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Performance

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Ratio

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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 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: 2535 funds

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2535 funds
Rank ChartFund Group Focus FE Risk Score What is FE Risk Score?BidOfferYield 1y 3y 5y  
451[+]CF Heartwood Balanced Income Multi Asset B Inc NAVCF Heartwood Investment Management
46
115.712.585.427.940.2
452[+]CF Heartwood Balanced Multi Asset A Acc NAVCF Heartwood Investment Management
47
126.060.283.422.231.8
453[+]CF Heartwood Cautious Income Multi Asset ACF Heartwood Investment Management
29
108.552.153.415.824.7
454[+]CF Heartwood Cautious Multi Asset B AccCF Heartwood Investment Management
27
129.160.353.316.126.6
455[+]CF Heartwood Defensive Multi Asset A AccCF Heartwood Investment Management
18
109.170.002.28.4n/a
456[+]CF Heartwood Growth Multi Asset B AccCF Heartwood Investment Management
66
147.140.654.732.741.4
457[+]CF Helm Investment AccCapita Financial Managers
67
1,708.361.066.018.516.9
458[+]CF HollyCapita Financial Managers
175
316.81345.701.22-32.9-25.2-35.2
459[+]CF IM Bond A IncCapita Financial Managers
40
249.121.986.516.5n/a
460[+]CF IM Global Strategy ACapita Financial Managers
95
138.510.8210.636.330.2
461[+]CF IM UK Equity & Bond Income AccCapita Financial Managers
64
113.573.885.027.838.8
462[+]CF IM UK Growth A IncCapita Financial Managers
93
309.752.923.936.1n/a
463[+]CF Institutional WorldCapita Financial Managers
51
138.30147.161.069.329.044.6
464[+]CF JM Finn Global Opportunities A AccCF JM Finn Investment
77
272.301.685.023.134.9
465[+]CF JM Finn UK Portfolio A Net AccCF JM Finn Investment
98
199.652.831.625.246.9
466[+]CF JOHIM ArborCapita Financial Managers
66
1,293.240.445.126.429.9
467[+]CF Lindsell Train UK Equity AccLindsell Train
90
285.772.0617.671.2123.2
468[+]CF Lorimer TrustCapita Financial Managers
75
1,237.931,337.371.369.542.365.9
469[+]CF Macquarie Global Infrastructure Securities A AccCapita Financial Managers
80
147.401.263.824.945.8
470[+]CF Miton Cautious Multi Asset A GBPMiton Asset Management
43
203.370.917.47.913.8
471[+]CF Miton Defensive Multi Asset A GBPMiton Asset Management
35
293.840.694.84.210.5
472[+]CF Miton Total Return A AccMiton Asset Management
19
117.290.000.95.514.3
473[+]CF Miton UK Multi Cap Income A Ret AccMiton Asset Management
49
207.023.7515.189.2n/a
474[+]CF Miton UK Smaller Companies A AccMiton Asset Management
65
181.280.006.9n/an/a
475[+]CF Miton UK Value Opportunities A Ret AccMiton Asset Management
64
155.590.6122.4n/an/a
476[+]CF Miton US Opportunities A AccMiton Asset Management
96
131.800.0018.8n/an/a
477[+]CF Miton Worldwide Opportunities A GBPMiton Asset Management
40
268.160.002.528.042.2
478[+]CF Morant Wright Japan A AccCapita Financial Managers
108
268.710.0015.044.847.1
479[+]CF Morant Wright Nippon Yield ACapita Financial Managers
96
241.552.1314.346.969.1
480[+]CF Mulberry IncCapita Financial Managers
73
1,512.931.365.626.534.2
481[+]CF Navajo AccCapita Financial Managers
82
2,579.880.663.130.240.1
482[+]CF New Viaduct Inst IncCapita Financial Managers
76
2,289.920.1914.646.963.6
483[+]CF New VilltureCapita Financial Managers
43
687.41740.760.199.426.941.1
484[+]CF Odey Absolute Return Ret GBPOdey Asset Management
98
306.060.0015.477.7153.8
485[+]CF Odey Continental European Ret AccOdey Asset Management
91
725.430.181.248.647.7
