Investment funds in Mixed Investment 0%-35% Shares

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Fund
1 Month Perf.
1 Year Perf.
3 Year Perf.
5 Year Perf.
OCF
BlackRock NURS II Consensus 35
View Factsheet
-2.4%
82 / 83
15.7%
1 / 75
26.7%
1 / 58
-
-
-
SVS TPI Cautious 3
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0%
18 / 83
15.1%
2 / 75
-
-
-
-
0.98%
Old Mutual Cirilium Cons
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0.6%
4 / 83
12.2%
3 / 75
21.8%
3 / 58
-
-
1.09%
SJP Strategic Income
View Factsheet
0.3%
6 / 83
11.9%
4 / 75
-
-
-
-
-
7IM AAP Income
View Factsheet
-0.2%
28 / 83
10.7%
5 / 75
17.4%
16 / 58
31.2%
15 / 41
0.82%
CF PruDyFo0-30Pf
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-0.9%
61 / 83
10.7%
6 / 75
15.7%
23 / 58
33.2%
13 / 41
0.82%
VT Turcan Connell Inc Pfl
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-1%
66 / 83
10.7%
7 / 75
14.9%
26 / 58
-
-
1.57%
HSBC World Seltn Cons Pfl
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-1.1%
71 / 83
10.2%
8 / 75
-
-
-
-
0.89%
Old Mutual CiriliumConPas
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-0.8%
58 / 83
10.2%
9 / 75
20.4%
8 / 58
-
-
0.85%
AXA Defensive Dist
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-0.3%
33 / 83
10.1%
10 / 75
16.8%
19 / 58
27.9%
23 / 41
0.76%
Threadneedle Defensive
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-2.2%
81 / 83
10%
11 / 75
16.6%
21 / 58
28.1%
21 / 41
0.73%
Omnis Mgd Caut
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-1.1%
73 / 83
9.8%
12 / 75
22.1%
2 / 58
46.2%
1 / 41
0.94%
Threadneedle Def Eq & Bd
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-1.7%
80 / 83
9.7%
13 / 75
15.6%
24 / 58
33.5%
11 / 41
0.77%
Aberdeen Divfd Core Cautious
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0%
15 / 83
9.6%
14 / 75
-
-
-
-
0.45%
Fidelity MlAsOpDef
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-0.9%
63 / 83
9.4%
15 / 75
16.7%
20 / 58
-
-
1.45%
L&G Mixed Inv Inc 0-35 %
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-1.3%
76 / 83
9%
16 / 75
-
-
-
-
0.51%
Vanguard LifeStrategy 20% Equi
View Factsheet
-1.1%
68 / 83
8.9%
17 / 75
21.2%
6 / 58
34.7%
8 / 41
0.24%
L&G Mixed Investment 0-35%
View Factsheet
-1.1%
75 / 83
8.8%
18 / 75
17.3%
17 / 58
33.3%
12 / 41
0.47%
Fidelity Mlti Ast Inc
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-1.6%
79 / 83
8.6%
19 / 75
19.8%
9 / 58
41.3%
3 / 41
1.13%
Architas MA Actv Mdrt Inc
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-0.5%
48 / 83
8.6%
20 / 75
17.9%
14 / 58
35.3%
7 / 41
1.46%
CF Canlife Portfolio III
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-0.5%
46 / 83
8.6%
21 / 75
19.5%
10 / 58
-
-
1.13%
Threadneedle Navigator Caut Mgd
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-1.4%
77 / 83
8.5%
22 / 75
17.7%
15 / 58
36.1%
6 / 41
1.69%
Lib Caut
View Factsheet
-0.3%
39 / 83
8.4%
23 / 75
