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
SVS TPI Cautious 3
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2.1%
12 / 88
17.6%
1 / 79
-
-
-
-
0.98%
SJP Strategic Income
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1.9%
27 / 88
17.4%
2 / 79
-
-
-
-
-
7IM AAP Income
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1.4%
55 / 88
17.3%
3 / 79
19.3%
14 / 58
31.8%
13 / 44
0.82%
Old Mutual Cirilium Cons
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1.1%
79 / 88
16.7%
4 / 79
24.4%
2 / 58
-
-
1.09%
BlackRock NURS II Consensus 35
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2.4%
9 / 88
15.9%
5 / 79
29.6%
1 / 58
-
-
-
S&W Barro II Trust
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1.6%
46 / 88
14.9%
6 / 79
11.6%
-
11.9%
-
1.31%
Fidelity Mlti Ast Inc
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2.4%
8 / 88
14.7%
7 / 79
21.5%
9 / 58
42.1%
2 / 44
1.13%
CF PruDyFo0-30Pf
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1.6%
49 / 88
14.3%
8 / 79
18.1%
17 / 58
31%
15 / 44
0.83%
Barclays High Income Port
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2.1%
14 / 88
14.2%
9 / 79
10.3%
53 / 58
26.8%
26 / 44
1.51%
HSBC World Seltn Cons Pfl
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2%
23 / 88
13.9%
10 / 79
-
-
-
-
0.89%
Architas MA Actv Mdrt Inc
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2%
19 / 88
13.8%
11 / 79
19.8%
12 / 58
35.6%
6 / 44
1.34%
Royal London Sus MG Trst
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3%
2 / 88
13.6%
12 / 79
23.6%
3 / 58
-
-
0.71%
Omnis Mgd Caut
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2%
16 / 88
13.6%
13 / 79
23.5%
4 / 58
44.1%
1 / 44
0.89%
Old Mutual CiriliumConPas
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2%
20 / 88
13.4%
14 / 79
23%
5 / 58
-
-
0.85%
Aberdeen Divfd Core Cautious
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1.2%
69 / 88
13.1%
15 / 79
-
-
-
-
0.45%
Architas Divfd Gbl Inc
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2%
18 / 88
13.1%
16 / 79
-
-
-
-
1.4%
AXA Defensive Dist
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1.6%
48 / 88
13.1%
17 / 79
17.7%
21 / 58
27%
24 / 44
0.76%
Threadneedle Def Eq & Bd
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1.9%
26 / 88
13.1%
18 / 79
16%
25 / 58
32.8%
10 / 44
0.77%
Scot Wid Momentum Inc Pfl
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2%
21 / 88
13%
19 / 79
14.2%
37 / 58
26.7%
27 / 44
1.37%
SVS TPI Cautious 2
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1.8%
31 / 88
12.8%
20 / 79
-
-
-
-
0.63%
PUTM Cautious
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2.6%
4 / 88
12.8%
21 / 79
21.7%
7 / 58
41.3%
3 / 44
0.2%
CF PruDy0-30Pf
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1.8%
36 / 88
12.7%
22 / 79
18.1%
18 / 58
33.2%
8 / 44
1.51%
Threadneedle Defensive
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1.8%
41 / 88
12.6%
23 / 79
17.4%
22 / 58
29%
18 / 44
0.71%
Architas MM Mthly Hi Inc
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1.8%
32 / 88
12.6%
24 / 79
15.3%
32 / 58
29.5%
17 / 44
0.94%
Fidelity MlAsOpDef
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1.3%
67 / 88
12.5%
25 / 79
18.1%
19 / 58
-
-
1.45%
VT Turcan Connell Inc Pfl
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0.3%
86 / 88
12.4%
26 / 79
16.2%
24 / 58
-
-
1.45%
FP Brompton Global Conservative
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1.7%
