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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 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: 2520 funds

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2520 funds
Rank ChartFund Group Focus FE Risk Score What is FE Risk Score?BidOfferYield 1y 3y 5y  
376[+]BlackRock UK Income A AccBlackRock
92
1,328.001,402.003.2211.936.258.3
377[+]BlackRock UK Smaller Companies A AccBlackRock
88
635.30671.800.20-4.348.8115.9
378[+]BlackRock UK Special Situations A AccBlackRock
98
3,332.003,524.000.99-1.529.879.0
379[+]BlackRock US Dynamic A AccBlackRock
116
854.10898.600.0021.051.981.1
380[+]BlackRock US Equity Tracker A AccBlackRock
103
162.50170.800.9324.4n/an/a
381[+]BlackRock US Opportunities A AccBlackRock
113
740.70779.300.0020.061.290.4
382[+]BlackRock Volatility Strategy I C AccBlackRock
52
112.90121.201.0312.7n/an/a
383[+]BlackRock Volatility Strategy II C AccBlackRock
65
115.60124.101.2413.3n/an/a
384[+]BlackRock Volatility Strategy III C AccBlackRock
77
117.70126.401.3113.9n/an/a
385[+]BNY Mellon Long Term Global Equity Exempt 2 AccBNY Mellon Investment Management EMEA Ltd
82
203.580.9215.036.159.5
386[+]BPM Trust AccThesis Unit Trust Mgmt Ltd
55
11.17
(GBP)
0.009.930.843.5
387[+]Broadway ICVC BalancedThe 140 Investment Managers
48
208.960.007.623.741.7
388[+]Broadway ICVC GrowthThe 140 Investment Managers
68
215.980.0012.626.639.2
389[+]Broadway ICVC IncomeThe 140 Investment Managers
15
104.060.003.06.415.0
390[+]CAF UK Equitrack AccLegal & General UT Mgr Ltd
96
103.10103.103.005.233.360.1
391[+]Canlife UK Property Jersey AccCF Canada Life Investments
86
2,315.162,431.120.0013.476.194.2
392[+]Carvetian Electric & General Investment ACarvetian Capital Mgt Ltd
99
141.101.902.439.8n/a
393[+]Carvetian Los PalomasCarvetian Capital Mgt Ltd
n/a
105.600.00n/an/an/a
394[+]Carvetian The WykeCarvetian Capital Mgt Ltd
n/a
105.800.00n/an/an/a
395[+]Cavendish AIM ACavendish Asset Management
65
148.400.00-6.034.779.8
396[+]Cavendish Asia Pacific A IncCavendish Asset Management
97
170.300.6017.116.738.5
397[+]Cavendish European A IncCavendish Asset Management
113
138.700.30-5.827.120.2
398[+]Cavendish Japan A IncCavendish Asset Management
111
152.300.008.632.734.0
399[+]Cavendish North American A IncCavendish Asset Management
106
189.200.0021.140.652.0
400[+]Cavendish Opportunities ACavendish Asset Management
79
1,015.000.50-4.948.2124.2
401[+]Cavendish Technology A IncCavendish Asset Management
114
261.000.009.835.885.1
402[+]Cavendish UK Balanced Income A IncCavendish Asset Management
71
136.404.705.646.9n/a
403[+]Cavendish UK Select A IncCavendish Asset Management
107
165.200.80-0.548.7n/a
404[+]Cavendish Worldwide ACavendish Asset Management
86
310.700.1010.226.446.1
405[+]CCM CFS Balanced Opportunities A AccCarvetian Capital Mgt Ltd
87
85.220.12-10.27.317.5
406[+]CF Adam Worldwide AccCapita Financial Managers
81
767.60795.121.5711.132.465.6
407[+]CF Andromeda GrowthCapita Financial Managers
76
2,029.991.088.926.447.0
408[+]CF AquariusCapita Financial Managers
58
1,471.080.928.726.242.1
409[+]CF Asset Value Investors Global AccCapita Financial Managers
71
2,525.260.896.723.938.8
410[+]CF Beaver AccCapita Financial Managers
68
2,247.962,438.281.536.230.250.3
411[+]CF Bentley Global GrowthCapita Financial Managers
85
131.720.009.522.0n/a
