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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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FE Alpha Manager

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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: 2523 funds

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2523 funds
Rank ChartFund Group Focus FE Risk Score What is FE Risk Score?BidOfferYield 1y 3y 5y  
451[+]CF Ruffer Baker Steel Gold C AccCF Ruffer Investment Mgmt Ltd
258
82.030.00-15.2-71.0-62.5
452[+]CF Ruffer Equity & General C IncCF Ruffer Investment Mgmt Ltd
48
338.700.262.332.245.7
453[+]CF Ruffer European C AccCF Ruffer Investment Mgmt Ltd
66
472.110.214.830.945.7
454[+]CF Ruffer Japanese C AccCF Ruffer Investment Mgmt Ltd
134
158.970.003.660.156.2
455[+]CF Ruffer Pacific C AccCF Ruffer Investment Mgmt Ltd
83
275.350.5112.438.350.5
456[+]CF Ruffer Total Return C IncCF Ruffer Investment Mgmt Ltd
48
261.221.682.414.530.4
457[+]CF Seneca Diversified Growth A AccSeneca Investment Managers Ltd
68
199.901.03-1.324.034.7
458[+]CF Seneca Diversified Income A IncSeneca Investment Managers Ltd
43
86.695.550.022.028.7
459[+]CF SteelbackCapita Financial Managers
82
1,223.071.32-5.97.911.4
460[+]CF Stewart Ivory Invest Mkt AccCapita Financial Managers
88
866.00914.783.062.736.858.2
461[+]CF Tasman IncCapita Financial Managers
79
1,172.791.011.723.533.7
462[+]CF The AbbotsfordCapita Financial Managers
76
1,429.631.462.428.845.7
463[+]CF Waverton Alternatives II A IncWaverton Investment Management
28
98.900.26-1.54.89.2
464[+]CF Waverton Portfolio AWaverton Investment Management
74
139.361.312.330.051.8
465[+]CF Westchester Sterling 1Capita Financial Managers
n/a
1,644.050.00n/an/an/a
466[+]CF WindrushCapita Financial Managers
43
1,621.260.522.315.529.6
467[+]CF Wolos Total Return A Acc USDCapita Financial Managers
n/a
0.94
(USD)
0.00n/an/an/a
468[+]CF Woodford Equity Income A AccWoodford Investment Management LLP
n/a
100.124.00n/an/an/a
469[+]CF Zenith St Andrews AccCapita Financial Managers
67
126.872.660.328.935.7
470[+]CFIC Octopus UK Micro Cap Growth A AccOctopus Investments
75
137.000.002.643.455.4
471[+]Charinco Common Invest Gr AccBlackRock Invest Mgrs UK Ltd
42
4,145.004,199.004.186.916.233.0
472[+]Charishare Common Invest Gr IncBlackRock Invest Mgrs UK Ltd
109
484.40490.703.23-0.632.543.8
473[+]Charishare Restricted Gr AccBlackRock Invest Mgrs UK Ltd
111
263.00266.403.150.634.042.2
474[+]Cirilium Balanced Passive I AccHenderson Global Investors Ltd
46
108.800.804.0n/an/a
475[+]Cirilium Balanced R AccHenderson Global Investors Ltd
43
72.730.901.024.838.5
476[+]Cirilium Conservative Passive I AccHenderson Global Investors Ltd
27
105.401.403.9n/an/a
477[+]Cirilium Conservative R AccHenderson Global Investors Ltd
25
54.630.901.8n/an/a
478[+]Cirilium Dynamic Passive I AccHenderson Global Investors Ltd
75
109.300.802.3n/an/a
479[+]Cirilium Dynamic R AccHenderson Global Investors Ltd
64
79.460.002.235.754.4
480[+]Cirilium Moderate Passive I AccHenderson Global Investors Ltd
62
108.800.702.9n/an/a
481[+]Cirilium Moderate R AccHenderson Global Investors Ltd
57
80.960.501.531.047.1
482[+]Cirilium Strategic Income R IncHenderson Global Investors Ltd
41
58.703.101.826.7n/a
483[+]CIS Corporate Bond Income IncRLUM (CIS) Ltd
36
88.6093.263.555.021.632.0
484[+]CIS European Growth IncRLUM (CIS) Ltd
125
91.7996.623.06-3.630.012.4
485[+]CIS Sustainable Diversified C AccRLUM (CIS) Ltd
50
117.802.145.038.554.1
