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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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Additional information

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Fund performance league table: 3195 funds

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3195 funds
Rank ChartFund Group FE Risk Score What is FE Risk Score?FE AFI ConstituentFE Crown Rating What is FE Crown Rating?3y  
301[+]Thesis KES Diversified IncThesis Unit Trust Mgmt Ltd
81
34.7
302[+]Thesis Juniper AccThesis Unit Trust Mgmt Ltd
59
30.0
303[+]Thesis Iceberg BThesis Unit Trust Mgmt Ltd
49
18.9
304[+]Thesis Headway A AccThesis Unit Trust Mgmt Ltd
43
22.8
305[+]Thesis Farnborough Equity AccThesis Unit Trust Mgmt Ltd
92
13.4
306[+]Thesis Eldon IncThesis Unit Trust Mgmt Ltd
71
US54.4
307[+]Thesis Eflynn International AccThesis Unit Trust Mgmt Ltd
74
31.9
308[+]Thesis Eden Investment AccThesis Unit Trust Mgmt Ltd
55
17.0
309[+]Thesis Destiny B IncThesis Unit Trust Mgmt Ltd
86
28.4
310[+]Thesis Destiny A IncThesis Unit Trust Mgmt Ltd
86
33.3
311[+]Thesis Darin A AccThesis Unit Trust Mgmt Ltd
87
40.2
312[+]Thesis Charlotte Square Allweather A AccThesis Unit Trust Mgmt Ltd
39
7.7
313[+]Thesis Bryth IncThesis Unit Trust Mgmt Ltd
99
28.7
314[+]Thesis Balanced GrowthThesis Unit Trust Mgmt Ltd
48
21.2
315[+]Thesis Abaco IncThesis Unit Trust Mgmt Ltd
57
26.3
316[+]The Wine InvestmentAnpero Capital Limited
36
7.5
317[+]The VT Cindabbella A Acc GBPThe VT Cindabbella Fund ICVC
n/a
SHn/a
318[+]The TM Overstone UCITS Equity Income J Acc GBPThesis Unit Trust Mgmt Ltd
102
41.7
319[+]The TM Lancewood AccThesis Unit Trust Mgmt Ltd
81
38.7
320[+]The SteelbackTUTMAN LLP
78
4.2
321[+]The MI Discretionary Unit AccDiscretionary Unit Fund Mgrs Ltd
68
42.2
322[+]The Income Trust For Charities S IncSchroder UT Managers
n/a
n/a
323[+]The HendomCarvetian Capital Mgt Ltd
71
21.1
324[+]The Enterprise TrustS&W Fund Administration Ltd
82
24.2
325[+]The Dream Trust IncS&W Fund Administration Ltd
56
23.1
326[+]The Diversification ICVC B 2002Thesis Unit Trust Mgmt Ltd
85
46.8
327[+]The Boston Company US Opportunities Inst W Acc GBPBNY Mellon Investment Management EMEA Ltd
123
53.7
328[+]Templeton Latin America W Acc GBPFranklin Temp Intnl Serv SARL
177
19.8
329[+]Templeton Growth W AccFranklin Templeton Funds (UK)
115
34.6
330[+]Templeton Global Total Return Bond WH3 AccFranklin Templeton Funds (UK)
66
5.6
331[+]Templeton Global Emerging Markets W AccFranklin Templeton Funds (UK)
128
30.4
332[+]Templeton Global Bond W H1 MDis GBPFranklin Temp Intnl Serv SARL
73
5.7
333[+]Templeton Emerging Markets Smaller Companies W Acc GBPFranklin Temp Intnl Serv SARL
102
66.4
334[+]Templeton Emerging Markets Bond W H1 QDis GBPFranklin Temp Intnl Serv SARL
67
10.8
335[+]Templeton China W Acc GBPFranklin Temp Intnl Serv SARL
132
48.4
336[+]Templeton BRIC B Acc USDFranklin Temp Intnl Serv SARL
139
