Mixed Assets - Balanced GBP
429 Funds / 205 Fund Managers / 27 Rated Fund Managers
Funds & Fund Managers
Average Manager Total Return : -3.2% (31 January 2018 - 31 January 2019) | ||||
---|---|---|---|---|
Total Return | ||||
1 of 187 |
|
0.9% |
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1 of 187 |
|
0.9% |
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3 of 187 |
|
0.7% |
||
3 of 187 |
|
0.7% |
||
5 of 187 |
|
0.5% |
||
6 of 187 |
|
0.5% |
||
6 of 187 |
|
0.5% |
||
8 of 187 |
|
0.4% |
||
8 of 187 |
|
0.4% |
||
10 of 187 |
|
0.2% |
||
11 of 187 |
|
0.0% |
||
11 of 187 |
|
0.0% |
||
13 of 187 |
|
0.0% |
||
14 of 187 |
Nick PetersFidelity Multi Asset Strategic A Acc Fidelity Multi Asset Allocator Growth A Acc Fidelity Multi Asset Allocator Strategic A Acc Fidelity Multi Asset Adventurous A Acc Fidelity Multi Asset Growth Acc Fidelity Allocator World Y Acc Fidelity Multi Asset Balanced Income Y Inc Fidelity Multi Asset Income & Growth N Inc |
-0.3% |
||
15 of 187 |
|
-0.3% |
||
16 of 187 |
|
-0.3% |
||
16 of 187 |
|
-0.3% |
||
18 of 187 |
|
-0.4% |
||
19 of 187 |
|
-0.4% |
||
19 of 187 |
|
-0.4% |
||
21 of 187 |
|
-0.5% |
||
22 of 187 |
|
-0.5% |
||
23 of 187 |
|
-0.6% |
||
24 of 187 |
|
-0.6% |
||
25 of 187 |
|
-0.8% |
||
25 of 187 |
|
-0.8% |
||
27 of 187 |
|
-0.8% |
||
28 of 187 |
|
-0.9% |
||
29 of 187 |
|
-1.0% |
||
29 of 187 |
|
-1.0% |
||
31 of 187 |
|
-1.1% |
||
32 of 187 |
|
-1.1% |
||
32 of 187 |
|
-1.1% |
||
32 of 187 |
|
-1.1% |
||
32 of 187 |
|
-1.1% |
||
36 of 187 |
|
-1.1% |
||
37 of 187 |
|
-1.1% |
||
37 of 187 |
|
-1.1% |
||
39 of 187 |
|
-1.2% |
||
39 of 187 |
|
-1.2% |
||
39 of 187 |
|
-1.2% |
||
39 of 187 |
|
-1.2% |
||
43 of 187 |
|
-1.3% |
||
43 of 187 |
|
-1.3% |
||
43 of 187 |
|
-1.3% |
||
46 of 187 |
Maria DanielsBlackRock Managed Volatility III C Acc BlackRock UK Managed Volatility II C Acc BlackRock UK Managed Volatility III C Acc BlackRock Volatility Strategy III C Acc BlackRock Managed Volatility II C Acc BlackRock UK Managed Volatility I C Acc BlackRock Volatility Strategy II E Acc BlackRock Managed Volatility C Acc BlackRock Volatility Strategy I E Acc BlackRock Managed Volatility I C Acc BlackRock Managed Volatility IV C Acc |
-1.4% |
||
46 of 187 |
Martyn FarmerBlackRock Managed Volatility III C Acc BlackRock UK Managed Volatility II C Acc BlackRock UK Managed Volatility III C Acc BlackRock Volatility Strategy III C Acc BlackRock Managed Volatility II C Acc BlackRock UK Managed Volatility I C Acc BlackRock Volatility Strategy II E Acc BlackRock Managed Volatility C Acc BlackRock Volatility Strategy I E Acc BlackRock Managed Volatility I C Acc BlackRock Managed Volatility IV C Acc |
-1.4% |
||
46 of 187 |
Alex DaleBlackRock Managed Volatility III C Acc BlackRock UK Managed Volatility II C Acc BlackRock UK Managed Volatility III C Acc BlackRock Volatility Strategy III C Acc BlackRock Managed Volatility II C Acc BlackRock UK Managed Volatility I C Acc BlackRock Volatility Strategy II E Acc BlackRock Managed Volatility C Acc BlackRock Volatility Strategy I E Acc BlackRock Managed Volatility I C Acc BlackRock Managed Volatility IV C Acc |
