Funds in Mixed Investment 20-60% Shares

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Fund name1 Month Perf1 Year Perfsort ascending3 Year Perf5 Year Perf
Royal London Sustainable Div C Inc-2.17 %7.23 %34.96 %52.51 %
Royal London Sustainable Div C Acc-2.2 %7.18 %35.53 %53.13 %
AXA Global Distribution Z Acc-1.41 %6.57 %39.71 %50.73 %
AXA Global Distribution Z Inc-1.41 %6.55 %40.1 %51.65 %
Vanguard Target Retirement 2015 Acc-1.14 %4.26 %--
7IM Sustainable Balance C Acc-0.74 %4.07 %23.03 %34.8 %
7IM Sustainable Balance C Inc-0.74 %4.07 %23.05 %34.82 %
Architas MA Active Interm Inc A Acc-1.14 %4.05 %25.36 %35.79 %
Discovery Balanced B GBP Acc-0.61 %4.03 %24.89 %33.11 %
Architas MA Active Interm Inc A Inc-1.06 %4.03 %25.4 %35.73 %
Vanguard LifeStrategy 40% Equity A Inc-1.49 %4 %25.93 %39.39 %
Vanguard LifeStrategy 40% Equity A Acc-1.49 %4 %25.93 %39.39 %
Schroder Mixed Distribution Z Acc-0.2 %3.91 %27.23 %37.18 %
Schroder Mixed Distribution Z Inc-0.19 %3.89 %27.2 %37.1 %
Close Conservative Portfolio X Acc-0.18 %3.85 %19.07 %29.52 %
Close Conservative Portfolio X Inc-0.19 %3.8 %18.99 %29.44 %
HC Verbatim Multi-Index Portfolio 4 A-1.68 %3.74 %24.55 %36.2 %
MGTS Future Money Real Growth R Acc-1.09 %3.67 %20.39 %28.14 %
Artemis Monthly Distribution I Acc-0.95 %3.64 %32.95 %58.75 %
Artemis Monthly Distribution I Inc-0.95 %3.64 %33 %58.84 %
Jupiter Merlin Income I Acc-1.65 %3.61 %19.34 %26.15 %
Aberdeen MM Diversity D Acc-1.02 %3.61 %16.25 %22.54 %
Jupiter Merlin Income I Inc-1.65 %3.57 %19.29 %26.1 %
LF Canlife Portfolio IV C Acc-1.75 %3.45 %20.94 %-
LF Canlife Portfolio IV C Inc-1.75 %3.45 %20.92 %-
LF Prudential Dyn Focs 20-55 Port P Inc-1.03 %3.45 %27.78 %-
LF Prudential Dyn Focs 20-55 Port P Acc-1.03 %3.45 %27.76 %34.47 %
SVS Brown Shipley Income I Acc-1.38 %3.35 %17.77 %25.16 %
SVS Brown Shipley Income I Inc-1.39 %3.34 %17.77 %25.23 %
SLI Dynamic Distribution Plat 1 Acc-0.52 %3.34 %14.08 %34.11 %
SLI Dynamic Distribution Inst Acc-0.59 %3.33 %14.16 %34.5 %
Premier Liberation No. V Class C Inc-0.91 %3.33 %31.05 %43.24 %
Premier Liberation No. V Class C Acc-0.9 %3.32 %31.02 %43.26 %
Threadneedle Glbl Mlt Ast Inc Z Acc-1.25 %3.3 %25.57 %-
T Bailey Dynamic Inst Acc0.26 %3.24 %23.05 %37.11 %
LF Prudential Dyn Focs 20-55 Port R Acc-1.04 %3.24 %26.89 %33.28 %
T Bailey Dynamic Inst Inc0.25 %3.23 %22.86 %36.91 %
VT Greystone Cautious Managed R Inc-0.73 %3.22 %24.81 %34.68 %
VT Greystone Cautious Managed R Acc-0.73 %3.22 %24.82 %34.7 %
LF Prudential Dynamic 20-55 Port P Inc-0.52 %3.22 %23.94 %-
M&G Episode Income GBP I Acc-0.45 %3.2 %27.49 %41.43 %
M&G Episode Income GBP I Inc-0.45 %3.19 %27.49 %41.4 %
LF Prudential Dynamic 20-55 Port P Acc-0.56 %3.19 %23.9 %33.6 %
