Funds in Mixed Investment 20-60% Shares

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Fund name1 Month Perf1 Year Perfsort ascending3 Year Perf5 Year Perf
Schroder MM Diversity Income Z Inc-0.32 %1.6 %13.24 %16.43 %
Schroder MM Diversity Income Z Acc-0.41 %1.52 %13.22 %16.34 %
Schroder MM Diversity Z Acc-0.2 %0.1 %8.08 %10.24 %
Schroder MM Diversity Z Inc-0.22 %0.08 %8.08 %10.23 %
LF Seneca Diversified Income B Inc0.76 %-0.38 %21.59 %31.83 %
Aberdeen MM Diversity D Acc-1.11 %-1.22 %11.69 %18.46 %
Premier Multi-Asset Monthly Inc C Acc-1.78 %-1.3 %14.46 %29 %
Premier Multi-Asset Monthly Inc C Inc-1.78 %-1.31 %14.45 %30.05 %
BMO MM Navigator Distribution C Acc-0.99 %-1.36 %15.13 %24.68 %
BMO MM Navigator Distribution C Inc-0.99 %-1.38 %15.12 %24.65 %
Premier Multi Asset Cnsrv Gr C-1.84 %-1.46 %8.88 %15.9 %
Premier Multi-Asset Monthly Inc B Inc-1.79 %-1.5 %13.77 %28.68 %
Close Diversified Income Port X Inc-1.34 %-1.5 %11.11 %19.97 %
Close Diversified Income Port X Acc-1.32 %-1.5 %12.16 %21.18 %
Royal London Sustainable Div C Acc-1.83 %-1.53 %25.88 %43.49 %
Royal London Sustainable Div C Inc-1.87 %-1.57 %25.31 %42.89 %
Premier Multi-Asset Distribution C Inc-1.6 %-1.67 %15.5 %32.53 %
Premier Multi-Asset Distribution C Acc-1.6 %-1.67 %15.47 %31.43 %
Vanguard Target Retirement 2015 Acc-1.13 %-1.78 %21.58 %-
Premier Multi-Asset Distribution B Inc-1.62 %-1.87 %14.78 %31.07 %
HSBC World Selection Div Dis Port C Acc-1.28 %-1.93 %21.04 %31.64 %
Vanguard LifeStrategy 40% Equity A Acc-0.83 %-1.96 %20.62 %34.53 %
Vanguard LifeStrategy 40% Equity A Inc-0.83 %-1.96 %20.62 %34.53 %
MI Hawksmoor Vanbrugh C Acc-0.88 %-1.97 %22.16 %33.34 %
HSBC World Selection Div Dis Port C Inc-1.34 %-1.99 %21 %31.32 %
MI Hawksmoor Vanbrugh C Inc-0.88 %-1.99 %22.11 %32.83 %
HC Verbatim Multi-Index Portfolio 3 A-0.62 %-2 %14.13 %24.72 %
Premier Liberation No. IV Class C Acc-1.43 %-2.06 %19.27 %32.09 %
Premier Liberation No. IV Class C Inc-1.44 %-2.07 %19.26 %32.17 %
HC Verbatim Multi-Index Portfolio 4 A-1.06 %-2.12 %19.53 %31.11 %
LF Prudential Dyn Focs 10-40 Port P Acc-0.89 %-2.15 %17.66 %-
LF Prudential Dyn Focs 10-40 Port P Inc-0.89 %-2.15 %17.61 %-
Fidelity MltAsst Bal Inc Y Inc-0.98 %-2.18 %15.61 %25.94 %
MI Hawksmoor Vanbrugh B Acc-0.9 %-2.22 %21.21 %31.34 %
Royal London GMAP Bal M GBP Acc-2.16 %-2.25 %--
VT Greystone Cautious Managed R Inc-1.39 %-2.27 %18.39 %29.39 %
VT Greystone Cautious Managed R Acc-1.39 %-2.27 %18.38 %29.42 %
Architas MA Active Interm Inc A Inc-1.19 %-2.27 %17.48 %29.64 %
Royal London GMAP Bal M GBP Inc-2.22 %-2.28 %--
LF Prudential Dyn Focs 20-55 Port P Inc-0.83 %-2.3 %21.38 %29.34 %
LF Prudential Dyn Focs 20-55 Port P Acc-0.9 %-2.3 %21.39 %29.32 %
Jupiter Merlin Income I Inc-1.9 %-2.32 %14.91 %22.55 %
Jupiter Merlin Income I Acc-1.91 %-2.34 %14.96 %22.61 %
