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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: 2587 funds

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2587 funds
Rank ChartFund Group Focus FE Risk Score What is FE Risk Score?BidOfferYield 1y 3y 5y  
451[+]CF Cautela A AccCapita Financial Managers
53
162.030.5310.318.732.0
452[+]CF CircusCapita Financial Managers
72
1,752.151.5614.428.936.2
453[+]CF CranmerCapita Financial Managers
47
1,978.151.1212.530.733.0
454[+]CF DartmoorCapita Financial Managers
48
2,392.770.0515.128.739.8
455[+]CF DavidsCapita Financial Managers
44
1,958.930.3017.531.242.1
456[+]CF DrygateCapita Financial Managers
59
1,469.291,590.861.8912.238.050.0
457[+]CF Eclectica Absolute Macro A GBPCF Eclectica Asset Management
96
120.130.0032.021.034.0
458[+]CF Eclectica Agriculture A Acc GBPCF Eclectica Asset Management
78
112.160.008.916.017.5
459[+]CF GreenmountCapita Financial Managers
73
147.49159.131.6511.930.440.9
460[+]CF GullandCapita Financial Managers
62
1,832.740.8818.839.252.0
461[+]CF Heartwood Balanced Income Multi Asset B Inc NAVCF Heartwood Investment Management
46
119.492.3810.031.938.3
462[+]CF Heartwood Balanced Multi Asset A Acc NAVCF Heartwood Investment Management
47
130.350.398.026.430.4
463[+]CF Heartwood Cautious Income Multi Asset ACF Heartwood Investment Management
28
111.282.016.719.8n/a
464[+]CF Heartwood Cautious Multi Asset B AccCF Heartwood Investment Management
27
132.520.347.119.725.8
465[+]CF Heartwood Defensive Multi Asset A AccCF Heartwood Investment Management
18
111.100.004.111.1n/a
466[+]CF Heartwood Growth Multi Asset B AccCF Heartwood Investment Management
65
153.370.6210.036.139.0
467[+]CF Helm Investment AccCapita Financial Managers
59
1,850.110.9819.728.525.2
468[+]CF HollyCapita Financial Managers
176
336.75367.151.15-28.1-31.9-38.4
469[+]CF IM Bond A IncCapita Financial Managers
38
259.662.0611.625.8n/a
470[+]CF IM Global Strategy ACapita Financial Managers
99
146.580.3222.537.025.4
471[+]CF IM UK Equity & Bond Income AccCapita Financial Managers
65
117.573.4911.133.136.4
472[+]CF IM UK Growth A IncCapita Financial Managers
96
323.862.2110.034.9n/a
473[+]CF Institutional WorldCapita Financial Managers
44
143.26152.371.0414.335.345.6
474[+]CF JM Finn Global Opportunities A AccCF JM Finn Investment
77
287.221.4912.627.933.8
475[+]CF JM Finn UK Portfolio A Net AccCF JM Finn Investment
97
211.192.1710.230.647.3
476[+]CF JOHIM ArborCapita Financial Managers
62
1,362.210.5813.128.029.6
477[+]CF Lindsell Train UK Equity AccLindsell Train
90
292.141.8021.582.2128.3
478[+]CF Lorimer TrustCapita Financial Managers
73
1,273.281,376.831.3914.045.261.4
479[+]CF Macquarie Global Infrastructure Securities A AccCapita Financial Managers
76
161.301.1619.744.853.7
480[+]CF Miton Cautious Multi Asset A GBPMiton Asset Management
42
210.430.0011.312.318.6
481[+]CF Miton Defensive Multi Asset A GBPMiton Asset Management
35
306.070.0010.99.414.5
482[+]CF Miton Total Return A AccMiton Asset Management
16
121.300.005.19.313.6
483[+]CF Miton UK Multi Cap Income A Ret AccMiton Asset Management
51
195.313.456.381.6n/a
484[+]CF Miton UK Smaller Companies A AccMiton Asset Management
67
165.730.00-10.2n/an/a
485[+]CF Miton UK Value Opportunities A Ret AccMiton Asset Management
63
141.000.3814.0n/an/a
486[+]CF Miton US Opportunities A AccMiton Asset Management
98
135.300.0025.3n/an/a
