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Performance

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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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Fund performance league table: 139 funds

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139 funds
Rank ChartFund Group Focus FE Risk Score What is FE Risk Score?Currency BidOfferYield 1y 3y 5y  
   MIXED ASSET - BALANCED PERFORMANCE       10.512.931.1 
1[+]7IM AAP Balanced (Dublin) C Acc GBP7IM
n/a
GBP1.01n/an/an/an/a
2[+]7IM Balanced (Dublin) C Acc GBP7IM
52
GBP1.76n/a16.5n/an/a
3[+]AB FCP I Dynamic Diversified Portfolio B USDAllianceBernstein (LUX) S.A
85
USD16.81n/a22.933.847.3
4[+]AB Global Strategy 40/60 GBP V2AllianceBernstein (LUX) S.A
32
GBP126.71n/a7.112.6n/a
5[+]AB Global Strategy 50/50 GBP V2AllianceBernstein (LUX) S.A
39
GBP131.29n/a8.512.4n/a
6[+]AB Global Strategy 60/40 GBP V2AllianceBernstein (LUX) S.A
47
GBP135.47n/a10.313.5n/a
7[+]Aberdeen Global II Asia Pacific Multi Asset Y2 EURAberdeen Global Services S.A.
81
EUR12.672.1026.438.0n/a
8[+]ACPI Balanced UCITS R USDACPI Investments Limited
79
USD15.860.0027.848.473.5
9[+]Allied Dunbar ManagedAllied Dunbar International
80
USX214.60226.700.1024.942.566.7
10[+]Ashburton Dollar Asset Management R NAV $Ashburton Investments
81
USD34.790.0019.133.440.3
11[+]Ashburton Global Balanced R GBPAshburton Investments
45
GBP10.94n/a9.4n/an/a
12[+]AXA World Funds Optimal Income A Cap EURAXA Investment Managers
80
EUR190.97n/a25.322.546.0
13[+]Barclays MultiManager Portfolio 3 D Inc EURBarclays
77
EUR10.390.0026.420.051.7
14[+]Barclays MultiManager Portfolio 4 R Inc GBPBarclays
61
GBP13.370.0013.716.151.4
15[+]Barclays UK Balanced Portfolio B DisBarclays
51
GBP1.351.9012.512.741.7
16[+]Barclays Wealth Global Beta Portfolio 2 A Inc GBPBarclays
43
GBP12.930.0010.311.226.3
17[+]Barclays Wealth Global Beta Portfolio 2 EUR A AccBarclays
88
EUR13.880.0024.516.332.0
18[+]Barclays Wealth Global Beta Portfolio 3 A GBPBarclays
59
GBP14.240.0015.615.738.6
19[+]Barclays Wealth Global Beta Portfolio 3 EUR A AccBarclays
99
EUR16.670.0030.220.844.8
20[+]Barclays Wealth Global Beta Portfolio 3 USD A AccBarclays
114
USD13.800.0031.249.665.7
21[+]BL Global 50 BR CapBanque de Luxembourg
67
EUR122.19n/a17.826.6n/a
22[+]BlackRock GF Global Allocation A2 USDBlackRock (Luxembourg) S.A.
48
USD53.99n/a25.640.661.6
23[+]BlackRock SF Emerging Markets Allocation A2BlackRock (Luxembourg) S.A.
110
USD114.31n/a35.044.7n/a
24[+]BlackRock SF Managed Index Portfolios - Moderate A2RF EURBlackRock (Luxembourg) S.A.
46
EUR106.57n/a22.2n/an/a
25[+]BNP Paribas L1 Diversified World Balanced Classic Dis EURBNP Paribas Invest Partners Lux
73
EUR117.830.0021.716.331.7
26[+]C+F Global Opportunities C CapCapfi Delen Asset Management
76
EUR209.71n/a25.823.663.0
27[+]Capital Group Emerging Markets Total Opportunities (LUX) Z GBPCapital Group
77
GBP9.88n/a30.329.737.7
28[+]Carmignac Patrimoine A EUR AccCarmignac Gestion
74
EUR661.04n/a21.823.330.2
29[+]Carmignac Portfolio Emerging Patrimoine F CHF Acc HdgCarmignac Gestion
74
CHF117.52n/a30.437.3n/a
30[+]Carmignac Portfolio Patrimoine F GBP AccCarmignac Gestion
51
GBP123.05n/a22.325.2n/a
31[+]CGWM Select Diversity B GBPCanaccord Genuity Wealth Mgmnt
49
GBP1.57n/a12.919.539.3
32[+]CGWM Select Global Diversity A USDCanaccord Genuity Wealth Mgmnt
80
USD1.40n/a22.641.253.8
33[+]City Financial Wealth R Acc GBPCity Financial Inv Company Ltd
66
GBP1.20n/a14.416.1n/a
34[+]Coram Global Balanced A GBPCoram Asset Management
38
GBP1.15n/a12.3n/an/a
35[+]Coronation Global Managed ACoronation Global Fund Managers (Irl) Ltd
93
USD16.56n/a30.442.282.0
36[+]CS Investment 4 CS (Lux) FundSelection Balanced EUR UB EURCredit Suisse Fund Management S.A.
55
EUR106.34n/a22.7n/an/a
37[+]Davy UK GPS Balanced Growth A AccDavy Funds PLC
46
GBP117.220.0014.3n/an/a
38[+]Dierickx Transparant Balance ADierickx
73
EUR1,943.72n/a27.525.749.4
