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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

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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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FE Alpha Manager

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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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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: 2492 funds

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2492 funds
Rank ChartFund Group Focus FE Risk Score What is FE Risk Score?BidOfferYield 1y 3y 5y  
376[+]BlackRock UK Smaller Companies A AccBlackRock
88
622.70660.700.20-2.556.8110.1
377[+]BlackRock UK Special Situations A AccBlackRock
99
3,237.003,423.001.010.032.173.7
378[+]BlackRock US Dynamic A AccBlackRock
114
850.50894.800.0023.158.894.6
379[+]BlackRock US Equity Tracker A AccBlackRock
102
162.20170.500.9327.3n/an/a
380[+]BlackRock US Opportunities A AccBlackRock
113
732.50770.800.0023.565.7105.0
381[+]BlackRock Volatility Strategy I C AccBlackRock
52
113.70122.101.0216.0n/an/a
382[+]BlackRock Volatility Strategy II C AccBlackRock
66
115.90124.401.2416.6n/an/a
383[+]BlackRock Volatility Strategy III C AccBlackRock
77
117.50126.101.3117.1n/an/a
384[+]BNY Mellon Long Term Global Equity Exempt 2 AccBNY Mellon Investment Management EMEA Ltd
80
204.540.9218.342.770.7
385[+]BPM Trust AccThesis Unit Trust Mgmt Ltd
54
11.17
(GBP)
0.0010.334.345.1
386[+]Broadway ICVC BalancedThe 140 Investment Managers
44
198.980.003.620.333.1
387[+]Broadway ICVC GrowthThe 140 Investment Managers
70
205.760.004.223.830.4
388[+]Broadway ICVC IncomeThe 140 Investment Managers
14
103.930.002.67.014.9
389[+]CAF UK Equitrack AccLegal & General UT Mgr Ltd
96
100.70100.703.107.235.158.2
390[+]Canlife UK Property Jersey AccCF Canada Life Investments
87
2,308.432,424.060.0013.975.899.8
391[+]Carvetian Electric & General Investment ACarvetian Capital Mgt Ltd
99
137.601.885.141.9n/a
392[+]Carvetian Los PalomasCarvetian Capital Mgt Ltd
n/a
104.100.00n/an/an/a
393[+]Carvetian The WykeCarvetian Capital Mgt Ltd
n/a
106.700.00n/an/an/a
394[+]Cavendish AIM ACavendish Asset Management
65
145.400.00-4.641.470.6
395[+]Cavendish Asia Pacific A IncCavendish Asset Management
96
175.300.6024.924.353.5
396[+]Cavendish European A IncCavendish Asset Management
114
133.000.30-5.128.215.4
397[+]Cavendish Japan A IncCavendish Asset Management
108
150.000.004.334.540.2
398[+]Cavendish North American A IncCavendish Asset Management
105
187.900.0022.242.263.5
399[+]Cavendish Opportunities ACavendish Asset Management
77
975.800.50-4.753.8111.7
400[+]Cavendish Technology A IncCavendish Asset Management
113
255.300.0014.141.195.2
401[+]Cavendish UK Balanced Income A IncCavendish Asset Management
72
135.304.708.249.6n/a
402[+]Cavendish UK Select A IncCavendish Asset Management
105
155.900.80-1.449.6n/a
403[+]Cavendish Worldwide ACavendish Asset Management
85
314.000.1014.632.553.7
404[+]CCM CFS Balanced Opportunities A AccCarvetian Capital Mgt Ltd
87
85.820.12-5.313.418.1
405[+]CF Adam Worldwide AccCapita Financial Managers
81
757.98785.331.5914.135.270.2
406[+]CF Andromeda GrowthCapita Financial Managers
72
1,985.601.115.726.542.7
407[+]CF AquariusCapita Financial Managers
57
1,441.010.946.427.338.1
408[+]CF Asset Value Investors Global AccCapita Financial Managers
71
2,501.200.907.426.938.5
409[+]CF Beaver AccCapita Financial Managers
66
2,225.102,413.281.598.032.249.5
410[+]CF Bentley Global GrowthCapita Financial Managers
