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Mixed Assets - Flexible GBP

165 Funds 124 Fund Managers 10 Rated Fund Managers

Showing fund managers & funds available in Investment Trust Insider. View fund & fund manager rankings globally

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For news and performance for funds and managers available

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Funds & Fund Managers

All calculations in GBP, unless stated

over :

Average Manager Total Return : 5.0% (31 July 2017 - 31 July 2018)
		Total Return
1 of 110	Robin Geffen Neptune Global Alpha A Acc GBP	17.1%
2 of 110	Graham Wainer Stonehage Fleming Global Growth Portfolio A Inc	14.5%
2 of 110	Peter McLean Stonehage Fleming Global Growth Portfolio A Inc	14.5%
4 of 110	Peter Michaelis Liontrust Sustainable Future Absolute Growth 2 Acc	13.2%
4 of 110	Simon Clements Liontrust Sustainable Future Absolute Growth 2 Acc	13.2%
6 of 110	Nabil Owadally F&C UK Equity Linked Inflation F&C Overseas Equity Linked UK Gilt F&C UK Equity Linked Gilt F&C Overseas Equity Linked UK Inflation	11.4%
7 of 110	Peter Hewitt F&C Multi Manager Investment Trust 1 Acc	11.1%
8 of 110	Nancy Curtin Close Strategic Alpha A Acc	10.6%
9 of 110	Caroline Shaw Courtiers Total Return Growth	10.4%
10 of 110	Neil Birrell Premier Diversified D Inc	9.7%
11 of 110	Simon Milne S&W Aubrey Collective Conviction A Acc	9.5%
12 of 110	Roy Ettlinger Credo Growth A Retail Acc GBP	9.4%
13 of 110	Peter Martin LF Odey Portfolio Sterling R Acc	9.2%
14 of 110	Rupert Silver Credo Dynamic A Retail Acc GBP	9.1%
15 of 110	Sam Grant-Dalton Close Discretionary Managed Growth A Acc	8.9%
15 of 110	James Davies Close Discretionary Managed Growth A Acc	8.9%
15 of 110	Matthew Stanesby Close Discretionary Managed Growth A Acc	8.9%
18 of 110	Peter Walls Unicorn Mastertrust B Income	8.9%
19 of 110	James Mahon SVS Church House UK Managed Growth A Inc	8.6%
20 of 110	Richard Potts LF IM Global Strategy A Acc	8.4%
21 of 110	Simon Reynolds Omnis Multi-Manager Adventurous B Acc	8.1%
21 of 110	Bish Limbu Omnis Multi-Manager Adventurous B Acc	8.1%
21 of 110	Danial Azmayesh Omnis Multi-Manager Adventurous B Acc	8.1%
24 of 110	Matthew Davies Aberdeen Capital	8.1%
25 of 110	Alexandra Buchan LF Waverton Portfolio A Inc	8.0%
25 of 110	Algernon Percy LF Waverton Portfolio A Inc	8.0%
27 of 110	Jonathan Webster-Smith IFSL Brunsdon Adventurous Growth A Retail Acc	7.7%
28 of 110	Charles Ekins TB Enigma Dynamic Growth B Acc	7.7%
29 of 110	Mark Fairbanks Smith Sarasin Global Equity Real Return A Acc	7.5%
30 of 110	Paul Niven F&C Managed Growth 1 Acc BMO Universal MAP Cautious 3 Acc BMO Universal MAP Balanced 3 Acc	7.5%
31 of 110	Freddie Lait Latitude Horizon Fund - GBP Acc	7.5%
32 of 110	Weixu Yan Close Discretionary Tactical Select Pas Gr X Acc Close Discretionary Tactical Select Pas Bal X Acc	7.1%
33 of 110	David Marchant LF Canlife Portfolio VII B Acc	7.0%
34 of 110	Simon Nicholas SVS Brown Shipley Growth A Acc	6.8%
35 of 110	Mark Ivory LF Stewart Ivory Investment Markets Inc	6.5%
36 of 110	David Fishwick M&G Managed Growth X Inc	6.5%
37 of 110	David Hambidge Premier Multi-Asset Global Growth C Inc	6.3%
