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Performance

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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 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: 44 funds

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44 funds
Rank ChartFund Group Focus FE Risk Score What is FE Risk Score?BidOfferYield 1y 3y 5y  
1[+]CF Adam Worldwide AccCapita Financial Managers
88
1,016.531,051.671.4712.650.370.0
2[+]CF AquariusCapita Financial Managers
57
1,812.850.949.135.755.4
3[+]CF Bentley Global GrowthCapita Financial Managers
74
155.700.005.136.044.7
4[+]CF Bentley Sterling BalancedCapita Financial Managers
34
180.680.002.815.326.7
5[+]CF Bentley Sterling Income IncCapita Financial Managers
15
92.881.04-1.6-0.2-1.2
6[+]CF Bentley US Dollar BalancedCapita Financial Managers
83
1.29
(USD)
0.39-0.532.546.0
7[+]CF Blue Whale Growth I AccCapita Financial Managers
n/a
104.81n/an/an/an/a
8[+]CF BrodenCapita Financial Managers
93
2,173.100.828.139.253.7
9[+]CF Buxton AccCapita Financial Managers
51
3,528.221.252.722.746.0
10[+]CF Cautela Ret AccCapita Financial Managers
54
119.740.942.414.0n/a
11[+]CF CircusCapita Financial Managers
88
2,012.420.647.236.947.7
12[+]CF DartmoorCapita Financial Managers
47
2,601.690.004.223.643.1
13[+]CF DavidsCapita Financial Managers
50
2,166.610.214.126.245.5
14[+]CF DrygateCapita Financial Managers
51
1,556.321,683.142.037.226.150.0
15[+]CF GreenmountCapita Financial Managers
92
173.78187.410.7910.134.452.6
16[+]CF GullandCapita Financial Managers
75
2,197.830.887.645.564.7
17[+]CF Helm Investment AccCapita Financial Managers
69
2,075.450.469.830.538.7
18[+]CF HollyCapita Financial Managers
110
364.56395.071.1111.7-1.8-18.7
19[+]CF IM Bond A IncCapita Financial Managers
47
252.371.71-0.77.917.1
20[+]CF IM Global Strategy ACapita Financial Managers
103
195.320.3310.860.987.1
21[+]CF IM UK Equity & Bond Income AccCapita Financial Managers
69
130.363.825.924.839.6
22[+]CF IM UK Growth A IncCapita Financial Managers
98
360.852.5410.937.458.8
23[+]CF JOHIM ArborCapita Financial Managers
67
1,583.860.447.734.652.2
24[+]CF Livingbridge UK Multi Cap Income C AccCapita Financial Managers
n/a
105.310.00n/an/an/a
25[+]CF Lorimer TrustCapita Financial Managers
65
1,456.911,574.981.8515.340.267.1
26[+]CF Macquarie Global Infrastructure Securities B AccCapita Financial Managers
108
213.111.987.845.272.9
27[+]CF Morant Wright Japan B AccCapita Financial Managers
121
435.640.8914.687.5130.8
28[+]CF Morant Wright Nippon Yield B AccCapita Financial Managers
117
440.521.7914.584.5135.7
29[+]CF Mulberry IncCapita Financial Managers
89
1,816.300.726.734.545.9
30[+]CF Navajo AccCapita Financial Managers
84
3,383.330.279.741.863.2
31[+]CF New FlocoCapita Financial Managers
92
3,272.910.778.358.694.3
32[+]CF New Institutional WorldCapita Financial Managers
n/a
163.97174.410.00n/an/an/a
33[+]CF New JaguarCapita Financial Managers
92
3,207.590.478.357.396.4
34[+]CF New Viaduct Inst IncCapita Financial Managers
85
2,837.850.389.445.177.2
35[+]CF New VilltureCapita Financial Managers
44
788.37849.200.258.624.741.5
36[+]CF Packel GlobalCapita Financial Managers
54
183.320.864.927.138.0
37[+]CF PE Managed AccCapita Financial Managers
73
1,850.982.518.238.855.3
38[+]CF Purisima EAFE Total Return B PCGCapita Financial Managers
108
184.230.5517.157.576.5
39[+]CF Purisima Global Total Return PCG BCapita Financial Managers
112
240.070.3717.771.3102.5
40[+]CF Purisima UK Total Return B PCGCapita Financial Managers
103
166.821.868.533.547.7
41[+]CF Resilient MM Balanced Managed XCapita Financial Managers
63
163.251.357.238.250.4
42[+]CF Stewart Ivory Invest Mkt AccCapita Financial Managers
84
1,219.481,286.262.5411.543.869.4
43[+]CF The AbbotsfordCapita Financial Managers
73
1,951.601.209.538.562.7
44[+]CF WindrushCapita Financial Managers
51
2,002.050.563.924.241.9

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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