Funds in Mixed Investment 20-60% Shares

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Fund name1 Month Perf1 Year Perfsort ascending3 Year Perf5 Year Perf
Royal London Sus Div Trst1.13 %9.02 %34.13 %56.38 %
Rathbone Actv Inc and Gth0.6 %8.65 %28.82 %43.68 %
CCM Knox Global Balanced1.3 %7.49 %--
VT Chelsea Mgd Bal Gth0.63 %7.48 %--
S&W The Magpie-0.8 %7.45 %39.31 %-
AXA Global Distribution1.38 %7.32 %35.94 %50.12 %
SVS Capital Balanced-0.55 %7.21 %28.55 %35.95 %
Liontrust SF Dfnsv Mngd0.62 %7.02 %26.44 %-
Zurich Horizon Multi-Asset II1.56 %7 %27.04 %-
Omnis MM Bal0.64 %6.49 %25.59 %43.96 %
EF FACETBalDisPor1.81 %6.29 %11.19 %20.54 %
SVS TPI Balanced 20.76 %6.24 %--
SVS TPI Balanced 61.77 %6.09 %--
VT AJ Bell Passive Balanced1.26 %5.91 %--
AXA Lifetime Distribution0.88 %5.67 %27.08 %-
LF KB Invicta-0.07 %5.49 %26.59 %34.78 %
Premier Diversified Income0.59 %5.43 %--
S&W The Alkerton-0.06 %5.21 %22.28 %35.85 %
Discovery Balanced0.19 %5.19 %21.14 %34.23 %
Thesis Eden Investment0.64 %5.05 %21.22 %34.42 %
FP Apollo Multi Ast Cau0.05 %5.01 %17 %28.42 %
Stan Life Inv Dyn Dist0.19 %4.98 %12.66 %37.7 %
Barclays Wealth Gbl Mkts 31.33 %4.97 %22.15 %34.22 %
Premier Liberation V0.03 %4.96 %27.99 %45.94 %
AXA Distribution0.71 %4.93 %17.89 %28.82 %
Kames Ethical Cautious Mgd0.07 %4.92 %12.74 %34.95 %
S&W Jay Inc-0.69 %4.91 %13.4 %35.48 %
FP Apollo Multi Ast Bal-0.06 %4.87 %17.22 %28.17 %
EF FACETCauDisPor1.73 %4.87 %9.8 %19.24 %
LF Canlife Portfolio IV0.35 %4.79 %19.6 %-
LF Windrush-0.87 %4.77 %16 %28.49 %
Courtiers TR Cautious Risk1.08 %4.69 %18.3 %33.22 %
Jupiter Merlin Inc Portfolio0.74 %4.69 %17.46 %26.8 %
Schroder Mxd Dist0.04 %4.66 %22.02 %38.35 %
Wesleyan ModRiskRewardGth0.35 %4.62 %--
Omnis MM Caut0.92 %4.42 %17.25 %31.82 %
Thesis Optima Balanced0.4 %4.39 %14.81 %30.18 %
T. Bailey Dynamic-0.47 %4.39 %20.06 %38.18 %
Vanguard Targe Retm 20151.03 %4.34 %--
Zurich Horizon Multi-Asset I1.4 %4.34 %21.11 %-
Vanguard LifeStrategy40%Equi0.91 %4.34 %23.87 %38.55 %
HC Verbatim Multi-Index Portfolio 40.64 %4.32 %22.06 %36.35 %
Quilter Investors CrlmBlPsvPf0.99 %4.32 %27.8 %42.04 %
EF Brompton Global Balanced0.1 %4.31 %24 %-
FP Russell Investments MlAGIII0.43 %4.31 %15.8 %28.31 %
S&W Worldwide0.98 %4.29 %19.7 %29.89 %
Volare Cautious0.47 %4.27 %--
Scot Wid Bal Gth Pfl0.62 %4.27 %20.96 %29.29 %
MGTS Fut Money Real Gth0.44 %4.27 %17.71 %30.69 %
M&G Episode Income0.61 %4.23 %20.8 %41.45 %
SVS TPI Cautious 61.28 %4.23 %--
Close Conservative Portfolio0.24 %4.22 %13.75 %29.58 %
