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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: 2500 funds

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2500 funds
Rank ChartFund Group Focus FE Risk Score What is FE Risk Score?BidOfferYield 1y 3y 5y  
451[+]CF IM UK Growth A IncCapita Financial Managers
103
292.832.44-0.230.9n/a
452[+]CF Institutional WorldCapita Financial Managers
45
132.09140.570.986.128.743.2
453[+]CF JM Finn Global Opportunities A AccCF JM Finn Investment
80
263.911.702.828.042.6
454[+]CF JM Finn UK Portfolio A Net AccCF JM Finn Investment
100
190.072.360.430.348.8
455[+]CF JOHIM ArborCapita Financial Managers
65
1,267.560.638.827.136.7
456[+]CF Lacomp WorldCapita Financial Managers
81
101.83107.090.00-8.6-2.4-4.7
457[+]CF Lindsell Train UK Equity AccCapita Financial Managers
97
255.192.077.775.6127.7
458[+]CF Lorimer TrustCapita Financial Managers
76
1,158.321,251.791.355.543.163.7
459[+]CF Macquarie Global Infrastructure Securities A AccCapita Financial Managers
80
146.851.4816.240.154.6
460[+]CF Miton Special Situations Portfolio A GBPMiton Asset Management
38
190.580.00-2.31.211.7
461[+]CF Miton Strategic Portfolio A GBPMiton Asset Management
36
285.550.001.22.110.7
462[+]CF Miton Total Return A AccMiton Asset Management
16
116.550.000.77.713.1
463[+]CF Miton UK Multi Cap Income A Ret AccMiton Asset Management
62
180.353.894.484.8n/a
464[+]CF Miton UK Smaller Companies A AccMiton Asset Management
86
162.300.005.7n/an/a
465[+]CF Miton UK Value Opportunities A Ret AccMiton Asset Management
75
129.030.4210.4n/an/a
466[+]CF Miton US Opportunities A AccMiton Asset Management
97
122.940.0013.7n/an/a
467[+]CF Miton Worldwide Opportunities A GBPMiton Asset Management
49
259.600.002.229.542.4
468[+]CF Morant Wright Japan A AccCapita Financial Managers
117
231.310.001.027.631.4
469[+]CF Morant Wright Nippon Yield ACapita Financial Managers
99
209.422.364.734.068.4
470[+]CF Mulberry IncCapita Financial Managers
75
1,456.271.705.925.035.5
471[+]CF Navajo AccCapita Financial Managers
83
2,591.930.5911.434.049.5
472[+]CF New Viaduct Inst IncCapita Financial Managers
74
2,126.080.408.043.856.8
473[+]CF New VilltureCapita Financial Managers
40
665.60717.540.216.126.331.9
474[+]CF Odey Absolute Return Ret GBPOdey Asset Management
98
295.070.004.1105.4143.3
475[+]CF Odey Continental European Ret AccOdey Asset Management
100
710.490.32-6.248.743.1
476[+]CF Odey Opus Ret IncOdey Asset Management
108
3,683.940.276.666.158.3
477[+]CF Odey Portfolio Sterling Retail IncOdey Asset Management
80
140.170.00-1.144.3n/a
478[+]CF Packel GlobalCapita Financial Managers
37
149.680.907.722.327.7
479[+]CF PE Managed AccCapita Financial Managers
56
1,384.283.126.326.943.7
480[+]CF PrimroseCapita Financial Managers
45
1,768.170.346.021.136.9
481[+]CF Prudential Adventurous Portfolio A IncPrudential Unit Trusts Limited
73
141.550.353.332.4n/a
482[+]CF Prudential Balanced Portfolio A IncPrudential Unit Trusts Limited
54
135.800.754.530.3n/a
483[+]CF Prudential Cautious Growth Portfolio A IncPrudential Unit Trusts Limited
47
130.581.174.027.9n/a
484[+]CF Prudential Cautious Managed Growth A AccPrudential Unit Trusts Limited
42
136.921.693.425.835.0
485[+]CF Prudential Cautious Portfolio A IncPrudential Unit Trusts Limited
36
126.991.334.825.8n/a
486[+]CF Prudential Defensive Portfolio A IncPrudential Unit Trusts Limited
26
