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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: 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  
301[+]Thesis Destiny A IncThesis Unit Trust Mgmt Ltd
86
28.0
302[+]Thesis Darin A AccThesis Unit Trust Mgmt Ltd
87
32.3
303[+]Thesis Charlotte Square Allweather A AccThesis Unit Trust Mgmt Ltd
42
10.3
304[+]Thesis Bryth IncThesis Unit Trust Mgmt Ltd
96
16.9
305[+]Thesis Balanced GrowthThesis Unit Trust Mgmt Ltd
49
18.2
306[+]Thesis Abaco IncThesis Unit Trust Mgmt Ltd
57
19.4
307[+]The Wine InvestmentAnpero Capital Limited
30
-1.8
308[+]The VT Cindabbella A Acc GBPThe VT Cindabbella Fund ICVC
n/a
SHn/a
309[+]The TM Overstone UCITS Equity Income J Acc GBPThesis Unit Trust Mgmt Ltd
94
36.3
310[+]The TM Lancewood AccThesis Unit Trust Mgmt Ltd
76
32.8
311[+]The MI Discretionary Unit AccDiscretionary Unit Fund Mgrs Ltd
65
44.5
312[+]The HendomCarvetian Capital Mgt Ltd
63
16.4
313[+]The Enterprise TrustS&W Fund Administration Ltd
79
16.1
314[+]The Dream Trust IncS&W Fund Administration Ltd
57
16.9
315[+]The Diversification ICVC B 2002Thesis Unit Trust Mgmt Ltd
80
36.0
316[+]The Boston Company US Opportunities W Acc GBPBNY Mellon Investment Management EMEA Ltd
106
46.2
317[+]Templeton Latin America W Acc GBPFranklin Temp Intnl Serv SARL
161
-5.3
318[+]Templeton Growth W AccFranklin Templeton Funds (UK)
103
30.0
319[+]Templeton Global Total Return Bond WH3 AccFranklin Templeton Funds (UK)
62
-2.7
320[+]Templeton Global Emerging Markets W AccFranklin Templeton Funds (UK)
121
5.8
321[+]Templeton Global Bond W H1 MDis GBPFranklin Temp Intnl Serv SARL
68
-3.8
322[+]Templeton Emerging Markets Smaller Companies W Acc GBPFranklin Temp Intnl Serv SARL
90
60.7
323[+]Templeton Emerging Markets Bond W H1 QDis GBPFranklin Temp Intnl Serv SARL
61
2.0
324[+]Templeton China W Acc GBPFranklin Temp Intnl Serv SARL
129
26.8
325[+]Templeton BRIC W Acc GBPFranklin Temp Intnl Serv SARL
131
23.5
326[+]Templeton Asian Growth W Acc GBPFranklin Temp Intnl Serv SARL
127
13.4
327[+]TB Wise Strategic B AccWise Investments
81
21.2
328[+]TB Wise Investment B AccWise Investments
55
22.4
329[+]TB Wise Income B IncWise Investments
61
31.6
330[+]TB Walker Crips Corporate Bond B IncWalker Crips Stockbrokers Limited
21
12.8
331[+]TB Saracen UK Alpha B AccT. Bailey Fund Srvs Ltd (ACD)
83
29.7
332[+]TB Saracen Global Income & Growth B AccT. Bailey Fund Srvs Ltd (ACD)
95
29.6
333[+]TB Doherty Distribution B IncDoherty Pn&Inv Consultancy Ltd
n/a
SHn/a
334[+]TB Doherty Cautious Managed B Acc GBPDoherty Pn&Inv Consultancy Ltd
50
17.1
335[+]TB Doherty Balanced Managed B Acc GBPDoherty Pn&Inv Consultancy Ltd
65
21.7
336[+]TB Doherty Active Managed B Acc GBPDoherty Pn&Inv Consultancy Ltd
68
21.4
337[+]TB Amati UK Smaller Companies B AccAmati Global Investors Limited
