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FE Risk Score

FE Risk scores tell you how risky an investment is compared to the FTSE100. They do not show you how risky an investment is in absolute terms, but are a useful means to compare potential investments with this most widely known index.

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FE Crown Fund Rating

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FE Adviser Fund Index

FE Adviser Fund Index

The Adviser Fund Index (AFI) is a basket of funds chosen by the UK’s leading financial advisers. There are three baskets to choose from, reflecting different risk appetites.

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FE Alpha Manager

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Performance

1 year at least   %

3 year at least   %

5 year at least   %

Yield   %  

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

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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       %
Maximum Loss
 

Maximum Loss

Maximum loss shows the maximum a fund has lost between a single peak and trough, at any time during the period you’ve selected. Effectively it shows you the worst case scenario had you invested at the peak and sold at the trough during that time.

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  £

Period

Additional information

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Fund performance league table: 3291 funds

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3291 funds
Rank ChartFund Group FE Risk Score What is FE Risk Score?FE AFI ConstituentFE Crown Rating What is FE Crown Rating?3y  
1[+]Zurich Horizon Multi-Asset V Z AccZurich Investment Services (UK) Limited
92
54.2
2[+]Zurich Horizon Multi-Asset IV Z AccZurich Investment Services (UK) Limited
75
47.5
3[+]Zurich Horizon Multi-Asset III Z AccZurich Investment Services (UK) Limited
60
38.2
4[+]Zurich Horizon Multi-Asset II Z AccZurich Investment Services (UK) Limited
51
32.2
5[+]Zurich Horizon Multi-Asset I Z AccZurich Investment Services (UK) Limited
44
27.8
6[+]Zurich Horizon Monthly Income Plus Z AccZurich Investment Services (UK) Limited
n/a
SHn/a
7[+]Your Portfolio VI 1RBS Collective Invst Fds Ltd
69
29.8
8[+]Your Portfolio V 1RBS Collective Invst Fds Ltd
59
25.8
9[+]Your Portfolio IV 1RBS Collective Invst Fds Ltd
46
21.4
10[+]Your Portfolio III 1RBS Collective Invst Fds Ltd
35
18.5
11[+]Your Portfolio II 1RBS Collective Invst Fds Ltd
24
14.0
12[+]WSSF 5 Aggressive Portfolio X AccHSBC Gbl Asset Mgt (HSBC Inv)
81
34.5
13[+]WSSF 4 Progressive Portfolio X AccHSBC Gbl Asset Mgt (HSBC Inv)
71
30.8
14[+]WSSF 3 Balanced Portfolio X AccHSBC Gbl Asset Mgt (HSBC Inv)
54
27.4
15[+]WSSF 2 Defensive Portfolio X AccHSBC Gbl Asset Mgt (HSBC Inv)
37
20.4
16[+]WSSF 1 Conservative Portfolio Ret AccHSBC Gbl Asset Mgt (HSBC Inv)
25
16.6
17[+]Worldwide Capital Growth A2000S&W Fund Administration Ltd
57
35.0
18[+]Winton US Equity I GBPWinton Capital Management Ltd
115
SHn/a
19[+]Winton Global Equity I GBPWinton Capital Management Ltd
104
45.3
20[+]Winton European Equity I GBPWinton Capital Management Ltd
107
SHn/a
21[+]Wesleyan UK Growth X AccWesleyan Unit Trust Mgrs Ltd
n/a
n/a
22[+]Wesleyan Risk Averse A AccWesleyan Unit Trust Mgrs Ltd
n/a
SHn/a
23[+]Wesleyan Moderate Risk Reward Growth X AccWesleyan Unit Trust Mgrs Ltd
n/a
SHn/a
24[+]Wesleyan Moderate High Risk Reward Income X AccWesleyan Unit Trust Mgrs Ltd
n/a
SHn/a
25[+]Wesleyan Low Risk Reward Growth X AccWesleyan Unit Trust Mgrs Ltd
n/a
SHn/a
26[+]Wesleyan International Growth X AccWesleyan Unit Trust Mgrs Ltd
n/a
n/a
27[+]WAY MA Growth Portfolio E AccWAY Fund Managers
78
34.7
28[+]WAY MA Cautious Portfolio E AccWAY Fund Managers
52
21.5
29[+]WAY Green Portfolio E Elite AccWAY Fund Managers
69
28.0