37 of 110	Ian Rees Premier Multi-Asset Global Growth C Inc	6.3%
37 of 110	Simon Evan-Cook Premier Multi-Asset Global Growth C Inc	6.3%
37 of 110	David Thornton Premier Multi-Asset Global Growth C Inc	6.3%
41 of 110	Nathan Sweeney Architas MA Active Growth R Inc Architas MA Active Dynamic R Acc	6.1%
41 of 110	Jaime Arguello Architas MA Active Growth R Inc Architas MA Active Dynamic R Acc	6.1%
43 of 110	Stephen Ackerman Castellain Income Fund A GBP Acc	5.8%
44 of 110	Richard Philbin Discovery Managed Growth A Acc GBP	5.5%
45 of 110	Gillian Lakin WAY Global Red Active Portfolio Acc EF Brompton Global Opportunities B Acc	5.4%
46 of 110	Christopher Peel Acumen Adventurous Portfolio X Acc	5.4%
47 of 110	Ayesha Akbar Fidelity Multi Asset Open Adventurous Y Acc	5.3%
47 of 110	Bill McQuaker Fidelity Multi Asset Open Adventurous Y Acc	5.3%
49 of 110	Michael Stanes LF Heartwood Growth Multi Asset B Acc	5.3%
50 of 110	Simon Wood Aberdeen Multi Manager Equity Managed R Acc	5.2%
51 of 110	Thomas Wells Aviva Investors Multi-Manager Flexible SC 1	5.2%
51 of 110	Paul Parascandalo Aviva Investors Multi-Manager Flexible SC 1	5.2%
53 of 110	Alex Grispos LF Ruffer Equity & General O Inc	5.1%
54 of 110	Riitta Hujanen Close Discretionary Growth Portfolio A Acc	5.1%
55 of 110	Toby Ricketts Margetts Venture Strategy GBP Acc	5.0%
56 of 110	Alyx Wood MI Downing Diversified Global Managers A Acc	5.0%
56 of 110	Neil Shillito MI Downing Diversified Global Managers A Acc	5.0%
58 of 110	Philip Butler LF Prudential Dynamic 60-100 Portfolio A Inc	5.0%
59 of 110	Mark Bousfield IFSL Ravenscroft Huntress Balanced A Acc	4.8%
60 of 110	Phoebe Stone FP Volare Growth A Acc FP Volare Strategic Income A Inc FP Volare Cautious A GBP Acc FP Volare Balanced A GBP Acc	4.7%
61 of 110	Lucy Walker Sarasin Fund of Funds - Global Growth A Acc	4.4%
62 of 110	Paul Flood Newton Multi-Asset Growth GBP Inc Omnis Multi-Asset Income A Inc Newton Multi-Asset Income Inst W Acc	4.3%
63 of 110	Christopher Metcalfe MGTS IBOSS 6 R GBX Acc MGTS IBOSS 2 X GBX Inc MGTS IBOSS 4 R GBX Acc MGTS IBOSS 1 R GBX Acc	4.2%
63 of 110	James Spence TM Cerno Select C Acc	4.2%
65 of 110	Sean Standen WAY MA Growth Portfolio B Acc	4.1%
66 of 110	Gary Potter F&C MM Navigator Select A Acc	4.1%
66 of 110	Robert Burdett F&C MM Navigator Select A Acc	4.1%
68 of 110	Michael J. Kelly PineBridge Global Dynamic Mkts Allocation U2 GBP	4.1%
69 of 110	Lee Gardhouse HL Multi-Manager High Income A Acc	3.9%
69 of 110	Ellen Powley HL Multi-Manager High Income A Acc	3.9%
71 of 110	Adam Ryan BlackRock Dynamic Allocation A Acc	3.8%
71 of 110	Conan Mackenzie BlackRock Dynamic Allocation A Acc	3.8%
73 of 110	Evan Grace WM Multi-Asset Growth B (GBP)	3.7%
74 of 110	Chris Metcalf MGTS IBOSS 6 R GBX Acc MGTS IBOSS 2 X GBX Inc MGTS IBOSS 4 R GBX Acc MGTS IBOSS 1 R GBX Acc	3.6%
75 of 110	Ben Ward Standard Life Wealth Bridge (AAM5)-INC UNITS	3.3%
76 of 110	Katy Thorneycroft JPM Diversified Growth A Acc	3.0%
76 of 110	Peter Malone JPM Diversified Growth A Acc	3.0%
76 of 110	Jonathan Cummings JPM Diversified Growth A Acc	3.0%
79 of 110	Nick Mustoe Invesco Perpetual Global Dist Acc	3.0%
