Investment funds in Mixed Investment 0-35% Shares

Browse other sectors
Fund
1 Month Perf.
1 Year Perf.
3 Year Perf.
5 Year Perf.
OCF
SVS TPI Cautious 3
View Factsheet
0.8%
55 / 87
16.7%
1 / 78
-
-
-
-
0.98%
BlackRock NURS II Consensus 35
View Factsheet
0.9%
48 / 87
16.6%
2 / 78
29.4%
1 / 56
-
-
-
TM The Beamish
View Factsheet
1.6%
5 / 87
16.1%
3 / 78
11.6%
52 / 56
11.8%
43 / 43
1.41%
Old Mutual Cirilium Cons
View Factsheet
0.9%
43 / 87
15.9%
4 / 78
25.5%
4 / 56
39.3%
10 / 43
1.09%
7IM AAP Income
View Factsheet
0.6%
68 / 87
15.8%
5 / 78
17.7%
25 / 56
35%
14 / 43
0.81%
SJP Strategic Income
View Factsheet
0.4%
78 / 87
14.9%
6 / 78
-
-
-
-
-
Omnis Mgd Caut
View Factsheet
1.3%
18 / 87
14.9%
7 / 78
25.8%
3 / 56
52.8%
1 / 43
0.89%
S&W Barro II Trust
View Factsheet
1.3%
20 / 87
14.5%
8 / 78
12.6%
-
18%
-
1.31%
AXA Defensive Dist
View Factsheet
0.9%
45 / 87
14.4%
9 / 78
19.6%
16 / 56
33.7%
16 / 43
0.77%
Royal London Sus MG Trst
View Factsheet
1.7%
2 / 87
14.2%
10 / 78
26.8%
2 / 56
-
-
0.71%
CF PruDyFo0-30Pf
View Factsheet
1.3%
15 / 87
13.4%
11 / 78
18.4%
21 / 56
38.1%
11 / 43
0.83%
Architas MA Actv Mdrt Inc
View Factsheet
0.8%
56 / 87
13.2%
12 / 78
20.6%
11 / 56
39.7%
9 / 43
1.34%
Architas Divfd Gbl Inc
View Factsheet
1.4%
12 / 87
13.1%
13 / 78
-
-
-
-
1.4%
Threadneedle Mgd Bd Focused
View Factsheet
1.4%
9 / 87
13.1%
14 / 78
17.3%
26 / 56
36.9%
13 / 43
0.77%
Fidelity Mlti Ast Inc
View Factsheet
1.1%
28 / 87
12.8%
15 / 78
21.5%
8 / 56
45%
4 / 43
1.13%
S&W Saltus Income
View Factsheet
1.4%
10 / 87
12.8%
16 / 78
-
-
-
-
2.54%
FP Brompton Global Conservative
View Factsheet
1%
39 / 87
12.7%
17 / 78
20.3%
13 / 56
-
-
1.71%
Old Mutual CiriliumConPas
View Factsheet
0.5%
74 / 87
12.5%
18 / 78
23.1%
6 / 56
-
-
0.85%
Barclays High Income Port
View Factsheet
1.4%
11 / 87
12.4%
19 / 78
12.1%
50 / 56
32.5%
18 / 43
1.51%
Threadneedle Managed Bond
View Factsheet
1.2%
24 / 87
12.3%
20 / 78
17.8%
24 / 56
30.6%
26 / 43
0.71%
Aberdeen Divfd Core Cautious
View Factsheet
0.6%
66 / 87
12.3%
21 / 78
-
-
-
-
0.45%
SVS TPI Cautious 2
View Factsheet
1.2%
21 / 87
12.3%
22 / 78
-
-
-
-
0.63%
Scot Wid Momentum Inc Pfl
View Factsheet
1.3%
14 / 87
12.2%
23 / 78
16.2%
31 / 56
30.7%
24 / 43
1.37%
PUTM Cautious
View Factsheet
1.4%
13 / 87
12.1%
24 / 78
24%
5 / 56
47%
2 / 43
0.2%
Architas MM Mthly Hi Inc
View Factsheet
1%
37 / 87
12%
25 / 78
16.6%
29 / 56
32.3%
19 / 43
0.94%
Jupiter Merlin Cnsrv Pfl
View Factsheet
1.1%
32 / 87
12%
26 / 78
18.1%
22 / 56
-
-
1%
City Financial MlAss Dvfd
View Factsheet
1.1%
27 / 87
11.9%
27 / 78
12.7%
49 / 56
31.2%
22 / 43
1.33%
CF PruDy0-30Pf
View Factsheet
1.7%
4 / 87
11.9%
28 / 78
18.4%
20 / 56
39.7%
8 / 43
1.51%
Fidelity MlAsOpDef
View Factsheet
1.1%
33 / 87
11.8%
29 / 78
18.6%
19 / 56
-
-
1.45%
SVS Brown Shipley Cautious
View Factsheet
1.5%
6 / 87
11.7%
30 / 78
-
-
-
-
1.38%
Threadneedle Navig Caut Mgd
View Factsheet
1.3%
17 / 87
11.7%
31 / 78