15.4%
25 / 58
25.9%
26 / 41
1.12%
S&W Barro II Trust
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1.1%
1 / 83
8.3%
24 / 75
-
-
-
-
1.39%
L&G Multi-Index 3
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-1%
67 / 83
8.3%
25 / 75
21.4%
4 / 58
-
-
0.31%
PUTM Cautious
View Factsheet
-0.2%
29 / 83
8.1%
26 / 75
21.1%
7 / 58
42.6%
2 / 41
0.18%
FP Brompton Global Conservative
View Factsheet
-1%
65 / 83
8.1%
27 / 75
-
-
-
-
1.77%
WAY Gbl Cautious Portfolio
View Factsheet
-0.9%
62 / 83
8%
28 / 75
10.6%
48 / 58
21.7%
33 / 41
1.69%
Fidelity MltAsAllDe
View Factsheet
-0.2%
31 / 83
7.7%
29 / 75
17%
18 / 58
20%
36 / 41
0.28%
Sarasin Alp CIF for Inc & Res
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-0.7%
55 / 83
7.6%
30 / 75
19%
12 / 58
37.7%
5 / 41
1.05%
SVS TPI Cautious 4
View Factsheet
0.6%
3 / 83
7.5%
31 / 75
-
-
-
-
1.27%
SVS TPI Cautious 2
View Factsheet
-1.1%
74 / 83
7.4%
32 / 75
-
-
-
-
0.62%
Jupiter Merlin Cnsrv Pfl
View Factsheet
-1.1%
72 / 83
7.4%
33 / 75
13.5%
35 / 58
-
-
0.96%
SVS TPI Defensive 2
View Factsheet
-0.2%
27 / 83
7.4%
34 / 75
-
-
-
-
0.9%
L&G Mixed Investment 0-20%
View Factsheet
-0.8%
60 / 83
7.3%
35 / 75
-
-
-
-
0.45%
SVS Brown Shipley Cautious
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-1.5%
78 / 83
7.2%
36 / 75
-
-
-
-
1.5%
Royal London Sus MG Trst
View Factsheet
-1.1%
70 / 83
7.2%
37 / 75
21.3%
5 / 58
-
-
0.71%
Scot Wid Momentum Inc Pfl
View Factsheet
-0.6%
53 / 83
7.2%
38 / 75
13.1%
36 / 58
27.6%
24 / 41
1.37%
FP New HorizonInc
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-0.3%
32 / 83
7.1%
39 / 75
9%
55 / 58
23.2%
32 / 41
1.75%
Royal London Cautious Managed
View Factsheet
-0.2%
25 / 83
7%
40 / 75
-
-
-
-
0.68%
TM UBSUKGbl Yield
View Factsheet
-0.5%
50 / 83
6.9%
41 / 75
13.5%
34 / 58
24%
30 / 41
1.79%
7IM AAP Moderately Caut
View Factsheet
-0.3%
37 / 83
6.8%
42 / 75
14.5%
27 / 58
28.6%
20 / 41
0.64%
Fidelity MltAstDef
View Factsheet
-0.4%
43 / 83
6.8%
43 / 75
17.9%
13 / 58
24.1%
29 / 41
1.34%
FP New Horizon Caut
View Factsheet
-0.9%
64 / 83
6.7%
44 / 75
11.6%
42 / 58
20.2%
35 / 41
1.69%
7IM Personal Injury
View Factsheet
0.1%
11 / 83
6.5%
45 / 75
13.9%
31 / 58
25.6%
27 / 41
0.69%
CF PruDy0-30Pf
View Factsheet
-1.1%
69 / 83
6.3%
46 / 75
16%
22 / 58
34.1%
10 / 41
1.5%
Barclays High Income Port
View Factsheet
0.3%
7 / 83
6.3%
47 / 75
8%
56 / 58
27.6%
25 / 41
1.51%
Jupiter Distribution
View Factsheet
-0%
21 / 83
6.1%
48 / 75
19.3%
11 / 58
41.1%
4 / 41
0.63%
7IM Cautious
View Factsheet
-0%
22 / 83
6%
49 / 75
-
-
-
-
0.9%
Stan Life Inv MF MM I II
View Factsheet
0%
14 / 83
5.9%
50 / 75
14%
29 / 58
-
-
1.4%
7IM Moderately Cautious
View Factsheet
-0.5%
49 / 83
5.6%
51 / 75
13.8%
32 / 58
29.6%
16 / 41
1.26%
Barclays Income Plus Port
View Factsheet
-0.1%
23 / 83
5.5%
52 / 75
9.7%
51 / 58
24.2%
28 / 41
1.52%
FP NewCapGblAlpha
View Factsheet
-0.5%
47 / 83
5.4%
53 / 75
11.1%
