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Performance

1 year at least   %

3 year at least   %

5 year at least   %

Yield   %  

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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Fund performance league table: 3193 funds

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3193 funds
Rank ChartFund Group Focus FE Risk Score What is FE Risk Score?BidOfferYield 1y 3y 5y  
1[+]Zurich Horizon Multi-Asset V Z AccZurich Investment Services (UK) Limited
90
62.710.9533.547.8n/a
2[+]Zurich Horizon Multi-Asset IV Z AccZurich Investment Services (UK) Limited
74
60.860.9527.141.8n/a
3[+]Zurich Horizon Multi-Asset III Z AccZurich Investment Services (UK) Limited
60
58.861.0220.933.6n/a
4[+]Zurich Horizon Multi-Asset II Z AccZurich Investment Services (UK) Limited
52
57.160.8015.728.3n/a
5[+]Zurich Horizon Multi-Asset I Z AccZurich Investment Services (UK) Limited
45
55.541.0711.723.4n/a
6[+]Zurich Horizon Monthly Income Plus Z AccZurich Investment Services (UK) Limited
n/a
50.644.30n/an/an/a
7[+]Your Portfolio VI 1RBS Collective Invst Fds Ltd
67
149.901.0424.428.8n/a
8[+]Your Portfolio V 1RBS Collective Invst Fds Ltd
57
146.501.2620.025.3n/a
9[+]Your Portfolio IV 1RBS Collective Invst Fds Ltd
44
137.701.2615.721.1n/a
10[+]Your Portfolio III 1RBS Collective Invst Fds Ltd
34
129.001.3812.517.9n/a
11[+]Your Portfolio II 1RBS Collective Invst Fds Ltd
24
119.601.048.213.6n/a
12[+]WSSF 5 Aggressive Portfolio X AccHSBC Gbl Asset Mgt (HSBC Inv)
81
1,750.002.0328.432.259.2
13[+]WSSF 4 Progressive Portfolio X AccHSBC Gbl Asset Mgt (HSBC Inv)
71
1,676.002.1325.028.953.2
14[+]WSSF 3 Balanced Portfolio X AccHSBC Gbl Asset Mgt (HSBC Inv)
54
1,597.002.2220.725.945.0
15[+]WSSF 2 Defensive Portfolio X AccHSBC Gbl Asset Mgt (HSBC Inv)
38
1,443.002.1913.618.930.8
16[+]WSSF 1 Conservative Portfolio Ret AccHSBC Gbl Asset Mgt (HSBC Inv)
25
1,347.002.1211.315.823.4
17[+]Worldwide Capital Growth A2000S&W Fund Administration Ltd
59
13.14
(GBP)
0.7128.329.553.2
18[+]Wood Street Microcap Investment C AccLivingbridge VC LLP
59
131.410.7015.632.1163.5
19[+]Winton US Equity I GBPWinton Capital Management Ltd
119
127.58
(GBP)
n/a39.4n/an/a
20[+]Winton Global Equity I GBPWinton Capital Management Ltd
106
120.99
(GBP)
n/a38.252.595.6
21[+]Winton European Equity I GBPWinton Capital Management Ltd
104
118.74
(GBP)
n/a27.0n/an/a
22[+]Wesleyan UK Growth X AccWesleyan Unit Trust Mgrs Ltd
n/a
383.29402.522.80n/an/an/a
23[+]Wesleyan Risk Averse A AccWesleyan Unit Trust Mgrs Ltd
n/a
149.480.30n/an/an/a
24[+]Wesleyan Moderate Risk Reward Growth X AccWesleyan Unit Trust Mgrs Ltd
n/a
108.61113.740.90n/an/an/a
25[+]Wesleyan Moderate High Risk Reward Income X AccWesleyan Unit Trust Mgrs Ltd
n/a
105.13110.202.90n/an/an/a
26[+]Wesleyan Low Risk Reward Growth X AccWesleyan Unit Trust Mgrs Ltd
n/a
105.83110.730.80n/an/an/a
27[+]Wesleyan International Growth X AccWesleyan Unit Trust Mgrs Ltd
n/a
190.64199.650.40n/an/an/a
28[+]WAY MA Growth Portfolio E AccWAY Fund Managers
75
150.890.0029.028.554.6
29[+]WAY MA Cautious Portfolio E AccWAY Fund Managers
51
131.410.0018.219.535.4
30[+]WAY Green Portfolio E Elite AccWAY Fund Managers
69
123.050.0030.323.119.4
31[+]WAY Global Red Active Portfolio E AccWAY Fund Managers
75
155.690.0028.928.962.4
32[+]WAY Global Momentum E AccWAY Fund Managers
80
141.220.3326.321.939.3
33[+]WAY Global Cautious Portfolio E AccWAY Fund Managers
38
117.050.0012.312.921.5
34[+]WAY Global Blue Managed Portfolio E AccWAY Fund Managers
52
135.350.0018.419.842.7
35[+]WAY Charteris Gold & Precious Metals Elite Inst AccWAY Fund Managers
349
65.600.00128.831.8-43.4
36[+]WAY Absolute Return Portfolio Z AccWAY Fund Managers
n/a
104.57n/an/an/an/a
37[+]Waverton Tactical Equity A GBPWaverton Investment Management
89
17.61