20.5%
12 / 56
40.1%
7 / 43
1.64%
SVS TPI Cautious 1
View Factsheet
1.5%
7 / 87
11.6%
32 / 78
-
-
-
-
0.83%
L&G Mixed Inv Inc 0-35 %
View Factsheet
1.1%
30 / 87
11.6%
33 / 78
-
-
-
-
0.51%
VT Turcan Connell Inc Pfl
View Factsheet
0.4%
76 / 87
11.5%
34 / 78
16.5%
30 / 56
-
-
1.45%
HSBC World Seltn Cons Pfl
View Factsheet
0.5%
71 / 87
11.3%
35 / 78
-
-
-
-
0.84%
IFSL TlyBtnvAdPasCauPfl
View Factsheet
1.1%
31 / 87
11.2%
36 / 78
-
-
-
-
-
TM UBSUKGbl Yield
View Factsheet
1.2%
23 / 87
11.1%
37 / 78
17.1%
27 / 56
28.3%
30 / 43
1.79%
L&G Mixed Investment 0-35%
View Factsheet
0.9%
50 / 87
10.9%
38 / 78
18.9%
18 / 56
40.3%
5 / 43
0.47%
WAY Gbl Cautious Portfolio
View Factsheet
0.8%
57 / 87
10.8%
39 / 78
13.6%
42 / 56
24.5%
37 / 43
1.69%
CF Canlife Portfolio III
View Factsheet
1%
36 / 87
10.8%
40 / 78
22.4%
7 / 56
-
-
0.89%
Sarasin Alp CIF for Inc & Res
View Factsheet
1.2%
22 / 87
10.5%
41 / 78
20.3%
14 / 56
40.1%
6 / 43
1.02%
FP New HorizonInc
View Factsheet
0%
84 / 87
10.4%
42 / 78
11.8%
51 / 56
25.7%
34 / 43
1.75%
Lib Caut
View Factsheet
0.9%
46 / 87
10.3%
43 / 78
16.9%
28 / 56
29.7%
27 / 43
1.12%
Royal London Cautious Managed
View Factsheet
0.9%
47 / 87
10.2%
44 / 78
-
-
-
-
0.7%
Barclays Income Plus Port
View Factsheet
1.3%
16 / 87
10.2%
45 / 78
13%
45 / 56
28.1%
31 / 43
1.52%
MGTS Greystone Cons Mgd
View Factsheet
1.1%
34 / 87
10.1%
46 / 78
14%
38 / 56
31%
23 / 43
1.38%
IFSL Brooks Macdonald DI
View Factsheet
1.2%
26 / 87
9.8%
47 / 78
15.3%
32 / 56
37.9%
12 / 43
1.35%
IFSL Brunsdon Cautious Growth
View Factsheet
1%
40 / 87
9.7%
48 / 78
14.6%
33 / 56
24.9%
35 / 43
1.42%
7IM Moderately Cautious
View Factsheet
0.4%
79 / 87
9.5%
49 / 78
13.2%
43 / 56
30.6%
25 / 43
1.29%
Scot Wid IPS Higher Inc Pfl
View Factsheet
1.1%
29 / 87
9.4%
50 / 78
13.7%
41 / 56
30.1%
-
0.83%
CF Miton Def Ml Ass
View Factsheet
0.9%
49 / 87
9.2%
51 / 78
19.7%
15 / 56
19.9%
40 / 43
0.92%
FP New Horizon Caut
View Factsheet
-0.1%
87 / 87
9.2%
52 / 78
14.4%
34 / 56
20.8%
38 / 43
1.7%
Vanguard LifeStrategy20%Equi
View Factsheet
0.7%
60 / 87
9.2%
53 / 78
21.4%
10 / 56
34.6%
15 / 43
0.22%
Jupiter Distribution
View Factsheet
1.2%
25 / 87
9.1%
55 / 78
21.5%
9 / 56
45.9%
3 / 43
0.63%
L&G Mixed Investment 0-20%
View Factsheet
0.7%
59 / 87
9%
56 / 78
-
-
-
-
0.45%
TM Levitas B
View Factsheet
0.9%
44 / 87
8.9%
57 / 78
14.2%
36 / 56
-
-
1.19%
7IM Personal Injury
View Factsheet
0%
83 / 87
8.6%
58 / 78
12.9%
47 / 56
26.2%
33 / 43
0.69%
Fidelity MltAstDef
View Factsheet
0.6%
69 / 87
8.6%
59 / 78
19.6%
17 / 56
28.7%
29 / 43
1.34%
Henderson Multi-Mgr Divfd
View Factsheet
1%
42 / 87
8.4%
54 / 78
12.2%
48 / 56
36.4%
-
1.22%
7IM AAP Moderately Caut
View Factsheet
0.2%
81 / 87
8.4%
60 / 78
13.1%
44 / 56
29.2%
28 / 43
0.69%
FP Matterley Reg Hi Inc
View Factsheet
1.5%
8 / 87
8.3%
61 / 78
13%
46 / 56
33.6%
17 / 43
1.08%
SVS TPI Cautious 7
View Factsheet
0.2%
80 / 87
8.2%
62 / 78
-
-
-
-
0.66%
SVS TPI Cautious 4
