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FE Risk Score

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 Crown Fund Rating

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FE Adviser Fund Index

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

FE Alpha Manager

FE Alpha Manager Ratings identify the best fund managers in the UK, using quant based analysis to sort the wheat from the chaff. Select this option to show only those funds managed by FE Alpha managers.

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Performance

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5 year at least   %

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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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Maximum Loss

Maximum loss shows the maximum a fund has lost between a single peak and trough, at any time during the period you’ve selected. Effectively it shows you the worst case scenario had you invested at the peak and sold at the trough during that time.

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Fund performance league table: 2492 funds

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2492 funds
Rank ChartFund Group Focus FE Risk Score What is FE Risk Score?BidOfferYield 1y 3y 5y  
451[+]CF Resilient 5 ACapita Financial Managers
69
123.910.744.425.436.2
452[+]CF Resilient 6 ACapita Financial Managers
77
129.180.475.726.740.6
453[+]CF Richmond Core IncCapita Financial Managers
122
184.960.005.939.856.2
454[+]CF Richmond Multi Asset A AccCapita Financial Managers
68
105.630.00-2.8-9.7-7.3
455[+]CF Ruffer Absolute Return C AccCF Ruffer Investment Mgmt Ltd
48
189.411.614.318.837.1
456[+]CF Ruffer Baker Steel Gold C AccCF Ruffer Investment Mgmt Ltd
268
79.280.00-14.6-72.5-65.8
457[+]CF Ruffer Equity & General C IncCF Ruffer Investment Mgmt Ltd
49
348.090.252.134.550.4
458[+]CF Ruffer European C AccCF Ruffer Investment Mgmt Ltd
69
481.090.235.031.248.5
459[+]CF Ruffer Japanese C AccCF Ruffer Investment Mgmt Ltd
139
173.690.019.179.579.9
460[+]CF Ruffer Pacific C AccCF Ruffer Investment Mgmt Ltd
83
283.680.5013.545.254.3
461[+]CF Ruffer Total Return C IncCF Ruffer Investment Mgmt Ltd
48
270.091.674.616.334.0
462[+]CF Seneca Diversified Growth A AccSeneca Investment Managers Ltd
70
206.620.992.129.740.3
463[+]CF Seneca Diversified Income A IncSeneca Investment Managers Ltd
45
88.785.422.426.531.0
464[+]CF SteelbackCapita Financial Managers
84
1,256.421.28-5.08.815.5
465[+]CF Stewart Ivory Invest Mkt AccCapita Financial Managers
91
918.79971.742.908.548.365.4
466[+]CF Tasman IncCapita Financial Managers
81
1,224.610.975.328.640.2
467[+]CF The AbbotsfordCapita Financial Managers
79
1,497.421.405.333.950.8
468[+]CF Waverton Alternatives II A IncWaverton Investment Management
30
100.990.260.87.010.6
469[+]CF Waverton Portfolio AWaverton Investment Management
78
146.101.308.037.557.8
470[+]CF Westchester Sterling 1Capita Financial Managers
n/a
1,792.600.00n/an/an/a
471[+]CF WindrushCapita Financial Managers
44
1,657.650.503.216.734.1
472[+]CF Wolos Total Return A Acc USDCapita Financial Managers
n/a
0.90
(USD)
0.00n/an/an/a
473[+]CF Woodford Equity Income A AccWoodford Investment Management LLP
n/a
105.664.00n/an/an/a
474[+]CF Zenith St Andrews AccCapita Financial Managers
70
132.812.545.336.743.1
475[+]CFIC Octopus UK Micro Cap Growth A AccOctopus Investments
78
138.630.00-0.539.858.3
476[+]Charinco Common Invest Gr AccBlackRock Invest Mgrs UK Ltd
42
4,174.004,228.004.158.114.132.3
477[+]Charishare Common Invest Gr IncBlackRock Invest Mgrs UK Ltd
110
512.70519.403.065.344.351.7
478[+]Charishare Restricted Gr AccBlackRock Invest Mgrs UK Ltd
112
277.30280.902.986.145.849.4
479[+]Cirilium Balanced Passive I AccHenderson Global Investors Ltd
49
113.201.307.6n/an/a
480[+]Cirilium Balanced R AccHenderson Global Investors Ltd
45
75.231.004.430.343.9
