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Funds & Fund Managers

All calculations in GBP, unless stated
over :
 Average Total Return : 1.2% (30 September 2017 - 30 September 2018)
Currency Total Return Standard Deviation Max Drawdown
1 of 148

GF Greek Bond Fund Domestic Bond - Eurobank

GBP

15.5%

14.5

-5.6%

2 of 148

Mercer Synthetic Equity-Linked Nominal Bond M2 GBP

GBP

11.3%

12.3

-4.6%

3 of 148

Momentum Sterling Balanced A

GBP

5.4%

5.6

-3.5%

4 of 148

Waverton Cautious Inc B GBP

GBP

5.0%

4.5

-3.7%

5 of 148

CF KB Ramogan Acc

GBP

4.6%

5.0

-4.2%

6 of 148

HSBC Global Strategy Conservative Portfolio C Acc

GBP

4.4%

3.7

-2.9%

7 of 148

Standard Life Inv Myfolio Market II Ret Acc

GBP

4.3%

3.8

-2.8%

8 of 148

Architas MA Passive Reserve R Acc

GBP

4.1%

4.0

-2.7%

9 of 148

VT Tcam Income Portfolio Net Inc

GBP

4.0%

2.5

-1.3%

10 of 148

VT Chelsea Managed Cautious Growth A GBP Net Acc

GBP

4.0%

4.8

-3.4%

11 of 148

Melchior Selected Trust Glbl Conservative I7 GBP

GBP

3.8%

3.7

-2.8%

12 of 148

VT Cautious Portfolio Overlay C

GBP

3.8%

3.9

-2.8%

13 of 148

Thesis Knotts Investment Fund

GBP

3.6%

6.1

-3.6%

14 of 148

LF Canlife Portfolio IV B Acc

GBP

3.5%

3.8

-2.6%

15 of 148

Royal London Sustainable Managed Gro Trust C Acc

GBP

3.5%

2.8

-2.0%

16 of 148

Architas MA Passive Prudent R Inc

GBP

3.4%

3.1

-2.2%

17 of 148

VT AJ Bell Passive Cautious I Acc

GBP

3.3%

3.2

-2.4%

18 of 148

The SEI Core GBP Wealth A Dist

GBP

3.1%

4.0

-2.7%

18 of 148

IFSL Tilney Bestinvest Conservative Ret Acc

GBP

3.1%

3.5

-2.4%

20 of 148

Kames Diversified Growth B Acc GBP

GBP

3.1%

3.9

-2.5%

21 of 148

Asset Allocator Fund A Acc

GBP

2.9%

4.8

-3.7%

22 of 148

Premier Multi-Asset Conservative Growth C Acc

GBP

2.9%

3.0

-2.3%

23 of 148

SVS Brown Shipley Cautious A Acc

GBP

2.7%

4.3

-3.4%

24 of 148

AI Cautious Pension Inc

GBP

2.7%

3.5

-3.2%

25 of 148

Legal & General Multi-Index 4 F Acc

GBP

2.7%

3.1

-2.6%

26 of 148

HC Verbatim Portfolio 3 B Acc

GBP

2.6%

3.0

-2.3%

27 of 148

Architas MA Blended Reserve R Inc

GBP

2.6%

2.8

-2.0%

28 of 148

Standard Life Inv Myfolio Multi Mngr II Ret Acc

GBP

2.4%

3.3

-2.6%

29 of 148

Standard Life Inv Myfolio Managed II Ret Acc

GBP

2.4%

3.3

-2.6%

30 of 148

Standard Life Inv Myfolio Market I Ret Acc

GBP

2.3%

2.5

-2.0%

31 of 148

Aviva Investors Multi-Asset Fund II SC1

GBP

2.3%

4.3

-3.5%

32 of 148

VT Grosvenor Cautious A Acc

GBP

2.3%

3.0

-2.3%

33 of 148

HSBC Global Strategy Cautious Portfolio X Acc

GBP

2.2%

2.8

-2.5%

34 of 148

SEI SGAF Moderate GBP Wealth Inc A

GBP

2.2%

2.8

-2.3%

35 of 148

EF Brompton Global Conservative B Acc

GBP

2.1%

3.0

-2.3%

36 of 148

Vanguard LifeStrategy 20% Equity Gross Acc

GBP

2.1%

2.2

-1.3%

37 of 148

Jupiter Merlin Conservative Portfolio GBP Acc

GBP

2.1%

2.7

-2.2%

38 of 148

LF Canlife Managed 0%-35% B Acc

GBP

2.0%

3.2

-1.8%

38 of 148

Wesleyan Low Risk/Reward Growth Fund B Acc

GBP

2.0%

3.8

-2.7%

40 of 148

Royal London GMAP Defensive M Acc GBP

GBP

1.9%

2.4

-1.8%

41 of 148

Santander Multi Index Fund 1 Retail Accumulation

GBP

1.9%

3.1

-2.3%

42 of 148

