Funds in Mixed Investment 20-60% Shares

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Fund name1 Month Perf1 Year Perfsort ascending3 Year Perf5 Year Perf
Invesco Perp Eurpn High Inc1.03 %7.94 %24.28 %48.84 %
Aberdeen Divfd Core Gth0.54 %7.58 %20.29 %-
Invesco Perp Gbl Dist0.41 %7.37 %16.15 %-
LF Miton Cautious Multi Asset0.47 %7.23 %16.94 %25.49 %
M&G Episode Income0.29 %7.11 %15.93 %40.76 %
Barclays Mul As Hgh Inc0.54 %7.02 %14.35 %22.18 %
M&G Episode Allocation0.6 %6.88 %17.1 %40.89 %
Schroder Mxd Dist0.75 %6.78 %18.13 %38.79 %
MI MitonCautMthInc0.5 %6.76 %16.39 %38.5 %
Royal London Sus Div Trst0.42 %6.75 %23.97 %51.85 %
Rathbone Actv Inc and Gth0.62 %6.71 %19.53 %38.16 %
FP Apollo Multi Ast Bal-0.88 %6.46 %14.53 %26.08 %
SVS TPI Balanced 60.18 %6.24 %--
T. Bailey Dynamic0.26 %6.15 %17.05 %40.25 %
Liontrust SF Dfnsv Mngd0.08 %6.02 %18.52 %-
FP Apollo Multi Ast Cau-0.85 %5.72 %13.5 %27.98 %
Discovery Balanced-0.47 %5.63 %14.95 %35.95 %
Barclays Wealth Gbl Mkts 3-0.34 %5.62 %14.9 %31.15 %
Close Conservative Portfolio0.42 %5.47 %9.8 %30.45 %
Omnis MM Bal-0.68 %5.32 %17.39 %43.48 %
Barclays Mul As Inc0.34 %5.25 %12.17 %19.58 %
Scot Wid HIFML Diversified Retn0.94 %5.12 %5.51 %15.4 %
Stan Life Inv Dyn Dist0.47 %5.09 %11.01 %41.8 %
SVS TPI Balanced 20.35 %5.04 %23.18 %-
FP Russell Investments MlAGIII0.1 %5.01 %10.6 %28.04 %
Royal Bank of Scot Income0.45 %4.73 %11.39 %30.21 %
UBS (UK) Gbl Bal Allocation0.21 %4.68 %--
EF Brompton Global Balanced-0.77 %4.59 %18.23 %-
MI Hawksmoor Vanbrugh-0.31 %4.49 %20.42 %38.46 %
SVS TPI Cautious 60.19 %4.45 %--
EF Brompton Global Income0.49 %4.44 %17.53 %36.43 %
JPM Multi Asset Inc0.49 %4.43 %9.02 %25.9 %
Old Mutual Fdtn 3-1.5 %4.35 %15.25 %-
F&C MM Navigator Moderate-0.61 %4.35 %16.37 %40.24 %
SVS TPI Balanced 70.58 %4.24 %--
Marlborough Cautious-0.38 %4.21 %11.84 %32.69 %
S&W The Magpie-5.19 %4.17 %21.38 %-
WAY Global Blue Managed Pfl-0.83 %4.11 %14.95 %32.62 %
LF PruDyFo20-55Pf-0.24 %4.09 %16.42 %34.26 %
Kames Divfd Monthly Inc0.63 %4.05 %16.33 %-
Premier Liberation V-0.26 %4.03 %19.59 %45.57 %
Sarasin GlobalSar-Stgc-0.64 %4.01 %14.14 %34.51 %
7IM AAP Balanced0.75 %4.01 %6.88 %29.43 %
Zurich Horizon Multi-Asset II-0.2 %3.94 %18.78 %-
Thesis Eden Investment-0.74 %3.89 %13.63 %32.74 %
TM UBS (UK) UK Balanced0.54 %3.88 %13.79 %31.88 %
L&G MM Inc Trust-0.05 %3.88 %11.56 %24.89 %
Barclays Wealth Gbl Mkts 2-0.3 %3.82 %10.36 %22.31 %
Omnis Multi-Asset Income-0.18 %3.78 %25.45 %-
LF Seneca Diversified Income0.47 %3.72 %19.5 %36.01 %
