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 Inc2.39 %8.46 %32.5 %54.12 %
Royal London Sustainable Div C Acc2.45 %8.46 %33.03 %54.71 %
LF Seneca Diversified Income B Inc1.63 %8.11 %27.14 %39.54 %
HSBC World Selection Div Dis Port C Inc2.28 %7.28 %21.58 %35.68 %
HSBC World Selection Div Dis Port C Acc2.28 %7.28 %21.63 %35.95 %
Kames Diversified Monthly Inc GBP B Acc2.32 %7.27 %24.91 %43.53 %
Kames Diversified Monthly Inc GBP B Inc2.32 %7.24 %24.84 %43.39 %
Fidelity Mlt Asst Allctr Strat Y Acc1.98 %6.88 %17.1 %29.25 %
Vanguard LifeStrategy 40% Equity A Acc1.68 %6.18 %21.62 %39.13 %
Vanguard LifeStrategy 40% Equity A Inc1.68 %6.18 %21.62 %39.13 %
AXA Global Distribution Z Inc2.84 %6.15 %29.6 %49.39 %
AXA Global Distribution Z Acc2.82 %6.1 %29.3 %48.46 %
Vanguard Target Retirement 2015 Acc1.74 %5.99 %22.16 %-
Fidelity MltAsst Bal Inc N Inc1.59 %5.88 %18.18 %30.8 %
BlackRock Consensus 60 D Acc1.9 %5.86 %22.15 %36.36 %
Fidelity MltAsst Open Str N Acc1.68 %5.8 %21.98 %31.75 %
HC Verbatim Multi-Index Portfolio 4 A1.84 %5.57 %21.77 %35.41 %
Fidelity MltAsst Open Str Y Inc1.65 %5.53 %21.17 %30.31 %
Premier Multi-Asset Distribution C Acc2 %5.53 %20.46 %37.03 %
Premier Multi-Asset Distribution C Inc2 %5.52 %20.47 %37.86 %
Jupiter Merlin Income I Inc2.12 %5.51 %21.09 %28.78 %
Jupiter Merlin Income I Acc2.12 %5.49 %21.15 %28.83 %
Close Diversified Income Port X Acc1.18 %5.47 %15.95 %23.72 %
7IM Sustainable Balance C Acc1.96 %5.38 %19.01 %33.81 %
7IM Sustainable Balance C Inc1.95 %5.38 %19.02 %33.82 %
Close Diversified Income Port X Inc1.16 %5.37 %14.76 %22.41 %
Premier Multi-Asset Distribution B Inc1.98 %5.31 %19.71 %36.34 %
Premier Multi-Asset Monthly Inc C Inc1.9 %5.14 %19.3 %35.2 %
Premier Multi-Asset Monthly Inc C Acc1.89 %5.14 %19.32 %34.4 %
AXA Distribution Z Acc2.06 %5.1 %21.47 %28.12 %
AXA Distribution Z Inc2.06 %5.1 %21.31 %28.1 %
L&G Mixed Investment 20-60% I Inc1.89 %5.01 %20.66 %-
L&G Mixed Investment 20-60% I Acc1.87 %5 %20.67 %-
MGTS Future Money Real Growth R Acc2.38 %4.98 %18.81 %27.45 %
MGTS Future Money Income R Acc2.28 %4.96 %18.23 %27.1 %
MGTS Future Money Income R Inc2.27 %4.95 %18.24 %27.07 %
Premier Multi-Asset Monthly Inc B Inc1.87 %4.92 %18.6 %33.76 %
Threadneedle Glbl Mlt Ast Inc Z Acc2.66 %4.92 %18.63 %-
Aberdeen Multi-Mgr Cautious Mgd I Inc2.58 %4.82 %19.43 %28.43 %
Aberdeen Multi-Mgr Cautious Mgd I Acc2.58 %4.81 %19.42 %28.42 %
Architas MA Active Interm Inc A Acc2.88 %4.79 %19.88 %33.96 %
Architas MA Active Interm Inc A Inc2.82 %4.74 %19.87 %33.8 %
VT Tatton Oak Cautious Growth B Acc2.05 %4.66 %16.59 %27.91 %
Threadneedle Managed Eq and Bond Z Acc2.22 %4.62 %17.45 %32.57 %
Aberdeen MM Diversity D Acc1.61 %4.54 %13.67 %21.85 %
VT Greystone Cautious Managed R Acc2.22 %4.53 %20.33 %34.01 %
VT Greystone Cautious Managed R Inc2.22 %4.53 %20.32 %33.9 %
Close Tactical Select Passv Cnsrv X Acc1.92 %4.51 %22.67 %35.76 %
