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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: 70 funds

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70 funds
Rank ChartFund Group Focus FE Risk Score What is FE Risk Score?Currency BidOfferYield 1y 3y 5y  
   MIXED ASSET - AGGRESSIVE PERFORMANCE       8.513.338.2 
1[+]80% Protected Dynamic Allocation A EURRed Arc Global Investments (Ireland) plc
59
EUR113.40n/a16.015.428.1
2[+]AIM Multi-Asset A GBPDevonshire Assets Mgd Fund plc
67
GBP1.08n/a29.86.912.9
3[+]Barclays Adventurous Growth Portfolio USD A AccBarclays
90
USD10.990.0027.635.173.1
4[+]Barclays MultiManager Portfolio 1 D Inc GBPBarclays
23
GBP10.270.003.96.416.6
5[+]Barclays MultiManager Portfolio 5 D IncBarclays
69
GBP12.150.009.511.249.6
6[+]Barclays UK Balanced Plus Portfolio B DisBarclays
57
GBP1.261.498.310.239.8
7[+]Barclays UK Growth Portfolio B DisBarclays
66
GBP1.620.209.210.943.3
8[+]Barclays Wealth Global Beta Portfolio 4 A Acc GBPBarclays
67
GBP15.570.0015.614.941.0
9[+]Barclays Wealth Global Beta Portfolio 4 EUR A Acc EURBarclays
90
EUR17.180.0033.816.336.2
10[+]Barclays Wealth Global Beta Portfolio 5 EUR A AccBarclays
96
EUR20.650.0036.218.242.1
11[+]Barclays Wealth Global Beta Portfolio 5 USD A Acc USDBarclays
109
USD17.410.0037.644.176.0
12[+]Barclays Wealth GlobalBeta Portfolio 5 R Acc GBPBarclays
75
GBP17.700.0018.619.8n/a
13[+]Baring Asia Balanced A Acc NAV USDBaring Intl Fund Mgr (Ire) Ltd
85
USD30.410.0024.835.359.3
14[+]Belvoir Global Allocation II UniversalUniversal Investment
78
EUR150.53158.06n/a24.016.928.2
15[+]BL Emerging Markets ARBanque de Luxembourg
89
EUR114.79n/a35.9n/an/a
16[+]BL Global 75 BR CapBanque de Luxembourg
66
EUR127.68n/a24.6n/an/a
17[+]BlackRock SF Managed Index Portfolios - Growth A2RF EURBlackRock (Luxembourg) S.A.
n/a
EUR101.37n/a30.7n/an/a
18[+]BNP Paribas L1 Diversified World Growth Classic Cap USDBNP Paribas Invest Partners Lux
75
USD220.880.0023.010.927.6
19[+]Capital Group Global Absolute Income Grower (LUX) Z GBPCapital Group
81
GBP10.584.1028.736.776.3
20[+]Capital Group Global Allocation (LUX) Z GBPCapital Group
73
GBP11.57n/a30.0n/an/a
21[+]CGWM Select Affinity GBPCanaccord Genuity Wealth Mgmnt
59
GBP1.64n/a10.118.144.0
22[+]CGWM Select Global Affinity B USDCanaccord Genuity Wealth Mgmnt
79
USD1.36n/a21.135.260.9
23[+]CGWM Select Global Opportunity USDCanaccord Genuity Wealth Mgmnt
81
USD1.76n/a20.037.465.0
24[+]City Financial Adventurous Portfolio R GBPCity Financial Inv Company Ltd
80
GBP1.22n/a6.512.926.4
25[+]CMI Global Mixed DC1Lemanik Asset Management S.A
77
GBP2.72n/a30.422.458.6
26[+]Davy UK GPS Long Term Growth A AccDavy Funds PLC
n/a
GBP111.920.00n/an/an/a
27[+]Falcon Aggressive ATemple Asset Management Ltd
79
SEK86.00n/a12.5n/an/a
28[+]First Eagle Amundi International AS USDAmundi
80
USD108.91n/a34.338.363.8
29[+]Franklin Diversified Dynamic A Acc EURFranklin Temp Intnl Serv SARL
65
EUR13.15n/a19.024.050.5
30[+]FundLogic Smartfund 80% Protected Growth C GBPFundLogic SAS
n/a
GBP1,154.56n/an/an/an/a
31[+]FundLogic Smartfund Growth A GBPFundLogic SAS
68
GBP1,120.28n/a12.6n/an/a
32[+]GAM Star Balanced Acc GBPGAM Fund Management Ltd
59
GBP11.150.0010.6n/an/a
33[+]GS Wealthbuilder Multi-Asset Growth Portfolio I Acc USDGoldman Sachs
71
USD102.95n/a27.0n/an/a
34[+]Harmony Portfolio Asian Growth DMomentum Global Funds SICAV
81
USD1.17n/a28.228.3n/a
35[+]Harmony Portfolio Australian Dollar Growth CMomentum Global Funds SICAV
102
AUD1.35n/a34.216.835.0
36[+]Harmony Portfolio Sterling Growth DMomentum Global Funds SICAV
66
GBP1.52n/a17.119.3n/a
37[+]Harmony Portfolio US Dollar Growth DMomentum Global Funds SICAV
83
USD1.27n/a26.729.7n/a
38[+]HSBC Portfolios World Selection 5 AM USD GBPHSBC Investment Funds (Lux) SA
83
GBP7.12n/a29.3n/an/a
39[+]Investec Global Strategic Managed A Gr Inc USDInvestec Asset Management Luxembourg S.A.