VT Greystone Conservative Managed R Acc

GBP

1.9%

2.0

-1.6%

43 of 148

Coutts Multi Asset Personal Portfolio 1 GBP A Acc

GBP

1.9%

2.5

-1.8%

44 of 148

MGTS Future Money Real Value GBP Acc

GBP

1.8%

3.7

-3.0%

45 of 148

NatWest Income

GBP

1.8%

4.1

-2.7%

46 of 148

Quilter Investors Cirilium Conserv Pass Pfl R Acc

GBP

1.8%

2.5

-2.1%

47 of 148

LF Prudential Dynamic Focused 0-30 Portfolio A Acc

GBP

1.8%

3.0

-2.2%

48 of 148

Investec Diversified Income A Acc Net GBP

GBP

1.8%

1.9

-1.2%

49 of 148

HSBC World Selection Conservative Acc C

GBP

1.7%

3.2

-3.1%

50 of 148

Scottish Widows Cautious Growth D Acc

GBP

1.7%

2.9

-2.1%

51 of 148

Dimensional World Allocation 20/80 Fund GBP Acc

GBP

1.7%

1.6

-1.3%

52 of 148

Legal & General Multi-Index 3 F Acc

GBP

1.6%

2.0

-1.6%

53 of 148

WAY Global Cautious Portfolio B Acc

GBP

1.6%

2.8

-2.2%

54 of 148

PUTM Cautious Acc

GBP

1.5%

3.4

-2.3%

55 of 148

KH Elite Multi Asset Conservative A GBP Inc

GBP

1.4%

2.2

-1.8%

56 of 148

Thesis Optima Income Acc

GBP

1.4%

2.8

-2.3%

56 of 148

BlackRock Consensus 35 A Acc

GBP

1.4%

3.8

-3.2%

58 of 148

F&C MM Lifestyle Foundation B Inc

GBP

1.4%

2.5

-1.7%

59 of 148

Janus Henderson Core 4 Income I Inc

GBP

1.3%

3.8

-3.6%

60 of 148

Legal & General Mixed Investment 0-20% D Acc

GBP

1.3%

1.5

-1.2%

61 of 148

Standard Life Inv Myfolio Managed Inc II Rtl Acc

GBP

1.3%

3.3

-2.8%

62 of 148

LF Prudential Dynamic 0-30 Portfolio A Inc

GBP

1.3%

2.4

-2.1%

63 of 148

Standard Life Inv Myfolio MultiMngr Inc II Rtl Acc

GBP

1.2%

3.3

-2.9%

64 of 148

Fondmapfre Eleccion Prudente, FI

GBP

1.2%

3.2

-2.6%

65 of 148

Threadneedle Managed Bond Ret A Acc GBP

GBP

1.2%

2.8

-2.5%

65 of 148

Scottish Widows Cautious Solution A Acc

GBP

1.2%

2.7

-2.6%

67 of 148

Scottish Widows Momentum Income Portfolio A Acc

GBP

1.1%

3.1

-2.6%

67 of 148

Barclays Wealth Global Markets 1 B Acc

GBP

1.1%

1.8

-1.4%

69 of 148

IFSL Brooks Macdonald Def Income B Inc

GBP

1.1%

3.1

-2.8%

70 of 148

7IM Cautious C Acc

GBP

1.0%

2.3

-1.8%

71 of 148

F&C High Income 1 Inc

GBP

1.0%

3.4

-2.6%

72 of 148

MI Charles Stanley Multi Asset 1 Defensive B Acc

GBP

1.0%

2.0

-1.7%

73 of 148

7IM Personal Injury C Acc

GBP

1.0%

2.3

-1.9%

74 of 148

Lloyds MultiStrat Conservative Strat

GBP

0.9%

3.8

-3.8%

74 of 148

Santander Max 30% Shares Portfolio Ret Acc

GBP

0.9%

2.7

-2.3%

76 of 148

Standard Life Inv Myfolio Managed I Ret Acc

GBP

0.9%

2.1

-1.8%

77 of 148

Fidelity Multi Asset Income A Acc

GBP

0.9%

3.3

-3.0%

77 of 148

SVS Cornelian Defensive RMP G Acc

GBP

0.9%

3.2

-3.0%

79 of 148

Scottish Widows Managed Income Portfolio A Acc

GBP

0.8%

2.7

-2.4%

80 of 148

Privee Select Cautious GBP A

GBP

0.8%

2.8

-2.2%

81 of 148

Standard Life Inv Myfolio Multi Mngr I Ret Acc

GBP

0.8%

2.1

-1.8%

82 of 148

Standard Life Inv Myfolio Managed Inc I Rtl Acc

GBP

0.7%

2.1

-1.9%

82 of 148

Aberdeen Diversified-Core Conservative R Acc

GBP

0.7%

0.9

-0.6%

84 of 148

Scottish Widows Defensive Solution A Acc

GBP

0.7%

2.3

-2.2%

84 of 148

Galaxy Absolute Return Limited

GBP

0.7%

2.5

-2.1%

86 of 148

WM Multi-Asset Conservative B (GBP)