46 / 58
-
-
1.92%
Stan Life Inv MF MM I I
View Factsheet
-0.2%
30 / 83
5.2%
54 / 75
10.4%
49 / 58
-
-
1.25%
SVS Cornelian Defensive
View Factsheet
-0.7%
56 / 83
5.1%
55 / 75
13.9%
30 / 58
32.8%
14 / 41
1.17%
SVS TPI Cautious 1
View Factsheet
0.1%
9 / 83
5%
56 / 75
-
-
-
-
0.83%
CF Miton Def Ml Ass
View Factsheet
-0.6%
52 / 83
5%
57 / 75
11.3%
44 / 58
13.6%
41 / 41
0.92%
Henderson Multi-Mgr Divfd
View Factsheet
-0.8%
57 / 83
4.9%
58 / 75
9.5%
53 / 58
31%
-
1.2%
IFSL Brunsdon Cautious Growth
View Factsheet
-0.3%
34 / 83
4.7%
59 / 75
10.4%
50 / 58
21%
34 / 41
1.42%
City Financial MlAss Dvfd
View Factsheet
0.1%
12 / 83
4.6%
60 / 75
14.1%
28 / 58
28.6%
19 / 41
1.22%
Investec Divfd Inc
View Factsheet
-0.5%
44 / 83
4.6%
61 / 75
13.7%
33 / 58
28%
22 / 41
0.78%
Scot Wid IPS Higher Inc Pfl
View Factsheet
-0.4%
40 / 83
4.6%
62 / 75
11.2%
45 / 58
26.7%
-
0.83%
Your Portfolio II
View Factsheet
-0.5%
45 / 83
4.5%
63 / 75
12.5%
38 / 58
-
-
0.63%
Barclays Wealth Gbl Mkts 1
View Factsheet
-0.4%
41 / 83
4.5%
64 / 75
7.1%
58 / 58
16.3%
39 / 41
0.45%
MGTS Greystone Cons Mgd
View Factsheet
0%
13 / 83
4.4%
65 / 75
11.4%
43 / 58
23.9%
31 / 41
1.34%
MI CharStMuAs1
View Factsheet
0%
17 / 83
4.2%
66 / 75
7.8%
57 / 58
17.5%
38 / 41
0.92%
TM Levitas B
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-0.3%
36 / 83
4.2%
67 / 75
12.2%
41 / 58
-
-
1.19%
Barclays Income Portfolio
View Factsheet
-0.6%
51 / 83
4.1%
68 / 75
9.3%
54 / 58
18.3%
37 / 41
1.2%
S&W Saltus Income
View Factsheet
0.2%
8 / 83
4%
69 / 75
-
-
-
-
2.66%
IFSL Brooks Macdonald DI
View Factsheet
-0.4%
42 / 83
3.9%
70 / 75
12.5%
37 / 58
34.4%
9 / 41
1.35%
Scot Wid IPS Income Pfl
View Factsheet
-0.8%
59 / 83
3.6%
71 / 75
9.7%
52 / 58
23%
-
0.75%
Thesis Optima Income
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-0.3%
35 / 83
3.2%
72 / 75
12.2%
40 / 58
29.6%
17 / 41
1.67%
FP Matterley Reg Hi Inc
View Factsheet
-0.2%
26 / 83
3.1%
73 / 75
10.6%
47 / 58
29.5%
18 / 41
1.08%
VT MSInSFCautStrat
View Factsheet
-
19 / 83
-
74 / 75
-
-
-
-
1.42%
JPM Global Macro Balanced
View Factsheet
-2.7%
83 / 83
-1.6%
75 / 75
12.5%
39 / 58
14.4%
40 / 41
0.78%
SVS TPI Cautious 7
View Factsheet
-0.6%
54 / 83
-
-
-
-
-
-
0.66%
MGTS IBOSS 1
View Factsheet
0%
16 / 83
-
-
-
-
-
-
1.1%
IFSL TlyBtnvAdPasCauPfl
View Factsheet
-0.2%
24 / 83
-
-
-
-
-
-
-
Royal London GMAP Defensive
View Factsheet
0.3%
5 / 83
-
-
-
-
-
-
0.56%
SVS TPI Defensive 6
View Factsheet
-0%
20 / 83
-
-
-
-
-
-
0.6%
IFSL TlyBtnvGlDPf
View Factsheet
0.1%
10 / 83
-
-
-
-
-
-
-
IFSL TlyBtnvGlInPf
View Factsheet
1.1%
2 / 83
-
-
-
-
-
-
-
SVS Cornelian Defensive RMP
View Factsheet
-
-
-
-
-
-
-
-
-
SVS Cornelian Cautious RMP
View Factsheet
-
-
-
-
-
-
-
-
-
UBS (UK) Gbl Yield Allocation
View Factsheet
-
-
-
-
-
-
-
-
0.85%
Wesleyan LowRiReGro
View Factsheet
-0.3%
38 / 83
-
-
-
-
-
-
1.3%
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