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 RISK2.7%
7 / 25
32.7%
2 / 25
29.8%
10 / 25
68%
11 / 25
Royal London Sus Wrld Trst
UT Mixed Investment 40-85% Shares
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MIXED ASSET - HIGHER RISK1.8%
72 / 292
18.7%
5 / 280
48.8%
3 / 240
99.2%
1 / 219
Premier MultiAsset Glbl Gth
UT Flexible Investment
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MIXED ASSET - HIGHER RISK1.6%
141 / 267
14%
46 / 246
48%
9 / 213
90%
4 / 184
Newton MA Gth
UT Flexible Investment
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MIXED ASSET - HIGHER RISK0.8%
218 / 267
13.8%
53 / 246
36.3%
54 / 213
80.1%
17 / 184
TB Wise Multi-Asset Income
UT Flexible Investment
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MIXED ASSET - HIGHER RISK0.3%
254 / 267
12.6%
83 / 246
43.8%
18 / 213
85.8%
9 / 184
Premier MultiAsset Gth & Inc
UT Mixed Investment 40-85% Shares
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MIXED ASSET - HIGHER RISK1.3%
176 / 292
11.9%
70 / 280
38.3%
20 / 240
75.7%
7 / 219
Jupiter Merlin Bal Pfl
UT Mixed Investment 40-85% Shares
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MIXED ASSET - HIGHER RISK1.3%
180 / 292
11.7%
78 / 280
33.2%
45 / 240
58.8%
53 / 219
Janus Henderson Inst GblRsMg
UT Mixed Investment 40-85% Shares
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MIXED ASSET - HIGHER RISK1.1%
227 / 292
11.5%
82 / 280
29%
106 / 240
70%
14 / 219
Threadneedle MthlyEx In
UT UK Equity & Bond Income
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MIXED ASSET - HIGHER RISK0.9%
19 / 27
8.4%
18 / 27
22.8%
17 / 24
62.2%
4 / 22
RIT Capital Partners plc
IT Flexible Investment
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MIXED ASSET - HIGHER RISK-1%
12 / 14
6.6%
10 / 14
44.1%
6 / 13
84%
2 / 13
Fidelity Moneybuilder Bln
UT Mixed Investment 40-85% Shares
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MIXED ASSET - HIGHER RISK0.2%
288 / 292
4.1%
269 / 280
13.2%
233 / 240
40.2%
180 / 219
Data provided by

Rated Funds Update: Rated Funds 2017

View a full list of our Rated Funds 2017 here