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 in this sector are required to have a range of different investments. The fund must have between 20% and 60% invested in company shares (equities). At least 30% of the fund must be in fixed income investments (for example, corporate and government bonds) and/or “cash” investments. “Cash” can include investments such as current account cash, short-term fixed income investments and certificates of deposit.
| Fund Name | SRRI* | Fund Snapshot | ||
|---|---|---|---|---|
| Bond Biased, Primarily Global Bonds and Global Equities | ||||
| Artemis Monthly Distribution | 4 | A mixed asset fund of bonds (around 50%) and global equities (around 50%) that aims to generate an attractive income, which is paid monthly. In seeking to achieve the objective, the managers think carefully about the balance between capital growth and security of income. Within its sector, the fund features in our 'Bond Biased, Primarily Global Bonds and Global Equities' category. | ||
| Bond Biased, Primarily Pan-European Bonds and Global Equities | ||||
| Invesco Distribution | 4 | A mixed asset fund of bonds, equities and cash, with a permanent bias to bonds. The approach seeks to combine a consideration for income, which is paid monthly, with a concern for long-term capital growth. Within its sector, the fund features in our 'Bond Biased, Primarily Pan-European Bonds and Global Equities' category. | ||
| Flexible Mix, Primarily Global Bonds and Global Equities | ||||
| JPM Multi-Asset Income | 4 | An income-focused, multi-asset fund. The approach is flexible, and, while income generation is a priority, the fund does not over-reach for yield, paying out its 'natural' rate of income. The fund is globally diversified by asset class and holdings with a view to controlling risk. Within its sector, the fund features in our 'Flexible Mix, Primarily Global Bonds and Global Equities' category. | ||
| M&G Income and Growth | 5 | A diversified multi-asset fund, managed with flexibility but against the backdrop of a robust valuation framework. The fund is managed for total return, with the delivery of a growing income stream being a key feature of the process. Within its sector, the fund features in our 'Flexible Mix, Primarily Global Bonds and Global Equities' category. | ||
| Orbis OEIC Global Cautious | 3 | A multi-asset fund with no set cash/bond/equity allocations, with the managers taking a holistic approach to balancing risk and return. The fund is managed using a distinctive, naturally contrarian approach, with a focus upon intrinsic value and consideration of a company’s entire capital structure. Within its sector, the fund features in our ‘Flexible Mix, Primarily Global Bonds and Global Equities’ 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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