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Performance

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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 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: 260 funds

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260 funds
Rank ChartFund Group Focus FE Risk Score What is FE Risk Score?BidOfferYield 1y 3y 5y  
   IA UK ALL COMPANIES PERFORMANCE      22.719.161.2 
1[+]Standard Life Investments UK Equity Recovery Ret Platform 1 AccStandard Life Investments
161
125.601.1977.340.4126.9
2[+]R&M UK Equity Long Term Recovery BRiver & Mercantile Asset Mgmt
99
1,018.961.3544.919.1119.9
3[+]UBS UK Opportunities C AccUBS Asset Mgmt Funds Ltd
114
82.752.5042.122.665.1
4[+]M&G Recovery I Acc GBPM&G UK
101
335.731.2139.65.624.9
5[+]R&M UK Equity High Alpha BRiver & Mercantile Asset Mgmt
97
872.872.0038.923.696.5
6[+]Schroder Recovery Z AccSchroder UT Managers
104
106.40107.101.8136.817.8104.9
7[+]JOHCM UK Dynamic A AccJO Hambro Capital Management
97
2.33
(GBP)
3.4234.326.093.4
8[+]Jupiter UK Special Situations I AccJupiter Unit Trust Mgrs Ltd
93
231.25232.461.8034.230.690.0
9[+]Dimensional UK Value AccDimensional Fund Advisors
114
23.15
(GBP)
1.9034.18.846.4
10[+]Majedie UK Equity X AccMajedie Asset Management
102
175.512.2833.225.781.0
11[+]Aberdeen Responsible UK Equity I AccAberdeen Fund Managers Limited
102
143.432.2032.821.150.1
12[+]Schroder Income Z AccSchroder UT Managers
109
91.7892.313.4332.223.293.0
13[+]L&G Growth Trust I AccLegal & General UT Mgr Ltd
93
110.40110.901.2032.237.870.1
14[+]Majedie UK Equity Z AccMajedie Asset Management
99
1.24
(GBP)
n/a32.226.9n/a
15[+]Baillie Gifford UK Equity Alpha B AccBaillie Gifford
104
537.501.1732.116.556.2
16[+]Allianz UK Opportunities CAllianz Global Invtrs GmbH(UK)
79
122.171.9731.721.663.6
17[+]Allianz UK Unconstrained CAllianz Global Invtrs GmbH(UK)
78
120.531.7431.419.979.3
18[+]Majedie UK Focus X AccMajedie Asset Management
108
189.441.5431.230.092.5
19[+]Fidelity Special Situations W AccFidelity International (FIL Invt Svcs UK Ltd)
90
3,322.000.0030.629.799.4
20[+]Schroder Specialist Value UK Equity ISchroder UT Managers
102
271.102.7330.420.787.6
21[+]Invesco Perpetual UK Focus Z AccInvesco Perpetual Fund Mgrs
112
382.952.5030.413.3106.8
22[+]Old Mutual UK Dynamic Equity R Inc GBPOld Mutl Glbl Investors(UK)Ltd
91
414.05n/a30.247.8151.7
23[+]R&M UK Dynamic Equity BRiver & Mercantile Asset Mgmt
93
454.431.6729.926.896.7
24[+]VT Munro Smart-Beta UK X AccValu-Trac Investment Management
106
135.25n/a29.917.642.7
25[+]Unicorn UK Growth BUnicorn Asset Management
75
499.061.3429.820.496.8
26[+]Barclays UK Alpha S2 R Acc GBPBarclays
107
1,212.001.9029.720.576.1
27[+]MI Chelverton UK Equity Growth B AccMaitland Institutional Services Ltd
58
163.871.2029.6n/an/a
28[+]JPM UK Equity Plus C AccJP Morgan Asset Management UK
n/a
122.800.3629.4n/an/a
29[+]Barclays UK Opportunities R Acc GBPBarclays
96
268.202.0029.325.178.7
30[+]Marks & Spencer UK 100 Companies AccMarks & Spencer UT Managers
104
358.70358.703.1029.020.743.8
31[+]Barclays UK Alpha R Acc GBPBarclays
104
495.602.1028.820.877.1
32[+]Barclays UK Core R Acc GBPBarclays
96
853.502.0028.520.656.2
33[+]Liontrust UK Growth I IncLiontrust Fund Partners LLP
90
393.23396.712.3728.436.975.7
34[+]Liontrust Special Situations I IncLiontrust Fund Partners LLP
75
362.45366.711.7328.438.894.4
35[+]Scottish Widows UK Tracker G AccScottish Wid UT Mgr Limited
102
142.002.8028.319.0n/a
36[+]Fidelity UK Opportunities W AccFidelity International (FIL Invt Svcs UK Ltd)
91
221.700.0028.229.095.4