55
USD52.170.0026.534.862.7
40[+]JB Strategy Growth CHF BGAM (Luxembourg) S.A.
76
CHF93.790.0026.423.446.0
41[+]JB Strategy Growth EUR BGAM (Luxembourg) S.A.
73
EUR117.800.0026.417.042.6
42[+]JI Growth Strategy CLJyske Invest International
82
EUR123.11n/a19.925.154.7
43[+]JPMorgan Provident High Growth MJP Morgan Funds (Asia) Limited
101
HKD214.02n/a28.7n/an/a
44[+]JSS GlobalSar Growth (EUR) P EUR accSarasin Investmentfonds Sicav
79
EUR160.72n/a29.332.561.5
45[+]KB Elite Multi-Asset Growth B Non Reporting Acc GBPKleinwort Benson CI InvtMgtLtd
75
GBP1.30n/a17.519.4n/a
46[+]Legg Mason QS Investors Multi Asset Euro Performance A Acc EURLegg Mason Gbl Solutions plc
73
EUR98.69n/a25.725.860.8
47[+]Legg Mason QS Investors Multi Asset US Performance E Acc USDLegg Mason Gbl Solutions plc
79
USD99.32n/a27.936.571.2
48[+]Nedgroup Growth Multi A USDNedgroup Investments (IOM) Ltd
87
USD17.25n/a25.134.950.2
49[+]Old Mutual Compass Portfolio 4 A Hedged Acc GBPOld Mutl Glbl Investors(UK)Ltd
n/a
GBP10.17n/an/an/an/a
50[+]Premier Balanced Private Client GBPPremier Group IOM
37
GBP1.200.005.510.117.2
51[+]PSG Wealth Global Moderate Fund of FundsPSG Fund Management
80
USD1.31n/a24.324.053.1
52[+]RBC (Lux) Growth Portfolio B Hedged Dis GBPCandriam
62
GBP113.99n/a7.810.0n/a
53[+]Sanlam Global Balanced ASanlam Universal Funds plc
71
USD1.36n/a22.226.756.1
54[+]Sarasin IE GlobalSar Dynamic (GBP) P AccSarasin Funds Mgt(Ireland)Ltd
60
GBP78.691.9915.227.362.5
55[+]Sarasin IE GlobalSar Dynamic (USD) P AccSarasin Funds Mgt(Ireland)Ltd
80
USD96.672.0727.543.273.0
56[+]SEB Varlden A SEKSEB Asset Management SA
86
SEK14.06n/a21.426.664.1
57[+]SEI Aggressive Sterling Wealth A GBPSEI Global Asset Funds (IRL)
90
GBP18.31n/a24.435.897.9
58[+]SEI Global Aggressive USD Wealth B DisSEI Global Asset Funds (IRL)
96
USD10.38n/a28.8n/an/a
59[+]SEI Growth Sterling Wealth A GBPSEI Global Asset Funds (IRL)
78
GBP16.23n/a22.731.577.7
60[+]Templeton Global Balanced A QDis USDFranklin Temp Intnl Serv SARL
n/a
USD21.18n/a22.920.061.4
61[+]Templeton Global Income A QDis USDFranklin Temp Intnl Serv SARL
90
USD12.69n/a20.821.858.5
62[+]Thornburg Investment Income Builder AThornburg Investment Managmt
91
USD12.77n/a26.935.6n/a
63[+]Towry A3743 200 AccTowry Fund Managers IRL Ltd
51
GBP1.550.0013.621.141.9
64[+]UBAM Multifunds Allocation 70 AD USDUnion Bancaire Privee
61
USD107.16n/an/an/an/a
65[+]UBS (Lux) Key Selection SICAV - China Allocation Opportunity (USD) P AccUBS AG
n/a
USD94.74n/a31.2n/an/a
66[+]UBS (Lux) Strategy - Growth (CHF) P AccUBS AG
82
CHF2,166.66n/a22.624.652.8
67[+]UBS (Lux) Strategy - Growth (EUR) N AccUBS AG
73
EUR16.46n/a23.415.640.9
68[+]UBS (Lux) Strategy - Growth (USD) P AccUBS AG
87
USD3,244.34n/a26.339.971.9
69[+]VAM Close Brothers Growth A GBPVAM Managed Funds (LUX)
n/a
GBP100.66n/an/an/an/a
70[+]WSP Global Strategy Risk 10% Portfolio D5 USDWorld Inv Opportunities Funds
71
USD1.22n/a8.80.3-8.6
   MIXED ASSET - AGGRESSIVE PERFORMANCE       8.513.338.2 

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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