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 RISK4.6%
1 / 255
30.4%
2 / 242
41.6%
13 / 191
105.4%
2 / 162
Premier MultiAsset Glbl Gth
UT Flexible Investment
View Factsheet
MIXED ASSET - HIGHER RISK0.3%
119 / 255
26.6%
16 / 242
50.7%
2 / 191
95.1%
5 / 162
Royal London Sus Wrld Trst
UT Mixed Investment 40%-85% Shares
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MIXED ASSET - HIGHER RISK0.5%
120 / 281
25.4%
7 / 267
51.2%
3 / 242
97.9%
1 / 210
Shires Income plc
IT UK Equity Income
View Factsheet
MIXED ASSET - HIGHER RISK3.4%
8 / 24
21.7%
4 / 24
13.4%
19 / 24
70.2%
15 / 24
Premier MultiAsset Gth & Inc
UT Mixed Investment 40%-85% Shares
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MIXED ASSET - HIGHER RISK0.7%
97 / 281
19.6%
57 / 267
39.2%
10 / 242
83.8%
4 / 210
Jupiter Merlin Bal Pfl
UT Mixed Investment 40%-85% Shares
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MIXED ASSET - HIGHER RISK0.3%
155 / 281
18.8%
78 / 267
34.9%
26 / 242
62.6%
36 / 210
Threadneedle MthlyEx In
UT UK Equity & Bond Income
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MIXED ASSET - HIGHER RISK1.5%
4 / 29
17.6%
12 / 29
28.8%
8 / 26
78.5%
1 / 24
Newton MA Gth
UT Flexible Investment
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MIXED ASSET - HIGHER RISK-0.1%
196 / 255
17.2%
131 / 242
41.5%
15 / 191
85.1%
9 / 162
Henderson Inst Gbl Care Mgd
UT Mixed Investment 40%-85% Shares
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MIXED ASSET - HIGHER RISK0.9%
63 / 281
15.4%
177 / 267
31.7%
51 / 242
73.3%
11 / 210
Fidelity Moneybuilder Bln
UT Mixed Investment 40%-85% Shares
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MIXED ASSET - HIGHER RISK0.3%
168 / 281
11.9%
242 / 267
24.5%
167 / 242
53.5%
105 / 210
RIT Capital Partners plc
IT Flexible Investment
View Factsheet
MIXED ASSET - HIGHER RISK-1.3%
15 / 16
11.2%
13 / 15
50.4%
4 / 14
79.5%
4 / 13
Data provided by

Rated Funds Update: Rated Funds 2017

View a full list of our Rated Funds 2017 here