SJP Multi Asset-0.35 %3.72 %4.67 %3.06 %
AXA Global Distribution-1.14 %3.71 %22.54 %43.49 %
LF PruDy20-55Pf-0.28 %3.7 %13.42 %32.65 %
IFSL Ravenscroft Huntress Bal-0.98 %3.66 %17.2 %35.99 %
Elite CAM Balanced Disc Pfl-0.17 %3.63 %4.48 %17.14 %
7IM Balanced0.18 %3.63 %6.1 %29.84 %
Janus Henderson MMInc&Gth-3.6 %11.36 %31.37 %
Insight Gbl Multi-Strategy1.07 %3.6 %8.81 %26.11 %
OM Cirilium Balanced Pf-0.58 %3.53 %18.51 %39.35 %
LF PruDy10-40Pf-0.42 %3.45 %11.59 %29.64 %
Threadneedle Gbl Ml Ass Inc0.05 %3.45 %18.57 %-
LF PrudentialDynFsd 10-40Pfl-0.02 %3.42 %--
NFU Mutual Mixed Pfl 20-60% Shrs0.82 %3.41 %15.41 %32.72 %
Premier Mlt Ast Monthly Inc0.7 %3.37 %13.81 %40.05 %
SVS Capital Balanced-2.01 %3.36 %16.07 %29.37 %
Volare Cautious-0.43 %3.35 %--
TM UBSUKGbl Balnced-0.19 %3.33 %13.53 %31.39 %
Premier Liberation IV-0.29 %3.25 %16.64 %40.97 %
Premier Multi Asset Dist0.42 %3.25 %14.72 %44.09 %
Aberdeen Diversified Growth0.53 %3.22 %13.08 %23.05 %
BlackRock Gbl Mul Ass Inc-0.13 %3.22 %10.69 %26.46 %
Jupiter Merlin Inc Portfolio1.02 %3.1 %11.18 %23.25 %
Scot Wid Bal Gth Pfl0.2 %3.09 %12.82 %28.51 %
CCM Knox Global Balanced-0.18 %3.08 %--
Vanguard Targe Retm 20150.07 %3.07 %--
Close Managed Conservative-0.24 %3.07 %12.36 %30.74 %
Sarasin FoF-Gbl Strategic Gr-0.39 %2.99 %10.89 %34.14 %
Royal London GMAP Balanced0.26 %2.98 %--
Royal Bank of Scot Cautious Growth0.13 %2.98 %9.88 %24.84 %
FP Russell Investments MlAtGtII0.26 %2.94 %--
Kames Ethical Cautious Mgd1.11 %2.93 %9.82 %37.91 %
Wesleyan ModRiskRewardGth1.56 %2.91 %--
Janus Henderson CtMng2.67 %2.89 %9.12 %28.52 %
Artemis Monthly Distribution-0.73 %2.86 %23.63 %55.54 %
MGTS IBOSS 2-0.37 %2.85 %--
WAY MA Cautious Portfolio-0.84 %2.82 %12 %27.33 %
Aberdeen MMgr Caut Mgd Pfl-0.48 %2.77 %12.3 %31.46 %
Scot Wid Caut Gth0.49 %2.75 %8.55 %20.41 %
Janus Henderson MlMgDt-2.74 %9.83 %27.1 %
Halifax Cautious Managed1.97 %2.74 %11.14 %26.11 %
7IM Sustainable Balance-0.32 %2.73 %10.56 %32.33 %
VT AJ Bell Passive Balanced0.45 %2.67 %--
LF Canlife Portfolio IV0.5 %2.66 %13.19 %-
Sand Aire First Ilona Income-1.04 %2.63 %14.69 %33 %
Thesis Optima Balanced0.89 %2.59 %9.59 %28.92 %
Aviva Inv MM 20-60% shares-1.17 %2.58 %10.56 %32.28 %
TC Share Centre Ml Mgr Caut-0.12 %2.55 %14.38 %33.84 %
Vanguard LifeStrategy40%Equi-0.07 %2.51 %15.64 %33.31 %
Elite Income-0.43 %2.46 %10.37 %20.99 %
TM Credit Suisse Balanced0.42 %2.46 %9.12 %-
Aviva Inv Distribution1.34 %2.44 %12.32 %31.26 %
Courtiers TR Cautious Risk0.2 %2.42 %12.97 %32.75 %
