Lower Risk Mixed Asset Rated Funds

The ideal investment portfolio is made up of a mixture of assets such as equities (UK and/or overseas shares), bonds, property and cash. The reason for this is that it provides investors with exposure to asset classes that can perform well in a variety of market conditions.

You can do this yourself by building a portfolio of funds and trusts that focus on these assets. But increasing numbers of investors, particularly those starting out, are visiting a one-stop shop in the form of a mixed-asset fund or investment trust. These can provide a solid foundation for a portfolio, to which more specialist funds can then be added.

The range and variety has increased significantly in recent years. They can be used to provide regular income as well as to smooth growth. Others provide an element of both, but also aim to preserve wealth. You may wish to skew your portfolio more towards one type of asset (such as higher-risk equities or lower-risk bonds) to reflect your attitude to risk and your aims.

Our nine Rated Funds in the mixed asset - lower risk group typically have a lower weighting to equities than the higher-risk choices. Four aim to provide a secure source of steady income; five target low-risk growth or aim to produce income and growth while seeking to avoid excessive volatility.

MIXED ASSET - LOWER RISKBrowse other rated fund groups
Fund & Sector
Rated Funds Group
1 Month Perf.
1 Year Perf.
3 Year Perf.
5 Year Perf.
Seneca Gbl Inc & Gth Tst
IT Flexible Investment
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MIXED ASSET - LOWER RISK2.2%
6 / 16
20.6%
8 / 15
44%
6 / 14
102.2%
2 / 13
Jupiter Monthly Income
UT UK Equity & Bond Income
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MIXED ASSET - LOWER RISK1.8%
2 / 29
19%
6 / 29
32.6%
4 / 26
72.8%
3 / 24
Royal London Sus Div Trst
UT Mixed Investment 20%-60% Shares
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MIXED ASSET - LOWER RISK0.9%
48 / 205
18.1%
12 / 198
34.5%
4 / 171
66.5%
3 / 143
Capital Gearing Trust plc
IT Flexible Investment
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MIXED ASSET - LOWER RISK0.2%
11 / 16
12.3%
11 / 15
19.6%
13 / 14
27.6%
10 / 13
Fidelity Mlti Ast Inc
UT Mixed Investment 0%-35% Shares
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MIXED ASSET - LOWER RISK0.3%
58 / 85
11.8%
15 / 78
21.2%
9 / 56
43%
3 / 43
Premier Mlt Ast Monthly Inc
UT Mixed Investment 20%-60% Shares
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MIXED ASSET - LOWER RISK1.1%
30 / 205
11.1%
139 / 198
24.4%
46 / 171
63.3%
4 / 143
Newton Real Return
UT Targeted Absolute Return
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MIXED ASSET - LOWER RISK0.1%
56 / 77
2.6%
40 / 71
10.2%
25 / 56
21.8%
20 / 48
JPM Glbl Mac Bal
FO Mixed Asset - Cautious
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MIXED ASSET - LOWER RISK1%
35 / 104
-3.6%
96 / 96
6.4%
56 / 69
11.5%
46 / 53
Data provided by

Rated Funds Update: Rated Funds 2017

View a full list of our Rated Funds 2017 here