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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: 3330 funds

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3330 funds
Rank ChartFund Group Focus FE Risk Score What is FE Risk Score?BidOfferYield 1y 3y 5y  
1[+]Zurich Horizon Multi-Asset V Z AccZurich Investment Services (UK) Limited
94
68.250.9215.060.1n/a
2[+]Zurich Horizon Multi-Asset IV Z AccZurich Investment Services (UK) Limited
77
65.600.9113.051.7n/a
3[+]Zurich Horizon Multi-Asset III Z AccZurich Investment Services (UK) Limited
62
62.640.9810.641.9n/a
4[+]Zurich Horizon Multi-Asset II Z AccZurich Investment Services (UK) Limited
55
60.130.778.034.2n/a
5[+]Zurich Horizon Multi-Asset I Z AccZurich Investment Services (UK) Limited
50
57.441.035.126.8n/a
6[+]Zurich Horizon Monthly Income Plus Z AccZurich Investment Services (UK) Limited
n/a
52.944.106.0n/an/a
7[+]WSSF 5 Aggressive Portfolio X AccHSBC Gbl Asset Mgt (HSBC Inv)
82
1,852.002.229.542.465.2
8[+]WSSF 4 Progressive Portfolio X AccHSBC Gbl Asset Mgt (HSBC Inv)
71
1,767.002.338.536.857.6
9[+]WSSF 3 Balanced Portfolio X AccHSBC Gbl Asset Mgt (HSBC Inv)
56
1,658.002.525.930.047.1
10[+]WSSF 2 Defensive Portfolio X AccHSBC Gbl Asset Mgt (HSBC Inv)
41
1,475.002.572.920.031.1
11[+]WSSF 1 Conservative Portfolio Ret AccHSBC Gbl Asset Mgt (HSBC Inv)
28
1,369.002.724.015.723.0
12[+]Worldwide Growth Trust A2000S&W Fund Administration Ltd
58
13.90
(GBP)
0.6917.237.258.7
13[+]Winton US Equity I GBPWinton Capital Management Ltd
118
129.30
(GBP)
n/a9.5n/an/a
14[+]Winton Global Equity I GBPWinton Capital Management Ltd
107
125.11
(GBP)
n/a11.051.599.5
15[+]Winton European Equity I GBPWinton Capital Management Ltd
106
134.66
(GBP)
n/a20.7n/an/a
16[+]Winton Absolute Return I GBPWinton Capital Management Ltd
n/a
101.40
(GBP)
n/an/an/an/a
17[+]Wesleyan UK Growth X AccWesleyan Unit Trust Mgrs Ltd
n/a
411.19427.652.9013.5n/an/a
18[+]Wesleyan Risk Averse A AccWesleyan Unit Trust Mgrs Ltd
n/a
149.690.300.2n/an/a
19[+]Wesleyan Moderate Risk Reward Growth X AccWesleyan Unit Trust Mgrs Ltd
n/a
114.71118.931.409.6n/an/a
20[+]Wesleyan Moderate High Risk Reward Income X AccWesleyan Unit Trust Mgrs Ltd
n/a
115.14119.462.7011.3n/an/a
21[+]Wesleyan Low Risk Reward Growth X AccWesleyan Unit Trust Mgrs Ltd
n/a
108.92112.871.304.5n/an/a
22[+]Wesleyan International Growth X AccWesleyan Unit Trust Mgrs Ltd
n/a
216.08224.150.7020.8n/an/a
23[+]WAY MA Growth Portfolio E AccWAY Fund Managers
75
164.680.0114.446.866.8
24[+]WAY MA Cautious Portfolio E AccWAY Fund Managers
50
136.610.156.526.837.8
25[+]WAY Green Portfolio E Elite AccWAY Fund Managers
74
128.750.005.734.446.5
26[+]WAY Global Red Active Portfolio E AccWAY Fund Managers
76
164.630.008.644.666.7
27[+]WAY Global Momentum E AccWAY Fund Managers
81
146.151.006.529.146.4
28[+]WAY Global Cautious Portfolio E AccWAY Fund Managers
37
119.460.002.418.320.1
29[+]WAY Global Blue Managed Portfolio E AccWAY Fund Managers
51
141.320.005.930.842.7
30[+]WAY Absolute Return Portfolio Z AccWAY Fund Managers
n/a
109.590.807.7n/an/a
31[+]Waverton Tactical Equity A GBPWaverton Investment Management
86
19.01
(GBP)
n/a11.947.470.6
32[+]Waverton Sterling Bond A GBPWaverton Investment Management
23
9.65
(GBP)
n/a4.212.820.6
33[+]Waverton Global Equity A GBPWaverton Investment Management
107
19.58
(GBP)
0.0011.651.886.5
34[+]Waverton Global Bond A USDWaverton Investment Management
90
8.70
(USD)
n/a-2.032.735.8
35[+]Waverton European Income RWaverton Investment Management
103
1.88
(GBP)
3.5117.772.9124.3
36[+]Waverton European Capital Growth Ret GBPWaverton Investment Management
103
185.35
(GBP)
n/a13.667.2104.4
37[+]Waverton Cautious Income P GBPWaverton Investment Management
