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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: 3128 funds

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3128 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
80
SHn/a
2[+]Zurich Horizon Multi-Asset IV Z AccZurich Investment Services (UK) Limited
68
SHn/a
3[+]Zurich Horizon Multi-Asset III Z AccZurich Investment Services (UK) Limited
55
SHn/a
4[+]Zurich Horizon Multi-Asset II Z AccZurich Investment Services (UK) Limited
47
SHn/a
5[+]Zurich Horizon Multi-Asset I Z AccZurich Investment Services (UK) Limited
42
SHn/a
6[+]Your Portfolio VI 1RBS Collective Invst Fds Ltd
66
22.5
7[+]Your Portfolio V 1RBS Collective Invst Fds Ltd
57
20.9
8[+]Your Portfolio IV 1RBS Collective Invst Fds Ltd
44
18.6
9[+]Your Portfolio III 1RBS Collective Invst Fds Ltd
33
17.1
10[+]Your Portfolio II 1RBS Collective Invst Fds Ltd
23
14.7
11[+]WSSF 5 Aggressive Portfolio X AccHSBC Gbl Asset Mgt (HSBC Inv)
77
25.5
12[+]WSSF 4 Progressive Portfolio X AccHSBC Gbl Asset Mgt (HSBC Inv)
66
23.8
13[+]WSSF 3 Balanced Portfolio X AccHSBC Gbl Asset Mgt (HSBC Inv)
50
22.2
14[+]WSSF 2 Defensive Portfolio X AccHSBC Gbl Asset Mgt (HSBC Inv)
36
18.8
15[+]WSSF 1 Conservative Portfolio X AccHSBC Gbl Asset Mgt (HSBC Inv)
24
13.9
16[+]Worldwide Capital Growth A2000S&W Fund Administration Ltd
60
16.8
17[+]Wood Street Microcap Investment C AccLivingbridge VC LLP
60
50.4
18[+]Winton US Equity I GBPWinton Capital Management Ltd
n/a
SHn/a
19[+]Winton Global Equity I GBPWinton Capital Management Ltd
98
29.2
20[+]Winton European Equity I GBPWinton Capital Management Ltd
n/a
SHn/a
21[+]Wesleyan UK Growth B AccWesleyan Unit Trust Mgrs Ltd
97
10.8
22[+]Wesleyan Risk Averse B AccWesleyan Unit Trust Mgrs Ltd
n/a
SHn/a
23[+]Wesleyan Moderate Risk Reward Growth B AccWesleyan Unit Trust Mgrs Ltd
n/a
SHn/a
24[+]Wesleyan Moderate High Risk Reward Income B AccWesleyan Unit Trust Mgrs Ltd
n/a
SHn/a
25[+]Wesleyan Low Risk Reward Growth B AccWesleyan Unit Trust Mgrs Ltd
n/a
SHn/a
26[+]Wesleyan International Growth B AccWesleyan Unit Trust Mgrs Ltd
92
25.8
27[+]WAY MA Growth Portfolio E AccWAY Fund Managers
76
20.3
28[+]WAY MA Cautious Portfolio E AccWAY Fund Managers
50
15.4
29[+]WAY Green Portfolio E Elite AccWAY Fund Managers
69
18.0
30[+]WAY Global Red Active Portfolio E AccWAY Fund Managers
75
24.1
31[+]WAY Global Momentum E AccWAY Fund Managers
64
11.8
32[+]WAY Global Cautious Portfolio E AccWAY Fund Managers
38
10.3
33[+]WAY Global Blue Managed Portfolio E AccWAY Fund Managers
51
17.5
34[+]WAY Charteris Gold & Precious Metals Elite E AccWAY Fund Managers
311
58.6
35[+]WAY Absolute Return Portfolio E AccWAY Fund Managers
35
7.0
36[+]Waverton Global Equity A GBPWaverton Investment Management
93
33.2
37[+]Waverton Cautious Income P GBPWaverton Investment Management
44
SHn/a
38[+]Waverton Asia Pacific A USDWaverton Investment Management
114
31.9
39[+]Waverton Alternatives AWaverton Investment Management
