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FE Risk Score

FE Risk scores tell you how risky an investment is compared to the FTSE100. They do not show you how risky an investment is in absolute terms, but are a useful means to compare potential investments with this most widely known index.

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FE Crown Fund Rating

FE Crown Fund Rating

FE Crown Fund Ratings assign a rating to funds based on quant analysis of consistency, volatility and performance. Narrow your search by choosing to view only the highest rated funds.

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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   £

Launch date     

For Sale In

Fund performance league table: 8246 funds

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8246 funds
Rank ChartFund Group FE Risk Score What is FE Risk Score?FE Crown Rating What is FE Crown Rating?3y  
526[+]Zurich Aberdeen Life Global (ex UK) Equity ZPZurich Assurance Ltd
96
28.6
527[+]Zurich Aberdeen Life Emerging Markets Equity ZPZurich Assurance Ltd
113
31.3
528[+]Zurich Aberdeen Emerging Markets Equity ZPZurich Assurance Ltd
117
28.0
529[+]Zurich Aberdeen Asia Pacific Equity ZPZurich Assurance Ltd
103
20.6
530[+]Zurich 7IM Moderately Cautious 3/4 AP CapZurich Assurance Ltd
40
3.2
531[+]Zurich 7IM Mod Adventurous 3/4 AP CapZurich Assurance Ltd
75
10.1
532[+]Zurich 7IM Balanced 3/4 AP CapZurich Assurance Ltd
60
6.3
533[+]Zurich 7IM Adventurous 3/4 AP CapZurich Assurance Ltd
83
14.6
534[+]Zurich 7IM AAP Moderately Cautious Pn 3/4 AP CapZurich Assurance Ltd
41
2.7
535[+]Zurich 7IM AAP Moderately Cautious EPZurich Assurance Ltd
41
16.8
536[+]Zurich 7IM AAP Moderately Adventurous Pn 3/4 AP CapZurich Assurance Ltd
79
10.0
537[+]Zurich 7IM AAP Moderately Adventurous EPZurich Assurance Ltd
79
24.8
538[+]Zurich 7IM AAP Income ZPZurich Assurance Ltd
47
19.0
539[+]Zurich 7IM AAP Balanced Pn 3/4 AP CapZurich Assurance Ltd
64
6.6
540[+]Zurich 7IM AAP Balanced EPZurich Assurance Ltd
64
21.1
541[+]Zurich 7IM AAP Adventurous Pn 3/4 AP CapZurich Assurance Ltd
90
SS12.5
542[+]Zurich 7IM AAP Adventurous EPZurich Assurance Ltd
91
SS27.8
543[+]Wesleyan With Profits Pn S5Wesleyan Assurance Society
1
US7.1
544[+]Wesleyan UK Smaller Companies Pn S2Wesleyan Assurance Society
114
37.2
545[+]Wesleyan UK Shares Pn S2Wesleyan Assurance Society
105
26.0
546[+]Wesleyan UK Higher Risk Shares Pn S2Wesleyan Assurance Society
153
10.2
547[+]Wesleyan Risk Averse Pn S2Wesleyan Assurance Society
2
-1.8
548[+]Wesleyan North American Shares Pn S2Wesleyan Assurance Society
111
55.4
549[+]Wesleyan Moderate-High Risk / Reward Pn S2Wesleyan Assurance Society
74
30.0
550[+]Wesleyan Managed Pn S1Wesleyan Assurance Society
76
22.4
551[+]Wesleyan Low Risk / Reward Pn S2Wesleyan Assurance Society
36
24.0
552[+]Wesleyan Japanese Shares Pn S2Wesleyan Assurance Society
138
34.7
553[+]Wesleyan Higher Risk /Reward Pn S2Wesleyan Assurance Society
81
28.8
554[+]Wesleyan Government Bond Pn S2Wesleyan Assurance Society
51
22.5
555[+]Wesleyan European Share Pn S2Wesleyan Assurance Society
106
27.6
556[+]Wesleyan Ethical Shares Pn S2Wesleyan Assurance Society
131
25.1
