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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: 256 funds

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256 funds
Rank ChartFund Group Focus FE Risk Score What is FE Risk Score?BidOfferYield 1y 3y 5y  
   IA UK ALL COMPANIES PERFORMANCE      22.816.164.4 
1[+]Standard Life Investments UK Equity Recovery Ret Platform 1 AccStandard Life Investments
160
124.201.1980.540.7139.1
2[+]UBS UK Opportunities C AccUBS Asset Mgmt Funds Ltd
114
81.502.6048.020.868.8
3[+]R&M UK Equity Long Term Recovery BRiver & Mercantile Asset Mgmt
99
1,000.861.3845.916.5130.3
4[+]Schroder Recovery Z AccSchroder UT Managers
104
103.80104.501.8543.913.9110.1
5[+]R&M UK Equity High Alpha BRiver & Mercantile Asset Mgmt
97
852.912.0440.421.1102.6
6[+]Schroder Specialist Value UK Equity ISchroder UT Managers
102
265.102.8039.717.890.7
7[+]M&G Recovery I Acc GBPM&G UK
101
335.651.2139.75.630.1
8[+]Dimensional UK Value AccDimensional Fund Advisors
115
22.79
(GBP)
1.9038.85.350.9
9[+]Aberdeen Responsible UK Equity I AccAberdeen Fund Managers Limited
101
141.152.3037.317.150.8
10[+]Schroder Income Z AccSchroder UT Managers
110
89.3589.863.5237.119.593.2
11[+]Majedie UK Equity Z AccMajedie Asset Management
99
1.23
(GBP)
n/a37.025.9n/a
12[+]Invesco Perpetual UK Focus Z AccInvesco Perpetual Fund Mgrs
112
383.102.5036.114.7115.9
13[+]Majedie UK Equity X AccMajedie Asset Management
102
174.072.3036.023.584.7
14[+]Allianz UK Opportunities CAllianz Global Invtrs GmbH(UK)
79
120.252.0135.519.767.0
15[+]JOHCM UK Dynamic A AccJO Hambro Capital Management
96
2.28
(GBP)
3.4235.324.199.6
16[+]Allianz UK Unconstrained CAllianz Global Invtrs GmbH(UK)
78
118.631.7735.118.083.3
17[+]Majedie UK Focus X AccMajedie Asset Management
108
187.101.5635.027.495.9
18[+]VT Smart Dividend UK X AccValu-Trac Investment Management
106
133.32n/a34.815.244.6
19[+]Stonehage Fleming Core UK Equity B IncStonehage Fleming Investment Management Limited
98
1.91
(GBP)
1.91
(GBP)
3.8933.412.666.6
20[+]Jupiter UK Special Situations I AccJupiter Unit Trust Mgrs Ltd
93
224.59225.831.9033.225.890.6
21[+]VT Castlebay UK Equity A AccValu-Trac Investment Management
99
119.54n/a32.9n/an/a
22[+]IFSL Trade Union Unit TrustIFSL
108
608.50640.500.0232.66.340.3
23[+]7IM UK Equity Value C Inc7IM Investment Funds
104
101.853.5032.5n/an/a
24[+]Schroder Core UK Equity Z AccSchroder UT Managers
103
308.603.5931.74.845.9
25[+]L&G Growth Trust I AccLegal & General UT Mgr Ltd
93
107.20107.701.2031.630.870.4
26[+]BlackRock 100 UK Equity Tracker D AccBlackRock
103
151.50152.203.2431.517.6n/a
27[+]Orbis UK Equity StandardOrbis
96
10.22
(GBP)
n/a31.40.1n/a
28[+]Lazard UK Omega Ret C AccLazard Fund Managers
99
251.90n/a31.324.087.1
29[+]HSBC FTSE 100 Index C AccHSBC Gbl Asset Mgt (HSBC Inv)
103
210.303.4331.317.149.5
30[+]Cavendish UK Select B IncCavendish Asset Management
104
165.901.9031.25.070.3
31[+]Halifax UK FTSE 100 Index Tracking CHBOS Investment Fd Mgrs Ltd
101
55.820.0031.115.244.5
32[+]L&G UK 100 Index Trust I AccLegal & General UT Mgr Ltd
100
209.50209.503.5030.917.950.4
33[+]Santander Stockmarket 100 Tracker Growth Unit Trust RASantander Asset Mgmt UK Ltd
102
200.903.3830.916.348.0
34[+]Schroder Prime UK Equity Inst AccSchroder UT Managers
96
333.702.5730.815.564.6
35[+]Liontrust UK Growth I IncLiontrust Fund Partners LLP
90
383.86387.332.0230.832.177.5
36[+]Henderson UK Tracker A AccHenderson Global Investors Ltd
103
260.602.0030.615.144.1
37[+]Liontrust FTSE 100 Tracker R IncLiontrust Fund Partners LLP
101
211.49212.733.1030.616.347.7
