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Performance

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Ratio

Volatility
 

Volatility

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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: 195 funds

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195 funds
Rank ChartFund Group Focus FE Risk Score What is FE Risk Score?BidOfferYield 1y 3y 5y  
   FLEXIBLE INVESTMENT PERFORMANCE      19.423.544.7 
1[+]7IM AAP Adventurous C Acc7IM Investment Funds
84
165.541.2023.728.355.8
2[+]7IM Adventurous C Acc7IM Investment Funds
76
247.610.4024.630.361.2
3[+]Aberdeen Capital Trust IncAberdeen Fund Managers Limited
96
437.88439.251.4026.127.953.6
4[+]Aberdeen Multi Manager Equity Managed Portfolio I AccAberdeen Fund Managers Limited
81
161.420.5024.329.559.0
5[+]ACUMEN Adventurous Portfolio X AccTavistock Wealth Limited
n/a
122.330.0019.5n/an/a
6[+]Alliance Trust Sustainable Future Absolute Growth 2 AccAlliance Trust Investments
95
142.100.3524.933.874.9
7[+]Allianz RiskMaster Growth Multi Asset CAllianz Global Invtrs GmbH(UK)
89
156.480.5927.939.1n/a
8[+]Allianz RiskMaster Moderate Multi Asset CAllianz Global Invtrs GmbH(UK)
75
147.690.7822.830.9n/a
9[+]Architas Birthstar TD 2015 20 R AccArchitas Multi-Manager Ltd
49
120.300.8317.1n/an/a
10[+]Architas Birthstar TD 2021 25 R AccArchitas Multi-Manager Ltd
65
127.700.8524.0n/an/a
11[+]Architas Birthstar TD 2026 30 R AccArchitas Multi-Manager Ltd
70
128.101.1625.2n/an/a
12[+]Architas Birthstar TD 2031 35 R AccArchitas Multi-Manager Ltd
76
129.001.3327.1n/an/a
13[+]Architas Birthstar TD 2036 40 R AccArchitas Multi-Manager Ltd
86
130.401.4030.1n/an/a
14[+]Architas Birthstar TD 2041 45 R AccArchitas Multi-Manager Ltd
90
130.201.4830.2n/an/a
15[+]Architas Birthstar TD 2046 50 R AccArchitas Multi-Manager Ltd
90
130.601.4730.7n/an/a
16[+]Architas MA Active Dynamic A AccArchitas Multi-Manager Ltd
84
170.500.5430.837.762.9
17[+]Architas MA Active Growth A AccArchitas Multi-Manager Ltd
78
172.400.6628.337.065.8
18[+]Artemis Strategic Assets I AccArtemis Fund Managers Limited
79
90.7492.110.1120.616.138.0
19[+]Aubrey Collective ConvictionAubrey Capital Management Ltd
54
158.500.0012.113.940.9
20[+]Aviva Inv Multi-Manager Flexible 2Aviva Investors UK Fd Serv Ltd
83
139.670.2327.035.566.7
21[+]Barclays Adventurous Growth Portfolio D AccBarclays
81
72.910.0918.815.045.2
22[+]Barclays Wealth Global Markets 5 R Acc GBPBarclays
84
149.600.4227.326.242.5
23[+]BlackRock Managed Volatility IVBlackRock
n/a
130.40130.400.0128.1n/an/a
24[+]BPM Trust AccThesis Unit Trust Mgmt Ltd
57
13.17
(GBP)
0.4023.429.654.9
25[+]Carvetian GenerationCarvetian Capital Mgt Ltd
58
770.800.6513.419.240.8
26[+]Cavendish Worldwide BCavendish Asset Management
99
378.600.8032.437.261.6
27[+]CF Bentley Global GrowthCapita Financial Managers
71
152.450.0019.626.641.1
28[+]CF Bentley Sterling BalancedCapita Financial Managers
34
176.430.006.18.826.3
29[+]CF Canlife Portfolio VII C AccCF Canada Life Investments
84
125.501.4023.124.9n/a
30[+]CF Cautela Ret AccCapita Financial Managers
57
120.077.1715.013.5n/a
31[+]CF DavidsCapita Financial Managers
50
2,176.190.0022.728.644.8
32[+]CF IM Global Strategy ACapita Financial Managers
99
184.400.4833.049.968.9
33[+]CF Miton Worldwide Opportunities B GBPMiton Asset Management
44
373.590.2031.739.467.0
34[+]CF Mulberry IncCapita Financial Managers
87
1,731.491.1029.127.838.9
35[+]CF Odey Continental European Inst AccOdey Asset Management
92
142.100.7212.55.263.9
36[+]CF Prudential Dynamic 60-100 Portfolio P AccCF Prudential
68
129.250.9319.928.050.3