481[+]Cirilium Conservative Passive I AccHenderson Global Investors Ltd
29
107.901.406.2n/an/a
482[+]Cirilium Conservative R AccHenderson Global Investors Ltd
28
55.900.904.1n/an/a
483[+]Cirilium Dynamic Passive I AccHenderson Global Investors Ltd
81
116.201.308.2n/an/a
484[+]Cirilium Dynamic R AccHenderson Global Investors Ltd
68
83.490.007.245.062.8
485[+]Cirilium Moderate Passive I AccHenderson Global Investors Ltd
67
114.701.508.0n/an/a
486[+]Cirilium Moderate R AccHenderson Global Investors Ltd
61
84.590.506.138.654.5
487[+]Cirilium Strategic Income R IncHenderson Global Investors Ltd
44
59.403.404.431.1n/a
488[+]CIS Corporate Bond Income IncRLUM (CIS) Ltd
35
89.0693.753.606.120.631.6
489[+]CIS European Growth IncRLUM (CIS) Ltd
127
98.60103.801.684.949.124.0
490[+]CIS Sustainable Diversified C AccRLUM (CIS) Ltd
51
122.402.269.045.859.5
491[+]CIS Sustainable Leaders C AccRLUM (CIS) Ltd
111
139.001.818.775.477.5
492[+]CIS Sustainable Managed Growth B AccRLUM (CIS) Ltd
34
115.203.067.8n/an/a
493[+]CIS Sustainable Managed Income B AccRLUM (CIS) Ltd
30
109.403.638.1n/an/a
494[+]CIS Sustainable World C AccRLUM (CIS) Ltd
91
135.801.4412.963.281.6
495[+]CIS UK FTSE4Good Tracker AccRLUM (CIS) Ltd
107
185.701.953.845.848.0
496[+]CIS UK Growth IncRLUM (CIS) Ltd
116
472.40497.301.044.454.861.2
497[+]CIS UK Income With Growth IncRLUM (CIS) Ltd
80
227.60239.604.157.046.858.8
498[+]CIS US Growth IncRLUM (CIS) Ltd
126
145.20152.800.0020.773.293.8
499[+]City Financial Absolute Equity A AccCity Financial Inv Company Ltd
111
271.710.0021.160.750.5
500[+]City Financial Credit Opportunities R AccCity Financial Inv Company Ltd
n/a
84.6717.31n/an/an/a
501[+]City Financial Defensive Global Bond B Acc GBPCity Financial Inv Company Ltd
13
159.220.020.73.92.3
502[+]City Financial Diversified Fixed Interest R AccCity Financial Inv Company Ltd
30
161.004.094.323.129.1
503[+]City Financial Japanese Opportunities R AccCity Financial Inv Company Ltd
n/a
103.850.86n/an/an/a
504[+]City Financial Loudwater A AccCity Financial Inv Company Ltd
87
168.281.498.742.055.9
505[+]City Financial Multi Asset Balanced A AccCity Financial Inv Company Ltd
47
126.490.606.531.739.7
506[+]City Financial Multi Asset Diversified A AccCity Financial Inv Company Ltd
34
122.960.865.519.023.0
507[+]City Financial Multi Asset Dynamic A AccCity Financial Inv Company Ltd
73
141.110.007.132.537.1
508[+]City Financial Multi Asset Growth A AccCity Financial Inv Company Ltd
61
449.490.006.731.736.3
509[+]City Financial UK Income Opportunities A IncCity Financial Inv Company Ltd
105
88.972.891.249.453.1
510[+]City Financial UK Opportunities A AccCity Financial Inv Company Ltd
109
151.280.67-1.461.4n/a
511[+]Cler Med Balanced ManagedClerical Medical Invest Group
85
145.501.700.833.540.7
512[+]Cler Med FTSE 100 TrackerClerical Medical Invest Group
107
159.902.493.439.246.0
513[+]Cler Med Income IncClerical Medical Invest Group
35
80.714.526.920.134.0
514[+]Cler Med International ManagedClerical Medical Invest Group
108
199.100.405.657.567.6
515[+]Close Balanced Portfolio A AccClose Brothers AM
83
140.201.126.533.7n/a
516[+]Close Bond Income Portfolio A AccClose Brothers AM
25
123.103.475.617.9n/a
517[+]Close Conservative Portfolio A AccClose Brothers AM
60
128.201.305.622.3n/a
518[+]Close Diversified Income Portfolio A AccClose Brothers AM
33
128.103.315.923.8n/a
519[+]Close FTSE techMARK A AccClose Brothers AM
130
143.600.6812.772.8109.8
520[+]Close Growth Portfolio A AccClose Brothers AM
100
145.000.836.435.3n/a
521[+]Close Managed Balanced A AccClose Brothers AM
73
194.700.545.031.7n/a
522[+]Close Managed Conservative A AccClose Brothers AM
52
187.700.964.725.6n/a
523[+]Close Managed Diversified Income A AccClose Brothers AM
45
194.002.665.729.3n/a
524[+]Close Managed Growth A AccClose Brothers AM
81
198.800.055.235.4n/a
525[+]Close OLIM UK Equity AccClose Brothers AM
106
261.004.061.354.671.7

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.