121.810.004.722.6n/a
487[+]CF Prudential Managed Defensive A AccPrudential Unit Trusts Limited
30
146.140.003.320.828.6
488[+]CF Purisima EAFE Total Return IntCapita Financial Managers
96
124.950.340.232.935.6
489[+]CF Purisima Global Total Return PCG ACapita Financial Managers
98
154.900.5911.836.549.6
490[+]CF Purisima PCG BCapita Financial Managers
95
155.110.005.433.036.8
491[+]CF Purisima UK Total Return IntCapita Financial Managers
105
139.021.200.431.954.2
492[+]CF Resilient 4 A AccCapita Financial Managers
40
110.770.674.418.624.3
493[+]CF Resilient 5 ACapita Financial Managers
60
121.400.673.024.033.1
494[+]CF Resilient 6 ACapita Financial Managers
68
125.620.383.924.935.8
495[+]CF Richmond Core IncCapita Financial Managers
104
181.870.003.838.649.9
496[+]CF Richmond Multi Asset A AccCapita Financial Managers
57
104.880.00-2.1-8.5-7.3
497[+]CF Ruffer Absolute Return C AccCF Ruffer Investment Mgmt Ltd
42
188.161.635.119.035.0
498[+]CF Ruffer Baker Steel Gold C AccCF Ruffer Investment Mgmt Ltd
244
67.420.00-18.5-74.3-71.0
499[+]CF Ruffer Equity & General C IncCF Ruffer Investment Mgmt Ltd
42
339.020.261.231.846.3
500[+]CF Ruffer European C AccCF Ruffer Investment Mgmt Ltd
58
469.130.230.832.043.5
501[+]CF Ruffer Japanese C AccCF Ruffer Investment Mgmt Ltd
119
168.610.015.273.269.6
502[+]CF Ruffer Pacific C AccCF Ruffer Investment Mgmt Ltd
71
280.780.5014.744.052.0
503[+]CF Ruffer Total Return C IncCF Ruffer Investment Mgmt Ltd
42
268.491.685.616.832.4
504[+]CF Seneca Diversified Growth A AccSeneca Investment Managers Ltd
62
203.341.010.527.537.1
505[+]CF Seneca Diversified Income A IncSeneca Investment Managers Ltd
40
87.185.511.424.827.8
506[+]CF SteelbackCapita Financial Managers
71
1,193.571.35-7.75.713.1
507[+]CF Stewart Ivory Invest Mkt AccCapita Financial Managers
83
894.47945.722.987.241.859.1
508[+]CF Tasman IncCapita Financial Managers
68
1,176.521.013.024.035.9
509[+]CF The AbbotsfordCapita Financial Managers
67
1,452.351.443.331.146.6
510[+]CF Waverton Alternatives II A IncWaverton Investment Management
26
101.230.261.28.311.0
511[+]CF Waverton Portfolio AWaverton Investment Management
70
142.551.337.132.653.8
512[+]CF Westchester Sterling 1Capita Financial Managers
n/a
1,773.310.0018.1n/an/a
513[+]CF WindrushCapita Financial Managers
40
1,679.970.316.018.835.2
514[+]CF Wolos Total Return A Acc USDCapita Financial Managers
n/a
0.88
(USD)
0.00n/an/an/a
515[+]CF Woodford Equity Income A AccWoodford Investment Management LLP
n/a
103.814.00n/an/an/a
516[+]CF Zenith St Andrews AccCapita Financial Managers
61
129.842.603.732.339.1
517[+]CFIC Octopus UK Micro Cap Growth A AccOctopus Investments
70
135.000.00-3.838.960.1
518[+]Charinco Common Invest Gr AccBlackRock Invest Mgrs UK Ltd
39
4,285.004,342.004.0510.917.036.2
519[+]Charishare Common Invest Gr IncBlackRock Invest Mgrs UK Ltd
101
494.00500.503.153.135.347.6
520[+]Charishare Restricted Gr AccBlackRock Invest Mgrs UK Ltd
101
270.20273.803.074.638.046.2
521[+]CIS Corporate Bond Income IncRLUM (CIS) Ltd
31
90.2394.983.488.024.933.0
522[+]CIS European Growth IncRLUM (CIS) Ltd
108
97.08102.201.605.247.321.2
523[+]CIS Sustainable Diversified C AccRLUM (CIS) Ltd
45
121.502.188.342.459.0
524[+]CIS Sustainable Leaders C AccRLUM (CIS) Ltd
98
135.101.545.466.374.7
525[+]CIS Sustainable Managed Growth B AccRLUM (CIS) Ltd
30
116.002.988.5n/an/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.