38[+]Invesco Perpetual UK Growth Z AccInvesco Perpetual Fund Mgrs
106
347.072.6930.615.293.1
39[+]Aberdeen UK Enhanced Equity B AccAberdeen Fund Managers Limited
96
123.903.3030.518.650.3
40[+]GAM UK Diversified Inst Acc GBPGAM Sterling Management Ltd
87
16.08
(GBP)
0.0030.310.572.5
41[+]Baillie Gifford UK Equity Alpha B AccBaillie Gifford
104
519.801.5730.29.059.4
42[+]Fidelity UK Opportunities W AccFidelity International (FIL Invt Svcs UK Ltd)
91
219.800.0029.927.6110.5
43[+]SSgA UK Equity TrackerSSGA UK
93
2.30
(GBP)
n/a29.718.456.1
44[+]Vanguard FTSE U.K. All Share Index A Acc GBPVanguard Investments UK Ltd
92
181.88
(GBP)
3.5029.618.157.0
45[+]Royal London FTSE 350 Tracker Z AccRoyal London Unit Tst Mgrs Ltd
98
158.403.1829.518.556.5
46[+]Investec UK Special Situations I Acc GBPInvestec Fund Managers (UK)
91
189.182.3429.515.166.2
47[+]MI Chelverton UK Equity Growth B AccMaitland Institutional Services Ltd
58
161.680.7629.4n/an/a
48[+]BlackRock UK Equity Tracker D AccBlackRock
96
200.40201.403.1029.318.456.9
49[+]M&G Index Tracker A Acc GBPM&G UK
97
123.313.0129.317.655.2
50[+]Fidelity Index UK WFidelity International (FIL Invt Svcs UK Ltd)
94
116.542.8129.318.055.0
51[+]HSBC FTSE All Share Index C AccHSBC Gbl Asset Mgt (HSBC Inv)
96
534.803.3429.218.256.1
52[+]Aviva Inv UK Index Tracking 2 IncAviva Investors UK Fd Serv Ltd
90
126.053.2029.017.554.0
53[+]Aberdeen Foundation Growth C Acc GBPAberdeen Fund Managers Limited
95
161.853.2029.016.953.0
54[+]Aberdeen UK Equity I AccAberdeen Fund Managers Limited
102
193.182.4029.09.244.9
55[+]JPM UK Equity Core E AccJP Morgan Asset Management UK
94
329.802.7528.921.664.8
56[+]Henderson UK Index I AccHenderson Global Investors Ltd
95
595.102.3028.917.555.1
57[+]L&G (N) Tracker Trust I AccLegal & General UT Mgr Ltd
95
207.303.3028.918.155.5
58[+]GVQ UK Focus I IncGVQ Investment Management
89
29.94
(GBP)
2.4128.925.6109.7
59[+]F&C FTSE All Share Tracker 2 IncF&C (BMO Global Asset Management)
95
398.803.0028.917.454.5
60[+]R&M UK Dynamic Equity BRiver & Mercantile Asset Mgmt
92
440.551.7328.824.095.5
61[+]Invesco Perpetual UK Enhanced Index No Trail AccInvesco Perpetual Fund Mgrs
96
465.133.1328.822.766.8
62[+]Dimensional UK Core Equity AccDimensional Fund Advisors
95
19.35
(GBP)
2.4028.717.861.5
63[+]L&G UK Alpha Trust I AccLegal & General UT Mgr Ltd
84
176.00182.100.1028.61.357.0
64[+]Aberdeen Global UK Equity R1 GBPAberdeen Global Services S.A.
100
12.11
(GBP)
2.3028.59.144.7
65[+]Halifax UK FTSE All Share Index Tracker CHBOS Investment Fd Mgrs Ltd
97
62.720.0028.215.350.3
66[+]Allianz UK Index C AccAllianz Global Invtrs GmbH(UK)
96
2,056.842.7628.115.951.9
67[+]L&G UK Index Trust I AccLegal & General UT Mgr Ltd
92
276.60276.603.3028.117.655.6
68[+]BlackRock UK Equity D AccBlackRock
92
6,140.006,181.002.1228.022.062.6
69[+]CF Purisima UK Total Return B PCGCapita Financial Managers
106
156.871.9727.913.144.7
70[+]Fidelity Special Situations W AccFidelity International (FIL Invt Svcs UK Ltd)
89
3,263.000.0027.926.3106.0
71[+]L&G UK Select Equity I AccLegal & General UT Mgr Ltd
91
343.802.6027.920.369.3
72[+]CFIC Oriel UK B IncOriel Asset Management LLP
92
174.141.8727.924.875.9
73[+]Invesco Perpetual Childrens Z AccInvesco Perpetual Fund Mgrs
106
340.932.6627.813.090.1
74[+]Liontrust Special Situations I IncLiontrust Fund Partners LLP
74
354.23358.471.7727.834.099.5
75[+]Halifax Special Situations CHBOS Investment Fd Mgrs Ltd
102
44.620.0027.5-0.825.4
   IA UK ALL COMPANIES PERFORMANCE      22.816.164.4 

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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