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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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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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Fund performance league table: 2518 funds

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2518 funds
Rank ChartFund Group Focus FE Risk Score What is FE Risk Score?BidOfferYield 1y 3y 5y  
1051[+]HSBC UK Growth & Income B Ret IncHSBC Gbl Asset Mgt (HSBC Inv)
94
77.843.236.338.459.2
1052[+]HSBC World Index Balanced Portfolio X Ret AccHSBC Gbl Asset Mgt (HSBC Inv)
52
137.801.6612.827.6n/a
1053[+]HSBC World Index Cautious Portfolio X Ret AccHSBC Gbl Asset Mgt (HSBC Inv)
27
120.401.508.515.0n/a
1054[+]HSBC World Index Dynamic Portfolio X Ret AccHSBC Gbl Asset Mgt (HSBC Inv)
72
145.101.6615.332.8n/a
1055[+]HSBC World Selection Adventurous Portfolio C AccHSBC Gbl Asset Mgt (HSBC Inv)
n/a
103.400.63n/an/an/a
1056[+]HSBC World Selection Balanced Portfolio C AccHSBC Gbl Asset Mgt (HSBC Inv)
54
171.600.9510.832.345.2
1057[+]HSBC World Selection Cautious Portfolio C AccHSBC Gbl Asset Mgt (HSBC Inv)
25
137.701.118.118.429.4
1058[+]HSBC World Selection Conservative Portfolio C AccHSBC Gbl Asset Mgt (HSBC Inv)
n/a
102.100.96n/an/an/a
1059[+]HSBC World Selection Dynamic Portfolio C AccHSBC Gbl Asset Mgt (HSBC Inv)
74
185.000.6412.536.949.1
1060[+]HSBC World Selection Income Portfolio C AccHSBC Gbl Asset Mgt (HSBC Inv)
30
134.503.059.423.1n/a
1061[+]Hurlingham Managed Growth AccWAY Fund Managers
71
145.890.259.427.440.9
1062[+]IFSL Brooks Macdonald Balanced B AccIFSL
59
172.200.407.125.340.7
1063[+]IFSL Brooks Macdonald Cautious Growth B IncIFSL
44
121.801.009.026.037.7
1064[+]IFSL Brooks Macdonald Defensive Capital BIFSL
30
177.500.106.419.135.1
1065[+]IFSL Brooks Macdonald Defensive Income B IncIFSL
32
113.302.806.322.536.5
1066[+]IFSL Brooks Macdonald Strategic Growth A AccIFSL
n/a
109.600.508.3n/an/a
1067[+]IFSL Brunsdon Adventurous Growth AIFSL
46
124.000.208.517.4n/a
1068[+]IFSL Brunsdon Cautious Growth AIFSL
36
117.900.004.712.0n/a
1069[+]IFSL Galatea Opportunity RetIFSL
39
127.000.006.514.5n/a
1070[+]IFSL Harewood UK Enhanced Income AIFSL
87
92.583.00-3.46.9n/a
1071[+]IFSL Harewood US Enhanced Income AIFSL
82
119.443.6017.738.9n/a
1072[+]IFSL North Row Liquid Property A AccIFSL
n/a
109.200.909.7n/an/a
1073[+]IFSL Select Cautious O AccIFSL
46
166.300.106.016.027.9
1074[+]IFSL Select O AccIFSL
71
218.200.108.827.338.7
1075[+]IFSL Sinfonia Adventurous Growth Portfolio A AccIFSL
75
148.700.3010.432.347.8
1076[+]IFSL Sinfonia Balanced Managed Portfolio A AccIFSL
66
148.900.5010.531.049.7
1077[+]IFSL Sinfonia Cautious Managed Portfolio A AccIFSL
41
146.900.607.723.941.9
1078[+]IFSL Sinfonia Income & Growth Portfolio A AccIFSL
56
152.301.209.227.947.6
1079[+]IFSL Sinfonia Income Portfolio A AccIFSL
30
136.101.506.815.730.7
1080[+]IFSL Tilney Bestinvest Aggressive Growth Portfolio Ret AccIFSL
67
176.201.308.331.047.1
1081[+]IFSL Tilney Bestinvest Conservative Portfolio Ret AccIFSL
n/a
103.700.00n/an/an/a
1082[+]IFSL Tilney Bestinvest Defensive Portfolio Ret AccIFSL
25
133.101.705.616.222.2
1083[+]IFSL Tilney Bestinvest Growth Portfolio Ret AccIFSL
57
149.700.007.328.241.9
1084[+]IFSL Tilney Bestinvest Income and Growth Portfolio Ret AccIFSL
45
143.002.307.426.538.7
1085[+]IFSL Tilney Bestinvest Income Portfolio Ret AccIFSL
38
140.402.606.024.034.9
1086[+]IFSL Tilney Bestinvest Maximum Growth Portfolio Ret AccIFSL
n/a
106.200.00n/an/an/a
1087[+]Ignis American Growth A IncIgnis Asset Management