Artemis Monthly Distribution0.85 %4.21 %30.68 %60.19 %
Premier Liberation IV0.04 %4.18 %23.7 %41.33 %
Royal Bank of Scot Stakeholder Inv0.82 %4.18 %16.78 %26.12 %
Stan Life Wealth Phoenix1.5 %4.15 %18.82 %29.32 %
Thesis The Gbl Bal Strategy-0.23 %4.14 %22.26 %-
Close Tactical Select Pas Con0.59 %4.13 %22.28 %36.5 %
Scot Wid Bal Pfl0.68 %4.13 %19.15 %33.9 %
SVSBrownShipleyInc0.21 %4.07 %14.04 %27.76 %
IFSL Brooks Macdonald CG0.44 %4.05 %20.17 %34.38 %
IFSL Tlny Btinv Inc&Gth Pfl0.88 %3.99 %16.36 %30.92 %
Threadneedle Gbl Ml Ass Inc0.99 %3.97 %23.54 %-
LF PruDy20-55Pf-0.02 %3.96 %20.57 %34.51 %
WAY Global Blue Managed Pfl0.32 %3.94 %20.27 %31.96 %
IFSL Tlny Bstins Con Prtf0.6 %3.9 %13.13 %-
TM UBS (UK) UK Balanced1.28 %3.88 %19.95 %31.6 %
Elite Income0.4 %3.86 %14.48 %24.85 %
L&G MM Inc Trust1.09 %3.85 %18.19 %26.81 %
Aberdeen MultiMag Diversity1.17 %3.81 %14.14 %23.5 %
7IM Sustainable Balance0.56 %3.81 %17.69 %35.61 %
LF PruDyFo20-55Pf0.66 %3.8 %24.42 %35.21 %
Royal London GMAP Balanced0.6 %3.73 %--
Fidelity Multi Ast Str0.55 %3.72 %17.32 %31.05 %
MI Hawksmoor Vanbrugh-0.34 %3.72 %25.29 %40.03 %
Halifax Cautious Managed0.47 %3.69 %17.78 %27.11 %
Marlborough Cautious-0.3 %3.68 %18.28 %32.93 %
Close Managed Conservative0.6 %3.65 %17.91 %32.24 %
Omnis Multi-Asset Income2.06 %3.64 %32.74 %-
MGTS IBOSS 20.03 %3.62 %--
Threadneedle Managed Eq & Bd1.33 %3.61 %21.77 %34.15 %
LF Miton Cautious Multi Asset0.58 %3.6 %21.05 %25.71 %
VT Greystone Caut Mgd0.19 %3.6 %22.12 %34.73 %
BlackRock NURS II Consensus 601.09 %3.56 %25.17 %35.34 %
F&C MM Navigator Moderate-0.02 %3.56 %21.94 %38.73 %
Janus Henderson CtMng0.16 %3.56 %13.21 %25.73 %
Premier Multi Asset Dist0.42 %3.47 %18.4 %43.22 %
Premier Mlt Ast Monthly Inc0.36 %3.44 %17.29 %39.57 %
7IM AAP Balanced0.45 %3.43 %12.65 %28.98 %
Sarasin GlobalSar-Stgc0.58 %3.43 %19.73 %35.61 %
TM UBSUKGbl Balnced0.88 %3.43 %19.85 %32.01 %
MGTS Fut Mny Income0.3 %3.41 %17.39 %32.24 %
Invesco Perp Gbl Dist0.64 %3.41 %16.9 %-
IFSL Tlny Btinv Inc Pfl0.61 %3.39 %13.82 %26.05 %
LF Buxton-0.79 %3.37 %11.88 %24.8 %
7IM Balanced0.35 %3.36 %11.69 %28.82 %
MI MitonCautMthInc0.58 %3.33 %20.67 %35.98 %
MI CharStMuAs2Cts0.78 %3.3 %--
Architas MA Active Interm Inc0.77 %3.28 %22.59 %35.57 %
The Serissa0.4 %3.28 %13.09 %25.79 %
MGTS Clarion Prudence Ptfl0.46 %3.27 %13.11 %23 %
IFSL Tlny Btinv Defensive Pfl0.53 %3.26 %11.26 %20.24 %
Scot Wid Dyn Inc Pfl0.38 %3.18 %16.74 %24.3 %
Barclays Wealth Gbl Mkts 20.96 %3.17 %15.16 %24.5 %