GBP

0.7%

3.1

-2.4%

87 of 148

Threadneedle Managed Bond Focused A Acc GBP

GBP

0.7%

3.0

-2.6%

88 of 148

NatWest Cautious Growth

GBP

0.7%

3.0

-2.2%

89 of 148

Ashburton Global Defensive I Dis

GBP

0.7%

2.0

-1.4%

90 of 148

Bankinter Cartera Privada Conservadora B, FI

GBP

0.6%

3.5

-2.3%

91 of 148

TB Doherty Distribution B Acc

GBP

0.6%

3.7

-3.5%

92 of 148

Huntress Global Income

GBP

0.6%

2.5

-2.3%

93 of 148

TM Levitas B - A Net Acc

GBP

0.6%

2.6

-2.6%

93 of 148

7IM AAP Moderately Cautious (Dublin) C Acc

GBP

0.6%

2.4

-2.0%

95 of 148

Fidelity Multi Asset Defensive Acc

GBP

0.5%

2.7

-2.2%

96 of 148

Legal & General Mixed Investment 0-35% R Acc

GBP

0.5%

2.6

-2.6%

96 of 148

Standard Life Inv Myfolio MultiMngr Inc I Rtl Acc

GBP

0.5%

2.1

-1.9%

98 of 148

BOCHK Sterling Income Fund A

GBP

0.5%

0.3

-0.1%

99 of 148

Royal London GMAP Conservative M Acc GBP

GBP

0.5%

2.1

-1.4%

100 of 148

MI Charles Stanley Monthly High Income A Acc

GBP

0.4%

3.3

-3.1%

101 of 148

Libero Cautious LAPS Retail Acc

GBP

0.4%

2.8

-2.1%

102 of 148

AXA Defensive Distribution R Acc Net

GBP

0.3%

4.2

-3.7%

102 of 148

7IM AAP Moderately Cautious A Acc

GBP

0.3%

2.4

-2.0%

104 of 148

Sarasin IE GlobalSar - Income GBP A Acc

GBP

0.2%

2.2

-2.5%

105 of 148

Bankinter Cartera Privada Defensiva B, FI

GBP

0.2%

2.7

-2.2%

105 of 148

Bankinter Intl Fd Sicav Int Dvrsfd Portfolio A

GBP

0.2%

3.8

-3.1%

107 of 148

Abanca Gestion Moderado, FI

GBP

0.2%

3.3

-2.8%

108 of 148

SVS Cornelian Defensive B Acc

GBP

0.2%

2.8

-2.5%

109 of 148

Barclays MultiManager Portfolio 1 AD GBP

GBP

0.1%

2.4

-2.9%

109 of 148

Coutts Multi Asset UK Defensive GBP A Dist

GBP

0.1%

3.2

-2.6%

111 of 148

M&G Feeder of Optimal Income GBP I Inc

GBP

0.1%

2.7

-2.4%

112 of 148

7IM Moderately Cautious (Dublin) C Acc GBP

GBP

0.1%

2.4

-2.0%

113 of 148

GAM Star Defensive Inst GBP Acc

GBP

0.1%

3.3

-2.6%

113 of 148

HC Stirling House Monthly Income Ret Acc

GBP

0.1%

2.5

-2.3%

115 of 148

FP New Horizon High Income B Inc

GBP

0.0%

4.1

-4.2%

116 of 148

Architas MA Active Reserve R Net Acc

GBP

0.0%

2.0

-2.2%

117 of 148

IFSL Tilney B Adv Pass: Cautious Ret A Acc

GBP

0.0%

3.2

-2.9%

118 of 148

Barclays Multi-Asset High Income GBP Dis A

GBP

0.0%

4.8

-4.4%

119 of 148

Activa Global Defensive Patrimony A EUR

GBP

-0.2%

6.4

-4.1%

119 of 148

Bankinter Intl Fd Sicav Cimaltair Internatl A Cap

GBP

-0.2%