Architas MA Active Interm Inc A Acc-1.19 %-2.34 %17.37 %29.65 %
Close Managed Income X Acc-1.44 %-2.34 %13.5 %26.68 %
Close Managed Income X Inc-1.47 %-2.38 %12.43 %25.43 %
Close Conservative Portfolio X Acc-2.1 %-2.46 %12.81 %23.04 %
MGTS Future Money Real Value R Acc-1.55 %-2.49 %9.52 %16.2 %
Schroder Mixed Distribution Z Acc-1.82 %-2.5 %20.97 %30.61 %
LF Prudential Dyn Focs 20-55 Port R Acc-0.99 %-2.5 %20.56 %28.05 %
Close Conservative Portfolio X Inc-2.12 %-2.5 %12.78 %22.83 %
Fidelity Multi Asset Strategic N Acc-1.24 %-2.53 %16.16 %29.08 %
Schroder Mixed Distribution Z Inc-1.83 %-2.54 %21.02 %30.73 %
Close Managed Conservative X Acc-1.6 %-2.61 %12.38 %25.18 %
LF Canlife Portfolio IV C Inc-1.75 %-2.67 %14.82 %27.17 %
LF Canlife Portfolio IV C Acc-1.74 %-2.68 %14.84 %27.27 %
MGTS Future Money Real Growth R Acc-1.99 %-2.69 %13.97 %21.71 %
AXA Global Distribution Z Acc-2.19 %-2.69 %30.62 %43.4 %
AXA Global Distribution Z Inc-2.21 %-2.72 %30.9 %44.31 %
Fidelity MltAsst Open Str Y Inc-1.19 %-2.73 %18.67 %25.28 %
Threadneedle Glbl Mlt Ast Inc Z Acc-2.42 %-2.75 %17.48 %-
Fidelity Multi Asset Strategic Y Acc-1.25 %-2.78 %15.38 %27.74 %
Close Managed Conservative X Inc-1.62 %-2.8 %12.08 %24.91 %
7IM Sustainable Balance C Inc-2.22 %-2.88 %14.38 %27.95 %
7IM Sustainable Balance C Acc-2.21 %-2.88 %14.26 %27.75 %
Sarasin Globalsar Strategic P Inc-1.44 %-2.94 %17.14 %30.37 %
Sarasin Globalsar Strategic P Acc-1.4 %-2.99 %17.49 %31.21 %
Premier Liberation No. V Class C Inc-1.76 %-3 %23.15 %35.7 %
T Bailey Dynamic A Inc-1.01 %-3.01 %16.78 %30.46 %
Premier Liberation No. V Class C Acc-1.76 %-3.01 %23.11 %35.72 %
T Bailey Dynamic A Acc-1.02 %-3.01 %16.95 %30.64 %
Close Tactical Select Passv Cnsrv X Inc-1.4 %-3.06 %18.57 %30.89 %
Close Tactical Select Passv Cnsrv X Acc-1.41 %-3.08 %18.54 %30.93 %
Janus Henderson Mlt-Mgr Inc & Gr I Inc-1.43 %-3.18 %14.69 %24.06 %
LF Prudential Dynamic 20-55 Port P Acc-1.6 %-3.19 %16.4 %26.53 %
Janus Henderson Mlt-Mgr Inc & Gr I Acc-1.39 %-3.21 %14.64 %23.89 %
LF Prudential Dynamic 20-55 Port P Inc-1.6 %-3.21 %16.4 %26.55 %
SVS Brown Shipley Income I Inc-1.86 %-3.22 %12.08 %19.39 %
SVS Brown Shipley Income I Acc-1.86 %-3.22 %12.01 %19.35 %
BlackRock Consensus 60 D Acc-0.91 %-3.29 %21.39 %30.71 %
Aberdeen Multi-Mgr Cautious Mgd I Inc-1.09 %-3.46 %15.44 %22.41 %
Aberdeen Multi-Mgr Cautious Mgd I Acc-1.09 %-3.49 %15.39 %22.38 %
LF Prudential Dynamic 10-40 Port P Acc-1.35 %-3.53 %13.93 %23.98 %
LF Prudential Dynamic 10-40 Port P Inc-1.35 %-3.57 %13.92 %23.99 %
MGTS Future Money Income R Acc-2.09 %-3.66 %13.02 %21.44 %
MGTS Future Money Income R Inc-2.09 %-3.67 %13.01 %21.41 %
Janus Henderson Mlt-Mgr Distr I Inc-1.63 %-3.68 %12.09 %20.14 %
VT Tatton Oak Cautious Growth B Acc-1.06 %-3.74 %14.49 %22.64 %
