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FE Risk Score

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 Crown Fund Rating

FE Crown Fund Ratings assign a rating to funds based on quant analysis of consistency, volatility and performance. Narrow your search by choosing to view only the highest rated funds.

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FE Adviser Fund Index

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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FE Alpha Manager

FE Alpha Manager Ratings identify the best fund managers in the UK, using quant based analysis to sort the wheat from the chaff. Select this option to show only those funds managed by FE Alpha managers.

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Performance

1 year at least   %

3 year at least   %

5 year at least   %

Yield   %  

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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       %
Maximum Loss
 

Maximum Loss

Maximum loss shows the maximum a fund has lost between a single peak and trough, at any time during the period you’ve selected. Effectively it shows you the worst case scenario had you invested at the peak and sold at the trough during that time.

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Fund performance league table: 2534 funds

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2534 funds
Rank ChartFund Group FE Risk Score What is FE Risk Score?FE AFI ConstituentFE Crown Rating What is FE Crown Rating?3y  
1[+]Zurich Horizon Multi-Asset V Z AccZurich Investment Services (UK) Limited
80
SHn/a
2[+]Zurich Horizon Multi-Asset IV Z AccZurich Investment Services (UK) Limited
68
SHn/a
3[+]Zurich Horizon Multi-Asset III Z AccZurich Investment Services (UK) Limited
54
SHn/a
4[+]Zurich Horizon Multi-Asset II Z AccZurich Investment Services (UK) Limited
46
SHn/a
5[+]Zurich Horizon Multi-Asset I Z AccZurich Investment Services (UK) Limited
44
SHn/a
6[+]Your Portfolio VI 1RBS Collective Invst Fds Ltd
64
SHn/a
7[+]Your Portfolio V 1RBS Collective Invst Fds Ltd
54
SHn/a
8[+]Your Portfolio IV 1RBS Collective Invst Fds Ltd
42
SHn/a
9[+]Your Portfolio III 1RBS Collective Invst Fds Ltd
31
SHn/a
10[+]Your Portfolio II 1RBS Collective Invst Fds Ltd
21
SHn/a
11[+]WSSF 5 Aggressive Portfolio Inst AccHSBC Gbl Asset Mgt (HSBC Inv)
71
39.2
12[+]WSSF 4 Progressive Portfolio Inst AccHSBC Gbl Asset Mgt (HSBC Inv)
60
35.0
13[+]WSSF 3 Balanced Portfolio Inst AccHSBC Gbl Asset Mgt (HSBC Inv)
45
28.8
14[+]WSSF 2 Defensive Portfolio Inst AccHSBC Gbl Asset Mgt (HSBC Inv)
33
21.2
15[+]WSSF 1 Conservative Portfolio Inst AccHSBC Gbl Asset Mgt (HSBC Inv)
24
15.6
16[+]Worldwide Capital Growth A2000S&W Fund Administration Ltd
61
31.5
17[+]Wood Street Microcap InvestmentLivingbridge VC LLP
57
127.6
18[+]Wesleyan InternationalWesleyan Unit Trust Mgrs Ltd
80
34.4
19[+]Wesleyan GrowthWesleyan Unit Trust Mgrs Ltd
96
40.3
20[+]Wesleyan CashWesleyan Unit Trust Mgrs Ltd
0
0.9
21[+]WAY MA Growth Portfolio B AccWAY Fund Managers
71
33.0
22[+]WAY MA Cautious Portfolio B AccWAY Fund Managers
45
18.5
23[+]WAY Green Portfolio Elite Ret AccWAY Fund Managers
72
20.5
24[+]WAY Global Red Active Portfolio A AccWAY Fund Managers
71
34.2
25[+]WAY Global Momentum A AccWAY Fund Managers
67
19.6
26[+]WAY Global Cautious Portfolio B AccWAY Fund Managers
36
7.0
27[+]WAY Global Blue Managed Portfolio A AccWAY Fund Managers
50
20.8
28[+]WAY Charteris Gold & Precious Metals Elite E AccWAY Fund Managers
262
-47.0
29[+]WAY Absolute Return Portfolio E AccWAY Fund Managers
28
21.3
30[+]VT Woodhill Investment Absolute Return IncValu-Trac Investment Management
n/a
SHn/a
