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Performance

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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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Fund performance league table: 136 funds

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136 funds
Rank ChartFund Group Focus FE Risk Score What is FE Risk Score?Currency BidOfferYield 1y 3y 5y  
   MIXED ASSET - BALANCED PERFORMANCE       12.212.424.2 
1[+]AB FCP I Dynamic Diversified Portfolio B USDAllianceBernstein (LUX) S.A
85
USD16.35n/a24.237.340.7
2[+]AB Global Strategy 40/60 GBP V2AllianceBernstein (LUX) S.A
33
GBP124.32n/a7.113.2n/a
3[+]AB Global Strategy 50/50 GBP V2AllianceBernstein (LUX) S.A
40
GBP128.53n/a8.712.7n/a
4[+]AB Global Strategy 60/40 GBP V2AllianceBernstein (LUX) S.A
48
GBP132.31n/a10.913.6n/a
5[+]Aberdeen Global II Asia Pacific Multi Asset Y2 EURAberdeen Global Services S.A.
83
EUR12.862.6327.742.5n/a
6[+]Allied Dunbar ManagedAllied Dunbar International
81
USX203.40214.800.1024.940.554.9
7[+]AXA World Funds Optimal Income A Cap EURAXA Investment Managers
73
EUR183.18n/a18.514.028.5
8[+]Barclays MultiManager Portfolio 3 D Acc USDBarclays
53
USD12.420.0030.5n/an/a
9[+]Barclays MultiManager Portfolio 4 R Inc GBPBarclays
63
GBP13.010.0016.915.840.1
10[+]Barclays UK Balanced Portfolio B DisBarclays
53
GBP1.311.9614.610.431.1
11[+]Barclays Wealth Global Beta Portfolio 2 A Inc GBPBarclays
45
GBP12.900.0012.912.620.8
12[+]Barclays Wealth Global Beta Portfolio 2 EUR A AccBarclays
86
EUR13.770.0020.813.217.0
13[+]Barclays Wealth Global Beta Portfolio 3 A GBPBarclays
61
GBP14.080.0018.917.630.8
14[+]Barclays Wealth Global Beta Portfolio 3 EUR A AccBarclays
97
EUR16.530.0027.118.226.7
15[+]Barclays Wealth Global Beta Portfolio 3 USD A AccBarclays
112
USD13.630.0035.056.763.1
16[+]BL Global 50 BR CapBanque de Luxembourg
68
EUR122.46n/a12.824.5n/a
17[+]BlackRock GF Global Allocation A2 USDBlackRock (Luxembourg) S.A.
50
USD52.41n/a27.341.552.9
18[+]BlackRock SF Emerging Markets Allocation A2BlackRock (Luxembourg) S.A.
111
USD110.57n/a41.152.4n/a
19[+]BlackRock SF Managed Index Portfolios - Moderate A2RF EURBlackRock (Luxembourg) S.A.
49
EUR105.58n/a19.6n/an/a
20[+]BNP Paribas L1 Diversified World Balanced Classic Dis EURBNP Paribas Invest Partners Lux
72
EUR118.780.0019.214.317.0
21[+]C+F Global Opportunities C CapCapfi Delen Asset Management
74
EUR209.01n/a24.222.445.5
22[+]Capital Group Emerging Markets Total Opportunities (LUX) Zd GBPCapital Group
79
GBP8.41n/a34.036.229.8
23[+]Carmignac Patrimoine A EUR AccCarmignac Gestion
72
EUR665.30n/a16.021.222.9
24[+]Carmignac Portfolio Emerging Patrimoine F GBP Acc HdgCarmignac Gestion
90
GBP113.25n/a20.930.011.9
25[+]Carmignac Portfolio Patrimoine F GBP AccCarmignac Gestion
53
GBP120.84n/a16.823.1n/a
26[+]CGWM Select Diversity B GBPCanaccord Genuity Wealth Mgmnt
49
GBP1.55n/a14.116.931.9
27[+]CGWM Select Global Diversity A USDCanaccord Genuity Wealth Mgmnt
80
USD1.36n/a24.441.150.8
28[+]CGWM Select Income GBPCanaccord Genuity Wealth Mgmnt
35
GBP1.19n/a9.712.626.4
29[+]City Financial Wealth R Acc GBPCity Financial Inv Company Ltd
58
GBP1.20n/a14.418.5n/a
30[+]Coram Global Balanced A GBPCoram Asset Management
39
GBP1.14n/a12.9n/an/a
31[+]Coronation Global Managed ACoronation Global Fund Managers (Irl) Ltd
94
USD16.07n/a37.547.977.1
32[+]Coutts Personal Portfolio 5 ACoutts & Co (IRL)
n/a
GBP1.26n/an/an/an/a
33[+]CS Investment 4 CS (Lux) FundSelection Balanced EUR UB EURCredit Suisse Fund Management S.A.
56
EUR105.64n/a20.6n/an/a
34[+]Davy UK GPS Balanced Growth A AccDavy Funds PLC
n/a
GBP115.950.0017.4n/an/a
35[+]Dierickx Transparant Balance ADierickx
70
EUR1,910.10n/a23.922.530.9
36[+]Dimensional World Allocation 60/40 Acc GBPDimensional Fund Advisors(IRL)
60
GBP17.18n/a24.735.056.5
37[+]EDRF Income Europe A EUREdmond de Rothschild Asset Management (Luxembourg)
70
EUR116.31n/a19.017.9n/a
38[+]FAB Global Balanced A GBPNotz Stucki Europe SA
82
GBP111.82n/a10.57.4n/a
