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Performance

1 year at least   %

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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       %
Maximum Loss
 

Maximum Loss

Maximum loss shows the maximum a fund has lost between a single peak and trough, at any time during the period you’ve selected. Effectively it shows you the worst case scenario had you invested at the peak and sold at the trough during that time.

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Period

Additional information

Fund size   £

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For Sale In

Fund performance league table: 8250 funds

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8250 funds
Rank ChartFund Group FE Risk Score What is FE Risk Score?FE Crown Rating What is FE Crown Rating?3y  
1726[+]Scottish Widows Balanced Portfolio Pension Series 2Scottish Widows Limited
44
20.4
1727[+]Scottish Widows Balanced Growth Pension Series 3Scottish Widows Limited
45
17.6
1728[+]Scottish Widows Adventurous Solution Pension Series 2Scottish Widows Limited
78
16.6
1729[+]Scottish Prov UWP 2 Kendal PnScottish Provident
2
US13.1
1730[+]Scottish Prov UWP 2 Edinburgh PnScottish Provident
2
US13.1
1731[+]Scottish Prov Henderson Global Bond PnScottish Provident
45
23.5
1732[+]Scottish Prov Far East Performance Pn InstScottish Provident
103
22.8
1733[+]Scottish Prov Europe Performance Pn InstScottish Provident
90
23.3
1734[+]Scottish Friendly W/Profits PnScottish Friendly Assurance
2
US9.3
1735[+]Scottish Friendly UK Equity PnScottish Friendly Assurance
85
26.0
1736[+]Scottish Friendly Managed PnScottish Friendly Assurance
67
23.8
1737[+]Scottish Friendly Freedom/Optima PMF PnScottish Friendly Assurance
61
23.1
1738[+]Scottish Friendly Fixed Int PnScottish Friendly Assurance
37
22.0
1739[+]Scottish Friendly Cash PnScottish Friendly Assurance
3
-2.0
1740[+]Scot Eq With Profit Growth PnAegon/Scottish Equitable plc
40
US18.0
1741[+]Scot Eq With Profit Cautious PnAegon/Scottish Equitable plc
22
US19.0
1742[+]Scot Eq Universal Lstyle Collection PnAegon/Scottish Equitable plc
66
20.3
1743[+]Scot Eq Universal Lifestyle Collection PnAegon/Scottish Equitable plc
66
20.3
1744[+]Scot Eq Universal Lifestyle Collection 2023 Pn (ARC)Aegon/Scottish Equitable plc
n/a
SHn/a
1745[+]Scot Eq Universal Lifestyle Collection 2022 Pn (ARC)Aegon/Scottish Equitable plc
67
SHn/a
1746[+]Scot Eq Universal Lifestyle Collection 2021 Pn (ARC)Aegon/Scottish Equitable plc
58
SHn/a
1747[+]Scot Eq Universal Lifestyle Collection 2020 Pn (ARC)Aegon/Scottish Equitable plc
52
30.1
1748[+]Scot Eq Universal Lifestyle Collection 2019 Pn (ARC)Aegon/Scottish Equitable plc
50
34.6
1749[+]Scot Eq Universal Lifestyle Collection 2018 Pn (ARC)Aegon/Scottish Equitable plc
51
37.8
1750[+]Scot Eq Universal Lifestyle Collection 2017 Pn (ARC)Aegon/Scottish Equitable plc
51
39.4
1751[+]Scot Eq Universal Lifestyle Collection 2016 Pn (ARC)Aegon/Scottish Equitable plc
50
39.7
1752[+]Scot Eq Universal Lifestyle Collection 2015 Pn (ARC)Aegon/Scottish Equitable plc
50
38.4
1753[+]Scot Eq Universal Balanced Collection PnAegon/Scottish Equitable plc
66
20.3
1754[+]Scot Eq UK Smaller Companies PnAegon/Scottish Equitable plc
89
17.9
1755[+]Scot Eq UK Long Corporate Bond PnAegon/Scottish Equitable plc
45
33.5
1756[+]Scot Eq UK Index Tracker PnAegon/Scottish Equitable plc
94
PT12.0
1757[+]Scot Eq UK Government Bond PnAegon/Scottish Equitable plc
37
23.1
1758[+]Scot Eq UK Gilts All Stocks Tracker PnAegon/Scottish Equitable plc
37
PT21.7
1759[+]Scot Eq UK Fixed Interest PnAegon/Scottish Equitable plc
32
22.9
1760[+]Scot Eq UK Fixed Interest and Global Equity Tracker Lifestyle PnAegon/Scottish Equitable plc