(GBP)
n/a31.832.262.7
38[+]Waverton Sterling Bond A GBPWaverton Investment Management
22
9.49
(GBP)
n/a9.611.022.3
39[+]Waverton Global Equity A GBPWaverton Investment Management
100
18.36
(GBP)
0.0040.343.873.6
40[+]Waverton Global Bond A USDWaverton Investment Management
80
8.50
(USD)
n/a24.140.540.5
41[+]Waverton European Income RWaverton Investment Management
98
1.68
(GBP)
3.5131.741.8102.9
42[+]Waverton European Capital Growth Ret GBPWaverton Investment Management
95
164.52
(GBP)
n/a26.835.5n/a
43[+]Waverton Cautious Income P GBPWaverton Investment Management
46
11.27
(GBP)
n/a18.8n/an/a
44[+]Waverton Asia Pacific A USDWaverton Investment Management
121
19.22
(USD)
0.0043.045.354.8
45[+]Waverton Alternatives AWaverton Investment Management
19
10.22
(GBP)
n/a0.9n/an/a
46[+]VT Woodhill Investment Absolute Return IncValu-Trac Investment Management
45
84.82n/a-2.3n/an/a
47[+]VT UK Infrastructure Income C Acc GBPValu-Trac Investment Management
n/a
112.244.2814.3n/an/a
48[+]VT Turcan Connell Income Portfolio Grs IncValu-Trac Investment Management
36
121.152.3515.617.4n/a
49[+]VT Turcan Connell Growth PortfolioValu-Trac Investment Management
67
123.830.0025.926.653.1
50[+]VT Turcan Connell Capital StrategyValu-Trac Investment Management
40
105.150.005.7n/an/a
51[+]VT Turcan Connell Absolute Return Portfolio AccValu-Trac Investment Management
31
114.180.00-0.84.117.0
52[+]VT Thistledown Income Z IncValu-Trac Investment Management
61
127.08n/a31.9n/an/a
53[+]VT The Prestney IncValu-Trac Investment Management
49
1,807.491.4423.326.534.4
54[+]VT The Beagle IncValu-Trac Investment Management
97
1,432.061.1537.027.742.8
55[+]VT Strategic Value IncValu-Trac Investment Management
n/a
111.39n/an/an/an/a
56[+]VT Sorbus Vector BValu-Trac Investment Management
n/a
125.6010.22n/an/an/a
57[+]VT Rossie House Portfolio B Inc GBPValu-Trac Investment Management
54
121.10n/a20.4n/an/a
58[+]VT Price Value Portfolio A GBPValu-Trac Investment Management
91
132.09n/a43.3n/an/a
59[+]VT Odey Total Return R GBPValu-Trac Investment Management
62
89.16n/a-10.6n/an/a
60[+]VT Odd Real Income AccValu-Trac Investment Management
n/a
108.12n/a8.7n/an/a
61[+]VT Munro Smart-Beta UK X AccValu-Trac Investment Management
106
135.22n/a29.917.642.7
62[+]VT Morningstar Informed Smartfund Growth Strategy Z AccValu-Trac Investment Management
n/a
1.00
(GBP)
0.000.0n/an/a
63[+]VT Morningstar Informed Smartfund Cautious Strategy Z AccValu-Trac Investment Management
n/a
1.00
(GBP)
0.000.0n/an/a
64[+]VT Morningstar Informed Smartfund Balanced Strategy Z AccValu-Trac Investment Management
n/a
1.00
(GBP)
0.000.0n/an/a
65[+]VT iFunds Absolute Return Orange A AccValu-Trac Investment Management
70
137.770.6411.824.044.2
66[+]VT iFunds Absolute Return Indigo A AccValu-Trac Investment Management
34
110.120.102.55.610.8
67[+]VT iFunds Absolute Return Green A AccValu-Trac Investment Management
50
133.50n/a9.120.535.0
68[+]VT icf Absolute Return Portfolio FValu-Trac Investment Management
21
121.792.974.96.419.0
69[+]VT Halo Global Asian Consumer B Acc GBPValu-Trac Investment Management
114
124.93n/a35.2n/an/a
70[+]VT Grosvenor Cautious A Retail AccValu-Trac Investment Management
n/a
99.87n/an/an/an/a
71[+]VT Grosvenor Adventurous A Retail AccValu-Trac Investment Management
n/a
100.92n/an/an/an/a
72[+]VT Garraway UK Equity Market I AccGarraway Capital Management LLP
79
198.272.8911.714.2n/a
73[+]VT De Lisle America B GBPValu-Trac Investment Management
118
361.85n/a68.592.2168.7
74[+]VT Castlebay UK Equity A AccValu-Trac Investment Management
98
119.87n/a25.7n/an/a
75[+]VT Cape Wrath UK Focus AValu-Trac Investment Management
n/a
109.23n/an/an/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.

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.

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