48
11.35
(GBP)
n/a4.428.3n/a
38[+]Waverton Asia Pacific A USDWaverton Investment Management
126
24.05
(USD)
0.0014.665.285.0
39[+]Waverton Alternatives AWaverton Investment Management
21
10.17
(GBP)
n/a-0.93.9n/a
40[+]VT Woodhill Investment Absolute Return IncValu-Trac Investment Management
46
85.65n/a6.7-7.1n/a
41[+]VT Tyndall North American A Acc GBPValu-Trac Investment Management
n/a
104.05n/an/an/an/a
42[+]VT Turcan Connell Income Portfolio Grs IncValu-Trac Investment Management
35
122.382.352.419.3n/a
43[+]VT Turcan Connell Growth PortfolioValu-Trac Investment Management
64
131.320.0011.241.461.6
44[+]VT Turcan Connell Capital StrategyValu-Trac Investment Management
49
110.870.004.8n/an/a
45[+]VT Turcan Connell Absolute Return Portfolio AccValu-Trac Investment Management
30
118.360.001.310.317.9
46[+]VT Thistledown Income Z IncValu-Trac Investment Management
61
131.66n/a11.441.774.7
47[+]VT The Prestney IncValu-Trac Investment Management
51
1,872.901.448.029.740.9
48[+]VT The Beagle IncValu-Trac Investment Management
93
1,598.511.1518.663.665.9
49[+]VT Teviot Smaller Companies AccValu-Trac Investment Management
n/a
105.35n/an/an/an/a
50[+]VT Strategic Value IncValu-Trac Investment Management
n/a
126.70n/an/an/an/a
51[+]VT Sorbus Vector AValu-Trac Investment Management
75
134.770.1418.9n/an/a
52[+]VT SG UK Defined Return Assets AValu-Trac Investment Management
n/a
100.00n/an/an/an/a
53[+]VT Rossie House Portfolio B Inc GBPValu-Trac Investment Management
57
129.20n/a11.032.9n/a
54[+]VT Redlands Property A GBPValu-Trac Investment Management
n/a
101.78n/an/an/an/a
55[+]VT Redlands Multi-Asset Portfolio A GBPValu-Trac Investment Management
n/a
100.87n/an/an/an/a
56[+]VT Redlands Fixed Income Portfolio A GBPValu-Trac Investment Management
n/a
99.32n/an/an/an/a
57[+]VT Redlands Equity Portfolio A GBPValu-Trac Investment Management
n/a
103.93n/an/an/an/a
58[+]VT Price Value Portfolio A GBPValu-Trac Investment Management
92
139.09n/a13.0n/an/a
59[+]VT PEF Global Multi-Asset A AccValu-Trac Investment Management
n/a
101.42n/an/an/an/a
60[+]VT Odey Total Return R GBPValu-Trac Investment Management
62
87.73n/a-4.6-6.8n/a
61[+]VT Odd Real Income AccValu-Trac Investment Management
57
111.56n/a2.8n/an/a
62[+]VT Munro Smart-Beta UK X AccValu-Trac Investment Management
104
144.614.1513.332.547.4
63[+]VT Multi-Asset DRP VIII RetValu-Trac Investment Management
106
126.601.828.735.934.6
64[+]VT Multi-Asset DRP VII RetValu-Trac Investment Management
91
151.252.008.332.946.7
65[+]VT Multi-Asset DRP VI RetValu-Trac Investment Management
78
133.741.987.132.6n/a
66[+]VT Multi-Asset DRP V RetValu-Trac Investment Management
65
148.282.066.228.144.9
67[+]VT Multi-Asset DRP IV RetValu-Trac Investment Management
55
125.171.893.522.3n/a
68[+]VT Multi-Asset DRP III RetValu-Trac Investment Management
49
127.121.721.417.726.0
69[+]VT Morningstar Informed Smartfund Growth Strategy Z AccValu-Trac Investment Management
0
100.00n/a0.0n/an/a
70[+]VT Morningstar Informed Smartfund Cautious Strategy Z AccValu-Trac Investment Management
0
100.00n/a0.0n/an/a
71[+]VT Morningstar Informed Smartfund Balanced Strategy Z AccValu-Trac Investment Management
0
100.00n/a0.0n/an/a
72[+]VT iFunds Absolute Return Orange A AccValu-Trac Investment Management
82
150.060.647.129.060.5
73[+]VT iFunds Absolute Return Indigo A AccValu-Trac Investment Management
40
113.730.101.47.915.7
74[+]VT iFunds Absolute Return Green A AccValu-Trac Investment Management
58
139.55n/a3.320.943.0
75[+]VT icf Absolute Return Portfolio FValu-Trac Investment Management
22
123.06n/a1.79.517.0

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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