117
330.15347.870.0020.459.189.7
1088[+]Ignis Balanced Growth A IncIgnis Asset Management
103
267.28282.091.183.131.853.5
1089[+]Ignis Corporate Bond A IncIgnis Asset Management
35
106.423.279.928.948.1
1090[+]Ignis European Growth A AccIgnis Asset Management
99
490.24517.400.633.541.939.1
1091[+]Ignis European Smaller Companies A AccIgnis Asset Management
100
174.730.45-4.965.285.8
1092[+]Ignis Global Growth A AccIgnis Asset Management
105
337.31356.000.6510.537.742.4
1093[+]Ignis High Income Bond A AccIgnis Asset Management
31
221.74231.594.105.529.647.0
1094[+]Ignis ManagedIgnis Asset Management
78
70.1274.801.196.030.643.1
1095[+]Ignis Managed Portfolio A AccIgnis Asset Management
58
133.45140.840.236.227.540.1
1096[+]Ignis Pacific Growth A AccIgnis Asset Management
99
559.23590.210.9313.318.530.8
1097[+]Ignis Smaller Companies A IncIgnis Asset Management
124
612.37646.300.18-13.738.679.9
1098[+]Ignis UK Equity Income A AccIgnis Asset Management
100
283.13298.824.097.041.966.4
1099[+]Ignis UK Property A AccIgnis Asset Management
25
103.19108.913.2410.819.232.6
1100[+]Incisively Global Portfolio HWAY Fund Managers
1
97.180.00-1.6n/an/a
1101[+]Insight Corporate BondInsight (BNY Mellon)
34
88.733.969.423.740.2
1102[+]Insight Equity Income Booster IncInsight (BNY Mellon)
89
139.078.017.037.158.4
1103[+]Insight Equity Income IncInsight (BNY Mellon)
98
170.293.637.544.369.0
1104[+]Insight Global Absolute Return AccInsight (BNY Mellon)
36
110.240.117.4n/an/a
1105[+]Insight Global Multi-Strategy AccInsight (BNY Mellon)
50
114.230.038.1n/an/a
1106[+]Insight Inflation Linked Corporate Bond AccInsight (BNY Mellon)
22
106.871.893.2n/an/a
1107[+]Insight Strategic Bond AccInsight (BNY Mellon)
20
108.932.383.3n/an/a
1108[+]Insight UK Broad Market Bond P GrInsight Invest Mgt (Gbl) Ltd
42
184.382.6512.123.749.0
1109[+]Insight UK Corporate All Maturities Bond P Gr AccInsight Invest Mgt (Gbl) Ltd
48
187.403.3310.628.254.0
1110[+]Insight UK Corporate Long Maturities Bond P GrInsight Invest Mgt (Gbl) Ltd
67
204.943.4916.035.968.2
1111[+]Insight UK Government All Maturity Bond P Gr AccInsight Invest Mgt (Gbl) Ltd
45
183.541.8711.716.743.2
1112[+]Insight UK Government Long Maturity bond P GrInsight Invest Mgt (Gbl) Ltd
83
212.562.2222.825.871.2
1113[+]Insight UK Index Linked Bond P GrInsight Invest Mgt (Gbl) Ltd
77
235.362.4417.925.265.7
1114[+]Invesco Perpetual Asian AccInvesco Perpetual Fund Mgrs
95
474.980.7419.527.146.1
1115[+]Invesco Perpetual Asian Equity Income AccInvesco Perpetual Fund Mgrs
85
65.003.5619.425.1n/a
1116[+]Invesco Perpetual Balanced Risk 10 AccInvesco Perpetual Fund Mgrs
55
59.200.248.716.9n/a
1117[+]Invesco Perpetual Balanced Risk 6 AccInvesco Perpetual Fund Mgrs
33
54.600.005.08.5n/a
1118[+]Invesco Perpetual Balanced Risk 8 AccInvesco Perpetual Fund Mgrs
44
56.860.036.912.7n/a
1119[+]Invesco Perpetual ChildrensInvesco Perpetual Fund Mgrs
102
423.211.524.367.693.6
1120[+]Invesco Perpetual Corporate Bond AccInvesco Perpetual Fund Mgrs
17
185.763.475.524.737.6
1121[+]Invesco Perpetual Distribution AccInvesco Perpetual Fund Mgrs
33
111.784.204.732.953.2
1122[+]Invesco Perpetual Emerging Countries AccInvesco Perpetual Fund Mgrs
106
259.550.4512.516.021.3
1123[+]Invesco Perpetual Emerging European AccInvesco Perpetual Fund Mgrs
181
34.752.63-15.0-22.4-17.8
1124[+]Invesco Perpetual European Equity AccInvesco Perpetual Fund Mgrs
120
857.641.995.858.850.2
1125[+]Invesco Perpetual European Equity Income AccInvesco Perpetual Fund Mgrs
110
74.712.823.360.658.7

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.