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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: 135 funds

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135 funds
Rank ChartFund Group Focus FE Risk Score What is FE Risk Score?Currency BidOfferYield 1y 3y 5y  
   MIXED ASSET - BALANCED PERFORMANCE       5.913.427.3 
1[+]AB Global Strategy 40/60 GBP V2 Acc GBPAllianceBernstein (LUX) S.A
32
GBP121.38n/a5.216.3n/a
2[+]AB Global Strategy 50/50 GBP V2 Acc GBPAllianceBernstein (LUX) S.A
39
GBP124.16n/a5.415.5n/a
3[+]AB Global Strategy 60/40 GBP V2 Acc GBPAllianceBernstein (LUX) S.A
48
GBP126.37n/a5.815.5n/a
4[+]AB I Dynamic Diversified Portfolio B USDAllianceBernstein (LUX) S.A
77
USD16.04n/a25.526.543.7
5[+]Aberdeen Global II Asia Pacific Multi Asset X2 USDAberdeen Global Services S.A.
75
USD10.362.6331.027.237.8
6[+]Allied Dunbar ManagedAllied Dunbar International
70
USX201.60212.900.1030.335.065.6
7[+]AXA World Funds Optimal Income A Cap EURAXA Investment Managers
63
EUR176.64n/a20.010.323.6
8[+]Barclays MultiManager Portfolio 3 D Acc USDBarclays
81
USD11.860.0029.034.2n/a
9[+]Barclays MultiManager Portfolio 4 R Inc GBPBarclays
63
GBP12.380.008.916.545.2
10[+]Barclays UK Balanced Portfolio B DisBarclays
54
GBP1.281.568.713.235.4
11[+]Barclays Wealth Global Beta Portfolio 2 A Inc GBPBarclays
41
GBP12.470.009.012.321.5
12[+]Barclays Wealth Global Beta Portfolio 2 EUR A AccBarclays
68
EUR13.330.0026.110.315.4
13[+]Barclays Wealth Global Beta Portfolio 3 A GBPBarclays
55
GBP13.210.0012.515.030.5
14[+]Barclays Wealth Global Beta Portfolio 3 EUR A AccBarclays
76
EUR15.620.0030.213.124.1
15[+]Barclays Wealth Global Beta Portfolio 3 USD A AccBarclays
91
USD12.790.0034.335.361.1
16[+]BL Global 50 BR CapBanque de Luxembourg
58
EUR120.96n/a23.2n/an/a
17[+]BlackRock GF Global Allocation A2 USDBlackRock (Luxembourg) S.A.
52
USD50.89n/a25.129.154.8
18[+]BlackRock SF Emerging Markets Allocation A2BlackRock (Luxembourg) S.A.
101
USD108.47n/a45.5n/an/a
19[+]BlackRock SF Managed Index Portfolios - Moderate A2RF EURBlackRock (Luxembourg) S.A.
n/a
EUR104.00n/a30.8n/an/a
20[+]BNP Paribas L1 Diversified World Balanced Classic Dis EURBNP Paribas Invest Partners Lux
63
EUR114.360.0024.110.715.5
21[+]C+F Global Opportunities C CapCapfi Delen Asset Management
65
EUR195.02n/a25.418.743.8
22[+]Capital Group Emerging Markets Total Opportunities (LUX) Z GBPCapital Group
74
GBP9.083.3433.118.829.4
23[+]Capital Group Global Allocation (LUX) Z GBPCapital Group
72
GBP11.39n/a32.1n/an/a
24[+]Carmignac Patrimoine A EUR AccCarmignac Gestion
64
EUR642.06n/a22.017.622.5
25[+]Carmignac Portfolio Emerging Patrimoine F GBP Acc HdgCarmignac Gestion
67
GBP107.47n/a16.819.011.3
26[+]Carmignac Portfolio Patrimoine F GBP AccCarmignac Gestion
48
GBP118.17n/a22.6n/an/a
27[+]CGWM Select Diversity B GBPCanaccord Genuity Wealth Mgmnt
46
GBP1.48n/a9.817.236.6
28[+]CGWM Select Global Diversity B USDCanaccord Genuity Wealth Mgmnt
71
USD1.32n/a21.730.853.3
29[+]CGWM Select Income GBPCanaccord Genuity Wealth Mgmnt
34
GBP1.19n/a8.714.833.0
30[+]City Financial Wealth R Acc GBPCity Financial Inv Company Ltd
50
GBP1.15n/a5.416.1n/a
31[+]Coram Global Balanced A GBPCoram Asset Management
38
GBP1.11n/a16.5n/an/a
32[+]Coronation Global Managed ACoronation Fund Manager
85
USD15.12n/a32.430.880.0
33[+]Coutts Personal Portfolio 5 ACoutts & Co (IRL)
n/a
GBP1.14n/an/an/an/a
34[+]CS Investment 4 CS (Lux) FundSelection Balanced EUR B EURCredit Suisse Fund Management S.A.
