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FE Adviser Fund Index

The Adviser Fund Index (AFI) is a basket of funds chosen by the UK’s leading financial advisers. There are three baskets to choose from, reflecting different risk appetites.

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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 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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Fund performance league table: 54 funds

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54 funds
Rank ChartFund Group Focus FE Risk Score What is FE Risk Score?BidOfferYield 1y 3y 5y  
1[+]S&W AcaciaS&W Fund Administration Ltd
73
1,751.001.5314.328.581.3
2[+]S&W Aurinko AccS&W Fund Administration Ltd
61
2,157.001.7111.116.152.6
3[+]S&W Barro II TrustS&W Fund Administration Ltd
43
96.89101.900.005.52.74.5
4[+]S&W BayS&W Fund Administration Ltd
90
1,664.001.8522.831.173.8
5[+]S&W BeechS&W Fund Administration Ltd
62
1,386.001.795.113.826.7
6[+]S&W Brighton RockS&W Fund Administration Ltd
67
150.500.6313.828.155.6
7[+]S&W Bryn Siriol IncS&W Fund Administration Ltd
78
213.10213.100.8720.028.556.6
8[+]S&W Charity Value and Income AccS&W Fund Administration Ltd
83
152.00152.903.9814.522.288.2
9[+]S&W DeucalionS&W Fund Administration Ltd
60
2,077.000.200.112.245.4
10[+]S&W DevonshireS&W Fund Administration Ltd
62
438.00486.801.689.912.123.4
11[+]S&W Eagle AccS&W Fund Administration Ltd
66
288.90288.900.6014.221.348.9
12[+]S&W Endeavour II AccS&W Fund Administration Ltd
70
237.100.6220.327.542.7
13[+]S&W FollaS&W Fund Administration Ltd
67
2,278.001.1212.224.933.7
14[+]S&W Forest AccS&W Fund Administration Ltd
81
308.400.8526.538.173.4
15[+]S&W GreylagS&W Fund Administration Ltd
84
179.700.7119.429.375.3
16[+]S&W HeadwayS&W Fund Administration Ltd
52
138.500.0011.617.932.0
17[+]S&W Innovation B 2000S&W Fund Administration Ltd
76
1,816.001.0912.727.570.0
18[+]S&W Jay IncS&W Fund Administration Ltd
53
167.900.496.418.459.4
19[+]S&W Jetwave AccS&W Fund Administration Ltd
65
211.20230.602.488.317.949.9
20[+]S&W Knotts Investment IncS&W Fund Administration Ltd
58
142.702.424.910.246.8
21[+]S&W LancasterS&W Fund Administration Ltd
74
87.3195.130.8712.515.734.7
22[+]S&W LanghamS&W Fund Administration Ltd
49
1,233.001,297.000.0012.17.717.4
23[+]S&W Latham HS&W Fund Administration Ltd
51
139.60147.301.354.413.041.6
24[+]S&W MagnumS&W Fund Administration Ltd
62
412.50435.801.6016.527.177.2
25[+]S&W MarathonS&W Fund Administration Ltd
53
200.50212.201.4511.922.049.3
26[+]S&W MFS&W Fund Administration Ltd
54
154.701.0914.226.651.7
27[+]S&W Millbank DoverS&W Fund Administration Ltd
76
1,006.903.7214.221.782.5
28[+]S&W Millbank East RiverS&W Fund Administration Ltd
61
18,534.001.1022.721.449.5
29[+]S&W Millbank PeapodS&W Fund Administration Ltd
60
199.161.0822.220.848.4
30[+]S&W MillenniumS&W Fund Administration Ltd
69
1,268.002.0710.88.320.7
31[+]S&W MilneS&W Fund Administration Ltd
61
161.800.0013.120.230.3
32[+]S&W NortonS&W Fund Administration Ltd
56
2,332.001.3610.020.546.9
33[+]S&W Orchard AccS&W Fund Administration Ltd
83
306.30306.300.5626.637.672.1
34[+]S&W Pendennis AccS&W Fund Administration Ltd
66
2,484.001.3815.624.853.7
35[+]S&W Plain AndrewsS&W Fund Administration Ltd
60
155.80155.801.3713.316.728.9
36[+]S&W Revera UK Dynamic RetS&W Fund Administration Ltd
84
171.801.340.315.590.9
37[+]S&W SardascaS&W Fund Administration Ltd
46
153.501.4212.415.526.7
38[+]S&W Securities AccS&W Fund Administration Ltd
84
227.50227.500.647.421.256.8
39[+]S&W Skye IncS&W Fund Administration Ltd
91
196.10207.502.00-4.713.688.0
40[+]S&W Smithfield Income & GrowthS&W Fund Administration Ltd
80
161.801.7718.125.081.0
41[+]S&W Staffordshire PortfolioS&W Fund Administration Ltd
83
226.201.7513.214.729.0
42[+]S&W Starhunter Managed AccS&W Fund Administration Ltd
61
327.60349.900.2010.316.136.1
43[+]S&W Sylvan Alder InvestS&W Fund Administration Ltd
71
2,008.001.2917.227.562.4
44[+]S&W Sylvan BromfieldS&W Fund Administration Ltd
83
2,156.001.0220.027.368.7
45[+]S&W Sylvan Global OpportunitiesS&W Fund Administration Ltd
83
344.501.0620.127.268.1
46[+]S&W Sylvan HornbeamS&W Fund Administration Ltd
75
2,917.002.4213.319.756.4
47[+]S&W The Air Pilot AccS&W Fund Administration Ltd
55
109.300.00n/an/an/a
48[+]S&W The SBB AccS&W Fund Administration Ltd
81
140.801.259.917.9n/a
49[+]S&W ThoroughbredS&W Fund Administration Ltd
72
392.70414.401.0214.521.662.6
50[+]S&W Witch GeneralS&W Fund Administration Ltd
70
226.10238.800.8311.217.551.9
51[+]S&W WorldwideS&W Fund Administration Ltd
39
146.90158.900.598.716.535.0
52[+]The Dream Trust IncS&W Fund Administration Ltd
58
120.70130.601.4610.914.235.5
53[+]The Enterprise TrustS&W Fund Administration Ltd
80
185.80185.802.1412.416.129.9
54[+]Worldwide Capital Growth A2000S&W Fund Administration Ltd
60
11.92
(GBP)
0.359.316.842.7

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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