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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: 200 funds

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200 funds
Rank ChartFund Group Focus FE Risk Score What is FE Risk Score?BidOfferYield 1y 3y 5y  
   FLEXIBLE INVESTMENT PERFORMANCE      12.534.539.0 
1[+]7IM AAP Adventurous C Acc7IM Investment Funds
72
156.741.6019.453.151.8
2[+]7IM Adventurous C Acc7IM Investment Funds
68
232.530.5021.055.856.8
3[+]Aberdeen Capital AAberdeen Investment Funds
80
393.70395.101.1012.841.039.5
4[+]Aberdeen Multi Manager Equity Managed Portfolio R AccAberdeen Fund Managers Limited
72
217.140.0012.939.840.3
5[+]Aberdeen MultiManager Select Boutiques AAberdeen Investment Funds
68
146.300.5014.142.944.1
6[+]Alliance Trust Sustainable Future Absolute Growth 1 AccAlliance Trust Investments
85
71.930.0015.347.254.3
7[+]Allianz RiskMaster Defensive AAllianz Global Invtrs GmbH(UK)
42
114.09n/a8.2n/an/a
8[+]Allianz RiskMaster Growth AAllianz Global Invtrs GmbH(UK)
78
131.07n/a16.4n/an/a
9[+]Allianz RiskMaster Moderate AAllianz Global Invtrs GmbH(UK)
63
128.61n/a14.3n/an/a
10[+]Architas Birthstar TD 2015 20 I AccArchitas Multi-Manager Ltd
n/a
107.500.00n/an/an/a
11[+]Architas Birthstar TD 2021 25 I AccArchitas Multi-Manager Ltd
n/a
109.000.00n/an/an/a
12[+]Architas Birthstar TD 2026 30 I AccArchitas Multi-Manager Ltd
n/a
109.200.00n/an/an/a
13[+]Architas Birthstar TD 2031 35 I AccArchitas Multi-Manager Ltd
n/a
109.700.00n/an/an/a
14[+]Architas Birthstar TD 2036 40 I AccArchitas Multi-Manager Ltd
n/a
110.300.00n/an/an/a
15[+]Architas Birthstar TD 2041 45 I AccArchitas Multi-Manager Ltd
n/a
110.500.00n/an/an/a
16[+]Architas Birthstar TD 2046 50 I AccArchitas Multi-Manager Ltd
n/a
110.500.00n/an/an/a
17[+]Architas Diversified Global Income A AccArchitas Multi-Manager Ltd
n/a
101.600.26n/an/an/a
18[+]Architas MA Active Dynamic A AccArchitas Multi-Manager Ltd
71
144.400.6715.943.947.4
19[+]Architas MA Active Growth A IncArchitas Multi-Manager Ltd
69
143.400.7815.545.651.2
20[+]Artemis Strategic Assets I AccArtemis Fund Managers
66
82.6484.020.494.229.733.5
21[+]Aubrey Collective ConvictionAubrey Capital Management Ltd
51
154.900.0013.041.147.7
22[+]Aviva Inv Global Distribution Bond B IncAviva Investors UK Fd Serv Ltd
61
72.642.002.530.131.8
23[+]Aviva Inv Multi-Manager Flexible 1Aviva Investors UK Fd Serv Ltd
71
76.140.0017.445.249.6
24[+]Barclays Adventurous Growth Portfolio A AccBarclays
65
67.200.009.538.040.0
25[+]Barclays Wealth Global Markets 5 B AccBarclays
65
130.200.0010.426.5n/a
26[+]BlackRock Armed Forces Common Investment Gr AccBlackRock
64
281.40282.603.6313.840.050.5
27[+]BlackRock Charifaith Common Inv AccBlackRock
64
146.40147.102.9912.635.845.2
28[+]BlackRock Dynamic Return Strategy IBlackRock
34
108.60109.100.681.8n/an/a
29[+]BlackRock Managed Volatility CBlackRock
33
118.50127.101.3410.0n/an/a
30[+]BPM Trust AccThesis Unit Trust Mgmt Ltd
51
11.55
(GBP)
0.0013.237.540.7
31[+]Carvetian Los PalomasCarvetian Capital Mgt Ltd
n/a
109.000.009.5n/an/a
32[+]Carvetian The WykeCarvetian Capital Mgt Ltd
n/a
108.500.00n/an/an/a
33[+]Cavendish Worldwide ACavendish Asset Management
84
332.500.1016.841.641.8
34[+]CCM CFS Balanced Opportunities A AccCarvetian Capital Mgt Ltd
77
86.390.00-9.214.312.3
35[+]CF Beaver AccCapita Financial Managers
64
2,321.472,517.341.4610.635.745.4
36[+]CF Bentley Global GrowthCapita Financial Managers
79
139.170.0020.931.3n/a
