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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: 135 funds

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135 funds
Rank ChartFund Group Focus FE Risk Score What is FE Risk Score?BidOfferYield 1y 3y 5y  
   IA FLEXIBLE INVESTMENT PERFORMANCE      22.326.147.4 
1[+]7IM AAP Adventurous C Acc7IM Investment Funds
84
166.081.2024.428.655.7
2[+]7IM Adventurous C Acc7IM Investment Funds
76
248.640.4025.631.162.1
3[+]Aberdeen Capital Trust IncAberdeen Fund Managers Limited
95
438.85440.221.4028.328.553.9
4[+]Aberdeen Multi Manager Equity Managed Portfolio I AccAberdeen Fund Managers Limited
81
162.350.5025.631.660.4
5[+]ACUMEN Adventurous Portfolio X AccTavistock Wealth Limited
n/a
122.690.0022.7n/an/a
6[+]Alliance Trust Sustainable Future Absolute Growth 2 AccAlliance Trust Investments
95
141.800.3525.534.773.5
7[+]Allianz Global Fundamental Strategy RT2 (H-GBP) GBPAllianz Global Investors GmbH
39
114.08
(GBP)
114.08
(GBP)
n/a9.9n/an/a
8[+]Allianz RiskMaster Growth Multi Asset CAllianz Global Invtrs GmbH(UK)
88
156.710.5929.939.1n/a
9[+]Allianz RiskMaster Moderate Multi Asset CAllianz Global Invtrs GmbH(UK)
76
147.680.7824.430.7n/a
10[+]Architas MA Active Dynamic A AccArchitas Multi-Manager Ltd
84
171.700.5432.140.264.4
11[+]Architas MA Active Growth A AccArchitas Multi-Manager Ltd
78
173.500.6629.839.167.6
12[+]Artemis Strategic Assets I AccArtemis Fund Managers Limited
79
91.1892.570.1121.516.137.4
13[+]Aviva Inv Multi-Manager Flexible 2Aviva Investors UK Fd Serv Ltd
83
140.350.2328.437.267.7
14[+]Barclays Adventurous Growth Portfolio D AccBarclays
80
73.150.0919.015.945.5
15[+]Barclays Wealth Global Markets 5 R Acc GBPBarclays
83
150.100.4229.327.243.2
16[+]Capital Group Emerging Markets Total Opportunities (LUX) Z GBPCapital Group
79
9.96
(GBP)
n/a34.636.630.5
17[+]Capital Group Global Allocation (LUX) Z GBPCapital Group
77
12.25
(GBP)
n/a26.047.2n/a
18[+]Carmignac Patrimoine A EUR AccCarmignac Gestion
72
663.47
(EUR)
n/a15.621.122.8
19[+]Carmignac Portfolio Emerging Patrimoine F GBP Acc HdgCarmignac Gestion
90
113.54
(GBP)
n/a21.930.312.7
20[+]Carmignac Portfolio Patrimoine F GBP Acc HdgCarmignac Gestion
53
120.38
(GBP)
n/a8.120.7n/a
21[+]Carvetian GenerationCarvetian Capital Mgt Ltd
58
769.900.6614.719.142.8
22[+]Cavendish Worldwide BCavendish Asset Management
98
378.700.8033.438.059.7
23[+]CF Bentley Global GrowthCapita Financial Managers
71
151.850.0020.027.841.0
24[+]CF Bentley Sterling BalancedCapita Financial Managers
34
176.190.006.39.826.5
25[+]CF Canlife Portfolio VII C AccCF Canada Life Investments
84
126.091.4025.025.4n/a
26[+]CF Cautela Ret AccCapita Financial Managers
57
119.727.1915.613.0n/a
27[+]CF IM Global Strategy ACapita Financial Managers
99
184.570.4835.949.967.8
28[+]CF Miton Worldwide Opportunities B GBPMiton Asset Management
44
373.860.2032.040.267.2
29[+]CF Odey Continental European Inst AccOdey Asset Management
91
142.720.7114.15.363.1
30[+]CF Prudential Dynamic 60-100 Portfolio P AccCF Prudential
67
130.200.9220.930.352.0
31[+]CF Prudential Dynamic Focused 60-100 Portfolio A AccCF Prudential
n/a
122.290.9823.2n/an/a
32[+]CF Purisima EAFE Total Return B PCGCapita Financial Managers
109
162.230.6231.728.546.8
33[+]CF Ruffer Equity & General C AccRuffer LLP
42
419.730.0019.511.743.5
34[+]CF Ruffer Japanese C AccRuffer LLP
126
216.120.2839.335.1106.9
35[+]CF Stewart Ivory Invest Mkt AccCapita Financial Managers
82
1,126.321,188.742.4721.729.562.8
36[+]CF Waverton Portfolio BWaverton Investment Management
72
175.371.0924.631.753.3
37[+]City Financial Multi Asset Dynamic I Acc GBPCity Financial Inv Company Ltd