19
SHn/a
40[+]VT Woodhill Investment Absolute Return IncValu-Trac Investment Management
38
SHn/a
41[+]VT UK Infrastructure Income C Acc GBPValu-Trac Investment Management
n/a
SHn/a
42[+]VT Turcan Connell Income Portfolio Grs IncValu-Trac Investment Management
37
15.3
43[+]VT Turcan Connell Growth PortfolioValu-Trac Investment Management
72
21.5
44[+]VT Turcan Connell Capital StrategyValu-Trac Investment Management
n/a
SHn/a
45[+]VT Turcan Connell Absolute Return Portfolio AccValu-Trac Investment Management
33
8.4
46[+]VT Thistledown Income Smartfund Z IncValu-Trac Investment Management
64
SHn/a
47[+]VT The Prestney IncValu-Trac Investment Management
46
18.8
48[+]VT The Beagle IncValu-Trac Investment Management
96
17.9
49[+]VT Sorbus Vector BValu-Trac Investment Management
n/a
SHn/a
50[+]VT Smart Dividend UK A AccValu-Trac Investment Management
104
PT9.4
51[+]VT Rossie House Portfolio B Inc GBPValu-Trac Investment Management
49
SHn/a
52[+]VT Price Value Portfolio A GBPValu-Trac Investment Management
n/a
SHn/a
53[+]VT Odey Total Return R GBPValu-Trac Investment Management
68
SHn/a
54[+]VT Odd Real Income AccValu-Trac Investment Management
n/a
SHn/a
55[+]VT Morningstar Informed Smartfund Growth Strategy Z AccValu-Trac Investment Management
n/a
SHn/a
56[+]VT Morningstar Informed Smartfund Cautious Strategy Z AccValu-Trac Investment Management
n/a
SHn/a
57[+]VT Morningstar Informed Smartfund Balanced Strategy Z AccValu-Trac Investment Management
n/a
SHn/a
58[+]VT iFunds Spectrum Orange A AccValu-Trac Investment Management
64
26.4
59[+]VT iFunds Spectrum Indigo A AccValu-Trac Investment Management
35
6.0
60[+]VT iFunds Spectrum Green A AccValu-Trac Investment Management
51
20.6
61[+]VT icf Absolute Return Portfolio FValu-Trac Investment Management
22
6.4
62[+]VT Halo Global Asian Consumer B Acc GBPValu-Trac Investment Management
109
SHn/a
63[+]VT Garraway UK Equity Market I AccGarraway Capital Management LLP
77
24.3
64[+]VT De Lisle America B GBPValu-Trac Investment Management
91
48.6
65[+]VT Castlebay UK Equity A AccValu-Trac Investment Management
99
SHn/a
66[+]VT AlligatorValu-Trac Investment Management
72
19.8
67[+]Vontobel TwentyFour Absolute Return Credit NTwentyFour Asset Management LLP
n/a
SHn/a
68[+]Virgin UK Index TrackingVirgin Money Unit Tst Mgr Ltd
91
PT10.5
69[+]Virgin Pension Income ProtectorVirgin Money Unit Tst Mgr Ltd
36
US24.1
70[+]Virgin Pension GrowthVirgin Money Unit Tst Mgr Ltd
89
PT15.3
71[+]Virgin Pension Global ShareVirgin Money Unit Tst Mgr Ltd
97
SHn/a
72[+]Virgin Pension Bond Gilt UK and Overseas ShareVirgin Money Unit Tst Mgr Ltd
66
SHn/a
73[+]Virgin Pension Bond Gilt and UK ShareVirgin Money Unit Tst Mgr Ltd
46
SHn/a
74[+]Virgin IncomeVirgin Money Unit Tst Mgr Ltd
36
20.9
75[+]Virgin Global ShareVirgin Money Unit Tst Mgr Ltd
97
PTn/a

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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