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
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MIXED ASSET - HIGHER RISK5%
3 / 24
28%
2 / 24
37.5%
8 / 24
67.5%
17 / 24
TB Wise Multi-Asset Income
UT Flexible Investment
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MIXED ASSET - HIGHER RISK2.1%
187 / 269
19.6%
8 / 240
49.7%
24 / 206
95.3%
6 / 174
Royal London Sus Wrld Trst
UT Mixed Investment 40-85% Shares
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MIXED ASSET - HIGHER RISK4.1%
5 / 286
15%
10 / 277
59.7%
2 / 239
100.7%
1 / 212
Premier MultiAsset Glbl Gth
UT Flexible Investment
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MIXED ASSET - HIGHER RISK3.1%
85 / 269
13.7%
39 / 240
59.5%
3 / 206
100.6%
3 / 174
RIT Capital Partners plc
IT Flexible Investment
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MIXED ASSET - HIGHER RISK2.4%
5 / 14
13%
8 / 15
57.8%
4 / 14
91.1%
3 / 13
Premier MultiAsset Gth & Inc
UT Mixed Investment 40-85% Shares
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MIXED ASSET - HIGHER RISK2.5%
166 / 286
11.9%
51 / 277
46.9%
20 / 239
83.5%
5 / 212
Henderson Inst Gbl Care Mgd
UT Mixed Investment 40-85% Shares
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MIXED ASSET - HIGHER RISK3.3%
49 / 286
9.7%
124 / 277
40.4%
53 / 239
76.7%
12 / 212
Threadneedle MthlyEx In
UT UK Equity & Bond Income
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MIXED ASSET - HIGHER RISK2.4%
17 / 28
9.6%
10 / 28
37.4%
6 / 25
72%
1 / 23
Jupiter Merlin Bal Pfl
UT Mixed Investment 40-85% Shares
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MIXED ASSET - HIGHER RISK3.2%
66 / 286
8.8%
164 / 277
44%
25 / 239
62.6%
48 / 212
Newton MA Gth
UT Flexible Investment
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MIXED ASSET - HIGHER RISK3.6%
46 / 269
8.1%
153 / 240
50.7%
20 / 206
82.9%
22 / 174
Fidelity Moneybuilder Bln
UT Mixed Investment 40-85% Shares
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MIXED ASSET - HIGHER RISK1.1%
277 / 286
2.6%
269 / 277
24%
221 / 239
44.6%
166 / 212
Data provided by

Rated Funds Update: Rated Funds 2017

View a full list of our Rated Funds 2017 here