-1.4% |
||
49 of 187 |
|
-1.4% |
||
50 of 187 |
|
-1.5% |
||
51 of 187 |
|
-1.5% |
||
52 of 187 |
|
-1.5% |
||
52 of 187 |
|
-1.5% |
||
54 of 187 |
|
-1.5% |
||
55 of 187 |
|
-1.5% |
||
55 of 187 |
|
-1.5% |
||
57 of 187 |
|
-1.6% |
||
57 of 187 |
|
-1.6% |
||
57 of 187 |
|
-1.6% |
||
60 of 187 |
|
-1.7% |
||
61 of 187 |
|
-1.7% |
||
61 of 187 |
|
-1.7% |
||
63 of 187 |
|
-1.7% |
||
64 of 187 |
|
-1.7% |
||
64 of 187 |
|
-1.7% |
||
64 of 187 |
|
-1.7% |
||
67 of 187 |
|
-1.8% |
||
68 of 187 |
|
-1.8% |
||
68 of 187 |
|
-1.8% |
||
70 of 187 |
|
-2.0% |
||
71 of 187 |
|
-2.1% |
||
72 of 187 |
|
-2.2% |
||
73 of 187 |
|
-2.2% |
||
74 of 187 |
|
-2.2% |
||
75 of 187 |
|
-2.3% |
||
76 of 187 |
|
-2.3% |
||
77 of 187 |
|
-2.5% |
||
77 of 187 |
|
-2.5% |
||
79 of 187 |
|
-2.6% |
||
79 of 187 |
|
-2.6% |
||
79 of 187 |
|
-2.6% |
||
79 of 187 |
|
-2.6% |
||
83 of 187 |
|
-2.6% |
||
83 of 187 |
|
-2.6% |
||
83 of 187 |
|
-2.6% |
||
86 of 187 |
|
-2.6% |
||
87 of 187 |
|
-2.7% |
||
88 of 187 |
|
-2.7% |
||
88 of 187 |
|
-2.7% |
||
88 of 187 |
|
-2.7% |
||
88 of 187 |
|
-2.7% |
||
92 of 187 |
|
-2.7% |
||
93 of 187 |
|
-2.8% |
||
93 of 187 |
|
-2.8% |
||
93 of 187 |
|
-2.8% |
||
96 of 187 |
|
-2.8% |
||
96 of 187 |
|
-2.8% |
||
98 of 187 |
|
-2.9% |
||
99 of 187 |
|
-3.0% |
||
100 of 187 |
|
-3.1% |
||
101 of 187 |
|
-3.2% |
||
101 of 187 |
|
-3.2% |
||
103 of 187 |
|
-3.3% |
||
104 of 187 |
|
-3.3% |
||
105 of 187 |
|
-3.3% |
||
105 of 187 |
|
-3.3% |
||
107 of 187 |
|
-3.4% |
||
108 of 187 |
|
-3.4% |
||
109 of 187 |
|
-3.4% |
||
110 of 187 |
|
-3.4% |
||
110 of 187 |
|
-3.4% |
||
110 of 187 |
|
-3.4% |
||
113 of 187 |
|
-3.5% |
||
114 of 187 |
|
-3.6% |
||
115 of 187 |
|
-3.7% |
||
115 of 187 |
|
-3.7% |
||
117 of 187 |
|
-3.7% |
||
117 of 187 |
|
-3.7% |
||
117 of 187 |
|
-3.7% |
||
120 of 187 |
|
-3.8% |
||
120 of 187 |
|
-3.8% |
||
122 of 187 |
|
-3.9% |
||
122 of 187 |
Bambos HambiStandard Life Inv Myfolio Multi Mngr III Ret Acc Standard Life Inv Myfolio Managed Inc III Rtl Acc Standard Life Inv Myfolio Managed Inc IV Rtl Acc Standard Life Inv Myfolio MultiMngr Inc III Rtl Acc Standard Life Inv Myfolio MultiMngr Inc IV Rtl Acc Standard Life Inv Myfolio Managed III Ret Acc Standard Life Inv Myfolio Market III Ret Acc |
-3.9% |
||
122 of 187 |
|
-3.9% |
||
125 of 187 |
|
-3.9% |
||
126 of 187 |
|
-3.9% |
||
127 of 187 |
|
-4.0% |
||
127 of 187 |
|
-4.0% |
||
127 of 187 |
|
-4.0% |
||
127 of 187 |
|
-4.0% |
||
131 of 187 |
|
-4.0% |
||
132 of 187 |
|
-4.3% |
||
133 of 187 |
|
-4.4% |
||
134 of 187 |
|
-4.4% |
||
135 of 187 |
|
-4.4% |
||
136 of 187 |
|
-4.5% |
||
137 of 187 |
|
-4.6% |
||
137 of 187 |
|
-4.6% |
||
139 of 187 |
|
-4.6% |
||
140 of 187 |
|
-4.7% |
||
140 of 187 |
|
-4.7% |
||
142 of 187 |
|
-4.8% |
||
143 of 187 |
|
-4.8% |
||
144 of 187 |
|
-4.8% |
||
145 of 187 |
|
-4.9% |
||
146 of 187 |
|
-4.9% |
||
146 of 187 |
|
-4.9% |
||
148 of 187 |
|
-4.9% |
||
149 of 187 |
|
-5.0% |
||
150 of 187 |
|
-5.0% |
||
151 of 187 |