Scot Wid Bal Pfl-0.15 %2.42 %11.23 %32.47 %
Premier MultiAssetConsrtveGth0.11 %2.42 %9.24 %20.01 %
City Financial MulAss Bld0.51 %2.4 %-1.15 %23.53 %
FP Frontier MAP Balanced-1.01 %2.38 %3.24 %13.3 %
Aberdeen Diversified Income0.71 %2.38 %12.99 %27.38 %
MGTS Greystone Caut Mgd0.02 %2.36 %14.18 %32.21 %
Scot Wid Dyn Inc Pfl0.52 %2.32 %9.96 %23.15 %
S&W The Alkerton-1.07 %2.3 %12.36 %31.46 %
MI CharStMuAs2Cts0.06 %2.2 %--
IFSL Brooks Macdonald CG-0.22 %2.18 %13.23 %33.22 %
Elite CAM Cautious Disc Pfl-0.08 %2.13 %4.03 %15.59 %
Close Tactical Select Pas Con0.2 %2.09 %14.86 %33.75 %
OM Cirilium Balanced Pass Pf-0.42 %2.08 %18.88 %39.39 %
IFSL Tlny Bstins Con Prtf-0.18 %2.06 %7.77 %-
L&G Distribution Trust1.9 %2 %9 %24 %
MGTS Fut Money Real Gth0.34 %1.99 %10.58 %28.87 %
SVSBrownShipleyInc0.45 %1.97 %8.44 %25.88 %
Aberdeen MM MltiAst Dist Pfl0.15 %1.93 %11.96 %30.38 %
Threadneedle Managed Eq & Bd0.08 %1.9 %13.72 %31.47 %
Ttl Clarty Prtf 4-0.37 %1.86 %14.42 %33.84 %
MGTS Fut Mny Income0.73 %1.86 %10.86 %31.18 %
Invesco Perp Distribution1.02 %1.81 %7.47 %23.42 %
Close Managed Inc-0.14 %1.81 %11.61 %31.39 %
S&W Worldwide-2.05 %1.79 %10.52 %27.52 %
F&C MM Navigator Distribution-0.14 %1.79 %11.45 %30.85 %
IFSL Tlny Btinv Defensive Pfl0.27 %1.78 %7.21 %18.91 %
LF KB Invicta-2.72 %1.77 %15.35 %29.76 %
MGTS Frontier Caut0.61 %1.75 %5.98 %20.34 %
ACUMEN Conservative Ptfl0.39 %1.68 %13.62 %-
IFSL Tlny Btinv Inc&Gth Pfl-0.18 %1.66 %10.03 %29.8 %
ACUMEN Income Portfolio0.43 %1.65 %--
Omnis MM Caut-0.31 %1.64 %10.49 %29.22 %
Margetts Sentinel Inc Pfl-0.32 %1.61 %--
Stan Life Wealth Phoenix-1.6 %11.89 %22.89 %
IFSL Tlny Btinv Inc Pfl0.13 %1.59 %8.55 %25.11 %
L&G Mixed Investment 20-60%0.68 %1.57 %12.01 %-
Scot Wid Caut Sol0.4 %1.55 %6.52 %18.53 %
Fidelity Ml Ass Op Sg0.32 %1.54 %13.83 %30.02 %
MGTS Clarion Prudence Ptfl0.86 %1.51 %7.56 %22.19 %
S&W Jay Inc-1.63 %1.47 %8.09 %35.97 %
Royal Bank of Scot Stakeholder Inv1.88 %1.44 %9.45 %23.79 %
HC Sequel Caut Tgt Rt Stratgy0.44 %1.37 %10.06 %-
BlackRock NURS II Consensus 600.64 %1.36 %15.48 %31.45 %
Scot Wid Defensive Solution0.25 %1.35 %6.19 %15.7 %
HL MMgrEq&Bd0.57 %1.34 %11.48 %34.41 %
Thesis The Gbl Bal Strategy-2.59 %1.31 %11.91 %-
MGTS Fut Money Real Val0.26 %1.24 %7.56 %21.34 %
AXA Ethical Distribution1.05 %1.23 %14.5 %35.08 %
AXA Distribution2.47 %1.22 %11.71 %27.98 %
HSBC Gbl Strat Caut Pfl-0.22 %1.2 %10.54 %21.11 %
Margetts Providence Strategy0.91 %1.18 %9.41 %26.52 %
Old Mutual Voyager Divfd-0.43 %1.14 %-0.95 %10.32 %
WSSF 3 Balanced Pfl-0.06 %1.13 %14.03 %33.2 %