80 of 110	Hilary Wakefield New Capital Global Alpha USD Ord Inc	2.7%
81 of 110	Anthony Gillham Quilter Investors Foundation 4 R Acc GBP Quilter Investors Foundation 3 R GBP Acc	2.6%
81 of 110	Lee Freeman-Shor Quilter Investors Foundation 4 R Acc GBP Quilter Investors Foundation 3 R GBP Acc	2.6%
83 of 110	Johanna Kyrklund Schroder Dynamic Multi Asset A Acc	2.5%
83 of 110	Remi Olu-Pitan Schroder Dynamic Multi Asset A Acc	2.5%
85 of 110	Mark Harris City Financial Multi Asset Dynamic A Acc	2.5%
86 of 110	David Smith HL Multi-Manager Strategic Assets A Acc	2.5%
86 of 110	Roger Clark HL Multi-Manager Strategic Assets A Acc	2.5%
88 of 110	Wayne Buttery Margetts Opes Income GBP Acc	1.9%
89 of 110	Colin Lunnon FP Luceo 3 A Acc	1.9%
90 of 110	Tristan Hanson M&G Global Target Return GBP A Acc	1.8%
91 of 110	Paul Causer Invesco Perpetual Distribution Acc Invesco Perpetual Global Dist Acc	1.7%
91 of 110	Paul Read Invesco Perpetual Distribution Acc Invesco Perpetual Global Dist Acc	1.7%
93 of 110	Samuel Leary FP Defensive Portfolio Overlay C	1.7%
94 of 110	Tommaso Mancuso Hermes Multi Asset Inflation F GBP Acc	0.6%
95 of 110	Ciaran Mallon Invesco Perpetual Distribution Acc	0.5%
95 of 110	Solomon Nevins Architas Diversified Real Assets - A Net Acc	0.5%
97 of 110	Robin McDonald Schroder MM Diversity Tactical A Acc	0.5%
97 of 110	Edward Qian LF Canlife Strategic Return B Acc	0.5%
97 of 110	Bryan Belton LF Canlife Strategic Return B Acc	0.5%
100 of 110	Marcus Brookes Schroder MM Diversity Tactical A Acc Schroder ISF Multi-Manager Diversity A Accu GBP	0.1%
101 of 110	James Sullivan Coram Global Opportunities A	0.1%
102 of 110	Rupert Bentley LF Bentley Sterling Balanced Acc	-0.4%
102 of 110	Peter Clark LF Bentley Sterling Balanced Acc	-0.4%
104 of 110	David Jane LF Miton Defensive Multi Asset A Acc LF Miton Balanced Multi Asset B GBP Acc Unhgd	-0.6%
104 of 110	Anthony Rayner LF Miton Defensive Multi Asset A Acc LF Miton Balanced Multi Asset B GBP Acc Unhgd	-0.6%
106 of 110	Philip Saunders Investec Global Multi-Asset Total Return A Acc Net	-1.5%
106 of 110	Iain Cunningham Investec Global Multi-Asset Total Return A Acc Net	-1.5%
108 of 110	John Bellamy Waverton Investments Alternatives GBP P	-1.6%
108 of 110	Tomi Satchell Waverton Investments Alternatives GBP P	-1.6%
108 of 110	Steven Iffland Waverton Investments Alternatives GBP P	-1.6%
Managers with less than 12 months history are below. View 1 month performance
	Cordula Bauss Allianz RiskMaster Growth Multi Asset C Acc
	Megan Brennan Sarasin Global Equity Real Return A Acc
	Jernej Bukovec MI Momentum Focus 3 B Acc
	Michael Flitton TM Cerno Pacific and Emerging A Acc
	Charles French Newton Multi-Asset Growth GBP Inc
	Peter Geikie-Cobb Coram Global Opportunities A
	Maurice Harari OYSTER Diversified GBP R GBP
	Simon Holman Castlefield B.E.S.T Sustainable Pfolio General Inc
	Hartwig Kos OYSTER Diversified GBP R GBP
	Mayank Markanday Architas Diversified Real Assets - A Net Acc
	Fay Ren TM Cerno Pacific and Emerging A Acc
	Craig Rippe LF Canlife Portfolio VII B Acc
	Bhavin Shah Newton Multi-Asset Growth GBP Inc
	Fergus Shaw TM Cerno Select C Acc