486[+]CIS Sustainable Leaders C AccRLUM (CIS) Ltd
107
129.401.831.159.166.4
487[+]CIS Sustainable Managed Growth B AccRLUM (CIS) Ltd
34
112.602.975.5n/an/a
488[+]CIS Sustainable Managed Income B AccRLUM (CIS) Ltd
30
108.403.516.9n/an/a
489[+]CIS Sustainable World C AccRLUM (CIS) Ltd
85
127.600.807.051.873.2
490[+]CIS UK FTSE4Good Tracker AccRLUM (CIS) Ltd
106
175.201.94-2.032.340.6
491[+]CIS UK Growth IncRLUM (CIS) Ltd
116
443.30466.601.03-1.740.553.2
492[+]CIS UK Income With Growth IncRLUM (CIS) Ltd
79
216.10227.503.401.937.752.6
493[+]CIS US Growth IncRLUM (CIS) Ltd
117
133.00139.900.0011.858.878.0
494[+]City Financial Absolute Equity A AccCity Financial Inv Company Ltd
108
261.740.0019.169.135.5
495[+]City Financial Credit Opportunities R AccCity Financial Inv Company Ltd
n/a
88.9912.77n/an/an/a
496[+]City Financial Defensive Global Bond B Acc GBPCity Financial Inv Company Ltd
13
158.930.000.42.61.1
497[+]City Financial Diversified Fixed Interest R AccCity Financial Inv Company Ltd
30
159.983.334.323.128.7
498[+]City Financial Japanese Opportunities R AccCity Financial Inv Company Ltd
n/a
100.520.89n/an/an/a
499[+]City Financial Loudwater A AccCity Financial Inv Company Ltd
85
159.101.584.831.347.4
500[+]City Financial Multi Asset Balanced A AccCity Financial Inv Company Ltd
46
123.200.614.327.536.0
501[+]City Financial Multi Asset Diversified A AccCity Financial Inv Company Ltd
34
120.620.884.416.520.9
502[+]City Financial Multi Asset Dynamic A AccCity Financial Inv Company Ltd
70
133.120.000.223.928.7
503[+]City Financial Multi Asset Growth A AccCity Financial Inv Company Ltd
58
431.190.002.425.630.0
504[+]City Financial UK Income Opportunities A IncCity Financial Inv Company Ltd
102
84.633.04-4.338.646.6
505[+]City Financial UK Opportunities A AccCity Financial Inv Company Ltd
108
148.030.68-4.755.8n/a
506[+]Cler Med Balanced ManagedClerical Medical Invest Group
85
139.901.77-2.927.136.6
507[+]Cler Med FTSE 100 TrackerClerical Medical Invest Group
106
150.502.65-2.127.239.2
508[+]Cler Med Income IncClerical Medical Invest Group
35
80.254.685.920.935.1
509[+]Cler Med International ManagedClerical Medical Invest Group
107
189.700.420.551.058.3
510[+]Close Balanced Portfolio A AccClose Brothers AM
78
132.601.181.425.9n/a
511[+]Close Bond Income Portfolio A AccClose Brothers AM
26
122.203.544.618.6n/a
512[+]Close Conservative Portfolio A AccClose Brothers AM
55
123.001.351.617.9n/a
513[+]Close Diversified Income Portfolio A AccClose Brothers AM
33
125.103.393.920.9n/a
514[+]Close FTSE techMARK A AccClose Brothers AM
128
133.000.743.456.496.7
515[+]Close Growth Portfolio A AccClose Brothers AM
94
136.000.880.326.4n/a
516[+]Close Managed Balanced A AccClose Brothers AM
69
185.200.570.225.3n/a
517[+]Close Managed Conservative A AccClose Brothers AM
49
181.201.001.421.8n/a
518[+]Close Managed Diversified Income A AccClose Brothers AM
43
188.302.742.826.0n/a
519[+]Close Managed Growth A AccClose Brothers AM
76
188.000.05-1.227.8n/a
520[+]Close OLIM UK Equity AccClose Brothers AM
104
249.104.26-2.446.067.4
521[+]Close Select Fixed Income A IncClose Brothers AM
35
98.843.875.6n/an/a
522[+]Close Strategic Alpha A AccClose Brothers AM
92
137.400.35-2.320.533.7
523[+]Close Tactical Select Passive Balanced A AccClose Brothers AM
67
216.001.491.724.7n/a
524[+]Close Tactical Select Passive Conservative A AccClose Brothers AM
50
207.101.852.419.1n/a
525[+]Close Tactical Select Passive Growth A AccClose Brothers AM
81
221.900.941.427.9n/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.