37[+]CF Bentley Sterling BalancedCapita Financial Managers
43
173.020.008.825.733.8
38[+]CF Canlife Portfolio VII B AccCF Canada Life Investments
n/a
115.921.0216.0n/an/a
39[+]CF Cautela A AccCapita Financial Managers
53
162.410.539.919.332.4
40[+]CF CircusCapita Financial Managers
72
1,745.991.5713.328.438.0
41[+]CF GreenmountCapita Financial Managers
74
147.49159.131.6510.831.240.9
42[+]CF Heartwood Growth Multi Asset B AccCF Heartwood Investment Management
65
153.700.628.637.638.8
43[+]CF IM Global Strategy ACapita Financial Managers
99
147.020.3220.539.624.1
44[+]CF Miton Worldwide Opportunities A GBPMiton Asset Management
40
274.950.008.430.035.6
45[+]CF Mulberry IncCapita Financial Managers
69
1,587.741.5612.426.734.1
46[+]CF Navajo AccCapita Financial Managers
77
2,748.060.6311.733.845.0
47[+]CF New FlocoCapita Financial Managers
81
2,612.410.5224.955.870.7
48[+]CF Prudential Adventurous Portfolio A IncCF Prudential
63
160.790.3115.540.749.4
49[+]CF Purisima EAFE Total Return A PCGCapita Financial Managers
91
146.260.7014.539.542.1
50[+]CF Resilient 6 ACapita Financial Managers
63
140.310.3413.932.039.8
51[+]CF Ruffer Equity & General C IncCF Ruffer Investment Mgmt Ltd
39
359.660.244.533.241.3
52[+]CF Ruffer Japanese C AccCF Ruffer Investment Mgmt Ltd
120
202.860.0132.592.279.8
53[+]CF Stewart Ivory Invest Mkt AccCapita Financial Managers
79
983.331,039.712.5612.644.360.5
54[+]CF Waverton Portfolio AWaverton Investment Management
68
154.591.2411.034.752.0
55[+]City Financial Multi Asset Dynamic A AccCity Financial Inv Company Ltd
64
159.620.3515.640.341.8
56[+]Close Growth Portfolio A AccClose Brothers AM
79
159.700.2216.845.8n/a
57[+]Close Managed Growth A AccClose Brothers AM
64
217.300.1913.639.1n/a
58[+]Close Strategic Alpha A AccClose Brothers AM
81
166.600.2917.244.949.9
59[+]Close Tactical Select Passive Growth A AccClose Brothers AM
73
252.900.8613.138.3n/a
60[+]COURTIERS Total Return GrowthCOURTIERS Investment Funds
83
1.40
(GBP)
n/a18.157.559.0
61[+]Discovery Managed Growth A Acc GBPT. Bailey Fund Mgrs Ltd (ACD)
68
128.380.2314.140.740.6
62[+]Elite LJ Active Portfolio A AccWAY Fund Managers
26
108.680.000.011.99.1
63[+]F&C Managed Growth 1 AccF&C Fund Management
64
308.400.3015.040.139.2
64[+]F&C MM Navigator Select A AccF&C Fund Management
59
136.30143.300.0013.541.638.5
65[+]F&C MultiManager Investment Trust 1 AccF&C Fund Management
72
233.100.1012.646.653.5
66[+]Family Child TrustFamily Investment Management
83
345.00345.001.1512.140.340.2
67[+]Fidelity Multi Asset Adventurous A Acc GBPFidelity(FIL Invt Svcs UK Ltd)
74
142.400.0016.741.1n/a
68[+]Fidelity Multi Asset Allocator Adventurous A AccFidelity(FIL Invt Svcs UK Ltd)
77
130.600.0014.1n/an/a
69[+]Fidelity Multi Asset Growth AccFidelity(FIL Invt Svcs UK Ltd)
57
145.300.0014.332.232.5
70[+]Fidelity Multi Asset Open Growth A AccFidelity(FIL Invt Svcs UK Ltd)
49
49.360.008.624.632.0
71[+]Fidelity Target 2025 A AccFidelity(FIL Invt Svcs UK Ltd)
66
141.000.0013.940.739.2
72[+]Fidelity Target 2030 A AccFidelity(FIL Invt Svcs UK Ltd)
78
151.500.0017.650.047.7
73[+]Fidelity Target TM 2020 A AccFidelity(FIL Invt Svcs UK Ltd)
47
59.670.0010.831.531.0
74[+]FP Brompton Global Opportunities BFund Partners Ltd
66
134.110.3313.6n/an/a
75[+]FP Brown Shipley Growth A AccFund Partners Ltd
67
246.160.6512.140.242.5
   FLEXIBLE INVESTMENT PERFORMANCE      12.534.539.0 

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.