In the table below, we organise our featured funds into different categories to guide you towards funds that are suitable for your needs.
Investment Association sector definition: Funds managed with the aim of delivering positive returns in any market conditions, but returns are not guaranteed.
Funds in this sector may aim to achieve a return that is more demanding than a “greater than zero after fees objective.”
Funds in this sector must clearly state the timeframe over which they aim to meet their stated objective to allow the Investment Association and investors to make a distinction between funds on this basis. The timeframe must not be longer than three years.
| Fund Name | SRRI* | Fund Snapshot | ||
|---|---|---|---|---|
| Multi-Asset, Diversified | ||||
| Legal & General Multi-Asset Target Return | 4 | A globally diversified, multi-asset fund, with the team seeking to incorporate complementary sources of return with portfolio insurance strategies. The fund's performance aspiration is 5% p.a. above cash (before fees) over a rolling 3-year period. Within its sector, the fund features in our 'Multi-Asset, Diversified' category. | ||
| Multi-Asset, Directional | ||||
| BNY Mellon Real Return | 4 | A globally diversified, multi-asset fund that is structured around the team's global themes. The fund is constructed with a return-seeking core combined with a series of offsetting risk positions. The fund aims to deliver positive returns within a range of cash and cash plus 4% (SONIA 30-day compounded) before fees over 5 years. Within its sector, the fund features in our 'Multi-Asset, Directional' category. | ||
| Long/Short Equity, Conditionally Directional | ||||
| Janus Henderson Absolute Return | 4 | An equity fund that incorporates long and short positions in UK and overseas companies, managed with a view to delivering positive performance and limiting drawdowns. The net exposure to equities is adjusted pro-actively according to the perceived opportunity set. The approach is informed by the managers' top-down views and industry factors affecting firms. Within its sector, the fund features in our 'Long/Short Equity, Conditionally Directional' category. | ||
| Long/Short Equity, Market Neutral | ||||
| Premier Miton Tellworth UK Select | 3 | A long/short UK equity fund whereby the managers seek to deliver positive annual returns with controlled volatility. Net equity exposure is limited to +/-10%, with stock selection the main driver of returns. Within its sector, the fund features in our 'Long/Short Equity, Market Neutral' category. | ||
| * A fund's KIID Synthetic Risk and Reward Indicator (SRRI) is a regulatory measurement that is, where possible, calculated from the volatility of a fund’s weekly performance over a five-year period. This is calculated by and sourced from third party Asset Managers, who submit this information to data providers. The methodology is set by the Committee of European Securities Regulators (CESR). In producing this report, we have used the SRRI scores of the oldest/primary share classes, as determined by Morningstar Direct (our data supplier), but we do not vouch for their accuracy. It is important to note that different share classes may have differing SRRI scores and that SRRI scores can change at any time. | ||||
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