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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 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: 73 funds

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73 funds
Rank ChartFund Group Focus FE Risk Score What is FE Risk Score?Currency BidOfferYield 1y 3y 5y  
   MIXED ASSET - AGGRESSIVE PERFORMANCE       12.316.932.9 
1[+]7IM AAP Moderately Adventurous (Dublin) C Acc GBP7IM
n/a
GBP1.01n/an/an/an/a
2[+]80% Protected Dynamic Allocation A EURRed Arc Global Investments (Ireland) plc
69
EUR117.42n/a14.617.828.8
3[+]Barclays Adventurous Growth Portfolio USD A AccBarclays
99
USD11.780.0028.150.572.2
4[+]Barclays MultiManager Portfolio 1 D Inc GBPBarclays
23
GBP10.370.004.36.615.0
5[+]Barclays MultiManager Portfolio 5 D Acc GBPBarclays
69
GBP13.150.0013.416.4n/a
6[+]Barclays UK Balanced Plus Portfolio B DisBarclays
58
GBP1.331.8212.113.033.5
7[+]Barclays UK Growth Portfolio B DisBarclays
66
GBP1.700.8412.313.434.2
8[+]Barclays Wealth Global Beta Portfolio 4 A Acc GBPBarclays
74
GBP16.950.0019.522.136.7
9[+]Barclays Wealth Global Beta Portfolio 4 EUR A Acc EURBarclays
110
EUR18.560.0028.423.336.4
10[+]Barclays Wealth Global Beta Portfolio 5 EUR A AccBarclays
118
EUR22.610.0031.527.541.2
11[+]Barclays Wealth Global Beta Portfolio 5 USD A Acc USDBarclays
134
USD19.210.0038.165.477.5
12[+]Barclays Wealth GlobalBeta Portfolio 5 R Acc GBPBarclays
83
GBP19.600.0023.129.5n/a
13[+]Baring Asia Balanced A Acc NAV USDBaring Intl Fund Mgr (Ire) Ltd
93
USD31.610.0025.348.760.7
14[+]BL Emerging Markets BRBanque de Luxembourg
101
EUR137.85n/a20.326.438.8
15[+]BL Global 75 BRBanque de Luxembourg
75
EUR128.83n/a13.630.7n/a
16[+]BlackRock SF Managed Index Portfolios - Growth A4 EURBlackRock (Luxembourg) S.A.
72
EUR109.43n/a21.9n/an/a
17[+]BNP Paribas L1 Diversified World Growth Classic Cap EURBNP Paribas Invest Partners Lux
84
EUR210.480.0021.318.526.1
18[+]Capital Group Global Absolute Income Grower (LUX) Zd GBPCapital Group
85
GBP9.68n/a24.740.567.8
19[+]Capital Group Global Allocation (LUX) Zgd GBPCapital Group
81
GBP11.64n/a25.048.8n/a
20[+]CGWM Select Affinity A GBPCanaccord Genuity Wealth Mgmnt
65
GBP1.76n/a16.022.142.7
21[+]CGWM Select Global Affinity A USDCanaccord Genuity Wealth Mgmnt
89
USD1.44n/a24.643.163.3
22[+]CGWM Select Global Opportunity A USDCanaccord Genuity Wealth Mgmnt
91
USD1.85n/a23.439.864.2
23[+]CGWM Select Opportunity A GBPCanaccord Genuity Wealth Mgmnt
76
GBP2.16n/a19.828.053.3
24[+]City Financial Adventurous Portfolio R GBPCity Financial Inv Company Ltd
81
GBP1.29n/a11.418.129.2
25[+]CMI Global Mixed DC1Lemanik Asset Management S.A
83
GBP2.85n/a25.226.851.2
26[+]Davy UK GPS Long Term Growth A AccDavy Funds PLC
n/a
GBP119.650.0016.2n/an/a
27[+]Falcon Aggressive ATemple Asset Management Ltd
90
SEK84.48n/a6.6n/an/a
28[+]First Eagle Amundi International AU GBPAmundi Asset Management
85
GBP5,208.60n/a26.046.263.2
29[+]Franklin Diversified Dynamic A Acc EURFranklin Temp Intnl Serv SARL
73
EUR13.59n/a15.226.743.0
30[+]Franklin NextStep Dynamic Growth A Acc USDFranklin Temp Intnl Serv SARL
n/a
USD11.80n/a24.9n/an/a
31[+]Franklin NextStep Growth N Acc USDFranklin Temp Intnl Serv SARL
n/a
USD11.38n/a21.1n/an/a
32[+]FundLogic Smartfund 80% Protected Growth C GBPFundLogic SAS
n/a
GBP1,216.04n/a19.5n/an/a
33[+]FundLogic Smartfund Growth A GBPFundLogic SAS
75
GBP1,208.14n/a21.1n/an/a
34[+]GAM Star Growth C AUDGAM Fund Management Ltd
72
AUD10.86n/a33.1n/an/a
35[+]GS Wealthbuilder Multi-Asset Growth Portfolio I Acc USDGoldman Sachs
71
USD108.76n/a27.8n/an/a
36[+]Harmony Portfolio Asian Growth DMomentum Global Funds SICAV
88
USD1.21n/a25.041.443.3
37[+]Harmony Portfolio Australian Dollar Growth CMomentum Global Funds SICAV
105
AUD1.42n/a27.229.432.6
38[+]Harmony Portfolio Sterling Growth DMomentum Global Funds SICAV
67
GBP1.60n/a15.622.145.2
39[+]Harmony Portfolio US Dollar Growth DMomentum Global Funds SICAV
91
USD1.32n/a25.439.556.1
40[+]HSBC Portfolios World Selection 5 AM USD GBPHSBC Investment Funds (Lux) SA
79
GBP7.77n/a28.6n/an/a
41[+]Investec Global Strategic Managed A Gr Inc USDInvestec Asset Management Luxembourg S.A.