Royal London GMAP Bal M GBP Inc-1.56 %3.18 %--
Close Tactical Select Passv Cnsrv X Acc-1.24 %3.16 %26.05 %36.02 %
Close Tactical Select Passv Cnsrv X Inc-1.25 %3.13 %25.88 %35.94 %
SLI Dynamic Distribution Plat 1 Inc-0.54 %3.13 %13.87 %34.25 %
Royal London GMAP Bal M GBP Acc-1.61 %3.1 %--
Premier Multi-Asset Monthly Inc C Acc-0.33 %3.08 %19.41 %36.04 %
Premier Multi-Asset Monthly Inc C Inc-0.33 %3.07 %19.39 %37.43 %
Premier Multi-Asset Monthly Inc B Inc-0.35 %2.87 %18.68 %35.97 %
Premier Multi Asset Cnsrv Gr C-0.01 %2.87 %13.36 %21.11 %
MI Hawksmoor Vanbrugh C Acc-0.49 %2.84 %27.58 %39.04 %
MI Hawksmoor Vanbrugh C Inc-0.49 %2.83 %27.56 %38.52 %
BlackRock Consensus 60 D Acc-1.62 %2.82 %27.29 %34.56 %
Close Managed Conservative X Acc-1.05 %2.8 %20.3 %30.82 %
FP Russell Invsmts Mlt Asst Gr III C Acc-1.11 %2.79 %18.27 %27.07 %
Premier Liberation No. IV Class C Acc-0.86 %2.79 %24.92 %39.2 %
FP Russell Invsmts Mlt Asst Gr III C Inc-1.11 %2.79 %18.28 %27.59 %
Premier Multi-Asset Distribution C Inc-0.66 %2.78 %20.39 %40.46 %
Premier Liberation No. IV Class C Inc-0.87 %2.78 %24.8 %39.39 %
Premier Multi-Asset Distribution C Acc-0.66 %2.77 %20.39 %38.85 %
Close Managed Conservative X Inc-1.06 %2.69 %20.06 %30.57 %
IP Global Distribution Y Acc0.43 %2.6 %21.8 %-
MI Hawksmoor Vanbrugh B Acc-0.51 %2.59 %26.58 %37.23 %
TM UBS (UK) - Global Balanced F Acc-1.06 %2.59 %23.65 %-
Janus Henderson Mlt-Mgr Inc & Gr I Inc-0.68 %2.58 %20.19 %29.93 %
Premier Multi-Asset Distribution B Inc-0.67 %2.58 %19.61 %38.69 %
Marlborough Cautious P Acc-0.99 %2.58 %20.76 %31.08 %
IP Global Distribution Y Inc0.43 %2.57 %21.87 %-
LF Prudential Dyn Focs 10-40 Port P Acc-1.03 %2.57 %22.87 %-
LF Prudential Dyn Focs 10-40 Port P Inc-1.03 %2.56 %22.82 %-
IP Global Distribution Z Acc0.43 %2.55 %21.62 %-
Fidelity Multi Asset Strategic Y Acc-1.4 %2.53 %19.13 %30.46 %
Janus Henderson Mlt-Mgr Inc & Gr I Acc-0.71 %2.53 %20.11 %29.53 %
IP Global Distribution Z Inc0.43 %2.52 %21.68 %-
Insight Global Multi-Strategy Inst W Acc-0.76 %2.46 %20.17 %26.45 %
Insight Global Multi-Strategy Inst W Inc-0.76 %2.46 %20.18 %26.46 %
MGTS Future Money Income R Acc-1.53 %2.36 %19.03 %28.92 %
Insight Global Multi-Strategy Inst Acc-0.77 %2.35 %19.81 %25.81 %
MGTS Future Money Income R Inc-1.59 %2.29 %18.95 %28.8 %
MGTS Frontier Cautious Z Inc-1.36 %2.22 %15.5 %22.06 %
MGTS Frontier Cautious Z Acc-1.36 %2.22 %15.52 %22.08 %
Kames Ethical Cautious Managed GBP B Inc-0.36 %2.19 %13.4 %32.09 %
Kames Ethical Cautious Managed GBP B Acc-0.35 %2.19 %13.42 %32.15 %
Sarasin Globalsar Strategic P Acc-0.74 %2.18 %23.22 %35.34 %
L&G Multi Manager Income Trust I Acc-0.9 %2.16 %21.1 %24.78 %
Sarasin Globalsar Strategic P Inc-0.82 %2.15 %22.76 %34.94 %
