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Welcome to the FE fundinfo Ratings homepage. Choose a fund type and a sector, then narrow your search by fund and manager rating, risk score or AFI membership.
1. Choose a fund typeIA Unit Trusts & OEICsInvestment TrustsPension FundsLife FundsOffshore FundsExchange Traded Funds 2. Choose a sector
FE fundinfo 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.
FE fundinfo Crown Fund Rating methodology
FE fundinfo Alpha Manager Ratings identify the best fund managers in the UK, using quant based analysis to sort the wheat from the chaff. Select this option to show only those funds managed by FE Alpha managers.
FE fundinfo Alpha Manager Rating Methodology
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.
AFI methodology
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FE fundinfo 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.
FE fundinfo Risk Score methodology
LC : Low correlation to benchmarks SH : Fund with a short history US : Fund in an unrated sector PT : Passive fund
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 unless otherwise specified.
13:00 | Monday, January 20, 2014
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