L&G Mixed Inv Inc 20-60%1.06 %1.13 %--
SVS TPI RiskMaster 1-1.11 %--
Aberdeen MultiMag Diversity-0.1 %1.1 %8.42 %21.44 %
Santander Atlas Inc Pfl0.5 %1.1 %7.54 %34.35 %
AXA Lifetime Distribution2.35 %1.08 %18.58 %-
TB Doherty Distribution0.06 %1.03 %--
IFSL TlyBtnvAdPasBlPfl0.8 %0.98 %--
Fidelity Multi Ast Str0.38 %0.89 %10.42 %28.46 %
Scot Wid Mgd Inc Pfl0.12 %0.89 %7.83 %15.34 %
Schroder MM Diversity Income1.53 %0.83 %7.12 %20.5 %
Santander Max 30% Shs Portfolio0.24 %0.77 %6.57 %-
Omnis MM Dis0.69 %0.73 %7.26 %23.68 %
Investec Caut Mgd1.18 %0.68 %10.63 %21.25 %
Ttl Clarty Prtf 3-0.22 %0.67 %10.83 %25.48 %
FP Tatton Oak Cautious Growth-0.25 %0.62 %10.6 %28.09 %
The Serissa-0.75 %0.62 %6.42 %23.85 %
Schroder Mgd Wlth Pfl-0.29 %0.61 %14.74 %28.25 %
UBS Multi Asset Income0.07 %0.6 %3.07 %12.88 %
Architas MA Active Interm Inc-0.98 %0.6 %13.61 %32.54 %
LF Windrush-0.33 %0.47 %10.34 %25.68 %
TB Doherty Caut Mgd-0.06 %0.38 %7.71 %22.82 %
Virgin Bond Gilt UK Share1.32 %0.37 %5.81 %-
HSBC Open Global Distribution-0.22 %0.28 %14.38 %32.58 %
Fidelity Ml Ass Bl Inc0.08 %0.24 %12.26 %-
Carvetian Lundy-1.47 %0.13 %5.68 %23.27 %
LF Buxton-0.13 %0.12 %7.64 %25.36 %
FP Russell Investments MlAtIn0.09 %0.09 %6.44 %19.28 %
HC Seql Cau Inc Strtgy0.39 %0.09 %6.56 %17.22 %
Close Diversified IncPort0.25 %-0.12 %9.62 %22.65 %
S&W Capital Link Growth-0.54 %-0.16 %-13.9 %
Jupiter Enhanced Dist0.73 %-0.16 %--
Fidelity MulAs All Str-0.44 %-0.22 %7.93 %22.17 %
Carvetian The Aspen-0.99 %-0.47 %10.01 %28.04 %
Zurich Horizon Multi-Asset I-0.02 %-0.48 %12.17 %-
HC StirlingHouseMntlyInc--0.58 %4.03 %11.87 %
VT MA DRP IV-0.24 %-0.74 %7.71 %-
Schroder MM Diversity1.2 %-0.79 %2.02 %14.43 %
WSSF 1 Conservative Pfl0.15 %-0.81 %6.93 %15.48 %
LF Ruffer Tot Return-0.5 %-0.92 %5.48 %18.36 %
WSSF 2 Defensive Pfl0.14 %-0.96 %8.08 %21.4 %
FP New HorizonBalInc&Gth1.16 %-1.25 %10.85 %38.34 %
Broadway ICVC Balanced-2.38 %-1.36 %9.54 %24.82 %
VT MA DRP III-0.14 %-1.74 %6.99 %19.65 %
Carvetian The Walnut-0.89 %-1.96 %3.98 %21.12 %
FP Tatton Oak Distribution-0.07 %-3.5 %2.7 %17.56 %
SJP BalIntGrw-0.87 %---
Barclays Multi-Asset Balanced0.1 %---
FP Tatton Blended Cautious-0.12 %---
FP Tatton Blended Balanced0.34 %---
SVS TPI Balanced 4-0.48 %---
Premier Diversified Income0.99 %---
SJP BalGrw-0.19 %---
IFSL Equilibrium Caut Pfl0.88 %---
IFSL Equilibrium Bal Pfl0.83 %---
IFSL Equilibrium Advntr Pfl0.27 %---
VT MSInSMFBal Strat---3.65 %-
VT Chelsea Mgd Bal Gth-0.14 %---
Fidelity Select 50 Balanced-0.5 %---