39[+]Falcon Balanced ATemple Asset Management Ltd
71
SEK81.61n/a3.0n/an/a
40[+]Fidelity Euro Balanced A EURFidelity International (FIL Inv Mgt(Luxembourg)SA)
79
EUR17.450.7413.716.449.7
41[+]Fidelity Global Multi Asset Tactical Moderate Y Acc USDFidelity International (FIL Inv Mgt(Luxembourg)SA)
n/a
USD11.100.0022.932.244.6
42[+]Fidelity Growth & Income A USDFidelity International (FIL Inv Mgt(Luxembourg)SA)
82
USD18.360.0027.942.553.5
43[+]Fidelity Patrimoine A Cap EURFidelity International (FIL Inv Mgt(Luxembourg)SA)
67
EUR12.660.0018.316.930.4
44[+]Fidelity SMART Global Defensive A EURFidelity International (FIL Inv Mgt(Luxembourg)SA)
67
EUR12.890.0017.721.342.1
45[+]Franklin Diversified Balanced A Acc EURFranklin Temp Intnl Serv SARL
68
EUR13.65n/a14.620.431.7
46[+]Franklin European Income A Acc EURFranklin Temp Intnl Serv SARL
72
EUR11.22n/a18.2n/an/a
47[+]Franklin Global Fundamental Strategies A Acc USDFranklin Temp Intnl Serv SARL
97
USD13.63n/a34.436.862.2
48[+]Franklin Global Multi-Asset Income A Acc EURFranklin Temp Intnl Serv SARL
70
EUR11.97n/a17.323.9n/a
49[+]Franklin Income A MDis USDFranklin Temp Intnl Serv SARL
93
USD11.79n/a37.740.859.0
50[+]Franklin NextStep Balanced Growth A Acc USDFranklin Temp Intnl Serv SARL
n/a
USD11.39n/a26.7n/an/a
51[+]Franklin NextStep Moderate N Acc USDFranklin Temp Intnl Serv SARL
n/a
USD11.23n/a25.3n/an/a
52[+]FT TAMAC Global Managers (Lux) GBPFrankfurt Trust
79
GBP131.61131.61n/a15.619.827.9
53[+]FundLogic Smartfund 80% Protected Balanced C GBPFundLogic SAS
n/a
GBP1,129.98n/an/an/an/a
54[+]FundLogic Smartfund Balanced A GBPFundLogic SAS
51
GBP1,107.08n/a11.7n/an/a
55[+]GAM Star Balanced Acc GBPGAM Fund Management Ltd
62
GBP11.610.0016.6n/an/a
56[+]GAM Star Balanced II AccGAM Fund Management Ltd
63
GBP11.85n/a16.715.536.6
57[+]Global Protected Profits Protected NAVJP Morgan Mansart Mgmt Ltd
39
GBP1.010.000.03.36.1
58[+]GS Balanced Allocation Portfolio R AccGoldman Sachs
n/a
USD109.00n/an/an/an/a
59[+]GS Global Income Builder Portfolio I AccGoldman Sachs
55
USD109.11n/a27.5n/an/a
60[+]GS Strategic Factor Allocation Portfolio R AccGoldman Sachs
n/a
USD102.49n/an/an/an/a
61[+]GS Wealthbuilder Multi Asset Balanced Portfolio I Acc USDGoldman Sachs
56
USD107.21n/a29.3n/an/a
62[+]H2O Moderato RNatixis Global Asset Mgmt S.A.
91
EUR144.40n/a19.524.449.4
63[+]Harmony Portfolio Asian Balanced DMomentum Global Funds SICAV
78
USD1.08n/a26.235.029.5
64[+]Harmony Portfolio Euro Diversified D EURMomentum Global Funds SICAV
77
EUR1.37n/a22.619.630.8
65[+]Harmony Portfolio Sterling Balanced D GBPMomentum Global Funds SICAV
53
GBP1.37n/a16.116.430.6
66[+]Harmony Portfolio US Dollar Balanced DMomentum Global Funds SICAV
81
USD1.19n/a27.337.744.2
67[+]HSBC GIF Managed Solutions Asia Focused Growth AC USDHSBC Investment Funds (Lux) SA
108
USD10.41n/a43.045.0n/a
68[+]HSBC Managed Portfolios World Selection 3 AD USDHSBC Investments Solutions
89
USD177.29n/a31.845.054.4
69[+]HSBC Portfolios World Selection 2 AC USDHSBC Investment Funds (Lux) SA
32
USD13.57n/a24.548.153.8
70[+]HSBC Portfolios World Selection 3 AC USD GBPHSBC Investment Funds (Lux) SA
50
GBP11.25n/a29.648.059.3
71[+]IdB Multi Manager Balanced C EURInsinger de Beaufort Asset Mgt
74
EUR123.22n/a22.123.339.6
72[+]Invesco Asia Balanced R Acc USDInvesco Management S.A.
85
USD10.741.7122.334.035.5
73[+]Invesco Balanced Risk Allocation R Acc EURInvesco Management S.A.
52
EUR13.03n/a22.012.814.1
74[+]Invesco Balanced-Risk Select Z Acc EURInvesco Management S.A.
81
EUR10.58n/a21.7n/an/a
75[+]Investec Global Diversified Growth A Gr USDInvestec Asset Mgmt Guernsey
85
USD33.890.0023.042.949.0
   MIXED ASSET - BALANCED PERFORMANCE       12.212.424.2 

Price total return performance figures are calculated on a bid price to bid price basis (mid to mid where applicable) with gross income (dividends) reinvested. Performance figures are shown in Pence Sterling (GBX).

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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