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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  
676[+]Scottish Widows HIFML Absolute Return IScottish Widows Sh Cl HIFML
11
3.9
677[+]Scottish Widows GTAA 1Scottish Wid UT Mgr Limited
27
SHn/a
678[+]Scottish Widows Global Select Growth A AccScottish Wid UT Mgr Limited
100
30.3
679[+]Scottish Widows Global Growth G AccScottish Wid UT Mgr Limited
97
47.8
680[+]Scottish Widows Gilt G AccScottish Wid UT Mgr Limited
50
19.0
681[+]Scottish Widows Fundamental Low Volatility Index UK Equity XScottish Wid UT Mgr Limited
76
PTn/a
682[+]Scottish Widows European Select Growth A AccScottish Wid UT Mgr Limited
114
32.5
683[+]Scottish Widows European Growth A AccScottish Wid UT Mgr Limited
116
36.8
684[+]Scottish Widows Ethical G AccScottish Wid UT Mgr Limited
97
24.1
685[+]Scottish Widows Environmental Investor G AccScottish Wid UT Mgr Limited
105
25.4
686[+]Scottish Widows Emerging Markets A AccScottish Wid UT Mgr Limited
131
34.9
687[+]Scottish Widows Dynamic Solution G AccScottish Wid UT Mgr Limited
74
27.0
688[+]Scottish Widows Dynamic Income Portfolio P AccScottish Wid UT Mgr Limited
44
SHn/a
689[+]Scottish Widows Dynamic Income A AccScottish Wid UT Mgr Limited
44
18.1
690[+]Scottish Widows Diversified PortfolioScottish Wid UT Mgr Limited
46
16.6
691[+]Scottish Widows Discovery Solution G AccScottish Wid UT Mgr Limited
41
15.7
692[+]Scottish Widows Defensive Solution G AccScottish Wid UT Mgr Limited
24
11.2
693[+]Scottish Widows Corporate Bond G AccScottish Wid UT Mgr Limited
45
19.5
694[+]Scottish Widows Cautious Solution G AccScottish Wid UT Mgr Limited
29
12.0
695[+]Scottish Widows Cautious Portfolio A AccScottish Wid UT Mgr Limited
25
14.1
696[+]Scottish Widows Cautious Growth D AccScottish Wid UT Mgr Limited
31
15.2
697[+]Scottish Widows Cash A AccScottish Wid UT Mgr Limited
1
-0.3
698[+]Scottish Widows Capital Protected 21Scottish Wid UT Mgr Limited
80
US28.1
699[+]Scottish Widows Capital Protected 20Scottish Wid UT Mgr Limited
71
US20.2
700[+]Scottish Widows Capital Protected 19Scottish Wid UT Mgr Limited
77
US18.3
701[+]Scottish Widows Capital Protected 18Scottish Wid UT Mgr Limited
54
US11.8
702[+]Scottish Widows Balanced Solution G AccScottish Wid UT Mgr Limited
51
19.1
703[+]Scottish Widows Balanced Portfolio A AccScottish Wid UT Mgr Limited
47
24.7
704[+]Scottish Widows Balanced Growth Portfolio A AccScottish Wid UT Mgr Limited
54
21.6
705[+]Scottish Widows Balanced Growth D AccScottish Wid UT Mgr Limited
52
21.1
706[+]Scottish Widows Asset Allocator A AccScottish Wid UT Mgr Limited
43
9.8
707[+]Scottish Widows American Growth A AccScottish Wid UT Mgr Limited
104
64.9
708[+]Scottish Widows Adventurous Solution G AccScottish Wid UT Mgr Limited
81
31.0
709[+]Scottish Widows Adventurous Growth D AccScottish Wid UT Mgr Limited
88
29.6
710[+]Scottish Friendly UK GrowthScottish Friendly Assurance
85
31.6
711[+]Scottish Friendly Managed GrowthScottish Friendly Assurance
67
31.3
712[+]Scot Mut UK All Share IndexScottish Mutual Invest Mgmt
93
PT26.6
713[+]Schroder US Smaller Companies Z AccSchroder UT Managers
114
77.3
714[+]Schroder US Mid Cap Z AccSchroder UT Managers
108
84.0
715[+]Schroder US Equity Income Maximiser Z AccSchroder UT Managers
n/a
SHn/a
716[+]Schroder UK Smaller Companies Z AccSchroder UT Managers
67
56.9
717[+]Schroder UK Real Estate NAV GBPSchroder Real Estate Invest Mgmt Ltd
24
NS37.9
718[+]Schroder UK Opportunities ZSchroder UT Managers
90
15.9
719[+]Schroder UK Mid 250 Z AccSchroder UT Managers
93
23.3
720[+]Schroder UK Equity Z AccSchroder UT Managers
89
29.4
721[+]Schroder UK Dynamic Smaller Companies Z AccSchroder UT Managers
73
44.0
722[+]Schroder UK Dynamic Absolute Return P2 Acc GBPSchroder UT Managers
44
20.9
723[+]Schroder UK Corporate Bond Z AccSchroder UT Managers
40
22.1
724[+]Schroder UK Alpha Plus Z AccSchroder UT Managers
91
23.1
725[+]Schroder UK Alpha Income Z IncSchroder UT Managers
89
26.5
726[+]Schroder Tokyo Z AccSchroder UT Managers
116
68.7
727[+]Schroder Strategic Credit Z AccSchroder UT Managers
14
11.3
728[+]Schroder Strategic Bond Z AccSchroder UT Managers
24
7.7
729[+]Schroder Strategic Beta ISchroder UT Managers
30
9.0
730[+]Schroder Sterling Broad Market Bond Inst AccSchroder UT Managers
43
26.7
731[+]Schroder Specialist Value UK Equity ISchroder UT Managers
101
26.1
732[+]Schroder Small Cap Discovery Z AccSchroder UT Managers
95
42.6
733[+]Schroder Recovery Z AccSchroder UT Managers
102
23.2
734[+]Schroder QEP US Core Inst AccSchroder UT Managers
107
70.3
735[+]Schroder QEP Global Emerging Markets Z AccSchroder UT Managers
126
SHn/a
736[+]Schroder QEP Global Core A AccSchroder UT Managers
100
56.5
737[+]Schroder QEP Global Active Value Z AccSchroder UT Managers
104
44.6
738[+]Schroder Prime UK Equity Inst AccSchroder UT Managers
95
27.3
739[+]Schroder Multi-Asset Total Return L AccSchroder UT Managers
n/a
SHn/a
740[+]Schroder MM UK Growth Z AccSchroder UT Managers
82
19.5
741[+]Schroder MM International Z AccSchroder UT Managers
86
51.4
742[+]Schroder MM Diversity Z AccSchroder UT Managers
35
10.5
743[+]Schroder MM Diversity Tactical Z AccSchroder UT Managers
58
24.5
744[+]Schroder MM Diversity Income Z AccSchroder UT Managers
35
12.8
745[+]Schroder MM Diversity Balanced Z AccSchroder UT Managers
59
22.7
746[+]Schroder Mixed Distribution Z AccSchroder UT Managers
52
23.8
747[+]Schroder Managed Wealth Portfolio Z AccSchroder UT Managers
44
27.0
748[+]Schroder Managed Balanced Z AccSchroder UT Managers
67
27.9
749[+]Schroder Long Dated Corporate Bond I AccSchroder UT Managers
69
39.9
750[+]Schroder ISF Wealth Preservation C Acc EURSchroder Investmt Mgt(LUX)S.A.
86
11.3

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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