37[+]CF Prudential Dynamic Focused 60-100 Portfolio A AccCF Prudential
n/a
121.690.9922.5n/an/a
38[+]CF Purisima EAFE Total Return B PCGCapita Financial Managers
109
161.540.6229.428.248.0
39[+]CF Ruffer Equity & General C AccRuffer LLP
44
419.730.0018.611.243.5
40[+]CF Ruffer Japanese C AccRuffer LLP
126
216.120.2835.635.3106.9
41[+]CF Stewart Ivory Invest Mkt AccCapita Financial Managers
82
1,124.391,186.762.4720.429.063.2
42[+]CF Waverton Portfolio BWaverton Investment Management
72
175.201.0923.632.054.3
43[+]Charity Assets Trust AccRuffer LLP
47
132.291.8114.220.7n/a
44[+]Charity Multi Asset A AccSchroder UT Managers
61
78.6679.033.3919.221.946.7
45[+]City Financial Multi Asset Dynamic I Acc GBPCity Financial Inv Company Ltd
82
172.390.3719.518.644.9
46[+]Close Growth Portfolio X AccClose Brothers AM
66
178.401.3413.320.146.5
47[+]Close Managed Growth X AccClose Brothers AM
70
227.300.8120.625.452.2
48[+]Close Strategic Alpha X AccClose Brothers AM
90
157.000.2224.628.054.3
49[+]Close Tactical Select Passive Growth X AccClose Brothers AM
72
267.501.5923.630.751.7
50[+]COURTIERS Total Return Growth ACOURTIERS Asset Management Limited
84
1.68
(GBP)
n/a27.642.783.2
51[+]Discovery Managed Growth B GBPT. Bailey Fund Srvs Ltd (ACD)
65
151.310.3020.426.453.1
52[+]F&C Managed Growth 1 AccF&C (BMO Global Asset Management)
70
357.000.3021.933.357.5
53[+]F&C MM Navigator Select C AccF&C (BMO Global Asset Management)
67
86.3786.450.2024.832.559.0
54[+]F&C MultiManager Investment Trust C AccF&C (BMO Global Asset Management)
72
87.960.7024.928.067.0
55[+]Family Child TrustFamily Investment Management
95
384.20384.201.2724.625.450.5
56[+]Fidelity Diversified Growth InstFidelity International (FIL Invt Svcs UK Ltd)
48
140.500.0015.719.432.9
57[+]Fidelity Multi Asset Adventurous Y AccFidelity International (FIL Invt Svcs UK Ltd)
84
159.300.0026.635.9n/a
58[+]Fidelity Multi Asset Allocator Adventurous Y AccFidelity International (FIL Invt Svcs UK Ltd)
89
154.100.0027.934.4n/a
59[+]Fidelity Multi Asset Open Adventurous Y AccFidelity International (FIL Invt Svcs UK Ltd)
80
136.300.0027.526.0n/a
60[+]Fidelity Target 2025 A AccFidelity International (FIL Invt Svcs UK Ltd)
73
156.000.0020.725.851.3
61[+]Fidelity Target 2030 A AccFidelity International (FIL Invt Svcs UK Ltd)
87
172.400.0024.033.565.8
62[+]Fidelity Target TM 2020 A AccFidelity International (FIL Invt Svcs UK Ltd)
51
64.510.0015.919.838.1
63[+]First State Diversified Growth B Acc GBPFirst State Investments UK Ltd
60
112.081.5916.3n/an/a
64[+]FP Apollo Multi Asset Adventurous D GBPApollo Asset Management
74
113.950.0017.012.914.4
65[+]FP Brompton Global Opportunities BFund Partners Ltd
72
158.280.2623.833.2n/a
66[+]FP Brunswick Growth Portfolio B AccWAY Fund Managers
71
152.080.3029.634.651.5
67[+]FP Luceo 4 A GBPFund Partners Ltd
n/a
101.54n/a2.8n/an/a
68[+]FP Luceo 5 A GBPFund Partners Ltd
n/a
102.31n/a2.9n/an/a
69[+]FP Luceo 6 A GBPFund Partners Ltd
n/a
103.08n/a3.9n/an/a
70[+]FP Tatton Oak Advanced BFund Partners Ltd
70
236.510.6822.228.355.2
71[+]Franklin Diversified Growth W AccFranklin Templeton Funds (UK)
37
93.541.65-11.1n/an/a
72[+]Franklin Diversified Income W AccFranklin Templeton Funds (UK)
27
98.593.49-6.8n/an/a
73[+]Glenhuntley Portfolio Trust AccThesis Unit Trust Mgmt Ltd
39
1,225.000.1016.822.339.8
74[+]HC KB Capital Growth A AccHost Capital Limited
66
197.59n/a16.620.136.5
75[+]HC Sequel Growth Target Return Strategy Standard BHost Capital Limited
74
1.32
(GBP)
n/a26.025.1n/a
   FLEXIBLE INVESTMENT PERFORMANCE      19.423.544.7 

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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