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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

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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Additional information

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Fund performance league table: 3290 funds

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3290 funds
Rank ChartFund Group FE Risk Score What is FE Risk Score?FE AFI ConstituentFE Crown Rating What is FE Crown Rating?3y  
301[+]Threadneedle Aquila Life Cash TP3Threadneedle Inv Services Ltd
n/a
SHn/a
302[+]Threadneedle Aquila Life 50/50 Global TP3Threadneedle Inv Services Ltd
n/a
SHn/a
303[+]Threadneedle American Z Acc GBPThreadneedle Inv Services Ltd
106
74.2
304[+]Threadneedle American Smaller Companies Z Acc GBPThreadneedle Inv Services Ltd
115
72.4
305[+]Threadneedle American Select Z Acc GBPThreadneedle Inv Services Ltd
84
71.5
306[+]Threadneedle American Extended Alpha Inst Acc GBPThreadneedle Inv Services Ltd
109
76.9
307[+]Threadneedle Adventurous Pathway TP3Threadneedle Inv Services Ltd
n/a
SHn/a
308[+]Threadneedle Absolute Return Bond Inst Acc GBPThreadneedle Inv Services Ltd
31
-7.8
309[+]Thesis Wharton IncThesis Unit Trust Mgmt Ltd
67
27.8
310[+]Thesis TrowbridgeThesis Unit Trust Mgmt Ltd
40
15.8
311[+]Thesis TM Lime AccThesis Unit Trust Mgmt Ltd
56
26.6
312[+]Thesis The Vinings AccThesis Unit Trust Mgmt Ltd
61
18.6
313[+]Thesis Thameside ManagedThesis Unit Trust Mgmt Ltd
54
28.8
314[+]Thesis Stratford IncThesis Unit Trust Mgmt Ltd
65
25.9
315[+]Thesis Staderas AccThesis Unit Trust Mgmt Ltd
47
31.4
316[+]Thesis PM B IncThesis Unit Trust Mgmt Ltd
45
29.6
317[+]Thesis Palm IncThesis Unit Trust Mgmt Ltd
84
38.4
318[+]Thesis ORD AccThesis Unit Trust Mgmt Ltd
72
45.9
319[+]Thesis Optima Income B AccThesis Unit Trust Mgmt Ltd
23
13.8
320[+]Thesis Optima Growth B AccThesis Unit Trust Mgmt Ltd
66
27.0
321[+]Thesis Optima Balanced B AccThesis Unit Trust Mgmt Ltd
43
18.8
322[+]Thesis Oenoke AccThesis Unit Trust Mgmt Ltd
72
36.4
323[+]Thesis Lockerley IncThesis Unit Trust Mgmt Ltd
65
30.6
324[+]Thesis Lion Growth AccThesis Unit Trust Mgmt Ltd
86
45.2
325[+]Thesis Lavaud AccThesis Unit Trust Mgmt Ltd
96
47.2
326[+]Thesis KES Income & Growth AccThesis Unit Trust Mgmt Ltd
42
16.2
327[+]Thesis KES Growth IncThesis Unit Trust Mgmt Ltd
61
32.1
328[+]Thesis KES Equity A IncThesis Unit Trust Mgmt Ltd
88
22.8
329[+]Thesis KES Diversified IncThesis Unit Trust Mgmt Ltd
79
38.7
330[+]Thesis Juniper AccThesis Unit Trust Mgmt Ltd
58
32.9
331[+]Thesis Iceberg BThesis Unit Trust Mgmt Ltd
49
19.4
332[+]Thesis Headway A AccThesis Unit Trust Mgmt Ltd
44
23.0
333[+]Thesis Farnborough Equity AccThesis Unit Trust Mgmt Ltd
91
20.9
334[+]Thesis Eldon IncThesis Unit Trust Mgmt Ltd
70
65.1
335[+]Thesis Eflynn International AccThesis Unit Trust Mgmt Ltd
78
33.5