Premier MultiAssetConsrtveGth0.88 %3.17 %12.28 %21.92 %
Insight Gbl Multi-Strategy1.34 %3.16 %15.11 %27.03 %
Sarasin FoF-Gbl Strategic Gr0.57 %3.14 %16.46 %32.16 %
MGTS Frontier Caut0.26 %3.13 %12.27 %21.08 %
Janus Henderson MMInc&Gth0.15 %3.12 %17.01 %30.09 %
HC Verbatim Multi-Index Portfolio 30.43 %3.12 %16.62 %27.75 %
Schroder MM Diversity Income0.61 %3.11 %12.42 %19.37 %
Royal Bank of Scot Income0.74 %3.09 %16.1 %30.98 %
TC Share Centre Ml Mgr Caut0.23 %3.07 %17.6 %34.45 %
SVS TPI Balanced 70.41 %3.02 %--
Fidelity Ml Ass Op Sg0.47 %2.94 %21.65 %33.14 %
EF Brompton Global Income-0.05 %2.91 %21.4 %35.28 %
Janus Henderson MlMgDt0.41 %2.91 %15.87 %26.51 %
Sentinel Inc Pfl0.39 %2.9 %--
WSSF 3 Balanced Pfl1.27 %2.88 %21.28 %33.94 %
Invesco Perp Eurpn High Inc1.07 %2.87 %29.35 %44.06 %
Carvetian The Aspen0.26 %2.82 %17.18 %30.81 %
Margetts Providence Strategy-0.15 %2.81 %15.36 %26.52 %
MGTS Fut Money Real Val0.23 %2.81 %12.54 %22.98 %
F&C MM Navigator Distribution0.3 %2.79 %17.13 %31.94 %
AXA Ethical Distribution-0.17 %2.73 %15.87 %32.76 %
LF PruDy10-40Pf0.55 %2.73 %17.42 %31.6 %
UBS (UK) Gbl Bal Allocation0.95 %2.71 %--
FP Russell Investments MlAtGtII0.32 %2.67 %--
Aberdeen Diversified Growth2.52 %2.66 %16.39 %27.5 %
Aberdeen Divfd Core Gth1.01 %2.65 %22.79 %-
L&G Mixed Investment 20-60%1.28 %2.63 %18.98 %-
Fidelity MulAs All Str1.44 %2.62 %15.47 %25.53 %
IFSL TlyBtnvAdPasBlPfl0.26 %2.62 %--
Aviva Inv Distribution0.01 %2.61 %17.52 %32.45 %
Aberdeen MMgr Caut Mgd Pfl0.52 %2.6 %18.68 %30.09 %
Quilter Investors Crlm Bl Pf0.4 %2.6 %24.34 %39.26 %
Schroder Mgd Wlth Pfl0.84 %2.56 %20.39 %29.17 %
LF PrudentialDynFsd 10-40Pfl0.54 %2.51 %--
Close Managed Inc0.68 %2.51 %17.76 %33.09 %
Virgin Bond Gilt UK Share0.63 %2.49 %12.66 %-
SVS TPI RiskMaster 10.74 %2.43 %--
TM Credit Suisse Balanced0.74 %2.41 %13.54 %-
HSBC Open Global Distribution1.18 %2.39 %23.44 %36.78 %
WAY MA Cautious Portfolio0.21 %2.33 %16.21 %25.83 %
Quilter Investors Fdtn 3-0.16 %2.26 %21.59 %-
LF Seneca Diversified Income0.36 %2.22 %21.08 %34.84 %
Investec Caut Mgd-0.45 %2.2 %18.06 %20.65 %
LF Ruffer Tot Return-0.83 %2.19 %10.31 %18.91 %
S&W Capital Link Growth0.3 %2.17 %3.3 %13.16 %
Omnis MM Dis1.03 %2.16 %12.98 %24.57 %
Broadway ICVC Balanced0.11 %2.14 %19.76 %30.56 %
Scot Wid Caut Gth0.28 %2.06 %11.07 %22.13 %
Sand Aire First Ilona Income0.29 %2.05 %22.47 %34.65 %
Barclays Mul As Hgh Inc0.39 %2.03 %14.63 %21.65 %
Scot Wid HIFML Diversified Retn1.07 %2.03 %7.64 %18.01 %
Carvetian Lundy-1.99 %10.77 %23.35 %
