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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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Fund performance league table: 43 funds

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43 funds
Rank ChartFund Group Focus FE Risk Score What is FE Risk Score?BidOfferYield 1y 3y 5y  
1[+]CF Adam Worldwide AccCapita Financial Managers
87
985.561,020.071.4628.241.284.9
2[+]CF AquariusCapita Financial Managers
56
1,753.870.0019.629.962.2
3[+]CF Bentley Global GrowthCapita Financial Managers
71
152.720.0021.435.250.2
4[+]CF Bentley Sterling BalancedCapita Financial Managers
33
180.010.009.213.934.7
5[+]CF Bentley Sterling Income IncCapita Financial Managers
13
94.731.291.71.71.1
6[+]CF Bentley US Dollar BalancedCapita Financial Managers
75
1.25
(USD)
0.0019.337.152.3
7[+]CF BrodenCapita Financial Managers
88
2,120.490.0025.129.962.8
8[+]CF Buxton AccCapita Financial Managers
50
3,534.120.8313.527.751.7
9[+]CF Cautela Ret AccCapita Financial Managers
56
120.430.9711.711.2n/a
10[+]CF CircusCapita Financial Managers
84
1,951.610.0023.728.154.0
11[+]CF DartmoorCapita Financial Managers
48
2,578.650.0014.624.344.3
12[+]CF DavidsCapita Financial Managers
51
2,171.860.0016.728.849.3
13[+]CF DrygateCapita Financial Managers
51
1,537.261,664.812.0212.219.355.7
14[+]CF GreenmountCapita Financial Managers
93
166.17179.090.6930.725.859.7
15[+]CF GullandCapita Financial Managers
72
2,146.480.0019.039.970.0
16[+]CF Helm Investment AccCapita Financial Managers
66
2,006.960.4722.127.943.9
17[+]CF HollyCapita Financial Managers
112
368.05400.650.0030.0-23.3-15.1
18[+]CF IM Bond A IncCapita Financial Managers
37
259.621.854.316.030.0
19[+]CF IM Global Strategy ACapita Financial Managers
99
186.330.3432.753.488.4
20[+]CF IM UK Equity & Bond Income AccCapita Financial Managers
66
129.623.7315.420.356.1
21[+]CF IM UK Growth A IncCapita Financial Managers
95
350.872.6122.726.672.4
22[+]CF Institutional WorldCapita Financial Managers
53
162.09172.480.5216.830.859.7
23[+]CF JOHIM ArborCapita Financial Managers
63
1,543.060.0019.727.853.9
24[+]CF Lorimer TrustCapita Financial Managers
64
1,404.941,518.101.7421.731.977.1
25[+]CF Macquarie Global Infrastructure Securities B AccCapita Financial Managers
107
209.981.6629.446.485.4
26[+]CF Morant Wright Japan B AccCapita Financial Managers
116
401.740.9737.876.8117.4
27[+]CF Morant Wright Nippon Yield B AccCapita Financial Managers
111
409.361.9338.979.3124.6
28[+]CF Mulberry IncCapita Financial Managers
85
1,763.700.0023.527.052.8
29[+]CF Navajo AccCapita Financial Managers
79
3,247.680.0023.832.166.4
30[+]CF New FlocoCapita Financial Managers
85
3,181.190.0022.653.799.6
31[+]CF New JaguarCapita Financial Managers
86
3,113.240.0022.152.6102.5
32[+]CF New Viaduct Inst IncCapita Financial Managers
80
2,696.670.0020.940.379.0
33[+]CF New VilltureCapita Financial Managers
42
781.35841.030.0015.225.249.3
34[+]CF Packel GlobalCapita Financial Managers
55
178.110.8314.225.341.1
35[+]CF PE Managed AccCapita Financial Managers
69
1,821.012.5521.933.565.2
36[+]CF Purisima EAFE Total Return B PCGCapita Financial Managers
110
174.220.5836.238.880.6
37[+]CF Purisima Global Total Return PCG BCapita Financial Managers
113
228.850.3935.862.1104.8
38[+]CF Purisima PCG BCapita Financial Managers
101
195.490.0018.626.666.9
39[+]CF Purisima UK Total Return B PCGCapita Financial Managers
105
166.981.8624.623.261.6
40[+]CF Resilient MM Balanced Managed XCapita Financial Managers
64
159.241.3820.131.359.8
41[+]CF Stewart Ivory Invest Mkt AccCapita Financial Managers
82
1,195.811,261.892.3623.536.582.9
42[+]CF The AbbotsfordCapita Financial Managers
74
1,872.240.0022.629.968.2
43[+]CF WindrushCapita Financial Managers
50
2,002.500.0014.525.042.5

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

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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