336[+]Thesis Eden Investment AccThesis Unit Trust Mgmt Ltd
55
19.5
337[+]Thesis Destiny B IncThesis Unit Trust Mgmt Ltd
86
35.3
338[+]Thesis Destiny A IncThesis Unit Trust Mgmt Ltd
86
35.8
339[+]Thesis Darin A AccThesis Unit Trust Mgmt Ltd
89
41.3
340[+]Thesis Charlotte Square Allweather A AccThesis Unit Trust Mgmt Ltd
38
14.9
341[+]Thesis Bryth IncThesis Unit Trust Mgmt Ltd
101
18.0
342[+]Thesis Balanced GrowthThesis Unit Trust Mgmt Ltd
48
23.1
343[+]Thesis Abaco IncThesis Unit Trust Mgmt Ltd
57
28.6
344[+]The Wine InvestmentAnpero Capital Limited
34
12.1
345[+]The VT Cindabbella A Acc GBPThe VT Cindabbella Fund ICVC
n/a
SHn/a
346[+]The TM Overstone UCITS Equity Income J Acc GBPThesis Unit Trust Mgmt Ltd
99
42.9
347[+]The TM Lancewood AccThesis Unit Trust Mgmt Ltd
81
41.7
348[+]The SteelbackTUTMAN LLP
76
11.3
349[+]The Notts TrustStandard Life Wealth
75
37.8
350[+]The MI Discretionary Unit AccDiscretionary Unit Fund Mgrs Ltd
69
68.3
351[+]The Income Trust For Charities S IncSchroder UT Managers
n/a
n/a
352[+]The HendomCarvetian Capital Mgt Ltd
70
25.2
353[+]The Equity Income Trust For Charities A IncSchroder UT Managers
88
23.1
354[+]The Enterprise TrustS&W Fund Administration Ltd
80
26.7
355[+]The Dream Trust IncS&W Fund Administration Ltd
55
23.7
356[+]The Diversification ICVC B 2002Thesis Unit Trust Mgmt Ltd
82
45.3
357[+]The Cranmer InvestmentTUTMAN LLP
50
19.9
358[+]The Boston Company US Opportunities Inst W Acc GBPBNY Mellon Investment Management EMEA Ltd
126
55.7
359[+]Templeton Latin America W Acc GBPFranklin Temp Intnl Serv SARL
181
5.7
360[+]Templeton Growth W AccFranklin Templeton Funds (UK)
116
37.6
361[+]Templeton Global Total Return Bond WH3 AccFranklin Templeton Funds (UK)
71
3.0
362[+]Templeton Global Emerging Markets W AccFranklin Templeton Funds (UK)
125
25.7
363[+]Templeton Global Bond W H1 MDis GBPFranklin Temp Intnl Serv SARL
74
1.8
364[+]Templeton Emerging Markets Smaller Companies W Acc GBPFranklin Temp Intnl Serv SARL
101
58.4
365[+]Templeton Emerging Markets Bond W H1 QDis GBPFranklin Temp Intnl Serv SARL
68
7.3
366[+]Templeton China W Acc GBPFranklin Temp Intnl Serv SARL
133
49.7
367[+]Templeton BRIC B Acc USDFranklin Temp Intnl Serv SARL
138
30.9
368[+]Templeton Asian Growth W Acc GBPFranklin Temp Intnl Serv SARL
128
34.1
369[+]TB Wise Investment B AccWise Investments
55
34.1
370[+]TB Wise Income B IncWise Investments
61
45.1
371[+]TB Saracen UK Income B AccT. Bailey Fund Srvs Ltd (ACD)
96
SHn/a
372[+]TB Saracen UK Alpha B AccT. Bailey Fund Srvs Ltd (ACD)
84
29.0
373[+]TB Saracen Global Income & Growth B AccT. Bailey Fund Srvs Ltd (ACD)
105
39.0
374[+]TB Riding House Street Fixed Interest B IncT. Bailey Fund Srvs Ltd (ACD)
20
13.0
375[+]TB Elite Strategic B AccT. Bailey Fund Srvs Ltd (ACD)
79
33.3

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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