486[+]CF Odey Opus Ret IncOdey Asset Management
97
3,827.300.0010.158.359.0
487[+]CF Odey Portfolio Sterling Retail IncOdey Asset Management
72
148.300.067.347.056.4
488[+]CF Packel GlobalCapita Financial Managers
43
153.300.825.818.628.4
489[+]CF PE Managed AccCapita Financial Managers
58
1,466.362.807.525.547.2
490[+]CF PrimroseCapita Financial Managers
52
1,885.330.199.728.739.7
491[+]CF Prudential Adventurous Portfolio A IncCF Prudential
71
152.600.326.535.148.3
492[+]CF Prudential Balanced Portfolio A IncCF Prudential
60
144.110.705.730.544.0
493[+]CF Prudential Cautious Growth Portfolio A IncCF Prudential
49
136.281.113.925.139.0
494[+]CF Prudential Cautious Managed Growth A AccCF Prudential
44
141.501.633.023.035.4
495[+]CF Prudential Cautious Portfolio A IncCF Prudential
37
131.971.284.322.935.0
496[+]CF Prudential Defensive Portfolio A IncCF Prudential
32
124.971.043.118.629.4
497[+]CF Prudential Managed Defensive A AccCF Prudential
31
145.101.63-0.313.724.1
498[+]CF Purisima EAFE Total Return A PCGCapita Financial Managers
91
136.620.758.534.245.2
499[+]CF Purisima Global Total Return PCG ACapita Financial Managers
92
167.490.3418.246.561.7
500[+]CF Purisima PCG BCapita Financial Managers
96
171.720.008.644.352.8
501[+]CF Purisima UK Total Return A PCGCapita Financial Managers
100
147.741.615.531.255.0
502[+]CF Resilient 4 A AccCapita Financial Managers
44
115.090.655.019.224.6
503[+]CF Resilient 5 ACapita Financial Managers
59
130.030.636.624.436.7
504[+]CF Resilient 6 ACapita Financial Managers
67
134.110.366.326.136.9
505[+]CF Richmond Core IncCapita Financial Managers
99
192.800.0012.239.848.9
506[+]CF Ruffer Absolute Return C AccCF Ruffer Investment Mgmt Ltd
48
198.391.339.226.736.0
507[+]CF Ruffer Equity & General C IncCF Ruffer Investment Mgmt Ltd
37
354.360.253.432.049.3
508[+]CF Ruffer European C AccCF Ruffer Investment Mgmt Ltd
57
510.560.214.336.851.1
509[+]CF Ruffer Gold C AccCF Ruffer Investment Mgmt Ltd
234
73.890.00-25.4-63.9-69.8
510[+]CF Ruffer Japanese C AccCF Ruffer Investment Mgmt Ltd
121
190.600.0114.8103.186.9
511[+]CF Ruffer Pacific C AccCF Ruffer Investment Mgmt Ltd
125
307.140.4615.961.150.0
512[+]CF Ruffer Total Return C IncCF Ruffer Investment Mgmt Ltd
49
280.921.409.124.432.6
513[+]CF Seneca Diversified Growth A AccSeneca Investment Managers Ltd
57
221.191.306.630.542.1
514[+]CF Seneca Diversified Income A IncSeneca Investment Managers Ltd
38
89.785.994.525.733.4
515[+]CF SteelbackCapita Financial Managers
78
1,307.961.471.112.618.4
516[+]CF Stewart Ivory Invest Mkt AccCapita Financial Managers
80
954.051,008.812.637.637.265.9
517[+]CF Tasman IncCapita Financial Managers
70
1,235.500.813.929.040.1
518[+]CF The AbbotsfordCapita Financial Managers
72
1,555.281.396.035.450.7
519[+]CF Waverton Alternatives II A IncWaverton Investment Management
23
103.090.483.97.810.6
520[+]CF Waverton Portfolio AWaverton Investment Management
67
146.961.185.927.251.7
521[+]CF Westchester Sterling 1Capita Financial Managers
120
2,010.280.0029.6n/an/a
522[+]CF WindrushCapita Financial Managers
47
1,792.690.0211.726.538.4
523[+]CF Woodford Equity Income A AccWoodford Investment Management LLP
n/a
120.604.0020.9n/an/a
524[+]CF Zenith St Andrews AccCapita Financial Managers
58
137.972.235.233.143.9
525[+]CFIC Octopus UK Micro Cap Growth A AccOctopus Investments
64
143.220.003.840.783.5

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.

Data provided by FE. Care has been taken to ensure that the information is correct, but FE neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.