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 RISK-0.3%
180 / 261
22.2%
6 / 237
40.7%
17 / 203
100.2%
4 / 172
Shires Income plc
IT UK Equity Income
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MIXED ASSET - HIGHER RISK3.8%
1 / 24
21.6%
3 / 24
26.2%
11 / 24
72.2%
14 / 24
Premier MultiAsset Glbl Gth
UT Flexible Investment
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MIXED ASSET - HIGHER RISK0.4%
86 / 261
17.3%
19 / 237
49.6%
1 / 203
99.5%
5 / 172
Royal London Sus Wrld Trst
UT Mixed Investment 40-85% Shares
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MIXED ASSET - HIGHER RISK-0.5%
249 / 290
13.9%
27 / 280
50.1%
3 / 242
97.8%
2 / 210
Premier MultiAsset Gth & Inc
UT Mixed Investment 40-85% Shares
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MIXED ASSET - HIGHER RISK0.4%
79 / 290
13.8%
29 / 280
39.3%
16 / 242
84.5%
5 / 210
RIT Capital Partners plc
IT Flexible Investment
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MIXED ASSET - HIGHER RISK0.5%
4 / 16
10.6%
10 / 16
51.2%
3 / 14
81%
4 / 13
Jupiter Merlin Bal Pfl
UT Mixed Investment 40-85% Shares
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MIXED ASSET - HIGHER RISK-0.4%
220 / 290
9.9%
143 / 280
35.9%
28 / 242
62%
45 / 210
Henderson Inst Gbl Care Mgd
UT Mixed Investment 40-85% Shares
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MIXED ASSET - HIGHER RISK-0.6%
255 / 290
9.7%
155 / 280
32.5%
53 / 242
74%
13 / 210
Threadneedle MthlyEx In
UT UK Equity & Bond Income
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MIXED ASSET - HIGHER RISK-1.8%
28 / 28
7.7%
19 / 28
27.7%
9 / 25
71.1%
3 / 23
Newton MA Gth
UT Flexible Investment
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MIXED ASSET - HIGHER RISK0%
132 / 261
5.2%
201 / 237
40.3%
20 / 203
79%
24 / 172
Fidelity Moneybuilder Bln
UT Mixed Investment 40-85% Shares
View Factsheet
MIXED ASSET - HIGHER RISK-1.7%
290 / 290
1.3%
277 / 280
20.7%
211 / 242
45.1%
162 / 210
Data provided by

Rated Funds Update: Rated Funds 2017

View a full list of our Rated Funds 2017 here