42 / 88
12.3%
27 / 79
-
-
-
-
1.77%
L&G Mixed Investment 0-35%
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2.2%
11 / 88
12.2%
28 / 79
18%
20 / 58
33.1%
9 / 44
0.47%
FP New HorizonInc
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1.9%
24 / 88
12.1%
29 / 79
10.7%
52 / 58
23.2%
34 / 44
1.75%
Jupiter Merlin Cnsrv Pfl
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2.1%
13 / 88
12%
30 / 79
15.8%
26 / 58
-
-
0.96%
L&G Mixed Inv Inc 0-35 %
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2.2%
10 / 88
12%
31 / 79
-
-
-
-
0.51%
SVS Brown Shipley Cautious
View Factsheet
1.7%
44 / 88
11.5%
32 / 79
-
-
-
-
1.38%
CF Canlife Portfolio III
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1.8%
30 / 88
11.5%
33 / 79
20.7%
10 / 58
-
-
1.13%
S&W Saltus Income
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1.4%
59 / 88
11.4%
34 / 79
-
-
-
-
2.54%
Threadneedle Navig Caut Mgd
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2.7%
3 / 88
11.4%
35 / 79
18.5%
16 / 58
35.1%
7 / 44
1.6%
7IM Moderately Cautious
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1.2%
68 / 88
11.2%
36 / 79
14.6%
36 / 58
28%
21 / 44
1.26%
TM UBSUKGbl Yield
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1.4%
58 / 88
11.2%
37 / 79
15.3%
31 / 58
24.3%
31 / 44
1.79%
Barclays Income Plus Port
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2%
22 / 88
11%
38 / 79
11.7%
49 / 58
23.6%
33 / 44
1.52%
Sarasin Alp CIF for Inc & Res
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2.5%
5 / 88
11%
39 / 79
20.2%
11 / 58
36.8%
5 / 44
1.02%
IFSL TlyBtnvAdPasCauPfl
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1.6%
47 / 88
10.8%
40 / 79
-
-
-
-
-
Stan Life Inv MF MM I II
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1.5%
50 / 88
10.8%
41 / 79
15.7%
28 / 58
31.1%
14 / 44
1.44%
L&G Multi-Index 3
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1.8%
34 / 88
10.6%
42 / 79
22.5%
6 / 58
-
-
0.31%
WAY Gbl Cautious Portfolio
View Factsheet
1.1%
78 / 88
10.6%
43 / 79
12.1%
46 / 58
20.1%
37 / 44
1.69%
FP New Horizon Caut
View Factsheet
2.5%
6 / 88
10.5%
44 / 79
13.9%
38 / 58
19.6%
39 / 44
1.69%
Lib Caut
View Factsheet
1.8%
37 / 88
10.2%
45 / 79
15.8%
27 / 58
25.4%
29 / 44
1.12%
Scot Wid IPS Higher Inc Pfl
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2%
15 / 88
10.1%
46 / 79
12.3%
45 / 58
26.7%
-
0.83%
Fidelity MltAstDef
View Factsheet
2%
17 / 88
10%
47 / 79
19.5%
13 / 58
25.6%
28 / 44
1.34%
Royal London Cautious Managed
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1.8%
40 / 88
10%
48 / 79
-
-
-
-
0.66%
Henderson Multi-Mgr Divfd
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1.4%
56 / 88
10%
49 / 79
11.5%
50 / 58
32.2%
-
1.22%
City Financial MlAss Dvfd
View Factsheet
0.8%
83 / 88
10%
50 / 79
13.2%
41 / 58
28.4%
20 / 44
1.43%
IFSL Brunsdon Cautious Growth
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1.4%
57 / 88
9.9%
51 / 79
12%
47 / 58
20.4%
36 / 44
1.42%
7IM Personal Injury
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1.1%
73 / 88
9.9%
52 / 79
14.6%
35 / 58
24.9%
30 / 44
0.69%
L&G Mixed Investment 0-20%
View Factsheet
1.8%
39 / 88
9.7%
53 / 79
-
-
-
-
0.45%
7IM AAP Moderately Caut
View Factsheet
1.4%
60 / 88
9.7%
54 / 79
15.2%
33 / 58
26.9%
25 / 44
0.64%
Vanguard LifeStrategy20%Equi
View Factsheet
1.8%
38 / 88
9.6%
55 / 79
21.6%
8 / 58
32.6%
12 / 44
0.22%
SVS TPI Cautious 7
