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Performance

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Ratio

Volatility
 

Volatility

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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: 255 funds

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255 funds
Rank ChartFund Group Focus FE Risk Score What is FE Risk Score?BidOfferYield 1y 3y 5y  
   IA UK ALL COMPANIES PERFORMANCE      17.928.773.7 
1[+]MI Chelverton UK Equity Growth B AccMaitland Institutional Services Ltd
63
188.851.0441.7n/an/a
2[+]Unicorn UK Growth BUnicorn Asset Management
80
557.821.2040.347.2126.9
3[+]Old Mutual UK Mid Cap R Acc GBPOld Mutl Glbl Investors(UK)Ltd
102
301.07303.150.8340.186.7181.5
4[+]Old Mutual UK Dynamic Equity R Inc GBPOld Mutl Glbl Investors(UK)Ltd
91
472.66n/a39.780.0186.6
5[+]Standard Life Investments UK Opportunities Ret Platform 1 AccStandard Life Investments
98
103.200.5835.135.5102.7
6[+]Standard Life Investments UK Equity Recovery Ret Platform 1 AccStandard Life Investments
155
122.301.0133.343.7145.1
7[+]MFM Slater Recovery P AccMFM
98
223.56226.391.0733.347.5108.1
8[+]CF Miton UK Value Opportunities B Inst AccMiton Asset Management
80
194.731.7831.752.9n/a
9[+]MFM BowlandMFM
75
219.53237.330.7730.871.2120.9
10[+]TM Cavendish Opportunities BTUTMAN LLP
84
1,295.001.4030.635.0104.0
11[+]R&M UK Equity Long Term Recovery BRiver & Mercantile Asset Mgmt
97
1,046.381.7429.832.6152.1
12[+]MFM UK Primary Opportunities P IncMFM
79
418.032.2929.342.381.4
13[+]Standard Life Investments UK Ethical Ret Platform 1 AccStandard Life Investments
108
104.501.5129.241.298.4
14[+]Barclays UK Lower Cap R Acc GBPBarclays
111
387.700.7029.151.3146.7
15[+]Man GLG Undervalued Assets Professional C AccGLG Partners
76
148.802.4528.937.8n/a
16[+]MFM Slater Growth P AccMFM
79
501.40507.750.9728.148.9128.4
17[+]VT Sorbus Vector BValu-Trac Investment Management
n/a
133.0410.2228.1n/an/a
18[+]Artemis UK Select I AccArtemis Fund Managers Limited
97
560.95570.592.2628.033.492.1
19[+]RWC UK Focus R GBPRWC
102
179.92
(GBP)
n/a26.939.895.6
20[+]Elite Webb Capital Smaller Companies Income & Growth B AccWAY Fund Managers
94
149.982.4126.831.979.5
21[+]JOHCM UK Dynamic A AccJO Hambro Capital Management
95
2.46
(GBP)
3.4226.035.6108.6
22[+]BlackRock UK Special Situations D AccBlackRock
86
4,368.004,403.001.7525.837.472.3
23[+]UBS UK Opportunities C AccUBS Asset Mgmt Funds Ltd
110
85.192.7025.731.975.8
24[+]Henderson UK Alpha I AccHenderson Global Investors Ltd
90
323.901.6025.447.985.2
25[+]Premier Ethical C IncPremier Asset Management
88
304.231.9525.439.3121.5
26[+]Marlborough UK Multi-Cap Growth P IncMarlborough Fund Managers
91
318.56322.590.8725.361.5118.2
27[+]R&M UK Equity High Alpha BRiver & Mercantile Asset Mgmt
95
900.042.0025.332.7112.3
28[+]Invesco Perpetual UK Focus Z AccInvesco Perpetual Fund Mgrs
108
401.792.3925.125.5117.3
29[+]TB Saracen UK Alpha B AccT. Bailey Fund Srvs Ltd (ACD)
85
7.02
(GBP)
1.7025.034.097.3
30[+]Franklin UK Mid Cap W AccFranklin Templeton Funds (UK)
89
220.462.5324.645.4108.0
31[+]EdenTree UK Equity Growth BEdenTree Investment Management
87
279.301.9624.637.0108.7
32[+]Sanlam FOUR Active UK Equity A Acc GBPSanlam FOUR Investments UK Ltd
98
17.10
(GBP)
n/a24.211.645.1
33[+]Montanaro UK Income Seed GBPMontanaro Eurpn Smaller Co Plc
82
1.95
(GBP)
n/a24.047.0112.8
34[+]Threadneedle UK Mid 250 Z Acc GBPThreadneedle Inv Services Ltd
90
194.231.3024.046.9105.3
35[+]M&G Recovery I Acc GBPM&G UK
99
344.871.0523.915.233.7
36[+]Fidelity Special Situations W AccFidelity International (FIL Invt Svcs UK Ltd)
87
3,518.000.0023.543.1112.1