Marlborough Cautious P Inc-1.01 %2.15 %20.24 %30.52 %
L&G Multi Manager Income Trust I Dist-0.9 %2.15 %21.12 %24.81 %
Janus Henderson Mlt-Mgr Distr I Inc-1.11 %2.14 %18.25 %25.75 %
HC Verbatim Multi-Index Portfolio 3 A-1.7 %2.07 %16.82 %27.07 %
F&C MM Navigator Distribution C Inc-0.96 %2.04 %19.18 %30.36 %
Aberdeen Multi-Mgr Cautious Mgd I Acc-1.22 %2.04 %21.38 %27.32 %
MGTS Future Money Real Value R Acc-0.93 %2.04 %13.45 %20.82 %
Aberdeen Multi-Mgr Cautious Mgd I Inc-1.23 %2.03 %21.38 %27.31 %
F&C MM Navigator Distribution C Acc-0.97 %2.03 %19.13 %30.37 %
Threadneedle Managed Eq and Bond Z Acc-1.93 %2.01 %23.13 %31.89 %
Kames Ethical Cautious Managed GBP D Inc-0.37 %1.99 %12.73 %30.81 %
Kames Ethical Cautious Managed GBP D Acc-0.37 %1.98 %12.74 %30.85 %
Premier Diversified Income D GBP INC-1.05 %1.96 %--
AXA Distribution Z Acc-2.17 %1.91 %19.65 %26.02 %
Quilter Investors Cirilium Balanced R-0.48 %1.89 %28.47 %37.06 %
LF Miton Cautious Multi Asset B Acc-0.68 %1.88 %23.88 %27.21 %
IP European High Income Y Acc-0.22 %1.87 %32.87 %-
LF Prudential Dynamic 10-40 Port P Inc-1.26 %1.86 %18.82 %-
LF Prudential Dynamic 10-40 Port P Acc-1.23 %1.86 %18.84 %30.65 %
AXA Distribution Z Inc-2.18 %1.85 %19.46 %25.8 %
IP European High Income Y Inc-0.23 %1.85 %32.78 %-
Threadneedle Managed Eq and Bond Ins Acc-1.89 %1.83 %22.07 %30.76 %
IP European High Income Z Acc-0.23 %1.83 %32.71 %41.64 %
Close Managed Income X Inc-0.98 %1.81 %18.3 %30.09 %
Close Managed Income X Acc-0.99 %1.81 %19.49 %31.36 %
MI Miton Cautious Mthly Inc B Acc units-0.76 %1.75 %23.99 %36.41 %
Schroder MM Diversity Income Z Acc-0.74 %1.72 %13.29 %17.18 %
MI Miton Cautious Mthly Inc B Inc units-0.76 %1.72 %23.9 %36.21 %
JPM Multi-Asset Income C Net Inc-0.44 %1.69 %15.48 %24.34 %
Schroder MM Diversity Income Z Inc-0.73 %1.69 %13.26 %17.19 %
JPM Multi-Asset Income C Net Acc-0.41 %1.69 %15.51 %24.35 %
Janus Henderson Cautious Mgd I Inc-1.92 %1.68 %14.47 %21.6 %
Janus Henderson Cautious Mgd I Acc-1.89 %1.66 %14.51 %21.63 %
Fidelity MltAsst Open Str Y Inc-1.27 %1.61 %22.28 %29.32 %
Aberdeen Multi-Mgr Multi Asset Dist I £-1.13 %1.6 %21.1 %29.57 %
L&G Mixed Investment 20-60% I Dist-1.34 %1.53 %23.57 %-
Kames Diversified Monthly Inc GBP B Acc0.27 %1.53 %23.77 %-
Kames Diversified Monthly Inc GBP B Inc0.29 %1.52 %23.69 %-
L&G Mixed Investment 20-60% I Acc-1.33 %1.51 %23.57 %-
FP Tatton Oak Cautious Growth B-0.94 %1.5 %19.15 %27.84 %
FP Russell Invsmts Mlt Asst Gr II C Acc-1.19 %1.4 %--
FP Russell Invsmts Mlt Asst Gr II C Inc-1.19 %1.39 %--
7IM AAP Balanced C Acc-1.16 %1.37 %19.28 %26.99 %
7IM AAP Balanced C Inc-1.16 %1.37 %19.3 %27.01 %
LF Seneca Diversified Income B Inc-1.36 %23.74 %32.75 %
Aviva Investors Multi-Mgr 20-60% 2 £Acc-0.72 %1.3 %20.86 %30.76 %