View Factsheet
0.7%
64 / 87
8.2%
63 / 78
-
-
-
-
1.28%
7IM Cautious
View Factsheet
-0%
86 / 87
8%
64 / 78
-
-
-
-
0.91%
Royal London GMAP Defensive
View Factsheet
0.6%
65 / 87
7.7%
65 / 78
-
-
-
-
0.59%
SVS TPI Defensive 7
View Factsheet
0.1%
82 / 87
7.6%
66 / 78
-
-
-
-
0.78%
MGTS IBOSS 1
View Factsheet
0.9%
52 / 87
7.6%
67 / 78
-
-
-
-
0.79%
Fidelity MltAsAllDe
View Factsheet
0.5%
72 / 87
7.6%
68 / 78
18.1%
23 / 56
24.8%
36 / 43
0.28%
SVS TPI Defensive 2
View Factsheet
0.4%
77 / 87
7.4%
69 / 78
-
-
-
-
0.86%
Thesis Optima Income
View Factsheet
1%
38 / 87
7%
70 / 78
13.8%
40 / 56
32.3%
20 / 43
1.67%
Your Portfolio II
View Factsheet
0.6%
70 / 87
7%
71 / 78
13.9%
39 / 56
-
-
0.63%
Barclays Income Portfolio
View Factsheet
0.9%
50 / 87
6.8%
72 / 78
10.7%
53 / 56
20.5%
39 / 43
1.2%
Barclays Wealth Gbl Mkts 1
View Factsheet
0.4%
75 / 87
6.8%
73 / 78
8.6%
56 / 56
18.7%
41 / 43
0.45%
Scot Wid IPS Income Pfl
View Factsheet
0.8%
54 / 87
6.7%
74 / 78
10.7%
54 / 56
25%
-
0.75%
Investec Divfd Inc
View Factsheet
0.6%
67 / 87
6%
75 / 78
14.1%
37 / 56
31.3%
21 / 43
0.78%
MI CharStMuAs1Def
View Factsheet
0.5%
73 / 87
5.5%
76 / 78
9.1%
55 / 56
17.8%
42 / 43
0.92%
JPM Global Macro Balanced
View Factsheet
1.9%
1 / 87
0.3%
77 / 78
14.4%
35 / 56
26.3%
32 / 43
0.78%
VT MSInSFCautStrat
View Factsheet
-
85 / 87
-
78 / 78
-
-
-
-
1.26%
SVS TPI Defensive 6
View Factsheet
0.7%
63 / 87
-
-
-
-
-
-
0.6%
IFSL TlyBtnvGlDPf
View Factsheet
0.7%
61 / 87
-
-
-
-
-
-
-
IFSL TlyBtnvGlInPf
View Factsheet
1%
35 / 87
-
-
-
-
-
-
-
UBS (UK) Gbl Yield Allocation
View Factsheet
0.8%
53 / 87
-
-
-
-
-
-
0.86%
VT Grosvenor Cautious
View Factsheet
1%
41 / 87
-
-
-
-
-
-
1.37%
CF Canlife Managed 0%-35%
View Factsheet
1.3%
19 / 87
-
-
-
-
-
-
0.78%
VT AJ Bell Passive Cautious
View Factsheet
0.7%
62 / 87
-
-
-
-
-
-
-
VT AJ Bell Pasv Mod Caut
View Factsheet
0.8%
58 / 87
-
-
-
-
-
-
-
VT Chelsea Mgd Caut Gth
View Factsheet
-
-
-
-
-
-
-
-
-
Wesleyan LowRiReGro
View Factsheet
1.7%
3 / 87
-
-
-
-
-
-
1.21%
Data provided by

The Content is only for your general information and use and is not intended to address your particular requirements. The Content does not constitute any form of advice, recommendation or arrangement by Money Observer and is not intended to be relied upon by you in making (or refraining from making) any specific investment or other decisions. Appropriate independent advice should be obtained before making any such decision.

This information is sourced from our partner Financial Express. We believe the data to be correct however you should take care in using any information.

You should be aware that prices may fall as well as rise and that the income derived can go down as well as up. When buying or selling any investment that fluctuates in price or value you may get back less than you invested. Past performance is not necessarily a guide to future performance.