30[+]WAY Global Red Active Portfolio E AccWAY Fund Managers
77
32.4
31[+]WAY Global Momentum E AccWAY Fund Managers
80
22.2
32[+]WAY Global Cautious Portfolio E AccWAY Fund Managers
38
13.7
33[+]WAY Global Blue Managed Portfolio E AccWAY Fund Managers
53
21.9
34[+]WAY Absolute Return Portfolio Z AccWAY Fund Managers
n/a
n/a
35[+]Waverton Tactical Equity A GBPWaverton Investment Management
87
35.5
36[+]Waverton Sterling Bond A GBPWaverton Investment Management
22
11.3
37[+]Waverton Global Equity A GBPWaverton Investment Management
104
41.8
38[+]Waverton Global Bond A USDWaverton Investment Management
84
36.7
39[+]Waverton European Income RWaverton Investment Management
101
45.3
40[+]Waverton European Capital Growth Ret GBPWaverton Investment Management
97
40.6
41[+]Waverton Cautious Income P GBPWaverton Investment Management
47
SHn/a
42[+]Waverton Asia Pacific A USDWaverton Investment Management
121
54.2
43[+]Waverton Alternatives AWaverton Investment Management
20
SH3.1
44[+]VT Woodhill Investment Absolute Return IncValu-Trac Investment Management
44
SHn/a
45[+]VT UK Infrastructure Income C Acc GBPValu-Trac Investment Management
n/a
SHn/a
46[+]VT Tyndall North American A Acc GBPValu-Trac Investment Management
n/a
SHn/a
47[+]VT Turcan Connell Income Portfolio Grs IncValu-Trac Investment Management
37
16.8
48[+]VT Turcan Connell Growth PortfolioValu-Trac Investment Management
68
29.2
49[+]VT Turcan Connell Capital StrategyValu-Trac Investment Management
46
SHn/a
50[+]VT Turcan Connell Absolute Return Portfolio AccValu-Trac Investment Management
30
7.5
51[+]VT Thistledown Income Z IncValu-Trac Investment Management
59
SHn/a
52[+]VT The Prestney IncValu-Trac Investment Management
50
27.2
53[+]VT The Beagle IncValu-Trac Investment Management
96
40.8
54[+]VT Strategic Value IncValu-Trac Investment Management
n/a
SHn/a
55[+]VT Sorbus Vector BValu-Trac Investment Management
n/a
SHn/a
56[+]VT Rossie House Portfolio B Inc GBPValu-Trac Investment Management
53
SH26.7
57[+]VT Redlands Property A GBPValu-Trac Investment Management
n/a
NSn/a
58[+]VT Redlands Multi-Asset Portfolio A GBPValu-Trac Investment Management
n/a
SHn/a
59[+]VT Redlands Fixed Income Portfolio A GBPValu-Trac Investment Management
n/a
SHn/a
60[+]VT Redlands Equity Portfolio A GBPValu-Trac Investment Management
n/a
SHn/a
61[+]VT Price Value Portfolio A GBPValu-Trac Investment Management
90
SHn/a
62[+]VT Odey Total Return R GBPValu-Trac Investment Management
61
SH-8.1
63[+]VT Odd Real Income AccValu-Trac Investment Management
51
SHn/a
64[+]VT Munro Smart-Beta UK X AccValu-Trac Investment Management
105
19.6
65[+]VT Morningstar Informed Smartfund Growth Strategy Z AccValu-Trac Investment Management
0
SHn/a
66[+]VT Morningstar Informed Smartfund Cautious Strategy Z AccValu-Trac Investment Management
0
SHn/a
67[+]VT Morningstar Informed Smartfund Balanced Strategy Z AccValu-Trac Investment Management
0
SHn/a
68[+]VT iFunds Absolute Return Orange A AccValu-Trac Investment Management
73
29.5
69[+]VT iFunds Absolute Return Indigo A AccValu-Trac Investment Management
37
8.3
70[+]VT iFunds Absolute Return Green A AccValu-Trac Investment Management
51
23.2
71[+]VT icf Absolute Return Portfolio FValu-Trac Investment Management
20
6.4
72[+]VT Grosvenor Cautious A Retail AccValu-Trac Investment Management
n/a
SHn/a
73[+]VT Grosvenor Adventurous A Retail AccValu-Trac Investment Management
n/a
SHn/a
74[+]VT Garraway UK Equity Market I AccGarraway Capital Management LLP
83
17.4
75[+]VT De Lisle America B GBPValu-Trac Investment Management
126
90.8

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.

Key to codes

LC : Low correlation to benchmarks
SH : Fund with a short history
US : Fund in an unrated sector
PT : Passive fund

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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