UBS Multi-Asset Income C Acc Gross-0.61 %-3.78 %5.96 %7.66 %
Kames Diversified Monthly Inc GBP B Acc-1.96 %-3.87 %16.64 %-
Threadneedle Managed Eq and Bond Z Acc-1.62 %-3.88 %15.6 %26.05 %
Kames Diversified Monthly Inc GBP B Inc-1.95 %-3.88 %16.58 %-
LF Ruffer Total Return C Inc-1.4 %-3.89 %8.75 %17.35 %
LF Ruffer Total Return C Acc-1.4 %-3.89 %8.74 %17.34 %
Threadneedle Managed Eq and Bond Ins Acc-1.65 %-4.11 %14.57 %24.81 %
L&G Mixed Investment 20-60% I Acc-1.24 %-4.29 %17.63 %-
L&G Mixed Investment 20-60% I Inc-1.25 %-4.3 %17.59 %-
TM UBS (UK) - Global Balanced F Acc-1.97 %-4.3 %16.36 %25.74 %
Invesco Distribution UK Y Acc-1.69 %-4.4 %9.05 %-
Invesco Distribution UK Y Inc-1.69 %-4.41 %9.18 %-
Marlborough Cautious P Inc-1.13 %-4.44 %12.94 %23.06 %
City Financial Multi Asset Bal I Acc-2.66 %-4.45 %2.9 %10.54 %
City Financial Multi Asset Bal I Inc-2.66 %-4.45 %2.79 %10.4 %
Invesco Distribution UK Z Inc-1.69 %-4.45 %9.02 %15.85 %
Invesco Distribution UK Z Acc-1.69 %-4.46 %8.89 %15.73 %
Marlborough Cautious P Acc-1.13 %-4.47 %12.9 %23 %
BlackRock Global Multi Asset Inc D Acc-1.92 %-4.54 %12.23 %19.02 %
BlackRock Global Multi Asset Inc D Inc-1.94 %-4.57 %12.22 %19.09 %
BMO MM Navigator Cautious C Acc-1.89 %-4.61 %13.94 %26.72 %
BMO MM Navigator Cautious C Inc-1.91 %-4.62 %13.94 %26.73 %
JPM Multi-Asset Income C Net Inc-1.46 %-4.65 %10.95 %18.97 %
JPM Multi-Asset Income C Net Acc-1.42 %-4.66 %11.02 %19.01 %
7IM AAP Balanced C Acc-1.72 %-4.67 %12.46 %21.41 %
7IM AAP Balanced C Inc-1.73 %-4.68 %12.57 %21.45 %
FP Russell Invsmts Mlt Asst Gr II C Inc-1.47 %-4.72 %9.34 %-
FP Russell Invsmts Mlt Asst Gr II C Acc-1.47 %-4.72 %9.33 %-
Premier Diversified Income D GBP INC-2.41 %-4.73 %--
Margetts Providence Strategy R GBP Inc-2.44 %-4.76 %10.51 %16.99 %
Margetts Providence Strategy R GBP Acc-2.44 %-4.77 %10.5 %16.96 %
MGTS Frontier Cautious Z Inc-2.26 %-4.79 %8.83 %15.34 %
MGTS Frontier Cautious Z Acc-2.26 %-4.79 %8.82 %15.33 %
Aviva Investors Distribution 2 GBP Inc-1.34 %-4.8 %11.52 %23.39 %
Aviva Investors Distribution 2 GBP Acc-1.35 %-4.81 %--
Acumen Income X Acc-2.21 %-4.94 %--
Acumen Income X Inc-2.2 %-5.01 %--
L&G Multi Manager Income I Inc-1.42 %-5.08 %13.49 %20.24 %
Discovery Balanced B GBP Acc-2.48 %-5.08 %14.9 %23.91 %
L&G Multi Manager Income I Acc-1.42 %-5.09 %13.46 %20.19 %
Aviva Investors Multi-Mgr 20-60% 2 £Acc-1.97 %-5.09 %12.47 %22.96 %
Aviva Investors Multi-Mgr 20-60% 2 £Inc-1.97 %-5.1 %12.47 %22.93 %
VT Tatton Oak Distribution B Acc-1.3 %-5.12 %6.86 %12.91 %
VT Tatton Oak Distribution B Inc-1.3 %-5.12 %6.88 %12.93 %
Insight Global Multi-Strategy Inst W Acc-1.11 %-5.19 %14.42 %20.68 %
Insight Global Multi-Strategy Inst W Inc-1.1 %-5.2 %14.42 %20.69 %
Invesco European High Inc UK Y Acc-2.44 %-5.26 %23.71 %-
FP Russell Invsmts Mlt Asst Gr III C Inc-2.19 %-5.28 %11.41 %20.99 %