557[+]Wesleyan Emerging Market Shares Pn S2Wesleyan Assurance Society
124
23.6
558[+]Wesleyan Deposit Pn S1Wesleyan Assurance Society
0
0.0
559[+]Wesleyan Corporate Bond Pn S2Wesleyan Assurance Society
25
13.6
560[+]Wesleyan Asia (ex Japan) Shares Pn S2Wesleyan Assurance Society
114
16.2
561[+]United Friendly Property Pn S1United Friendly
20
SS36.4
562[+]United Friendly Money Pn S1United Friendly
0
0.0
563[+]United Friendly Managed Pn S1United Friendly
66
27.6
564[+]United Friendly Equity Pn S1United Friendly
92
28.5
565[+]TSB Island PnTSB
68
25.2
566[+]TSB Deposit PnTSB
0
0.2
567[+]Threadneedle UK Equity Pn A WRAThreadneedle Pensions
94
27.3
568[+]Threadneedle UK Equity High Alpha Pn CWRAThreadneedle Pensions
89
31.7
569[+]Threadneedle UK Equity 1 Pn 1 WRAThreadneedle Pensions
94
27.3
570[+]Threadneedle UK Cash Pn 5 WRAThreadneedle Pensions
0
1.2
571[+]Threadneedle UK Bond Pn A WRAThreadneedle Pensions
34
33.4
572[+]Threadneedle Property PnThreadneedle Pensions
55
NS33.2
573[+]Threadneedle Pooled Multi Asset Pn WRAThreadneedle Pensions
43
24.6
574[+]Threadneedle Pacific Basin Equity Pn A WRAThreadneedle Pensions
108
42.4
575[+]Threadneedle North American Equity Pn A WRAThreadneedle Pensions
92
62.6
576[+]Threadneedle Multi Asset Pn 3 WRAThreadneedle Pensions
43
25.1
577[+]Threadneedle Japanese Equity Pn A WRAThreadneedle Pensions
125
36.7
578[+]Threadneedle Index Linked Pn 3 WRAThreadneedle Pensions
88
49.6
579[+]Threadneedle Index Linked Bond PnThreadneedle Pensions
88
49.5
580[+]Threadneedle High Alpha UK Equity PnThreadneedle Pensions
n/a
n/a
581[+]Threadneedle Global Equity Pn A WRAThreadneedle Pensions
89
54.2
582[+]Threadneedle European Equity Pn A WRAThreadneedle Pensions
91
36.1
583[+]Threadneedle Corporate Bond Pn 2 WRAThreadneedle Pensions
31
30.5
584[+]Threadneedle Cautious Pathway Pn 1 WRAThreadneedle Pensions
50
35.0
585[+]Threadneedle BGI World ex UK Index Pn 3Threadneedle Pensions
97
49.0
586[+]Threadneedle BGI Aquila Life Overseas Bond Index Pn GThreadneedle Pensions
101
27.4
587[+]Threadneedle BGI Aquila Life Over 15 years Gilt Index Pn PThreadneedle Pensions
99
65.3
588[+]Threadneedle Balanced Pathway Pn 1 WRAThreadneedle Pensions
70
35.6
589[+]Threadneedle Adventurous Pathway Pn 1 WRAThreadneedle Pensions
88
36.5
590[+]Teachers Managed PnTeachers Assurance
68
26.6
591[+]Teachers Cash PnTeachers Assurance
0
1.3
592[+]SW UBS UK Opportunities Pension Series 2Scottish Widows Limited
110
12.5
593[+]SW UBS Global Optimal Pension Series 2Scottish Widows Limited
101
29.8
594[+]SW TM Levitas B Pension Series 2Scottish Widows Limited
34
n/a
595[+]SW TM Levitas A Pension Series 2Scottish Widows Limited
75
n/a
596[+]SW Threadneedle UK Corporate Bond Pension Series 2Scottish Widows Limited
27
24.2
597[+]SW Threadneedle Global Select Pension Series 2Scottish Widows Limited
90
46.0
598[+]SW Threadneedle European Select Pension Series 2Scottish Widows Limited
96
31.1
599[+]SW Threadneedle American Select Pension Series 2Scottish Widows Limited
93
52.1
600[+]SW SSgA UK Equity Index Pension Series 2Scottish Widows Limited
105
17.1

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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