412[+]CF Bentley Sterling BalancedCapita Financial Managers
47
169.580.004.621.537.8
413[+]CF Bentley Sterling Income IncCapita Financial Managers
9
95.990.691.20.74.4
414[+]CF Bentley US Dollar BalancedCapita Financial Managers
58
1.26
(USD)
0.003.821.236.8
415[+]CF BrodenCapita Financial Managers
79
1,830.691.7212.527.854.8
416[+]CF Buxton AccCapita Financial Managers
49
3,137.121.1811.629.752.4
417[+]CF Canlife Asia Pacific B Acc GBPCF Canada Life Investments
101
911.780.779.918.330.9
418[+]CF Canlife Balanced B AccCF Canada Life Investments
66
150.200.828.428.846.2
419[+]CF Canlife Corporate Bond B Inc GBPCF Canada Life Investments
34
213.562.9010.822.836.2
420[+]CF Canlife European B AccCF Canada Life Investments
100
249.170.001.434.939.0
421[+]CF Canlife Global Bond B Acc GBPCF Canada Life Investments
37
99.362.345.4n/an/a
422[+]CF Canlife Global Equity B Acc GBPCF Canada Life Investments
79
612.131.4716.940.559.1
423[+]CF Canlife Global Equity Income B Acc GBPCF Canada Life Investments
82
139.313.5310.1n/an/a
424[+]CF Canlife Global High Yield Bond B AccCF Canada Life Investments
34
106.415.011.323.750.1
425[+]CF Canlife Global Infrastructure BCF Canada Life Investments
84
118.551.1411.9n/an/a
426[+]CF Canlife Global Resource BCF Canada Life Investments
161
92.380.10-15.0n/an/a
427[+]CF Canlife Japan B AccCF Canada Life Investments
110
50.590.5710.226.631.1
428[+]CF Canlife North American B Acc GBPCF Canada Life Investments
90
866.250.8922.249.782.3
429[+]CF Canlife Portfolio III B AccCF Canada Life Investments
n/a
109.300.638.7n/an/a
430[+]CF Canlife Portfolio IV B AccCF Canada Life Investments
n/a
110.731.6310.0n/an/a
431[+]CF Canlife Portfolio V B AccCF Canada Life Investments
n/a
111.470.7810.5n/an/a
432[+]CF Canlife Portfolio VI B AccCF Canada Life Investments
n/a
112.000.8810.5n/an/a
433[+]CF Canlife Portfolio VII B AccCF Canada Life Investments
n/a
110.100.699.4n/an/a
434[+]CF Canlife Strategic Return B AccCF Canada Life Investments
n/a
108.180.00n/an/an/a
435[+]CF Canlife Total Return BCF Canada Life Investments
48
107.272.542.713.240.8
436[+]CF Canlife UK Equity and Bond Income B Acc GBPCF Canada Life Investments
76
1,585.893.837.237.658.5
437[+]CF Canlife UK Equity B AccCF Canada Life Investments
n/a
114.051.307.8n/an/a
438[+]CF Canlife UK Equity Income B Inc GBPCF Canada Life Investments
96
426.203.806.837.559.8
439[+]CF Canlife UK Government Bond B IncCF Canada Life Investments
42
47.840.219.48.127.1
440[+]CF Cautela A AccCapita Financial Managers
56
158.190.547.812.333.7
441[+]CF CircusCapita Financial Managers
78
1,712.671.6012.723.044.0
442[+]CF CranmerCapita Financial Managers
49
1,874.881.182.420.334.0
443[+]CF DartmoorCapita Financial Managers
43
2,303.120.059.322.040.5
444[+]CF DavidsCapita Financial Managers
41
1,862.610.4610.123.940.5
445[+]CF DrygateCapita Financial Managers
64
1,436.681,552.991.946.333.552.3
446[+]CF Eclectica Absolute Macro A GBPCF Eclectica Asset Management
97
112.800.0014.413.324.5
447[+]CF Eclectica Agriculture A Acc GBPCF Eclectica Asset Management
84
111.930.0011.413.217.7
448[+]CF GreenmountCapita Financial Managers
80
144.52155.941.4012.225.145.6
449[+]CF GullandCapita Financial Managers
65
1,769.920.9813.633.756.4
450[+]CF Heartwood Balanced Income Multi Asset B Inc NAVCF Heartwood Investment Management
49
117.602.366.628.1n/a

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.