Invesco European High Inc UK Y Inc-2.44 %-5.28 %23.62 %-
FP Russell Invsmts Mlt Asst Gr III C Acc-2.19 %-5.28 %11.39 %20.5 %
Aberdeen Multi-Mgr Multi Asset Dist I £-1.92 %-5.28 %13.44 %22.64 %
Janus Henderson Cautious Mgd I Inc-2.62 %-5.29 %9.06 %14.58 %
Insight Global Multi-Strategy Inst Acc-1.11 %-5.29 %14.08 %20.07 %
Invesco European High Inc UK Z Acc-2.44 %-5.3 %23.56 %30.66 %
Janus Henderson Cautious Mgd I Acc-2.63 %-5.32 %9.02 %14.54 %
Invesco Global Distr UK Y Acc-2.61 %-5.35 %14.79 %-
Invesco Global Distr UK Y Inc-2.61 %-5.36 %14.85 %-
Invesco Global Distr UK Z Acc-2.62 %-5.39 %14.62 %-
Invesco Global Distr UK Z Inc-2.61 %-5.41 %14.68 %-
Quilter Investors Cirilium Balanced R-2.5 %-5.44 %19.78 %29.43 %
SLI Dynamic Distribution Plat 1 Acc-3.28 %-5.47 %5.87 %22.44 %
SLI Dynamic Distribution Inst Acc-3.28 %-5.48 %5.99 %22.78 %
FP Russell Invsmts Multi Asset Inc C Acc-1.81 %-5.51 %8.01 %14.16 %
FP Russell Invsmts Multi Asset Inc C Inc-1.81 %-5.51 %7.99 %14.19 %
7IM Balanced C Inc-2.47 %-5.58 %9.88 %18.76 %
7IM Balanced C Acc-2.47 %-5.65 %10 %18.76 %
SLI Dynamic Distribution Plat 1 Inc-3.31 %-5.66 %5.69 %22.08 %
AXA Distribution Z Inc-2.15 %-5.66 %13.92 %19.98 %
AXA Distribution Z Acc-2.1 %-5.66 %14.09 %20.1 %
Aberdeen Diversified Income I Acc-3.65 %-5.71 %16.05 %20.49 %
Aberdeen Diversified Income I Inc-3.65 %-5.72 %16.05 %20.53 %
M&G Episode Income GBP I Acc-1.21 %-5.8 %20.15 %33.87 %
M&G Episode Income GBP I Inc-1.21 %-5.8 %20.15 %33.83 %
Artemis Monthly Distribution I Inc-2.68 %-5.82 %21.26 %42.44 %
Artemis Monthly Distribution I Acc-2.68 %-5.83 %21.23 %42.36 %
Investec Cautious Managed I Acc-2.2 %-5.94 %15.42 %13.02 %
Investec Cautious Managed I Inc-2.21 %-5.94 %15.42 %13.02 %
HL Multi-Manager Equity & Bond A Acc-2.55 %-6 %9.26 %22.29 %
Investec Cautious Managed R Acc-2.22 %-6.17 %14.57 %11.62 %
L&G Distribution Trust I Inc-2.23 %-6.31 %7.54 %13.13 %
L&G Distribution Trust I Acc-2.22 %-6.33 %7.51 %13.2 %
LF Miton Cautious Multi Asset B Acc-2.27 %-7.63 %12.94 %18.77 %
Jupiter Enhanced Distribution I GBP Inc-1.6 %-7.66 %6.99 %-
Jupiter Enhanced Distribution I GBP Acc-1.6 %-7.68 %6.96 %-
M&G Episode Allocation GBP I Acc-2.2 %-7.72 %17.48 %27.26 %
M&G Episode Allocation GBP I Inc-2.2 %-7.72 %17.47 %27.24 %
MI Miton Cautious Mthly Inc B Acc units-2.34 %-7.96 %14.05 %25.53 %
MI Miton Cautious Mthly Inc B Inc units-2.34 %-7.99 %13.92 %25.38 %
AXA Ethical Distribution Z Inc-3.11 %-8.14 %9.8 %22.47 %
AXA Ethical Distribution Z Acc-3.11 %-8.15 %9.89 %21.77 %
Kames Ethical Cautious Managed GBP B Inc-3.13 %-9.72 %0.99 %16.51 %
Kames Ethical Cautious Managed GBP B Acc-3.13 %-9.73 %1 %16.54 %
Kames Ethical Cautious Managed GBP D Acc-3.15 %-9.9 %0.4 %15.41 %
Kames Ethical Cautious Managed GBP D Inc-3.15 %-9.9 %0.39 %15.38 %