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated). Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.

Witan backs Latitude in quest for next star fund manager

Global ‘multi-manager’ investment trust begins to back the next generation of fund managers with new mandate given for Freddie Lait's Latitude Investment Management.

Invesco relinquishes Causer and Read trust in fee row

The 17-year tenure of bond stars Paul Read and Paul Causer on Invesco Perpetual Enhanced Income set to end after fund management group resigns in dispute with board over charges.

Baillie Gifford to take over Schroder UK Growth

Schroders has been sacked as manager of Schroder UK Growth following a prolonged period of poor performance under Philip Matthews. Baillie Gifford will take over the mandate.

City Merchants: cracks are appearing in high yield

Star bond managers Paul Causer and Paul Read of Invesco Perpetual have upped levels of cash and easy-to-sell investments in City Merchants High Yield over concerns about the state of the credit market.

UK Micro Cap trust plunges after star manager sacked

(Update) Shares in River and Mercantile UK Micro Cap drop 14% after Philip Rodrigs, manager of the top-performing investment company, is dismissed for a breach of compliance rules.

Schroders moves Matthews off UK Alpha to focus on trust

Philip Matthews hands over the reins of UK Alpha Plus fund to devote all his energies to Schroder UK Growth investment trust.

Trust managers back European equities to deliver in 2018

Tech companies and Europe prove popular among fund managers, while uncertainty created by Brexit top their list of worries.

Proof that investment trusts beat funds 80% of the time

Analysis by Winterflood Securities shows investment trusts deliver better returns than other types of funds although their performance advantage can be narrow.

Invesco Perpetual bond star joins bears at Personal Assets

Veteran bond fund manager Paul Read joins Personal Assets as its manager warns of the perils of 'impatient capital' and today's similarities with the 2000 tech bubble.

Fund managers top up infrastructure on Labour alarm

Fidelity and Seneca fund managers say they have been using the hit to infrastructure funds from Labour's PFI hostility as a buying opportunity.

Fund managers lose patience with Woodford's trust

Funds & Fund Managers

Robin Geffen

17.1%

Graham Wainer

14.5%

Peter McLean

14.5%

Peter Michaelis

13.2%

Simon Clements

13.2%

Nabil Owadally

11.4%

Peter Hewitt

11.1%

Nancy Curtin

10.6%

Caroline Shaw

10.4%

Neil Birrell

9.7%

Simon Milne

9.5%

Roy Ettlinger

9.4%

Peter Martin

9.2%

Rupert Silver

9.1%

Sam Grant-Dalton

8.9%

James Davies

8.9%

Matthew Stanesby

8.9%

Peter Walls

8.9%

James Mahon

8.6%

Richard Potts

8.4%

Simon Reynolds

8.1%

Bish Limbu

8.1%

Danial Azmayesh

8.1%

Matthew Davies

8.1%

Alexandra Buchan

8.0%

Algernon Percy

8.0%

Jonathan Webster-Smith

7.7%

Charles Ekins

7.7%

Mark Fairbanks Smith

7.5%

Paul Niven

7.5%

Freddie Lait

7.5%

Weixu Yan

7.1%

David Marchant

7.0%

Simon Nicholas

6.8%

Mark Ivory

6.5%

David Fishwick

6.5%

David Hambidge

6.3%

Ian Rees

6.3%

Simon Evan-Cook

6.3%