31[+]VT Turcan Connell Income Portfolio IncValu-Trac Investment Management
34
9.0
32[+]VT Turcan Connell Growth PortfolioValu-Trac Investment Management
74
34.7
33[+]VT Turcan Connell Absolute Return Portfolio AccValu-Trac Investment Management
36
17.3
34[+]VT The Prestney IncValu-Trac Investment Management
46
19.1
35[+]VT The Beagle IncValu-Trac Investment Management
85
22.5
36[+]VT Rossie House Portfolio B Inc GBPValu-Trac Investment Management
n/a
SHn/a
37[+]VT Price Value Portfolio A GBPValu-Trac Investment Management
n/a
SHn/a
38[+]VT Odey Total Return A GBPValu-Trac Investment Management
n/a
SHn/a
39[+]VT Maven Smart Dividend UK X AccValu-Trac Investment Management
93
PT23.8
40[+]VT Kepler Alternative Growth C AccValu-Trac Investment Management
n/a
SHn/a
41[+]VT icf Absolute Return Portfolio FValu-Trac Investment Management
23
14.7
42[+]VT Halo Global Asian Consumer B Acc GBPValu-Trac Investment Management
n/a
SHn/a
43[+]VT De Lisle America B GBPValu-Trac Investment Management
93
58.8
44[+]VT Castlebay UK Equity A AccValu-Trac Investment Management
n/a
SHn/a
45[+]Virgin UK Index TrackingVirgin Money Unit Tst Mgr Ltd
93
PT30.6
46[+]Virgin Pension Income ProtectorVirgin Money Unit Tst Mgr Ltd
45
US7.5
47[+]Virgin Pension GrowthVirgin Money Unit Tst Mgr Ltd
94
PT31.7
48[+]Virgin Pension Global ShareVirgin Money Unit Tst Mgr Ltd
n/a
SHn/a
49[+]Virgin Pension Bond Gilt UK and Overseas ShareVirgin Money Unit Tst Mgr Ltd
n/a
SHn/a
50[+]Virgin Pension Bond Gilt and UK ShareVirgin Money Unit Tst Mgr Ltd
n/a
SHn/a
51[+]Virgin IncomeVirgin Money Unit Tst Mgr Ltd
45
PT5.6
52[+]Virgin Global ShareVirgin Money Unit Tst Mgr Ltd
n/a
PTn/a
53[+]Virgin Climate ChangeVirgin Money Unit Tst Mgr Ltd
98
47.6
54[+]Virgin Bond Gilt UK ShareVirgin Money Unit Tst Mgr Ltd
n/a
PTn/a
55[+]Virgin Bond Gilt UK and Overseas ShareVirgin Money Unit Tst Mgr Ltd
n/a
PTn/a
56[+]Vanguard US Equity Index AccVanguard Investments UK Ltd
88
PT59.6
57[+]Vanguard UK Long Duration Gilt Index AccVanguard Investments UK Ltd
95
PT16.7
58[+]Vanguard UK Inflation Linked Gilt Index AccVanguard Investments UK Ltd
87
PT25.6
59[+]Vanguard LifeStrategy 80% Equity AccVanguard Investments UK Ltd
64
PT35.3
60[+]Vanguard LifeStrategy 60% Equity AccVanguard Investments UK Ltd
48
PT28.7
61[+]Vanguard LifeStrategy 40% Equity AccVanguard Investments UK Ltd
36
PT22.2
62[+]Vanguard LifeStrategy 20% Equity AccVanguard Investments UK Ltd
30
PT16.2
63[+]Vanguard LifeStrategy 100% Equity AccVanguard Investments UK Ltd
80
PT42.2
64[+]Vanguard FTSE UK Equity Income Index AccVanguard Investments UK Ltd
97
PT36.0
65[+]Vanguard FTSE U.K. All Share Index A Acc GBPVanguard Investments UK Ltd
95
PT34.6
66[+]Vanguard FTSE Developed World ex UK Equity Index AccVanguard Investments UK Ltd
80
PT49.6
67[+]Vanguard FTSE Developed Europe ex UK Equity Index AccVanguard Investments UK Ltd
99
PT51.5
68[+]Valu-Trac The Teal Fund WidgeonValu-Trac Investment Management
66
34.3
69[+]Valu-Trac Equity Income A AccValu-Trac Investment Management
n/a
SHn/a
70[+]Unicorn UK Smaller Companies BUnicorn Asset Management
61
97.7
71[+]Unicorn UK Income AUnicorn Asset Management
66
77.8
72[+]Unicorn UK Growth BUnicorn Asset Management
68
61.6
73[+]Unicorn Outstanding British Companies AUnicorn Asset Management
66
52.9
74[+]Unicorn Mastertrust BUnicorn Asset Management
51
55.3
75[+]UBS US Growth A AccUBS Global Asset Mgmt Funds Ltd
107
68.1

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.

Key to codes

LC : Low correlation to benchmarks
SH : Fund with a short history
US : Fund in an unrated sector
PT : Passive fund

Data provided by FE. Care has been taken to ensure that the information is correct, but FE neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.