487[+]CF Miton Worldwide Opportunities A GBPMiton Asset Management
40
275.340.009.029.936.1
488[+]CF Morant Wright Japan A AccCapita Financial Managers
103
285.400.0034.852.244.9
489[+]CF Morant Wright Nippon Yield ACapita Financial Managers
90
256.961.9331.055.873.2
490[+]CF Mulberry IncCapita Financial Managers
69
1,609.151.5415.428.434.8
491[+]CF Navajo AccCapita Financial Managers
77
2,765.830.6313.634.744.6
492[+]CF New FlocoCapita Financial Managers
81
2,615.600.5226.356.070.4
493[+]CF New JaguarCapita Financial Managers
82
2,558.790.4126.760.372.5
494[+]CF New Viaduct Inst IncCapita Financial Managers
74
2,407.150.3524.153.859.4
495[+]CF New VilltureCapita Financial Managers
36
718.12773.790.1814.533.538.7
496[+]CF Odey Absolute Return Ret GBPOdey Asset Management
93
295.040.004.574.6138.6
497[+]CF Odey Continental European Ret AccOdey Asset Management
89
758.110.180.852.142.7
498[+]CF Odey Opus Ret IncOdey Asset Management
94
4,026.980.0015.961.553.6
499[+]CF Odey Portfolio Sterling Retail IncOdey Asset Management
71
149.650.008.945.9n/a
500[+]CF Packel GlobalCapita Financial Managers
35
161.560.7715.125.831.2
501[+]CF PE Managed AccCapita Financial Managers
58
1,513.232.8714.832.047.3
502[+]CF PrimroseCapita Financial Managers
53
1,947.690.2816.930.039.2
503[+]CF Prudential Adventurous Portfolio A IncPrudential Unit Trusts Limited
63
160.060.3116.237.948.0
504[+]CF Prudential Balanced Portfolio A IncPrudential Unit Trusts Limited
50
149.870.6714.233.844.4
505[+]CF Prudential Cautious Growth Portfolio A IncPrudential Unit Trusts Limited
42
141.211.0710.929.240.5
506[+]CF Prudential Cautious Managed Growth A AccPrudential Unit Trusts Limited
40
147.101.569.527.137.2
507[+]CF Prudential Cautious Portfolio A IncPrudential Unit Trusts Limited
33
135.571.249.926.937.0
508[+]CF Prudential Defensive Portfolio A IncPrudential Unit Trusts Limited
28
129.100.008.424.333.1
509[+]CF Prudential Managed Defensive A AccPrudential Unit Trusts Limited
26
150.290.004.418.428.8
510[+]CF Purisima EAFE Total Return A PCGCapita Financial Managers
91
145.460.7115.836.039.9
511[+]CF Purisima Global Total Return PCG ACapita Financial Managers
92
169.950.3420.542.143.8
512[+]CF Purisima PCG BCapita Financial Managers
90
170.120.0012.432.837.1
513[+]CF Purisima UK Total Return A PCGCapita Financial Managers
99
154.901.5414.034.453.4
514[+]CF Resilient 4 A AccCapita Financial Managers
41
118.840.6310.822.626.8
515[+]CF Resilient 5 ACapita Financial Managers
57
134.060.6112.828.436.8
516[+]CF Resilient 6 ACapita Financial Managers
63
140.030.3415.230.439.4
517[+]CF Richmond Core IncCapita Financial Managers
98
204.780.0016.545.044.5
518[+]CF Richmond Multi Asset A AccCapita Financial Managers
53
110.020.003.5-1.0-5.0
519[+]CF Ruffer Absolute Return C AccCF Ruffer Investment Mgmt Ltd
49
203.621.2714.425.737.0
520[+]CF Ruffer Equity & General C IncCF Ruffer Investment Mgmt Ltd
39
361.630.245.433.942.3
521[+]CF Ruffer European C AccCF Ruffer Investment Mgmt Ltd
51
519.430.216.236.948.8
522[+]CF Ruffer Gold C AccCF Ruffer Investment Mgmt Ltd
256
82.420.00-13.1-65.5-69.1
523[+]CF Ruffer Japanese C AccCF Ruffer Investment Mgmt Ltd
120
202.830.0133.092.179.8
524[+]CF Ruffer Pacific C AccCF Ruffer Investment Mgmt Ltd
82
347.070.4138.575.667.7
525[+]CF Ruffer Total Return C IncCF Ruffer Investment Mgmt Ltd
49
289.181.3314.823.734.1

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 unless otherwise specified.