Aviva Investors Multi-Mgr 20-60% 2 £Inc-0.71 %1.3 %20.87 %30.77 %
Aviva Investors Distribution 2 GBP Acc-1.9 %1.29 %--
Aviva Investors Distribution 2 GBP Inc-1.89 %1.29 %16.58 %29.86 %
Margetts Providence Strategy R GBP Inc-1.42 %1.28 %17.18 %23.48 %
Margetts Providence Strategy R GBP Acc-1.42 %1.26 %17.17 %23.45 %
HSBC Open Global Distribution C Inc-1.64 %1.13 %25.21 %35.29 %
HSBC Open Global Distribution C Acc-1.64 %1.12 %25.32 %35.52 %
7IM Balanced C Acc-1.17 %1.04 %17.75 %25.95 %
7IM Balanced C Inc-1.17 %1.04 %17.74 %25.94 %
F&C MM Navigator Moderate C Acc-1.14 %1.01 %21.59 %34.58 %
Fidelity MltAsst Bal Inc Y Inc-1.31 %1 %18.29 %-
F&C MM Navigator Moderate C Inc-1.15 %0.99 %21.59 %34.55 %
Close Diversified Income Port X Acc-0.24 %0.66 %15.78 %24.44 %
Close Diversified Income Port X Inc-0.22 %0.65 %14.63 %23.2 %
L&G Distribution Trust I Acc-1.2 %0.62 %12.66 %21 %
L&G Distribution Trust I Dist-1.18 %0.62 %12.59 %20.9 %
BlackRock Global Multi Asset Inc D Acc-0.35 %0.61 %15.59 %24.23 %
BlackRock Global Multi Asset Inc D Inc-0.36 %0.61 %15.61 %24.31 %
HL Multi-Manager Equity & Bond A Acc-1.09 %0.53 %16.78 %30.18 %
AXA Ethical Distribution Z Inc-1.68 %0.38 %17.15 %30.32 %
AXA Ethical Distribution Z Acc-1.7 %0.35 %17.19 %29.54 %
M&G Episode Allocation GBP I Acc0.84 %0.27 %25.12 %34.97 %
M&G Episode Allocation GBP I Inc0.84 %0.26 %25.11 %34.95 %
Acumen Income X Acc-0.82 %0.25 %--
Aberdeen Diversified Income I Acc-0.26 %0.16 %21.46 %26.68 %
Aberdeen Diversified Income I Inc-0.28 %0.15 %21.49 %26.74 %
IP Distribution Y Inc-1.33 %0.1 %13.66 %-
IP Distribution Y Acc-1.34 %0.1 %13.53 %-
IP Distribution Z Acc-1.34 %0.06 %13.36 %21.4 %
IP Distribution Z Inc-1.34 %0.05 %13.48 %21.48 %
LF Ruffer Total Return C Inc-1.7 %-0.14 %11.88 %19.93 %
LF Ruffer Total Return C Acc-1.7 %-0.14 %11.96 %20.01 %
City Financial Multi Asset Bal I Inc-1.85 %-0.33 %9.73 %21.84 %
City Financial Multi Asset Bal I Acc-1.85 %-0.33 %9.85 %22.05 %
Acumen Income X Inc-0.82 %-0.36 %--
Schroder MM Diversity Z Inc-0.26 %-0.45 %7.05 %9.65 %
Schroder MM Diversity Z Acc-0.3 %-0.49 %7.05 %9.67 %
UBS Multi-Asset Income C Acc Gross-0.21 %-1.02 %6.86 %11.52 %
FP Tatton Oak Distribution B Inc-0.64 %-1.04 %10 %17.37 %
FP Tatton Oak Distribution B Acc-0.64 %-1.05 %9.97 %17.37 %
FP Russell Invsmts Multi Asset Inc C Acc-1.09 %-1.31 %12.02 %19.44 %
FP Russell Invsmts Multi Asset Inc C Inc-1.09 %-1.31 %12.01 %19.47 %
Investec Cautious Managed I Acc Net-0.71 %-1.76 %20.26 %17.74 %
Investec Cautious Managed I Inc Net-0.71 %-1.76 %20.25 %17.73 %
Investec Cautious Managed Net R Acc-0.72 %-1.99 %19.36 %16.27 %
Jupiter Enhanced Distribution I GBP Inc-1.54 %-2.31 %13.21 %-
Jupiter Enhanced Distribution I GBP Acc-1.53 %-2.32 %13.17 %-