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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: 259 funds

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259 funds
Rank ChartFund Group Focus FE Risk Score What is FE Risk Score?BidOfferYield 1y 3y 5y  
   IA UK ALL COMPANIES PERFORMANCE      17.221.461.7 
1[+]Standard Life Investments UK Equity Recovery Ret Platform 1 AccStandard Life Investments
159
123.100.9743.843.4116.8
2[+]R&M UK Equity Long Term Recovery BRiver & Mercantile Asset Mgmt
100
1,015.271.3633.618.0116.8
3[+]UBS UK Opportunities C AccUBS Asset Mgmt Funds Ltd
114
82.032.5031.724.664.2
4[+]JOHCM UK Dynamic A AccJO Hambro Capital Management
97
2.35
(GBP)
3.4229.129.391.6
5[+]R&M UK Equity High Alpha BRiver & Mercantile Asset Mgmt
97
864.412.0228.924.093.1
6[+]MFM BowlandMFM
65
203.82220.351.2528.349.481.3
7[+]M&G Recovery I Acc GBPM&G UK
102
334.131.2126.36.723.3
8[+]Jupiter UK Special Situations I AccJupiter Unit Trust Mgrs Ltd
93
229.87231.101.8025.931.486.3
9[+]L&G UK Alpha Trust I AccLegal & General UT Mgr Ltd
87
187.10193.400.1025.78.263.3
10[+]Unicorn UK Growth BUnicorn Asset Management
74
503.431.3325.621.397.5
11[+]Dimensional UK Value AccDimensional Fund Advisors
115
23.00
(GBP)
1.9025.412.143.7
12[+]Old Mutual UK Dynamic Equity R Inc GBPOld Mutl Glbl Investors(UK)Ltd
91
419.09n/a25.446.5148.3
13[+]L&G Growth Trust I AccLegal & General UT Mgr Ltd
95
109.40110.001.2025.338.969.1
14[+]MI Chelverton UK Equity Growth B AccMaitland Institutional Services Ltd
57
165.641.1925.0n/an/a
15[+]MFM UK Primary Opportunities P IncMFM
78
384.652.4924.928.951.8
16[+]Majedie UK Equity Z AccMajedie Asset Management
100
1.22
(GBP)
n/a24.720.9n/a
17[+]JOHCM UK Growth AJO Hambro Capital Management
96
3.26
(GBP)
n/a24.612.877.1
18[+]R&M UK Dynamic Equity BRiver & Mercantile Asset Mgmt
94
461.811.6524.529.097.9
19[+]JPM UK Equity Plus C AccJP Morgan Asset Management UK
97
123.300.3624.5n/an/a
20[+]VT Munro Smart-Beta UK X AccValu-Trac Investment Management
106
135.84n/a24.420.444.1
21[+]Allianz UK Opportunities CAllianz Global Invtrs GmbH(UK)
78
122.301.9724.321.864.0
22[+]Aberdeen Responsible UK Equity I AccAberdeen Fund Managers Limited
103
143.642.2024.222.649.1
23[+]Allianz UK Unconstrained CAllianz Global Invtrs GmbH(UK)
77
120.631.7424.020.177.7
24[+]Majedie UK Equity X AccMajedie Asset Management
103
173.722.3124.023.977.6
25[+]BlackRock 100 UK Equity Tracker D AccBlackRock
103
155.40156.103.4523.924.5n/a
26[+]HSBC FTSE 100 Index C AccHSBC Gbl Asset Mgt (HSBC Inv)
103
215.703.3523.824.149.1
27[+]L&G UK 100 Index Trust I AccLegal & General UT Mgr Ltd
100
214.00214.003.3023.623.848.6
28[+]IFSL Trade Union Unit TrustIFSL
109
630.80663.900.0223.413.839.6
29[+]Invesco Perpetual UK Focus Z AccInvesco Perpetual Fund Mgrs
112
385.862.4923.418.8101.6
30[+]L&G UK Select Equity I AccLegal & General UT Mgr Ltd
91
352.802.5023.428.066.9
31[+]Barclays UK Opportunities R Acc GBPBarclays
96
274.202.0023.329.078.4
32[+]Santander Stockmarket 100 Tracker Growth Unit Trust RASantander Asset Mgmt UK Ltd
102
205.803.3523.222.947.4
33[+]Henderson UK Tracker A AccHenderson Global Investors Ltd
103
267.002.0023.221.943.8
34[+]Liontrust FTSE 100 Tracker R IncLiontrust Fund Partners LLP
101
216.56217.803.0323.222.947.1
35[+]Marks & Spencer UK 100 Companies AccMarks & Spencer UT Managers
104
362.90362.903.3023.223.945.0
36[+]Schroder Recovery Z AccSchroder UT Managers
104
103.80104.601.8523.219.393.9
37[+]M&G Index Tracker A Acc GBPM&G UK
97
127.542.9323.123.953.7
38[+]JPM UK Equity Core E AccJP Morgan Asset Management UK
95
339.203.2623.127.864.0