29.6
337[+]Templeton Asian Growth W Acc GBPFranklin Temp Intnl Serv SARL
129
44.4
338[+]TB Wise Investment B AccWise Investments
57
31.0
339[+]TB Wise Income B IncWise Investments
62
36.4
340[+]TB Walker Crips Corporate Bond B IncWalker Crips Stockbrokers Limited
21
13.6
341[+]TB Saracen UK Alpha B AccT. Bailey Fund Srvs Ltd (ACD)
84
14.7
342[+]TB Saracen Global Income & Growth B AccT. Bailey Fund Srvs Ltd (ACD)
104
41.7
343[+]TB Elite Strategic B AccT. Bailey Fund Srvs Ltd (ACD)
78
24.3
344[+]TB Doherty Distribution B IncDoherty Pn&Inv Consultancy Ltd
n/a
SHn/a
345[+]TB Doherty Cautious Managed B Acc GBPDoherty Pn&Inv Consultancy Ltd
46
16.3
346[+]TB Doherty Balanced Managed B Acc GBPDoherty Pn&Inv Consultancy Ltd
60
22.5
347[+]TB Doherty Active Managed B Acc GBPDoherty Pn&Inv Consultancy Ltd
64
21.0
348[+]TB Amati UK Smaller Companies B AccAmati Global Investors Limited
69
51.5
349[+]T. Rowe Price US Smaller Companies Equity Q GBPT. Rowe Price
n/a
70.3
350[+]T. Rowe Price US Large Cap Value Equity Q GBPT. Rowe Price
103
74.2
351[+]T. Rowe Price US Large Cap Growth Equity Q EURT. Rowe Price
200
106.5
352[+]T. Rowe Price US Large Cap Equity Q GBPT. Rowe Price
100
83.1
353[+]T. Rowe Price US Equity C Acc GBPT. Rowe Price
n/a
SHn/a
354[+]T. Rowe Price US Blue Chip Equity Q GBPT. Rowe Price
118
72.5
355[+]T. Rowe Price US Aggregate Bond JD USDT. Rowe Price
21
45.7
356[+]T. Rowe Price Japanese Equity Q EURT. Rowe Price
147
70.8
357[+]T. Rowe Price Global Unconstrained Bond Q EURT. Rowe Price
17
SHn/a
358[+]T. Rowe Price Global Technology Equity QT. Rowe Price
152
SHn/a
359[+]T. Rowe Price Global Natural Resources Equity Q EURT. Rowe Price
143
20.0
360[+]T. Rowe Price Global High Yield Bond Q EURT. Rowe Price
83
51.1
361[+]T. Rowe Price Global High Income Bond Q USDT. Rowe Price
36
SHn/a
362[+]T. Rowe Price Global Growth Equity Q GBPT. Rowe Price
108
61.9
363[+]T. Rowe Price Global Focused Growth Equity Q GBPT. Rowe Price
116
69.7
364[+]T. Rowe Price Global Aggregate Bond Q EURT. Rowe Price
106
32.9
365[+]T. Rowe Price Frontier Markets Equity Q GBP GBPT. Rowe Price
86
SHn/a
366[+]T. Rowe Price European Smaller Companies Equity Q GBPT. Rowe Price
88
39.4
367[+]T. Rowe Price European High Yield Bond Q EURT. Rowe Price
71
25.6
368[+]T. Rowe Price European Equity Q EURT. Rowe Price
92
15.1
369[+]T. Rowe Price Euro Corporate Bond Q EURT. Rowe Price
69
15.6
370[+]T. Rowe Price Emerging Markets Equity Q GBPT. Rowe Price
138
54.3
371[+]T. Rowe Price Dynamic Global Bond C AccT. Rowe Price
n/a
SHn/a
372[+]T. Rowe Price Continental European Equity Q GBPT. Rowe Price
101
22.8
373[+]T. Rowe Price Continental European Equity C Acc GBPT. Rowe Price
n/a
SHn/a
374[+]T. Rowe Price Asian Opportunities Equity Q GBPT. Rowe Price
115
SHn/a
375[+]T. Rowe Price Asian Ex Japan Equity Q GBPT. Rowe Price
119
49.9

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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