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1.2%
71 / 88
9.5%
56 / 79
-
-
-
-
0.66%
7IM Cautious
View Factsheet
1.1%
75 / 88
9.2%
57 / 79
-
-
-
-
0.9%
IFSL Brooks Macdonald DI
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1.5%
51 / 88
9%
58 / 79
13.6%
39 / 58
32.6%
11 / 44
1.35%
TM Levitas B
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1.5%
53 / 88
9%
59 / 79
13%
42 / 58
-
-
1.19%
SVS TPI Cautious 1
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1.9%
25 / 88
8.9%
60 / 79
-
-
-
-
0.83%
Jupiter Distribution
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1.8%
33 / 88
8.7%
61 / 79
19.2%
15 / 58
41.1%
4 / 44
0.63%
SVS Cornelian Defensive
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1.7%
43 / 88
8.7%
62 / 79
14.7%
34 / 58
30.3%
16 / 44
1.17%
SVS TPI Cautious 4
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0.6%
85 / 88
8.6%
63 / 79
-
-
-
-
1.28%
Barclays Income Portfolio
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1.3%
65 / 88
8.5%
64 / 79
10.1%
54 / 58
17.7%
40 / 44
1.2%
Stan Life Inv MF MM I I
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1.3%
64 / 88
8.4%
65 / 79
11.7%
48 / 58
19.6%
38 / 44
1.32%
MGTS Greystone Cons Mgd
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1%
80 / 88
8.4%
66 / 79
12.4%
44 / 58
23.7%
32 / 44
1.37%
SVS TPI Defensive 2
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1.4%
54 / 88
8.3%
67 / 79
-
-
-
-
0.86%
Scot Wid IPS Income Pfl
View Factsheet
1.8%
35 / 88
8%
68 / 79
10.1%
55 / 58
22.3%
-
0.75%
Fidelity MltAsAllDe
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1.1%
74 / 88
8%
69 / 79
17.2%
23 / 58
21.7%
35 / 44
0.28%
FP Matterley Reg Hi Inc
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1.9%
29 / 88
7.8%
70 / 79
11.2%
51 / 58
28.5%
19 / 44
1.08%
Thesis Optima Income
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1.5%
52 / 88
7.7%
71 / 79
12.6%
43 / 58
27.2%
23 / 44
1.67%
Barclays Wealth Gbl Mkts 1
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1.1%
76 / 88
7.7%
72 / 79
8.6%
58 / 58
15.5%
41 / 44
0.45%
Your Portfolio II
View Factsheet
1.4%
62 / 88
7.5%
73 / 79
13.3%
40 / 58
-
-
0.63%
MGTS IBOSS 1
View Factsheet
0.9%
82 / 88
7.3%
74 / 79
-
-
-
-
0.78%
CF Miton Def Ml Ass
View Factsheet
1.4%
61 / 88
7.2%
75 / 79
15.5%
29 / 58
15.4%
42 / 44
0.92%
Investec Divfd Inc
View Factsheet
1.2%
72 / 88
6.8%
76 / 79
15.4%
30 / 58
27.3%
22 / 44
0.78%
MI CharStMuAs1
View Factsheet
1.1%
77 / 88
6.6%
77 / 79
8.9%
56 / 58
15%
43 / 44
0.92%
VT MSInSFCautStrat
View Factsheet
-
87 / 88
-
78 / 79
-
-
-
-
1.26%
JPM Global Macro Balanced
View Factsheet
-1%
88 / 88
-3%
79 / 79
8.8%
57 / 58
14.8%
44 / 44
0.78%
Royal London GMAP Defensive
View Factsheet
1.3%
63 / 88
-
-
-
-
-
-
0.56%
SVS TPI Defensive 6
View Factsheet
2.4%
7 / 88
-
-
-
-
-
-
0.6%
IFSL TlyBtnvGlDPf
View Factsheet
0.6%
84 / 88
-
-
-
-
-
-
-
IFSL TlyBtnvGlInPf
View Factsheet
1.3%
66 / 88
-
-
-
-
-
-
-
SVS Cornelian Defensive RMP
View Factsheet
1.7%
45 / 88
-
-
-
-
-
-
-
SVS Cornelian Cautious RMP
View Factsheet
1.9%
28 / 88
-
-
-
-
-
-
-
UBS (UK) Gbl Yield Allocation
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1.2%
70 / 88
-
-
-
-
-
-
0.86%
VT Grosvenor Cautious
View Factsheet
0.9%
81 / 88
-
-
-
-
-
-
-
CF Canlife Managed 0%-35%
View Factsheet
-
-
-
-
-
-
-
-
0.78%
Wesleyan LowRiReGro
View Factsheet
3.1%
1 / 88
-
-
-
-
-
-
1.3%
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