39[+]Liontrust UK Growth I IncLiontrust Fund Partners LLP
90
397.07400.352.3523.038.073.0
40[+]Scottish Widows UK Tracker G AccScottish Wid UT Mgr Limited
102
144.302.8023.022.7n/a
41[+]Liontrust Special Situations I IncLiontrust Fund Partners LLP
74
363.02367.241.7222.939.589.1
42[+]Old Mutual UK Mid Cap R Acc GBPOld Mutl Glbl Investors(UK)Ltd
102
265.08267.140.9422.947.7145.0
43[+]L&G UK Index Trust I AccLegal & General UT Mgr Ltd
93
286.00286.003.2022.924.855.4
44[+]Aberdeen UK Enhanced Equity B AccAberdeen Fund Managers Limited
96
127.143.3022.925.349.6
45[+]BlackRock UK Equity D AccBlackRock
92
6,335.006,376.002.1122.928.662.4
46[+]CF Purisima UK Total Return B PCGCapita Financial Managers
107
159.291.9422.720.042.5
47[+]Halifax UK FTSE 100 Index Tracking CHBOS Investment Fd Mgrs Ltd
101
56.790.0022.721.243.3
48[+]BlackRock UK Special Situations D AccBlackRock
87
4,036.004,066.001.8922.519.657.8
49[+]Schroder Specialist Value UK Equity ISchroder UT Managers
103
267.302.7722.424.580.7
50[+]Royal London FTSE 350 Tracker Z AccRoyal London Unit Tst Mgrs Ltd
99
162.603.2022.424.955.3
51[+]JPM UK Equity Blue Chip C AccJP Morgan Asset Management UK
100
157.303.2522.423.260.9
52[+]BlackRock UK Equity Tracker D AccBlackRock
96
206.00206.903.3122.424.955.8
53[+]Scottish Widows UK All Share Tracker I AccScottish Wid UT Mgr Limited
98
261.903.2022.424.553.5
54[+]Fidelity Index UK WFidelity International (FIL Invt Svcs UK Ltd)
95
119.732.6322.424.653.9
55[+]HSBC FTSE All Share Index C AccHSBC Gbl Asset Mgt (HSBC Inv)
96
549.603.2522.224.755.1
56[+]SSgA UK Equity TrackerState Street Global Advisors Limited
93
2.38
(GBP)
n/a22.226.056.1
57[+]Stonehage Fleming Core UK Equity B IncStonehage Fleming Investment Management Limited
97
1.89
(GBP)
1.90
(GBP)
3.8622.115.962.3
58[+]L&G (N) Tracker Trust I AccLegal & General UT Mgr Ltd
95
213.003.2022.124.654.6
59[+]Old Mutual Blackrock UK Special Situations U2 Acc GBPOld Mutl Glbl Investors(UK)Ltd
86
116.701.8922.119.2n/a
60[+]Schroder Prime UK Equity Inst AccSchroder UT Managers
96
343.202.5022.024.064.3
61[+]Schroder Core UK Equity Z AccSchroder UT Managers
104
313.603.5322.010.342.6
62[+]Henderson UK Index I AccHenderson Global Investors Ltd
96
611.002.3022.023.953.9
63[+]Aberdeen UK All Share Tracker C Acc GBPAberdeen Fund Managers Limited
96
166.113.2022.024.052.1
64[+]F&C FTSE All Share Tracker 2 IncF&C (BMO Global Asset Management)
95
409.303.0021.923.853.2
65[+]Lazard UK Omega C AccLazard Fund Managers
99
254.80n/a21.929.176.5
66[+]Fidelity Special Situations W AccFidelity International (FIL Invt Svcs UK Ltd)
90
3,354.000.0021.933.494.8
67[+]Invesco Perpetual UK Enhanced Index No Trail AccInvesco Perpetual Fund Mgrs
97
476.713.0521.826.965.7
68[+]Smith & Williamson UK Equity Growth B IncSmith & Williamson Investment Management LLP
92
159.101.5421.824.874.6
69[+]NFU Mutual UK Growth CNFU Mutual Unit Managers Ltd
86
131.322.2321.716.348.3
70[+]Barclays UK Core R Acc GBPBarclays
96
865.402.0021.623.857.2
71[+]Lazard UK Omega Equity C Acc GBPLazard (IRL)
94
2.71
(GBP)
0.0021.6n/an/a
72[+]Schroder Income Z AccSchroder UT Managers
109
90.3390.873.5121.525.684.5
73[+]Allianz UK Index C AccAllianz Global Invtrs GmbH(UK)
96
2,110.812.9221.422.250.7
74[+]Vanguard FTSE U.K. All Share Index A Acc GBPVanguard Investments UK Ltd
92
187.24
(GBP)
3.5021.425.055.9
75[+]Majedie UK Focus X AccMajedie Asset Management
108
187.471.5621.429.391.2
   IA UK ALL COMPANIES PERFORMANCE      17.221.461.7 

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.

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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