VT MA DRP IV0.51 %1.98 %16.33 %-
L&G Distribution Trust-0.21 %1.91 %11.76 %23.33 %
JPM Multi Asset Inc0.7 %1.91 %10.08 %24.96 %
Aviva Inv MM 20-60% shares0.76 %1.87 %16.61 %32.23 %
Royal Bank of Scot Cautious Growth0.65 %1.84 %14.05 %26.43 %
City Financial MulAss Bld2.09 %1.83 %7.69 %26.23 %
L&G Mixed Inv Inc 20-60%1.49 %1.83 %--
FP Tatton Oak Cautious Growth0.67 %1.77 %16.37 %29.56 %
Kames Divfd Monthly Inc0.22 %1.73 %18.93 %-
M&G Episode Allocation0.76 %1.73 %18.28 %36.89 %
Scot Wid Caut Sol0.32 %1.7 %9.49 %19.81 %
HL MMgrEq&Bd0.14 %1.45 %15.66 %32.83 %
Santander Max 30% Shs Portfolio0.41 %1.35 %11.39 %-
Scot Wid Defensive Solution0.33 %1.34 %8.78 %17.41 %
Fidelity Ml Ass Bl Inc1.41 %1.25 %17.57 %-
Scot Wid Mgd Inc Pfl0.29 %1.23 %13.29 %18.56 %
HC Sequel Caut Tgt Rt Stratgy0.68 %1.21 %13.47 %-
Quilter Investors Divfd Pf0.26 %1.19 %7.15 %9.99 %
ACUMEN Conservative Ptfl0.72 %1.15 %18.33 %-
TB Doherty Caut Mgd0.53 %1.06 %14.01 %21.44 %
Aberdeen Diversified Income1.9 %1.05 %17.92 %27.12 %
VT MA DRP III0.53 %1.03 %14.51 %21.79 %
Invesco Perp Distribution0.94 %1.03 %11.28 %23.84 %
FP New HorizonBalInc&Gth0.25 %0.9 %18.51 %30.38 %
Barclays Mul As Inc0.27 %0.76 %12.81 %19.64 %
WSSF 2 Defensive Pfl0.89 %0.75 %13 %22.03 %
Carvetian The Walnut-0.72 %0.68 %8.49 %21.14 %
Santander Atlas Inc Pfl0.5 %0.58 %10.17 %27.8 %
TB Doherty Distribution-0.09 %0.55 %--
ACUMEN Income Portfolio1.18 %0.49 %--
HC StirlingHouseMntlyInc0.58 %0.49 %10.01 %14.75 %
Close Diversified IncPort1.09 %0.3 %13.55 %24.29 %
BlackRock Gbl Mul Ass Inc0.53 %0.27 %11.73 %22.46 %
Schroder MM Diversity0.3 %0.2 %5.86 %11.51 %
FP Frontier MAP Balanced-0.11 %-0.11 %7.51 %15.21 %
FP Russell Investments MlAtIn0.99 %-0.33 %9.76 %21.18 %
UBS Multi Asset Income0.84 %-0.36 %4.83 %14.86 %
WSSF 1 Conservative Pfl0.45 %-0.66 %10.08 %15.84 %
Jupiter Enhanced Dist-0.51 %-1.16 %--
HC Seql Cau Inc Strtgy0.64 %-1.27 %11.39 %18.62 %
FP Tatton Oak Distribution0.3 %-1.45 %7.76 %18.3 %
Fidelity Select 50 Balanced0.87 %---
SVS True Potential Cautious0.5 %---
VT MSInSMFBal Strat---0.47 %-
IFML Vitality MA Mod0.15 %---
FP Tatton Blended Cautious0.75 %---
Invesco Perp SmtGwt2----
Barclays Multi-Asset Balanced-0.14 %---
IFSL Equilibrium Bal Pfl0.49 %---
FP Tatton Blended Balanced0.57 %---
SVS TPI Balanced 40.62 %---
SJP BalIntGrw1.47 %---
SJP BalGrw0.78 %---
IFSL Equilibrium Caut Pfl0.49 %---
IFSL Equilibrium Advntr Pfl0.29 %---
IFSL Ravenscroft Huntress Bal1.65 %-26.15 %40.57 %
NFU Mutual Mixed Pfl 20-60% Shrs0.67 %---
Invesco Perp SmtGwt3----