|
-5.1% |
||
151 of 187 |
|
-5.1% |
||
153 of 187 |
|
-5.1% |
||
154 of 187 |
|
-5.2% |
||
154 of 187 |
|
-5.2% |
||
156 of 187 |
|
-5.5% |
||
157 of 187 |
|
-5.5% |
||
157 of 187 |
|
-5.5% |
||
159 of 187 |
|
-5.6% |
||
160 of 187 |
|
-5.7% |
||
160 of 187 |
|
-5.7% |
||
162 of 187 |
|
-6.1% |
||
162 of 187 |
|
-6.1% |
||
164 of 187 |
|
-6.2% |
||
165 of 187 |
|
-6.2% |
||
166 of 187 |
|
-6.2% |
||
167 of 187 |
|
-6.3% |
||
167 of 187 |
|
-6.3% |
||
169 of 187 |
|
-6.3% |
||
170 of 187 |
|
-6.4% |
||
171 of 187 |
|
-6.4% |
||
171 of 187 |
|
-6.4% |
||
171 of 187 |
|
-6.4% |
||
174 of 187 |
|
-6.5% |
||
174 of 187 |
|
-6.5% |
||
176 of 187 |
|
-6.7% |
||
177 of 187 |
|
-6.8% |
||
178 of 187 |
|
-7.4% |
||
178 of 187 |
|
-7.4% |
||
180 of 187 |
|
-8.9% |
||
181 of 187 |
|
-9.0% |
||
181 of 187 |
|
-9.0% |
||
183 of 187 |
|
-9.0% |
||
184 of 187 |
|
-9.5% |
||
185 of 187 |
|
-9.9% |
||
186 of 187 |
|
-10.0% |
||
187 of 187 |
|
-11.6% |
||
Managers with less than 12 months history are below. View 1 month performance | ||||
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RLAM launches defensive multi-asset fund for Greetham
The Royal London Multi Asset Strategies fund launches with £100 million in assets
Firm applies the Jimmy Connors test as downturn looms
Gould Financial Planning has added some ballast to its portfolio to beat the stock market slump, by diversifying and bringing investments in house
Highest growth PruFund to launch while L&G dropped in overhaul
M&G Prudential has launched a new high-growth PruFund as it overhauls 14 of its existing funds, with charges going down by 1% in some cases
Reit rout a warning sign for property funds, says Hawksmoor
Positive returns for open-ended property funds last year despite heavy falls for Reits shows 'optimistic' pricing, says Ben Conway.
How £800m IFA Save & Invest runs its clients' money
Jeffrey Deans says, although its unique back-office reporting system is central to the service it provides, Save & Invest is still a face-to-face advice business at its core
AJ Bell shares surge 25% on stockmarket debut
AJ Bell shares have surged on their first day of trading after the company was valued at £651 million for its IPO.
Advisers eye lower platform fees as fund houses go direct
As fund managers continue to develop D2C propositions, Jack Gilbert explores whether a model in which advisers choose platforms and funds together could catch on too.
Kames bonds boss Snowden takes team with him to Artemis
Artemis profits at the expense of fund group rival, bolstering fixed income capabilities while exodus from Kames delivers blow to bonds offering.
Fund managers brace for recession risk as Brexit stakes rise
The government and the Bank of England have warned of a deep recession under a no deal Brexit, and fund managers are alive to the risks.
UK at ‘tipping point’ for gender lens investing
With only three gender lens funds available to UK advisers and clients, the gender-smart summit was an important opportunity to discuss ways in which diversity can be improved