39[+]Dimensional World Allocation 60/40 Acc GBPDimensional Fund Advisors(IRL)
58
GBP17.17n/a20.232.164.4
40[+]EDRF Income Europe A EUREdmond de Rothschild Asset Management (Luxembourg)
73
EUR120.33n/a23.123.6n/a
41[+]FAB Global Balanced A GBPNotz Stucki Europe SA
49
GBP114.24n/a8.09.2n/a
42[+]Fidelity Euro Balanced A EURFidelity International (FIL Inv Mgt(Luxembourg)SA)
83
EUR18.500.7023.926.576.5
43[+]Fidelity Global Multi Asset Tactical Moderate Y Acc USDFidelity International (FIL Inv Mgt(Luxembourg)SA)
n/a
USD11.250.0020.728.350.7
44[+]Fidelity Growth & Income A USDFidelity International (FIL Inv Mgt(Luxembourg)SA)
82
USD19.060.0026.141.561.5
45[+]Fidelity Patrimoine A Cap EURFidelity International (FIL Inv Mgt(Luxembourg)SA)
68
EUR12.640.0019.019.041.1
46[+]Fidelity SMART Global Defensive A EURFidelity International (FIL Inv Mgt(Luxembourg)SA)
69
EUR12.300.0013.617.946.8
47[+]Franklin Diversified Balanced A Acc EURFranklin Temp Intnl Serv SARL
68
EUR13.61n/a17.922.445.0
48[+]Franklin European Income A Acc EURFranklin Temp Intnl Serv SARL
75
EUR11.66n/a21.2n/an/a
49[+]Franklin Global Fundamental Strategies A Acc USDFranklin Temp Intnl Serv SARL
98
USD14.01n/a29.733.573.7
50[+]Franklin Global Multi-Asset Income A Acc EURFranklin Temp Intnl Serv SARL
70
EUR11.94n/a19.523.9n/a
51[+]Franklin Income A MDis USDFranklin Temp Intnl Serv SARL
93
USD11.81n/a28.833.860.2
52[+]Franklin NextStep Balanced Growth A Acc USDFranklin Temp Intnl Serv SARL
n/a
USD11.75n/a24.2n/an/a
53[+]Franklin NextStep Moderate N Acc USDFranklin Temp Intnl Serv SARL
n/a
USD11.45n/a21.3n/an/a
54[+]FT TAMAC Global Managers (Lux) GBPFrankfurt Trust
61
GBP132.68132.68n/a12.620.732.3
55[+]FundLogic Smartfund 80% Protected Balanced C GBPFundLogic SAS
n/a
GBP1,141.78n/a13.5n/an/a
56[+]FundLogic Smartfund Balanced A GBPFundLogic SAS
50
GBP1,119.86n/a11.8n/an/a
57[+]GAM Star Balanced Acc GBPGAM Fund Management Ltd
61
GBP11.950.0016.421.2n/a
58[+]GAM Star Balanced II AccGAM Fund Management Ltd
62
GBP12.20n/a16.522.050.8
59[+]GS Balanced Allocation Portfolio R AccGoldman Sachs Asset Management Global Services
n/a
USD111.31n/a23.9n/an/a
60[+]GS Global Income Builder Portfolio I AccGoldman Sachs Asset Management Global Services
55
USD113.33n/a24.543.7n/a
61[+]GS Strategic Factor Allocation Portfolio R AccGoldman Sachs Asset Management Global Services
n/a
USD104.79n/an/an/an/a
62[+]GS Wealthbuilder Multi Asset Balanced Portfolio I Acc USDGoldman Sachs Asset Management Global Services
54
USD110.02n/a25.9n/an/a
63[+]H2O Moderato RNatixis Global Asset Mgmt S.A.
103
EUR155.83n/a27.238.284.4
64[+]Harmony Portfolio Asian Balanced DMomentum Global Funds SICAV
79
USD1.11n/a22.631.935.5
65[+]Harmony Portfolio Euro Diversified D EURMomentum Global Funds SICAV
78
EUR1.38n/a23.323.745.5
66[+]Harmony Portfolio Sterling Balanced D GBPMomentum Global Funds SICAV
50
GBP1.39n/a13.717.837.3
67[+]Harmony Portfolio US Dollar Balanced DMomentum Global Funds SICAV
84
USD1.22n/a22.135.745.7
68[+]HSBC GIF Managed Solutions Asia Focused Growth AC USDHSBC Investment Funds (Lux) SA
106
USD11.07n/a42.238.9n/a
69[+]HSBC Managed Portfolios World Selection 3 AD USDHSBC Investments Solutions
92
USD181.08n/a24.041.058.0
70[+]HSBC Portfolios World Selection 2 AM USD GBPHSBC Investment Funds (Lux) SA
33
GBP7.80n/a21.6n/an/a
71[+]HSBC Portfolios World Selection 3 AM USD GBPHSBC Investment Funds (Lux) SA
50
GBP7.75n/a25.8n/an/a
72[+]IdB Multi Manager Balanced C EURInsinger de Beaufort Asset Mgt
79
EUR123.16n/a23.225.952.2
73[+]Invesco Asia Balanced E EURInvesco Management S.A.
85
EUR17.071.7120.925.640.9
74[+]Invesco Balanced Risk Allocation E EURInvesco Management S.A.
n/a
EUR15.85n/a22.615.528.7
75[+]Invesco Balanced-Risk Select Z Acc EURInvesco Management S.A.
82
EUR10.74n/a24.5n/an/a
   MIXED ASSET - BALANCED PERFORMANCE       10.512.931.1 

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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