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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: 8258 funds

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8258 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 Multi Asset Inc Property ZPZurich Assurance Ltd
71
17.2
527[+]Zurich Aberdeen Life Global Growth ZPZurich Assurance Ltd
93
17.1
528[+]Zurich Aberdeen Life Global (ex UK) Equity ZPZurich Assurance Ltd
95
24.3
529[+]Zurich Aberdeen Life Emerging Markets Equity ZPZurich Assurance Ltd
113
22.9
530[+]Zurich Aberdeen Emerging Markets Equity ZPZurich Assurance Ltd
117
19.8
531[+]Zurich Aberdeen Asia Pacific Equity ZPZurich Assurance Ltd
103
17.4
532[+]Zurich 7IM Moderately Cautious 3/4 AP CapZurich Assurance Ltd
40
2.1
533[+]Zurich 7IM Mod Adventurous 3/4 AP CapZurich Assurance Ltd
75
7.4
534[+]Zurich 7IM Balanced 3/4 AP CapZurich Assurance Ltd
60
4.4
535[+]Zurich 7IM Adventurous 3/4 AP CapZurich Assurance Ltd
82
11.3
536[+]Zurich 7IM AAP Moderately Cautious Pn 3/4 AP CapZurich Assurance Ltd
40
1.5
537[+]Zurich 7IM AAP Moderately Cautious EPZurich Assurance Ltd
41
15.5
538[+]Zurich 7IM AAP Moderately Adventurous Pn 3/4 AP CapZurich Assurance Ltd
79
7.1
539[+]Zurich 7IM AAP Moderately Adventurous EPZurich Assurance Ltd
79
21.5
540[+]Zurich 7IM AAP Income ZPZurich Assurance Ltd
46
17.2
541[+]Zurich 7IM AAP Balanced Pn 3/4 AP CapZurich Assurance Ltd
64
4.6
542[+]Zurich 7IM AAP Balanced EPZurich Assurance Ltd
64
18.8
543[+]Zurich 7IM AAP Adventurous Pn 3/4 AP CapZurich Assurance Ltd
90
SS9.0
544[+]Zurich 7IM AAP Adventurous EPZurich Assurance Ltd
91
SS23.8
545[+]Wesleyan With Profits Pn S5Wesleyan Assurance Society
1
US7.2
546[+]Wesleyan UK Smaller Companies Pn S2Wesleyan Assurance Society
113
34.0
547[+]Wesleyan UK Shares Pn S2Wesleyan Assurance Society
105
25.1
548[+]Wesleyan UK Higher Risk Shares Pn S2Wesleyan Assurance Society
154
6.3
549[+]Wesleyan Risk Averse Pn S2Wesleyan Assurance Society
2
-1.7
550[+]Wesleyan North American Shares Pn S2Wesleyan Assurance Society
111
52.1
551[+]Wesleyan Moderate-High Risk / Reward Pn S2Wesleyan Assurance Society
75
27.9
552[+]Wesleyan Managed Pn S1Wesleyan Assurance Society
75
21.0
553[+]Wesleyan Low Risk / Reward Pn S2Wesleyan Assurance Society
38
22.1
554[+]Wesleyan Japanese Shares Pn S2Wesleyan Assurance Society
140
38.2
555[+]Wesleyan Higher Risk /Reward Pn S2Wesleyan Assurance Society
82
25.9
556[+]Wesleyan Government Bond Pn S2Wesleyan Assurance Society
54
20.2
557[+]Wesleyan European Share Pn S2Wesleyan Assurance Society
106
26.6
558[+]Wesleyan Ethical Shares Pn S2Wesleyan Assurance Society
131
21.9
559[+]Wesleyan Emerging Market Shares Pn S2Wesleyan Assurance Society
125
14.5
560[+]Wesleyan Deposit Pn S1Wesleyan Assurance Society
0
0.0
561[+]Wesleyan Corporate Bond Pn S2Wesleyan Assurance Society
26
12.1
562[+]Wesleyan Asia (ex Japan) Shares Pn S2Wesleyan Assurance Society
114
12.1
563[+]United Friendly Property Pn S1United Friendly
20
SS34.9
564[+]United Friendly Money Pn S1United Friendly
0
0.0
565[+]United Friendly Managed Pn S1United Friendly
65
25.9
566[+]United Friendly Equity Pn S1United Friendly
91
25.0
567[+]TSB Island PnTSB
68
23.3
568[+]TSB Deposit PnTSB
0
0.2
569[+]Threadneedle UK Equity Pn A WRAThreadneedle Pensions
93
25.4
570[+]Threadneedle UK Equity High Alpha Pn CWRAThreadneedle Pensions
89
29.1
571[+]Threadneedle UK Equity 1 Pn 1 WRAThreadneedle Pensions
93
25.4
572[+]Threadneedle UK Cash Pn 5 WRAThreadneedle Pensions
0
1.2
573[+]Threadneedle UK Bond Pn A WRAThreadneedle Pensions
36
32.0
574[+]Threadneedle Property PnThreadneedle Pensions
54
NS32.9
575[+]Threadneedle Pooled Multi Asset Pn WRAThreadneedle Pensions
43
23.6
576[+]Threadneedle Pacific Basin Equity Pn A WRAThreadneedle Pensions
108
38.4
577[+]Threadneedle North American Equity Pn A WRAThreadneedle Pensions
91
59.3
578[+]Threadneedle Multi Asset Pn 3 WRAThreadneedle Pensions
43
24.1
579[+]Threadneedle Japanese Equity Pn A WRAThreadneedle Pensions
123
35.4
580[+]Threadneedle Index Linked Pn 3 WRAThreadneedle Pensions
90
49.0
581[+]Threadneedle Index Linked Bond PnThreadneedle Pensions
90
49.0
582[+]Threadneedle Global Equity Pn A WRAThreadneedle Pensions
89
52.0
583[+]Threadneedle European Equity Pn A WRAThreadneedle Pensions
91
33.3
584[+]Threadneedle Corporate Bond Pn 2 WRAThreadneedle Pensions
33
29.3
585[+]Threadneedle Cautious Pathway Pn 1 WRAThreadneedle Pensions
50
33.6
586[+]Threadneedle BGI World ex UK Index Pn 3Threadneedle Pensions
97
46.2
587[+]Threadneedle BGI Aquila Life Overseas Bond Index Pn GThreadneedle Pensions
100
31.6
588[+]Threadneedle BGI Aquila Life Over 15 years Gilt Index Pn PThreadneedle Pensions
105
60.1
589[+]Threadneedle Balanced Pathway Pn 1 WRAThreadneedle Pensions
69
33.6
590[+]Threadneedle Adventurous Pathway Pn 1 WRAThreadneedle Pensions
88
34.1
591[+]Teachers Managed PnTeachers Assurance
68
24.6
592[+]Teachers Cash PnTeachers Assurance
0
1.3
593[+]SW UBS UK Opportunities Pension Series 2Scottish Widows Limited
111
11.7
594[+]SW UBS Global Optimal Pension Series 2Scottish Widows Limited
101
25.4
595[+]SW TM Levitas B Pension Series 2Scottish Widows Limited
35
n/a
596[+]SW TM Levitas A Pension Series 2Scottish Widows Limited
74
n/a
597[+]SW Threadneedle UK Corporate Bond Pension Series 2Scottish Widows Limited
28
23.2
598[+]SW Threadneedle Global Select Pension Series 2Scottish Widows Limited
89
43.9
599[+]SW Threadneedle European Select Pension Series 2Scottish Widows Limited
96
30.2
600[+]SW Threadneedle American Select Pension Series 2Scottish Widows Limited
93
47.2

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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