37[+]Scottish Widows UK All Share Tracker I AccScottish Wid UT Mgr Limited
98
257.703.2028.022.052.4
38[+]BlackRock 100 UK Equity Tracker D AccBlackRock
103
154.10154.803.1928.021.2n/a
39[+]FP Russell Investments UK Growth Assets C AccFP Russell Investments ICVC
107
182.220.0227.916.157.9
40[+]CF Purisima UK Total Return B PCGCapita Financial Managers
107
159.981.9427.917.742.4
41[+]7IM UK Equity Value C Inc7IM Investment Funds
104
103.483.5027.8n/an/a
42[+]IFSL Trade Union Unit TrustIFSL
108
616.50649.000.0227.78.337.0
43[+]MFM BowlandMFM
64
196.18212.091.3027.746.575.4
44[+]BlackRock UK Special Situations D AccBlackRock
86
4,024.004,055.001.8827.717.058.0
45[+]GAM UK Diversified Inst Acc GBPGAM Sterling Management Ltd
87
16.38
(GBP)
0.0027.713.969.2
46[+]HSBC FTSE 100 Index C AccHSBC Gbl Asset Mgt (HSBC Inv)
103
213.803.3827.620.646.9
47[+]L&G UK 100 Index Trust I AccLegal & General UT Mgr Ltd
98
213.30213.303.4027.621.048.1
48[+]JPM UK Equity Core E AccJP Morgan Asset Management UK
94
336.403.2627.525.262.7
49[+]Royal London FTSE 350 Tracker Z AccRoyal London Unit Tst Mgrs Ltd
99
161.303.1427.522.855.1
50[+]L&G UK Select Equity I AccLegal & General UT Mgr Ltd
91
350.202.5027.424.266.5
51[+]L&G UK Index Trust I AccLegal & General UT Mgr Ltd
95
283.80283.803.2027.322.055.1
52[+]Schroder MM UK Growth Z AccSchroder UT Managers
84
129.401.8227.316.463.3
53[+]Lazard UK Omega C AccLazard Fund Managers
99
254.50n/a27.225.379.8
54[+]L&G UK Alpha Trust I AccLegal & General UT Mgr Ltd
84
179.80186.100.1027.23.957.1
55[+]Old Mutual Blackrock UK Special Situations U2 Acc GBPOld Mutl Glbl Investors(UK)Ltd
85
116.301.9627.216.2n/a
56[+]Old Mutual UK Mid Cap R Acc GBPOld Mutl Glbl Investors(UK)Ltd
102
262.00263.880.9727.247.0148.0
57[+]JOHCM UK Growth AJO Hambro Capital Management
96
3.28
(GBP)
n/a27.212.879.8
58[+]MFM UK Primary Opportunities P IncMFM
78
378.552.7827.125.152.0
59[+]Santander Stockmarket 100 Tracker Growth Unit Trust RASantander Asset Mgmt UK Ltd
102
204.103.3527.119.845.4
60[+]BlackRock UK Equity D AccBlackRock
92
6,287.006,327.002.0727.127.061.0
61[+]Henderson UK Tracker A AccHenderson Global Investors Ltd
103
264.802.0027.018.541.7
62[+]Stonehage Fleming Core UK Equity B IncStonehage Fleming Investment Management Limited
97
1.91
(GBP)
1.92
(GBP)
3.9027.014.162.7
63[+]Liontrust FTSE 100 Tracker R IncLiontrust Fund Partners LLP
101
214.74215.983.0527.019.645.1
64[+]Schroder Core UK Equity Z AccSchroder UT Managers
104
311.303.5627.06.641.6
65[+]Aberdeen UK Enhanced Equity B AccAberdeen Fund Managers Limited
96
126.033.3027.022.047.9
66[+]Invesco Perpetual UK Enhanced Index No Trail AccInvesco Perpetual Fund Mgrs
96
476.473.0526.925.565.5
67[+]Ardevora UK Equity AArdevora
102
2.26
(GBP)
n/a26.927.1111.3
68[+]JPM UK Equity Blue Chip C AccJP Morgan Asset Management UK
99
157.203.2526.821.160.1
69[+]BlackRock UK Equity Tracker D AccBlackRock
96
204.30205.303.0526.822.054.5
70[+]Invesco Perpetual UK Growth Z AccInvesco Perpetual Fund Mgrs
106
347.692.6826.814.785.9
71[+]Fidelity Index UK WFidelity International (FIL Invt Svcs UK Ltd)
94
118.772.7626.721.652.6
72[+]HSBC FTSE All Share Index C AccHSBC Gbl Asset Mgt (HSBC Inv)
96
545.103.2826.621.853.7
73[+]Halifax UK FTSE 100 Index Tracking CHBOS Investment Fd Mgrs Ltd
101
56.330.0026.617.841.1
74[+]Cavendish UK Select B IncCavendish Asset Management
104
167.901.9026.66.764.4
75[+]Cavendish Opportunities BCavendish Asset Management
84
1,232.001.4026.621.293.5
   IA UK ALL COMPANIES PERFORMANCE      22.719.161.2 

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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