37[+]JPM UK Equity Plus C AccJP Morgan Asset Management UK
94
128.102.2323.3n/an/a
38[+]Artemis Capital I AccArtemis Fund Managers Limited
96
1,581.331,606.422.4823.331.3113.8
39[+]JPM UK Strategic Equity Income C AccJP Morgan Asset Management UK
93
173.803.2623.329.780.1
40[+]Dimensional UK Value AccDimensional Fund Advisors
111
23.87
(GBP)
2.2823.215.059.5
41[+]CFP SDL UK Buffettology Institutional IncCastlefield Fund Partners Limited
72
247.011.2423.159.9147.5
42[+]R&M UK Dynamic Equity BRiver & Mercantile Asset Mgmt
92
479.391.9823.034.7105.5
43[+]Majedie UK Focus X Acc GBPMajedie Asset Management Ltd
106
193.441.6422.730.7108.6
44[+]Fidelity UK Opportunities W AccFidelity International (FIL Invt Svcs UK Ltd)
89
231.000.0022.543.4100.8
45[+]Allianz UK Opportunities CAllianz Global Invtrs GmbH(UK)
79
128.961.8722.529.273.9
46[+]FP Numis Mid Cap A AccFund Partners Ltd
94
117.402.9222.4n/an/a
47[+]Invesco Perpetual UK Growth Z AccInvesco Perpetual Fund Mgrs
102
364.732.5622.226.793.2
48[+]Aberdeen UK Mid Cap Equity I AccAberdeen Fund Managers Limited
89
181.341.4022.136.492.7
49[+]Royal London UK Mid-Cap Growth M AccRoyal London Unit Tst Mgrs Ltd
91
392.101.7322.041.5110.1
50[+]SVM UK Opportunities BSVM Asset Management Ltd
83
552.100.4021.842.7103.4
51[+]Aviva Inv UK Growth 2Aviva Investors UK Fd Serv Ltd
82
276.751.4621.733.070.6
52[+]Liontrust UK Ethical 2 AccLiontrust Investments Limited
87
246.301.8421.543.296.1
53[+]Schroder UK Mid 250 Z AccSchroder UT Managers
94
114.80115.901.3221.425.6102.3
54[+]HL Multi Manager UK Growth A AccHargreaves Lansdown Fund Mgmt
80
128.89132.871.5521.3n/an/a
55[+]Barclays UK Opportunities R Acc GBPBarclays
94
286.402.0021.337.190.9
56[+]TM Cavendish UK Select B IncTUTMAN LLP
101
170.901.9020.916.267.2
57[+]Smith & Williamson UK Equity Growth B IncSmith & Williamson Investment Management LLP
90
165.901.4620.934.386.2
58[+]Premier UK Growth C IncPremier Asset Management
74
209.982.3620.729.380.7
59[+]NFU Mutual UK Growth CNFU Mutual Unit Managers Ltd
85
136.462.3020.725.460.9
60[+]L&G UK Alpha Trust I AccLegal & General UT Mgr Ltd
88
195.40201.201.7020.619.987.9
61[+]Old Mutual Newton UK Opportunities U2 Acc GBPOld Mutl Glbl Investors(UK)Ltd
87
121.201.8820.629.9n/a
62[+]GVQ Opportunities A IncGVQ Investment Management
95
11.84
(GBP)
0.0020.2n/an/a
63[+]Liontrust Sustainable Future UK Growth 2 AccLiontrust Investments Limited
89
193.001.5220.246.397.3
64[+]JPM UK Dynamic C AccJP Morgan Asset Management UK
93
199.201.9720.137.0101.6
65[+]M&G UK Select I Acc GBPM&G UK
98
1,624.191.6820.122.363.4
66[+]AXA Framlington UK Mid Cap Z AccAXA IM UK
90
246.801.3620.046.7128.5
67[+]Mirabaud Equities UK High Income A Cap GBPMirabaud Asset Management (Europe) SA
91
2.54
(GBP)
n/a20.023.852.5
68[+]Jupiter UK Growth I AccJupiter Unit Trust Mgrs Ltd
104
371.73374.701.9020.022.689.9
69[+]Franklin UK Managers' Focus W AccFranklin Templeton Funds (UK)
84
232.092.1519.942.8126.5
70[+]Invesco Perpetual UK Companies Z AccInvesco Perpetual Fund Mgrs
103
353.352.5619.823.286.5
71[+]Majedie UK Equity X Acc GBPMajedie Asset Management Ltd
102
177.322.4319.727.386.7
72[+]Aviva Inv UK Opportunities 2Aviva Investors UK Fd Serv Ltd
82
257.022.2519.728.369.0
73[+]L&G Growth Trust I AccLegal & General UT Mgr Ltd
95
114.80115.400.9019.748.485.6
74[+]JOHCM UK Growth AJO Hambro Capital Management
96
3.33
(GBP)
n/a19.615.488.5
75[+]Standard Life Investments UK Equity High Alpha Ret Platform 1 AccStandard Life Investments
119
94.772.5719.623.890.6
   IA UK ALL COMPANIES PERFORMANCE      17.928.773.7 

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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