56
EUR117.33n/a23.4n/an/a
35[+]Davy UK GPS Balanced Growth A AccDavy Funds PLC
n/a
GBP110.910.00n/an/an/a
36[+]Dierickx Transparant Balance ADierickx
61
EUR1,784.09n/a26.715.327.1
37[+]Dimensional World Allocation 60/40 Acc GBPDimensional Fund Advisors(IRL)
55
GBP15.79n/a21.328.2n/a
38[+]EDRF Income Europe A EUREdmond de Rothschild Asset Management (Luxembourg)
60
EUR113.95n/a24.7n/an/a
39[+]FAB Global Balanced A GBPNotz Stucki Europe SA
55
GBP107.95n/a-3.09.0n/a
40[+]Falcon Balanced ATemple Asset Management Ltd
65
SEK85.42n/a7.1n/an/a
41[+]Fidelity Euro Balanced A EURFidelity International (FIL Inv Mgt(Luxembourg)SA)
67
EUR17.050.7618.017.956.7
42[+]Fidelity FPS Moderate Growth A EURFidelity International (FIL Inv Mgt(Luxembourg)SA)
56
EUR12.100.0017.316.141.0
43[+]Fidelity Global Multi Asset Tactical Moderate Y Acc USDFidelity International (FIL Inv Mgt(Luxembourg)SA)
n/a
USD10.710.0022.220.536.2
44[+]Fidelity Growth & Income A USDFidelity International (FIL Inv Mgt(Luxembourg)SA)
73
USD17.750.0026.129.850.3
45[+]Fidelity Patrimoine A Cap EURFidelity International (FIL Inv Mgt(Luxembourg)SA)
56
EUR12.270.0021.214.429.2
46[+]Franklin Diversified Balanced A Acc EURFranklin Temp Intnl Serv SARL
57
EUR13.31n/a18.319.336.8
47[+]Franklin European Income N Acc EURFranklin Temp Intnl Serv SARL
66
EUR10.94n/a22.6n/an/a
48[+]Franklin Global Fundamental Strategies A Acc USDFranklin Temp Intnl Serv SARL
86
USD12.54n/a23.720.057.6
49[+]Franklin Global Multi-Asset Income N Acc EURFranklin Temp Intnl Serv SARL
62
EUR11.48n/a23.620.5n/a
50[+]Franklin Income A MDis USDFranklin Temp Intnl Serv SARL
83
USD11.37n/a30.426.262.5
51[+]FT TAMAC Global Managers (Lux) GBPFrankfurt Trust
61
GBP123.84123.84n/a4.115.625.5
52[+]FundLogic Smartfund 80% Protected Balanced C GBPFundLogic SAS
n/a
GBP1,094.03n/an/an/an/a
53[+]FundLogic Smartfund Balanced A GBPFundLogic SAS
46
GBP1,065.51n/a7.4n/an/a
54[+]GAM Star Balanced II AccGAM Fund Management Ltd
59
GBP11.29n/a9.916.046.6
55[+]Global Protected Profits Protected NAVJP Morgan Mansart Mgmt Ltd
5
GBP1.010.000.03.36.1
56[+]GS Balanced Allocation Portfolio R AccGoldman Sachs
n/a
USD105.42n/an/an/an/a
57[+]GS Global Income Builder Portfolio I AccGoldman Sachs
53
USD107.27n/a27.4n/an/a
58[+]GS Wealthbuilder Multi Asset Balanced Portfolio I Acc USDGoldman Sachs
54
USD103.25n/a28.6n/an/a
59[+]H2O Moderato RNatixis Global Asset Mgmt S.A.
81
EUR133.58n/a14.419.537.7
60[+]Harmony Portfolio Asian Balanced DMomentum Global Funds SICAV
72
USD1.08n/a29.222.3n/a
61[+]Harmony Portfolio Euro Diversified D EURMomentum Global Funds SICAV
65
EUR1.29n/a22.412.2n/a
62[+]Harmony Portfolio Sterling Balanced D GBPMomentum Global Funds SICAV
50
GBP1.33n/a15.415.1n/a
63[+]Harmony Portfolio US Dollar Balanced DMomentum Global Funds SICAV
74
USD1.17n/a26.924.1n/a
64[+]HSBC GIF Managed Solutions Asia Focused Growth AC USDHSBC Investment Funds (Lux) SA
100
USD9.89n/a38.628.3n/a
65[+]HSBC Managed Portfolios World Selection 3 AD USDHSBC Investments Solutions
86
USD174.80n/a27.736.259.8
66[+]HSBC Portfolios World Selection 2 AC USDHSBC Investment Funds (Lux) SA
32
USD13.47n/a28.436.659.2
67[+]HSBC Portfolios World Selection 3 AC USD GBPHSBC Investment Funds (Lux) SA
52
GBP10.27n/a28.534.663.7
68[+]IdB Multi Manager Balanced C EURInsinger de Beaufort Asset Mgt
66
EUR116.24n/a20.021.340.8
69[+]Invesco Asia Balanced R Acc USDInvesco Management S.A.
79
USD10.891.7128.720.842.3
70[+]Invesco Balanced Risk Allocation R Acc EURInvesco Management S.A.
47
EUR12.96n/a27.111.216.7
71[+]Invesco Balanced-Risk Select Z Acc EURInvesco Management S.A.
71
EUR10.41n/a26.6n/an/a
72[+]Investec Global Diversified Growth A Gr USDInvestec Asset Mgmt Guernsey
78
USD33.350.0020.428.246.3
73[+]Janus Balanced A Acc USDJanus Capital Funds
79
USD23.31n/a26.133.277.5
74[+]JB Strategy Balanced CHF BGAM (Luxembourg) S.A.
71
CHF152.810.0023.522.932.9
75[+]JB Strategy Balanced EUR BGAM (Luxembourg) S.A.
62
EUR158.070.0024.513.630.0
   MIXED ASSET - BALANCED PERFORMANCE       5.913.427.3 

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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