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.
TB Wise Income
UT Flexible Investment
View Factsheet
MIXED ASSET - HIGHER RISK0.3%
153 / 252
28.7%
5 / 245
39.9%
18 / 194
91.8%
3 / 162
Premier MultiAsset Glbl Gth
UT Flexible Investment
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MIXED ASSET - HIGHER RISK0.8%
72 / 252
26.2%
20 / 245
51.9%
1 / 194
89.1%
5 / 162
Shires Income plc
IT UK Equity Income
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MIXED ASSET - HIGHER RISK2.1%
12 / 24
25.5%
4 / 24
13.5%
15 / 24
62%
18 / 24
Royal London Sus Wrld Trst
UT Mixed Investment 40%-85% Shares
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MIXED ASSET - HIGHER RISK1.7%
32 / 289
24.6%
15 / 272
48.3%
3 / 246
96.6%
1 / 209
RIT Capital Partners plc
IT Flexible Investment
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MIXED ASSET - HIGHER RISK2%
6 / 16
19.6%
10 / 15
53.8%
3 / 14
71%
4 / 13
Premier MultiAsset Gth & Inc
UT Mixed Investment 40%-85% Shares
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MIXED ASSET - HIGHER RISK0.7%
102 / 289
19.2%
91 / 272
39.6%
10 / 246
78.6%
4 / 209
Jupiter Merlin Bal Pfl
UT Mixed Investment 40%-85% Shares
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MIXED ASSET - HIGHER RISK1%
66 / 289
17.9%
127 / 272
33.9%
37 / 246
59.8%
35 / 209
Threadneedle MthlyEx In
UT UK Equity & Bond Income
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MIXED ASSET - HIGHER RISK1.1%
7 / 29
15.8%
15 / 29
28.6%
8 / 26
73.5%
2 / 24
Newton MA Gth
UT Flexible Investment
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MIXED ASSET - HIGHER RISK1.1%
42 / 252
15.4%
162 / 245
39.5%
21 / 194
82.9%
9 / 162
Henderson Inst Gbl Care Mgd
UT Mixed Investment 40%-85% Shares
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MIXED ASSET - HIGHER RISK0.8%
88 / 289
15.2%
205 / 272
29%
92 / 246
68.7%
11 / 209
Fidelity Moneybuilder Bln
UT Mixed Investment 40%-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK1.6%
34 / 289
11.1%
255 / 272
25.2%
170 / 246
53.3%
81 / 209
Data provided by

Rated Funds Update: Rated Funds 2017

View a full list of our Rated Funds 2017 here