69
56.8
338[+]T. Rowe Price US Smaller Companies Equity Q GBPT. Rowe Price
99
59.8
339[+]T. Rowe Price US Large Cap Value Equity Q GBPT. Rowe Price
92
59.3
340[+]T. Rowe Price US Large Cap Growth Equity Q EURT. Rowe Price
105
69.3
341[+]T. Rowe Price US Large Cap Equity Q GBPT. Rowe Price
89
73.4
342[+]T. Rowe Price US Blue Chip Equity Q GBPT. Rowe Price
103
70.6
343[+]T. Rowe Price Global Natural Resources Equity Q EURT. Rowe Price
125
16.0
344[+]T. Rowe Price Global High Yield Bond Q EURT. Rowe Price
74
42.0
345[+]T. Rowe Price Global Growth Equity Q GBPT. Rowe Price
99
53.9
346[+]T. Rowe Price Global Focused Growth Equity Q GBPT. Rowe Price
106
63.4
347[+]T. Rowe Price Global Aggregate Bond Q EURT. Rowe Price
68
33.3
348[+]T. Rowe Price Frontier Markets Equity Q GBP GBPT. Rowe Price
78
SHn/a
349[+]T. Rowe Price European Smaller Companies Equity Q GBPT. Rowe Price
78
47.7
350[+]T. Rowe Price European High Yield Bond Q EURT. Rowe Price
61
29.3
351[+]T. Rowe Price European Equity Q EURT. Rowe Price
84
24.6
352[+]T. Rowe Price Euro Corporate Bond Q EURT. Rowe Price
61
19.6
353[+]T. Rowe Price Emerging Markets Equity Q GBPT. Rowe Price
127
35.2
354[+]T. Rowe Price Continental European Equity Q GBPT. Rowe Price
86
30.1
355[+]T. Rowe Price Asian Opportunities Equity Q GBPT. Rowe Price
111
SHn/a
356[+]T. Rowe Price Asian Ex Japan Equity Q GBPT. Rowe Price
112
38.8
357[+]T. Bailey Growth I AccT. Bailey Asset Management Ltd
78
39.3
358[+]T. Bailey Dynamic I IncT. Bailey Asset Management Ltd
40
22.2
359[+]SVS TPI RiskMaster 3 A AccTrue Potential Investments
81
n/a
360[+]SVS TPI RiskMaster 2 A AccTrue Potential Investments
70
n/a
361[+]SVS TPI RiskMaster 1 A AccTrue Potential Investments
62
n/a
362[+]SVS TPI Monthly Income 1 A AccTrue Potential Investments
67
SHn/a
363[+]SVS TPI Growth 7 A AccTrue Potential Investments
71
PTn/a
364[+]SVS TPI Growth 6 A AccTrue Potential Investments
75
SHn/a
365[+]SVS TPI Growth 2 A IncTrue Potential Investments
80
SHn/a
366[+]SVS TPI Growth 1 A AccTrue Potential Investments
69
SHn/a
367[+]SVS TPI Defensive 7 A AccTrue Potential Investments
30
SHn/a
368[+]SVS TPI Defensive 6 A AccTrue Potential Investments
38
SHn/a
369[+]SVS TPI Defensive 2 A IncTrue Potential Investments
23
SHn/a
370[+]SVS TPI Cautious 7 A AccTrue Potential Investments
33
SHn/a
371[+]SVS TPI Cautious 6 A AccTrue Potential Investments
54
SHn/a
372[+]SVS TPI Cautious 5 Income A AccTrue Potential Investments
40
SHn/a
373[+]SVS TPI Cautious 4 A AccTrue Potential Investments
39
SHn/a
374[+]SVS TPI Cautious 3 A IncTrue Potential Investments
50
SHn/a
375[+]SVS TPI Cautious 2 Income A AccTrue Potential Investments
26
SHn/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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