82
174.280.3621.520.046.8
38[+]Close Growth Portfolio X AccClose Brothers AM
66
178.801.3315.720.645.5
39[+]Close Managed Growth X AccClose Brothers AM
70
228.300.8121.827.953.0
40[+]Close Strategic Alpha X AccClose Brothers AM
90
158.000.2226.430.354.5
41[+]Close Tactical Select Passive Growth X AccClose Brothers AM
72
268.101.5825.231.351.7
42[+]Coram Global Opportunities A GBPCoram Asset Management
41
1.19
(GBP)
n/a17.7n/an/a
43[+]COURTIERS Total Return Growth ACOURTIERS Asset Management Limited
83
1.68
(GBP)
n/a30.143.283.1
44[+]Discovery Managed Growth B GBPT. Bailey Fund Srvs Ltd (ACD)
65
151.540.3021.226.652.8
45[+]F&C Managed Growth 1 AccF&C (BMO Global Asset Management)
69
357.400.3023.233.757.2
46[+]F&C MM Navigator Select C AccF&C (BMO Global Asset Management)
67
86.7186.760.2025.834.459.9
47[+]F&C MultiManager Investment Trust C AccF&C (BMO Global Asset Management)
72
88.040.7025.928.666.4
48[+]Family Child TrustFamily Investment Management
95
385.80385.801.2727.125.050.2
49[+]Fidelity Multi Asset Adventurous Y AccFidelity International (FIL Invt Svcs UK Ltd)
83
159.700.0028.736.4n/a
50[+]Fidelity Multi Asset Allocator Adventurous Y AccFidelity International (FIL Invt Svcs UK Ltd)
89
154.100.0029.634.5n/a
51[+]Fidelity Multi Asset Open Adventurous Y AccFidelity International (FIL Invt Svcs UK Ltd)
80
137.000.0029.127.3n/a
52[+]First State Diversified Growth B Acc GBPFirst State Investments UK Ltd
60
111.901.6017.1n/an/a
53[+]FP Brompton Global Opportunities BFund Partners Ltd
72
158.940.2625.334.6n/a
54[+]FP Brunswick Growth Portfolio B AccWAY Fund Managers
71
152.530.3730.635.752.0
55[+]FP Tatton Oak Advanced BFund Partners Ltd
70
238.130.6723.630.056.7
56[+]Franklin Diversified Growth W AccFranklin Templeton Funds (UK)
37
93.691.65-10.7n/an/a
57[+]Franklin Diversified Income W AccFranklin Templeton Funds (UK)
27
98.703.49-6.4n/an/a
58[+]GAM Star Global Equity Inst Acc GBPGAM Fund Management Ltd
84
15.15
(GBP)
0.0023.824.8n/a
59[+]GAM Star Growth Inst Acc GBPGAM Fund Management Ltd
72
14.85
(GBP)
0.0019.619.7n/a
60[+]HC KB Capital Growth A AccHost Capital Limited
67
197.89n/a18.119.636.2
61[+]HC Sequel Growth Target Return Strategy Standard BHost Capital Limited
74
1.33
(GBP)
n/a27.526.2n/a
62[+]Henderson Multi-Manager Active I AccHenderson Global Investors Ltd
72
170.801.2024.230.763.8
63[+]Hermes Multi Asset Inflation F Acc GBPHermes Investment Management
34
1.03
(GBP)
n/a7.9n/an/a
64[+]HL Multi-Manager High Income A AccHargreaves Lansdown Fund Mgmt
n/a
112.68116.163.14n/an/an/a
65[+]HL Multi-Manager Strategic Assets A AccHargreaves Lansdown Fund Mgmt
n/a
112.75116.19n/a10.1n/an/a
66[+]IFSL Brooks Macdonald Strategic Growth A AccIFSL
70
125.200.0019.524.3n/a
67[+]IFSL Brunsdon Adventurous Growth CIFSL
72
123.100.7022.627.638.8
68[+]IFSL Select Z AccIFSL
74
153.000.7024.731.454.9
69[+]Ingenious Global GrowthIngenious
64
1.49
(GBP)
3.4017.428.542.6
70[+]Invesco Perpetual Managed Growth Z AccInvesco Perpetual Fund Mgrs
97
371.900.9734.242.583.1
71[+]Investec Managed Growth I Acc GBPInvestec Fund Managers (UK)
71
196.690.9229.934.577.6
72[+]JPM Portfolio C AccJP Morgan Asset Management UK
88
254.001.9329.737.480.8
73[+]Jupiter Merlin Growth Portfolio I AccJupiter Unit Trust Mgrs Ltd
80
401.71402.080.6024.436.961.8
74[+]L&G Multi Manager Growth Trust I AccLegal & General UT Mgr Ltd
75
74.2774.301.3023.526.828.9
75[+]L&G Multi-Index 7 I AccLegal & General UT Mgr Ltd
80
69.7270.082.3027.234.4n/a
   IA FLEXIBLE INVESTMENT PERFORMANCE      22.326.147.4 

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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