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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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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  
451[+]CF Richmond Multi Asset A AccCapita Financial Managers
69
104.900.00-5.1-13.4-5.8
452[+]CF Ruffer Absolute Return C AccCF Ruffer Investment Mgmt Ltd
48
183.521.620.817.635.1
453[+]CF Ruffer Baker Steel Gold C AccCF Ruffer Investment Mgmt Ltd
259
78.760.00-23.2-71.9-62.4
454[+]CF Ruffer Equity & General C IncCF Ruffer Investment Mgmt Ltd
49
341.680.260.133.049.9
455[+]CF Ruffer European C AccCF Ruffer Investment Mgmt Ltd
69
474.680.212.930.648.8
456[+]CF Ruffer Japanese C AccCF Ruffer Investment Mgmt Ltd
134
161.490.003.662.960.0
457[+]CF Ruffer Pacific C AccCF Ruffer Investment Mgmt Ltd
84
276.350.5112.640.754.7
458[+]CF Ruffer Total Return C IncCF Ruffer Investment Mgmt Ltd
48
261.461.680.815.232.0
459[+]CF Seneca Diversified Growth A AccSeneca Investment Managers Ltd
71
201.991.02-1.121.238.5
460[+]CF Seneca Diversified Income A IncSeneca Investment Managers Ltd
45
87.595.500.421.030.6
461[+]CF SteelbackCapita Financial Managers
85
1,226.761.31-9.17.215.2
462[+]CF Stewart Ivory Invest Mkt AccCapita Financial Managers
90
875.83925.393.042.334.261.9
463[+]CF Tasman IncCapita Financial Managers
81
1,188.331.001.025.938.8
464[+]CF The AbbotsfordCapita Financial Managers
79
1,442.261.450.429.048.7
465[+]CF Waverton Alternatives II A IncWaverton Investment Management
29
99.580.26-0.54.910.8
466[+]CF Waverton Portfolio AWaverton Investment Management
78
141.541.293.127.556.6
467[+]CF Westchester Sterling 1Capita Financial Managers
n/a
1,690.090.00n/an/an/a
468[+]CF WindrushCapita Financial Managers
43
1,621.260.522.315.531.7
469[+]CF Wolos Total Return A Acc USDCapita Financial Managers
n/a
0.93
(USD)
0.00n/an/an/a
470[+]CF Woodford Equity Income A AccWoodford Investment Management LLP
n/a
101.084.00n/an/an/a
471[+]CF Zenith St Andrews AccCapita Financial Managers
70
129.152.620.926.540.6
472[+]CFIC Octopus UK Micro Cap Growth A AccOctopus Investments
80
138.580.002.342.459.7
473[+]Charinco Common Invest Gr AccBlackRock Invest Mgrs UK Ltd
42
4,130.004,184.004.195.115.731.9
474[+]Charishare Common Invest Gr IncBlackRock Invest Mgrs UK Ltd
111
486.90493.203.22-1.626.447.4
475[+]Charishare Restricted Gr AccBlackRock Invest Mgrs UK Ltd
114
264.30267.703.13-0.627.945.7
476[+]Cirilium Balanced Passive I AccHenderson Global Investors Ltd
48
109.600.803.0n/an/a
477[+]Cirilium Balanced R AccHenderson Global Investors Ltd
45
73.630.901.623.742.0
478[+]Cirilium Conservative Passive I AccHenderson Global Investors Ltd
28
105.701.402.9n/an/a
479[+]Cirilium Conservative R AccHenderson Global Investors Ltd
27
55.080.901.9n/an/a
480[+]Cirilium Dynamic Passive I AccHenderson Global Investors Ltd
80
111.000.802.2n/an/a
481[+]Cirilium Dynamic R AccHenderson Global Investors Ltd
67
80.800.002.934.060.2
482[+]Cirilium Moderate Passive I AccHenderson Global Investors Ltd
66
110.200.702.6n/an/a
483[+]Cirilium Moderate R AccHenderson Global Investors Ltd
60
82.300.502.429.652.1
484[+]Cirilium Strategic Income R IncHenderson Global Investors Ltd
44
59.433.102.125.7n/a
485[+]CIS Corporate Bond Income IncRLUM (CIS) Ltd
36
88.4093.053.553.519.831.1
486[+]CIS European Growth IncRLUM (CIS) Ltd
128
92.9697.853.06-5.221.917.2
487[+]CIS Sustainable Diversified C AccRLUM (CIS) Ltd