85
129.810.007.823.7n/a
411[+]CF Bentley Sterling BalancedCapita Financial Managers
48
169.210.006.324.539.3
412[+]CF Bentley Sterling Income IncCapita Financial Managers
9
96.840.751.31.35.4
413[+]CF Bentley US Dollar BalancedCapita Financial Managers
57
1.25
(USD)
0.004.422.734.4
414[+]CF BrodenCapita Financial Managers
79
1,827.341.7212.631.556.2
415[+]CF Buxton AccCapita Financial Managers
48
3,080.281.218.730.652.0
416[+]CF Canlife Asia Pacific B Acc GBPCF Canada Life Investments
99
928.680.8418.025.041.7
417[+]CF Canlife Balanced B AccCF Canada Life Investments
67
148.240.009.931.347.0
418[+]CF Canlife Corporate Bond B Inc GBPCF Canada Life Investments
32
218.813.3111.823.636.6
419[+]CF Canlife European B AccCF Canada Life Investments
101
243.370.003.838.137.3
420[+]CF Canlife Global Bond B Acc GBPCF Canada Life Investments
36
101.132.727.8n/an/a
421[+]CF Canlife Global Equity B Acc GBPCF Canada Life Investments
79
614.261.2918.947.667.1
422[+]CF Canlife Global Equity Income B Acc GBPCF Canada Life Investments
82
136.473.4211.2n/an/a
423[+]CF Canlife Global Infrastructure BCF Canada Life Investments
84
119.001.5314.8n/an/a
424[+]CF Canlife Global Resource BCF Canada Life Investments
144
88.340.06-12.9n/an/a
425[+]CF Canlife Japan B AccCF Canada Life Investments
107
49.430.005.430.434.8
426[+]CF Canlife North American B Acc GBPCF Canada Life Investments
88
884.600.4023.058.098.9
427[+]CF Canlife Portfolio III B AccCF Canada Life Investments
n/a
109.760.5810.2n/an/a
428[+]CF Canlife Portfolio IV B AccCF Canada Life Investments
n/a
110.191.6410.8n/an/a
429[+]CF Canlife Portfolio V B AccCF Canada Life Investments
n/a
110.570.7811.9n/an/a
430[+]CF Canlife Portfolio VI B AccCF Canada Life Investments
n/a
111.020.8912.5n/an/a
431[+]CF Canlife Portfolio VII B AccCF Canada Life Investments
n/a
108.960.7012.0n/an/a
432[+]CF Canlife Strategic Return B AccCF Canada Life Investments
n/a
106.300.00n/an/an/a
433[+]CF Canlife UK Equity and Bond Income B Acc GBPCF Canada Life Investments
76
1,556.224.019.438.157.8
434[+]CF Canlife UK Equity B AccCF Canada Life Investments
n/a
109.001.368.6n/an/a
435[+]CF Canlife UK Equity Income B Inc GBPCF Canada Life Investments
96
421.824.079.337.458.0
436[+]CF Canlife UK Government Bond B IncCF Canada Life Investments
37
49.230.4412.09.128.7
437[+]CF Cautela A AccCapita Financial Managers
56
156.800.558.312.735.7
438[+]CF CircusCapita Financial Managers
78
1,708.091.6012.625.247.3
439[+]CF CranmerCapita Financial Managers
48
1,862.741.281.922.333.9
440[+]CF DartmoorCapita Financial Managers
41
2,263.930.057.422.639.0
441[+]CF DavidsCapita Financial Managers
40
1,858.220.468.125.343.8
442[+]CF DrygateCapita Financial Managers
61
1,444.641,561.331.849.536.152.4
443[+]CF Eclectica Absolute Macro A GBPCF Eclectica Asset Management
97
110.130.0014.110.721.9
444[+]CF Eclectica Agriculture A Acc GBPCF Eclectica Asset Management
84
112.440.0011.914.526.4
445[+]CF GreenmountCapita Financial Managers
76
145.87157.431.3915.129.052.6
446[+]CF GullandCapita Financial Managers
65
1,740.970.9911.533.755.2
447[+]CF Heartwood Balanced Income Multi Asset B Inc NAVCF Heartwood Investment Management
49
117.002.257.329.8n/a
448[+]CF Heartwood Balanced Multi Asset A Acc NAVCF Heartwood Investment Management
50
126.800.405.324.9n/a
449[+]CF Heartwood Cautious Income Multi Asset ACF Heartwood Investment Management
30
109.842.084.718.7n/a
450[+]CF Heartwood Cautious Multi Asset B AccCF Heartwood Investment Management
29
129.860.515.118.629.2

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.