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
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MIXED ASSET - HIGHER RISK-0.3%
256 / 262
33%
17 / 244
42.6%
17 / 198
112.6%
4 / 169
Premier MultiAsset Glbl Gth
UT Flexible Investment
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MIXED ASSET - HIGHER RISK2.6%
36 / 262
32.4%
21 / 244
52.1%
3 / 198
110.3%
5 / 169
Royal London Sus Wrld Trst
UT Mixed Investment 40-85% Shares
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MIXED ASSET - HIGHER RISK2.6%
25 / 281
30.7%
9 / 271
54.9%
2 / 241
113.4%
1 / 208
Shires Income plc
IT UK Equity Income
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MIXED ASSET - HIGHER RISK0.4%
9 / 24
29%
2 / 24
13.3%
21 / 24
76.6%
18 / 24
Premier MultiAsset Gth & Inc
UT Mixed Investment 40-85% Shares
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MIXED ASSET - HIGHER RISK1.9%
82 / 281
23.9%
63 / 271
40.4%
15 / 241
93.5%
4 / 208
Jupiter Merlin Bal Pfl
UT Mixed Investment 40-85% Shares
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MIXED ASSET - HIGHER RISK2.1%
64 / 281
23.5%
69 / 271
37.9%
26 / 241
71.2%
40 / 208
RIT Capital Partners plc
IT Flexible Investment
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MIXED ASSET - HIGHER RISK3.9%
4 / 16
21%
10 / 16
56.6%
3 / 14
71%
4 / 13
Newton MA Gth
UT Flexible Investment
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MIXED ASSET - HIGHER RISK1.3%
157 / 262
20.4%
145 / 244
43.7%
12 / 198
94%
14 / 169
Henderson Inst Gbl Care Mgd
UT Mixed Investment 40-85% Shares
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MIXED ASSET - HIGHER RISK1.9%
73 / 281
19.9%
156 / 271
34.9%
42 / 241
84.3%
10 / 208
Threadneedle MthlyEx In
UT UK Equity & Bond Income
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MIXED ASSET - HIGHER RISK0.2%
19 / 28
18.5%
14 / 28
31.5%
7 / 25
87.9%
1 / 23
Fidelity Moneybuilder Bln
UT Mixed Investment 40-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK-0.4%
278 / 281
11.5%
260 / 271
23.6%
198 / 241
55.3%
137 / 208
Data provided by

Rated Funds Update: Rated Funds 2017

View a full list of our Rated Funds 2017 here