51
118.402.144.236.856.3
488[+]CIS Sustainable Leaders C AccRLUM (CIS) Ltd
111
131.401.830.956.270.9
489[+]CIS Sustainable Managed Growth B AccRLUM (CIS) Ltd
34
112.902.974.6n/an/a
490[+]CIS Sustainable Managed Income B AccRLUM (CIS) Ltd
29
108.203.515.7n/an/a
491[+]CIS Sustainable World C AccRLUM (CIS) Ltd
90
129.900.806.650.778.2
492[+]CIS UK FTSE4Good Tracker AccRLUM (CIS) Ltd
109
176.001.94-3.127.343.1
493[+]CIS UK Growth IncRLUM (CIS) Ltd
118
445.10468.501.03-2.734.756.3
494[+]CIS UK Income With Growth IncRLUM (CIS) Ltd
81
217.40228.803.400.634.455.2
495[+]CIS US Growth IncRLUM (CIS) Ltd
125
136.20143.200.0012.456.386.5
496[+]City Financial Absolute Equity A AccCity Financial Inv Company Ltd
109
264.520.0019.872.142.9
497[+]City Financial Credit Opportunities R AccCity Financial Inv Company Ltd
n/a
89.4512.77n/an/an/a
498[+]City Financial Defensive Global Bond B Acc GBPCity Financial Inv Company Ltd
13
158.980.000.22.91.4
499[+]City Financial Diversified Fixed Interest R AccCity Financial Inv Company Ltd
30
161.303.334.620.929.9
500[+]City Financial Japanese Opportunities R AccCity Financial Inv Company Ltd
n/a
101.950.87n/an/an/a
501[+]City Financial Loudwater A AccCity Financial Inv Company Ltd
88
160.411.572.926.551.8
502[+]City Financial Multi Asset Balanced A AccCity Financial Inv Company Ltd
48
124.930.615.025.940.8
503[+]City Financial Multi Asset Diversified A AccCity Financial Inv Company Ltd
35
121.630.884.415.423.8
504[+]City Financial Multi Asset Dynamic A AccCity Financial Inv Company Ltd
72
135.240.001.222.334.2
505[+]City Financial Multi Asset Growth A AccCity Financial Inv Company Ltd
60
436.620.002.923.734.9
506[+]City Financial UK Income Opportunities A IncCity Financial Inv Company Ltd
106
85.912.99-4.534.252.4
507[+]City Financial UK Opportunities A AccCity Financial Inv Company Ltd
111
149.420.68-4.748.8n/a
508[+]Cler Med Balanced ManagedClerical Medical Invest Group
86
140.001.77-4.322.738.3
509[+]Cler Med FTSE 100 TrackerClerical Medical Invest Group
108
151.202.63-3.621.641.3
510[+]Cler Med Income IncClerical Medical Invest Group
35
80.084.694.320.034.3
511[+]Cler Med International ManagedClerical Medical Invest Group
109
191.300.410.345.463.1
512[+]Close Balanced Portfolio A AccClose Brothers AM
82
135.001.162.023.3n/a
513[+]Close Bond Income Portfolio A AccClose Brothers AM
26
122.003.553.618.1n/a
514[+]Close Conservative Portfolio A AccClose Brothers AM
58
124.601.332.216.2n/a
515[+]Close Diversified Income Portfolio A AccClose Brothers AM
33
125.803.373.519.5n/a
516[+]Close FTSE techMARK A AccClose Brothers AM
130
136.400.724.854.6103.5
517[+]Close Growth Portfolio A AccClose Brothers AM
98
139.100.861.523.5n/a
518[+]Close Managed Balanced A AccClose Brothers AM
73
188.400.561.023.1n/a
519[+]Close Managed Conservative A AccClose Brothers AM
51
183.400.991.820.5n/a
520[+]Close Managed Diversified Income A AccClose Brothers AM
45
192.002.694.025.7n/a
521[+]Close Managed Growth A AccClose Brothers AM
81
191.800.050.825.2n/a
522[+]Close OLIM UK Equity AccClose Brothers AM
109
250.004.24-3.639.968.9
523[+]Close Select Fixed Income A IncClose Brothers AM
35
98.733.874.4n/an/a
524[+]Close Strategic Alpha A AccClose Brothers AM
101
141.500.340.021.142.3
525[+]Close Tactical Select Passive Balanced A AccClose Brothers AM
70
218.501.471.521.0n/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.