50
PT24.1
1761[+]Scot Eq UK Fixed Interest (ex MLC) PnAegon/Scottish Equitable plc
32
23.7
1762[+]Scot Eq UK Fixed Interest & Global Eq Trk PnAegon/Scottish Equitable plc
50
PT24.1
1763[+]Scot Eq UK Figet PnAegon/Scottish Equitable plc
50
24.1
1764[+]Scot Eq UK Equity Tactical PnAegon/Scottish Equitable plc
92
18.0
1765[+]Scot Eq UK Equity Select Portfolio PnAegon/Scottish Equitable plc
84
13.7
1766[+]Scot Eq UK Equity Pn (ARC)Aegon/Scottish Equitable plc
99
17.1
1767[+]Scot Eq UK Equity (ex MLC) PnAegon/Scottish Equitable plc
99
15.5
1768[+]Scot Eq UK Corporate Bond Select Portfolio Pn (ARC)Aegon/Scottish Equitable plc
23
22.9
1769[+]Scot Eq UK Corporate Bond Pn (ARC)Aegon/Scottish Equitable plc
33
24.7
1770[+]Scot Eq UBS US Equity Pn (ARC)Aegon/Scottish Equitable plc
106
46.5
1771[+]Scot Eq UBS Targeted Return Pn (ARC)Aegon/Scottish Equitable plc
56
9.9
1772[+]Scot Eq UBS Stockmarket Managed Pn (ARC)Aegon/Scottish Equitable plc
99
19.6
1773[+]Scot Eq UBS Multi Asset Income Pn (ARC)Aegon/Scottish Equitable plc
31
9.9
1774[+]Scot Eq UBS Global Emerging Markets Pn (ARC)Aegon/Scottish Equitable plc
121
22.2
1775[+]Scot Eq UBS Global Emerging Markets Equity PnAegon/Scottish Equitable plc
121
18.6
1776[+]Scot Eq UBS Balanced Managed Pn (ARC)Aegon/Scottish Equitable plc
65
17.7
1777[+]Scot Eq Threadneedle UK Property Pn (ARC)Aegon/Scottish Equitable plc
43
NS25.9
1778[+]Scot Eq Threadneedle UK Equity Income Pn (ARC)Aegon/Scottish Equitable plc
88
27.9
1779[+]Scot Eq Threadneedle Global Bond Pn (ARC)Aegon/Scottish Equitable plc
67
25.1
1780[+]Scot Eq Threadneedle European PnAegon/Scottish Equitable plc
89
n/a
1781[+]Scot Eq Threadneedle American Pn (ARC)Aegon/Scottish Equitable plc
92
53.7
1782[+]Scot Eq Threadneedle Absolute Return Bond Pn (ARC)Aegon/Scottish Equitable plc
32
-4.7
1783[+]Scot Eq Templeton Global Total Return Bond Pn (ARC)Aegon/Scottish Equitable plc
58
0.8
1784[+]Scot Eq Technology Pn (ARC)Aegon/Scottish Equitable plc
108
62.5
1785[+]Scot Eq Stewart Investors Asia Pacific Leaders Pn (ARC)Aegon/Scottish Equitable plc
89
40.7
1786[+]Scot Eq Stakeholder Default PnAegon/Scottish Equitable plc
67
20.6
1787[+]Scot Eq Somerset Global Emerging Markets PnAegon/Scottish Equitable plc
108
n/a
1788[+]Scot Eq Socially Responsible Equity Pn (ARC)Aegon/Scottish Equitable plc
86
28.4
1789[+]Scot Eq Sequel Growth PnAegon/Scottish Equitable plc
83
20.7
1790[+]Scot Eq Sequel Growth Journey Retirement PnAegon/Scottish Equitable plc
36
18.3
1791[+]Scot Eq Sequel Growth Journey PnAegon/Scottish Equitable plc
83
21.1
1792[+]Scot Eq Sequel Defensive PnAegon/Scottish Equitable plc
28
16.5
1793[+]Scot Eq Sequel Defensive Journey Retirement PnAegon/Scottish Equitable plc
28
16.5
1794[+]Scot Eq Sequel Cautious PnAegon/Scottish Equitable plc
43
18.9
1795[+]Scot Eq Sequel Cautious Journey PnAegon/Scottish Equitable plc
43
18.8
1796[+]Scot Eq Sequel Balanced PnAegon/Scottish Equitable plc
63
21.9
1797[+]Scot Eq Sequel Balanced Journey PnAegon/Scottish Equitable plc
63
22.2
1798[+]Scot Eq Sequel Adventurous PnAegon/Scottish Equitable plc
98
17.1
1799[+]Scot Eq Sequel Adventurous Journey Retirement PnAegon/Scottish Equitable plc
43
18.9
1800[+]Scot Eq Sequel Adventurous Journey PnAegon/Scottish Equitable plc
98
17.0

All prices in Pence Sterling (GBX) unless otherwise specified. Price performance figures are calculated on a bid price to bid price basis and shown in Sterling with net income (dividends) reinvested. Performance figures are shown in Sterling.

Key to codes

LC : Low correlation to benchmarks
SH : Fund with a short history
US : Fund in an unrated sector
PT : Passive fund

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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