelity Multi Asset Adventurous A Acc GBPFidelity (FIL Investment Intl)
78
126.400.006.934.2n/a
62[+]Fidelity Multi Asset Allocator Adventurous A AccFidelity (FIL Investment Intl)
81
116.300.004.5n/an/a
63[+]Fidelity Multi Asset Growth AccFidelity (FIL Investment Intl)
61
132.100.007.323.330.1
64[+]Fidelity Multi Asset Open Growth A AccFidelity (FIL Investment Intl)
55
45.930.003.925.235.6
65[+]Fidelity Target 2025 A AccFidelity (FIL Investment Intl)
72
125.400.003.735.237.5
66[+]Fidelity Target 2030 A AccFidelity (FIL Investment Intl)
84
131.500.004.641.542.9
67[+]Fidelity Target TM 2020 A AccFidelity (FIL Investment Intl)
51
54.930.004.628.732.2
68[+]FP Brompton Global Opportunities BFund Partners Ltd
74
118.240.373.0n/an/a
69[+]FP Brown Shipley Growth A AccFund Partners Ltd
74
219.390.593.134.437.6
70[+]FP Multi-Asset DRP VII RetFund Partners Ltd
86
113.091.510.522.0n/a
71[+]FP Multi-Asset DRP VIII RetFund Partners Ltd
98
91.641.86-2.59.2n/a
72[+]FP Tatton Oak Advanced AFund Partners Ltd
72
180.380.004.032.838.2
73[+]Franklin Diversified Growth Z AccFranklin Templeton Funds (UK)
n/a
103.381.35n/an/an/a
74[+]Franklin Diversified Income Z AccFranklin Templeton Funds (UK)
n/a
104.174.65n/an/an/a
75[+]GLG Stockmarket Managed A Ret AccGLG Partners
74
155.500.584.443.347.1
   FLEXIBLE INVESTMENT PERFORMANCE      4.130.036.9 

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.