53
USD53.400.0024.442.262.4
42[+]JB Strategy Growth EUR BGAM (Luxembourg) S.A.
82
EUR124.460.0020.920.339.5
43[+]JI Growth Strategy CLJyske Invest International
91
EUR127.81n/a17.821.448.2
44[+]JPMorgan Provident High Growth MJP Morgan Funds (Asia) Limited
104
HKD224.43n/a30.1n/an/a
45[+]JSS GlobalSar - Growth EUR P Acc EURSarasin Investmentfonds Sicav
88
EUR171.34n/a24.434.564.3
46[+]KB Elite Multi-Asset Growth B Non Reporting Acc GBPKleinwort Benson CI InvtMgtLtd
73
GBP1.40n/a20.127.7n/a
47[+]Legg Mason QS Investors Multi Asset Euro Performance A Acc EURLegg Mason Gbl Solutions plc
79
EUR104.48n/a22.132.155.0
48[+]Legg Mason QS Investors Multi Asset US Performance E Acc USDLegg Mason Gbl Solutions plc
85
USD101.66n/a22.544.663.3
49[+]Nedgroup Growth Multi A USDNedgroup Investments (IOM) Ltd
92
USD18.08n/a23.645.856.1
50[+]Next Generation Morningstar Global Growth A GBPQuayside Fund Management Ltd
n/a
GBP134.24n/a25.2n/an/a
51[+]Old Mutual Compass Portfolio 4 A Hedged Acc GBPOld Mutl Glbl Investors(UK)Ltd
n/a
GBP10.59n/an/an/an/a
52[+]Old Mutual Compass Portfolio 5 A Hedged Acc GBPOld Mutl Glbl Investors(UK)Ltd
n/a
GBP10.75n/an/an/an/a
53[+]Premier Balanced Private Client GBPPremier Group IOM
35
GBP1.200.007.87.414.4
54[+]RBC (Lux) Growth Portfolio B Hedged Dis GBPCandriam Luxembourg
60
GBP118.27n/a9.79.3n/a
55[+]Sanlam Global Balanced ASanlam Universal Funds plc
80
USD1.39n/a19.532.949.4
56[+]Sarasin IE GlobalSar - Dynamic (GBP) P AccSarasin Funds Mgt(Ireland)Ltd
61
GBP83.212.0217.729.357.4
57[+]Sarasin IE GlobalSar - Dynamic (USD) P AccSarasin Funds Mgt(Ireland)Ltd
90
USD100.692.0926.952.076.8
58[+]SEB Varlden A SEKSEB Asset Management SA
92
SEK14.88n/a19.034.060.3
59[+]SEI Aggressive Sterling Wealth A GBPSEI Global Asset Funds (IRL)
96
GBP20.36n/a28.245.989.4
60[+]SEI Global Aggressive USD Wealth B DisSEI Global Asset Funds (IRL)
103
USD11.23n/a30.248.7n/a
61[+]SEI Growth Sterling Wealth A GBPSEI Global Asset Funds (IRL)
83
GBP17.66n/a25.239.471.5
62[+]Templeton Global Balanced A QDis USDFranklin Temp Intnl Serv SARL
75
USD22.39n/a27.031.960.8
63[+]Templeton Global Income A QDis USDFranklin Temp Intnl Serv SARL
104
USD13.69n/a29.236.462.1
64[+]Thornburg Investment Income Builder AThornburg Investment Managmt
104
USD13.56n/a28.046.0n/a
65[+]Tilney A3743 200 AccTilney Fund Managers IRL Ltd
55
GBP1.630.0014.825.238.6
66[+]Tilney A4550 200 AccTilney Fund Managers IRL Ltd
67
GBP1.66n/a18.830.445.8
67[+]UBAM Multifunds Allocation 70 AC USDUnion Bancaire Privee
59
USD145.77n/a23.8n/an/a
68[+]UBS (Lux) Key Selection SICAV - China Allocation Opportunity (USD) P-6% mdistUBS AG
97
USD87.34n/a29.7n/an/a
69[+]UBS (Lux) Strategy - Growth (CHF) P AccUBS AG
87
CHF2,290.14n/a23.430.451.3
70[+]UBS (Lux) Strategy - Growth (EUR) N AccUBS AG
83
EUR17.55n/a21.920.638.2
71[+]UBS (Lux) Strategy - Growth (USD) P AccUBS AG
97
USD3,475.26n/a28.052.672.1
72[+]VAM Close Brothers Growth A GBPVAM Managed Funds (LUX)
n/a
GBP106.37n/a13.7n/an/a
73[+]WSP Global Strategy Risk 10% Portfolio D5 USDWorld Inv Opportunities Funds
82
USD1.11n/a1.5-0.3-15.2
   MIXED ASSET - AGGRESSIVE PERFORMANCE       12.316.932.9 

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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