3.8

-3.0%

121 of 148

Fidelity Multi Asset Allocator Defensive A Net Acc

GBP

-0.3%

3.1

-3.5%

122 of 148

7IM AAP Income A Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

-0.3%

2.6

-2.1%

122 of 148

Quilter Investors Creation Bal Pfl 4 A GBP

GBP

-0.3%

3.6

-3.7%

124 of 148

LF Heartwood Defensive Multi Asset A Acc

GBP

-0.4%

2.1

-2.2%

125 of 148

VT Morningstar Informed Smartfund Caut Strat Z Inc

GBP

-0.4%

1.6

-1.6%

126 of 148

Scontinvest LU - Moderate Portfolio GBP

GBP

-0.4%

2.6

-2.4%

127 of 148

Abanca Gestion Conservador, FI

GBP

-0.4%

2.8

-2.4%

128 of 148

Hume Cautious Multi-Asset GBP Fund

GBP

-0.5%

1.1

-1.2%

129 of 148

Legal & General Mixed Investment Inc 0-35% D Acc

GBP

-0.5%

2.9

-2.7%

130 of 148

FP New Horizon Cautious B Inc

GBP

-0.6%

3.6

-3.5%

131 of 148

St. James's Place Strategic Income L Acc

GBP

-0.6%

3.6

-4.0%

132 of 148

7IM Moderately Cautious A Acc

GBP

-0.6%

2.4

-2.0%

133 of 148

HSBC Wealth Strategic Solutions 1 - Con Acc

GBP

-0.7%

2.1

-2.5%

134 of 148

Nedgroup Investment Inc MultiFund A GBP Acc

GBP

-0.9%

1.4

-1.5%

135 of 148

Ashburton Global Defensive Sterling Feeder

GBP

-0.9%

2.4

-1.9%

135 of 148

Barclays Multi-Asset Income GBP Dis A

GBP

-0.9%

4.0

-4.4%

137 of 148

Aviva Investors Multi-Asset Fund I SC1

GBP

-0.9%

1.8

-2.0%

138 of 148

Smartfund Cautious Fund A

GBP

-1.1%

3.4

-3.8%

139 of 148

JPM Global Macro Balanced Fund A Net Acc

GBP

-1.2%

3.7

-4.7%

140 of 148

Coram Global Defensive A

GBP

-1.2%

2.4

-2.8%

141 of 148

Quilter Inv Creation Conservative Pfl 3 A GBP

GBP

-1.4%

2.2

-2.4%

142 of 148

Scontinvest LU - Income Portfolio GBP

GBP

-1.6%

1.6

-2.4%

143 of 148

Invesco Global Financial Capital (UK) Acc

GBP

-1.7%

5.6

-5.8%

144 of 148

Sentinel Defensive Portfolio A Acc

GBP

-1.9%

1.1

-2.1%

145 of 148

Aberdeen Diversified-Core Cautious R Acc

GBP

-2.6%

3.0

-4.2%

146 of 148

Jupiter Distribution Acc

GBP

-2.6%

3.5

-4.1%

147 of 148

UBS Multi Asset Income A Inc Gross

GBP

-3.4%

2.7

-4.7%

148 of 148

VT iFunds Absolute Return Indigo A Acc

GBP

-5.0%

4.5

-6.5%

Funds with less than 12 months history are below. View 1 month performance

L&G Multi Asset Core 20 R EUR Acc

LFPartners Inv Funds-Multi-Assets A GBP

Sarasin Income & Reserves A Acc GBP

VT Tatton Blended Cautious A ACC

Show more funds
Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated). Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.