Higher Risk Mixed Asset Rated Funds

Typically, higher-risk mixed-asset funds will have a high exposure to equities, often to overseas-listed shares. They may also invest in asset classes that are not easy for private investors to access, such as private equity, infrastructure or currency trading strategies.

They can be suitable for investors targeting growth and also those seeking income. Investors who don't need the income generated can reinvest it via accumulation units or, in the case of investment trusts, via a dividend reinvestment scheme.

Quoted yields from the four Rated Funds for income-seekers in this 11-strong group will typically be higher than those in the lower-risk category.

Others, including two sustainable funds, explicitly target growth from a range of assets. A few aim to provide both growth and income, but with higher expected volatility in their performance from year to year.

MIXED ASSET - HIGHER RISKBrowse other rated fund groups
Fund & Sector
Rated Funds Group
1 Month Perf.
1 Year Perf.
3 Year Perf.
5 Year Perf.
Shires Income plc
IT UK Equity Income
View Factsheet
MIXED ASSET - HIGHER RISK3%
2 / 24
27.5%
1 / 24
31.7%
6 / 24
62.6%
17 / 24
Royal London Sus Wrld Trst
UT Mixed Investment 40-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK-0.6%
258 / 292
20.1%
4 / 279
50.7%
2 / 242
101.6%
1 / 219
Premier MultiAsset Glbl Gth
UT Flexible Investment
View Factsheet
MIXED ASSET - HIGHER RISK-0.3%
166 / 268
15.7%
33 / 241
50%
6 / 215
97.3%
4 / 181
TB Wise Multi-Asset Income
UT Flexible Investment
View Factsheet
MIXED ASSET - HIGHER RISK0.5%
53 / 268
15.3%
41 / 241
46.3%
14 / 215
90.9%
8 / 181
Newton MA Gth
UT Flexible Investment
View Factsheet
MIXED ASSET - HIGHER RISK-1.3%
257 / 268
14.3%
62 / 241
39.5%
39 / 215
83.1%
19 / 181
Premier MultiAsset Gth & Inc
UT Mixed Investment 40-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK0.2%
142 / 292
13.3%
56 / 279
39.8%
15 / 242
81.2%
5 / 219
Janus Henderson Inst GblRsMg
UT Mixed Investment 40-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK0.1%
153 / 292
12.6%
77 / 279
31.3%
89 / 242
74.7%
12 / 219
Jupiter Merlin Bal Pfl
UT Mixed Investment 40-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK0.3%
119 / 292
12.4%
89 / 279
36.2%
25 / 242
62.3%
47 / 219
Threadneedle MthlyEx In
UT UK Equity & Bond Income
View Factsheet
MIXED ASSET - HIGHER RISK-0.6%
23 / 28
8.4%
21 / 28
26.7%
16 / 25
63.5%
6 / 23
RIT Capital Partners plc
IT Flexible Investment
View Factsheet
MIXED ASSET - HIGHER RISK-1.3%
11 / 14
7.4%
10 / 14
45.3%
4 / 13
90.6%
3 / 13
Fidelity Moneybuilder Bln
UT Mixed Investment 40-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK0.9%
22 / 292
4.9%
265 / 279
18.1%
224 / 242
42%
180 / 219
Data provided by

Rated Funds Update: Rated Funds 2017

View a full list of our Rated Funds 2017 here