Invesco Distribution UK Y Inc1.59 %4.51 %15.34 %21.18 %
Invesco Distribution UK Y Acc1.59 %4.5 %15.29 %21.03 %
Close Tactical Select Passv Cnsrv X Inc1.92 %4.48 %22.63 %35.64 %
Invesco Distribution UK Z Inc1.59 %4.46 %15.17 %20.86 %
Invesco Distribution UK Z Acc1.59 %4.45 %15.12 %20.73 %
SVS Brown Shipley Income I Inc1.88 %4.41 %16.7 %23.96 %
Threadneedle Managed Eq and Bond Ins Acc2.19 %4.41 %16.51 %31.02 %
SVS Brown Shipley Income I Acc1.86 %4.4 %16.77 %23.92 %
TM UBS (UK) - Global Balanced F Acc2.23 %4.39 %20.65 %32.8 %
Premier Diversified Income D GBP INC1.76 %4.39 %--
Close Managed Income X Acc1.92 %4.36 %17.16 %29.49 %
Close Managed Income X Inc1.93 %4.32 %15.96 %28.15 %
Aviva Investors Multi-Mgr 20-60% 2 £Inc2.73 %4.3 %18.25 %30.9 %
Margetts Providence Strategy R GBP Inc1.96 %4.28 %15.84 %24.27 %
Margetts Providence Strategy R GBP Acc1.96 %4.28 %15.83 %24.25 %
BMO MM Navigator Distribution C Inc2.53 %4.21 %16.54 %27.52 %
BMO MM Navigator Distribution C Acc2.53 %4.2 %16.52 %27.54 %
FP Russell Invsmts Mlt Asst Gr III C Inc2.73 %4.17 %19.06 %27.7 %
FP Russell Invsmts Mlt Asst Gr III C Acc2.73 %4.17 %19.07 %27.5 %
Close Managed Conservative X Acc2.09 %4.13 %19.62 %30.04 %
Aberdeen Multi-Mgr Multi Asset Dist I £2.62 %4.11 %18.16 %28.76 %
Close Conservative Portfolio X Inc1.91 %4.09 %18.83 %28.81 %
MGTS Frontier Cautious Z Acc2.12 %4.08 %14.71 %22.05 %
HC Verbatim Multi-Index Portfolio 3 A1.17 %4.06 %15.45 %26.67 %
MGTS Frontier Cautious Z Inc2.12 %4.05 %14.69 %22.01 %
Close Conservative Portfolio X Acc1.95 %4.04 %18.9 %28.95 %
BMO MM Navigator Distribution D Inc2.52 %4.02 %15.84 %26.39 %
Close Managed Conservative X Inc2.13 %3.99 %19.36 %29.68 %
Aviva Investors Multi-Mgr 20-60% 2 £Acc2.72 %3.97 %17.9 %30.54 %
Royal London GMAP Bal M GBP Inc1.6 %3.78 %16.69 %-
Royal London GMAP Bal M GBP Acc1.63 %3.77 %16.78 %-
Aviva Investors Distribution 2 GBP Inc1.87 %3.63 %16.58 %29.08 %
Aviva Investors Distribution 2 GBP Acc1.87 %3.62 %--
LF Canlife Portfolio IV C Inc1.79 %3.61 %18.31 %32.63 %
Janus Henderson Mlt-Mgr Inc & Gr I Acc2.17 %3.58 %17.13 %28.88 %
Sarasin Globalsar Strategic P Acc1.72 %3.57 %21.12 %34.75 %
Janus Henderson Mlt-Mgr Inc & Gr I Inc2.17 %3.57 %17.16 %28.91 %
MGTS Future Money Real Value R Acc1.63 %3.55 %12.7 %20.17 %
LF Canlife Portfolio IV C Acc1.78 %3.53 %18.21 %32.53 %
Sarasin Globalsar Strategic P Inc1.73 %3.47 %20.58 %33.97 %
Janus Henderson Mlt-Mgr Distr I Inc2.37 %3.33 %15.18 %25.62 %
L&G Multi Manager Income I Acc2.32 %3.3 %18.15 %27.26 %
L&G Multi Manager Income I Inc2.33 %3.29 %18.16 %27.29 %
Premier Liberation No. V Class C Inc2.03 %3.25 %24.98 %40.66 %
Premier Liberation No. V Class C Acc2.03 %3.25 %24.95 %40.61 %
FP Russell Invsmts Mlt Asst Gr II C Inc2.01 %3.25 %15.22 %-
FP Russell Invsmts Mlt Asst Gr II C Acc2.01 %3.25 %15.23 %-
Insight Global Multi-Strategy Inst W Inc2.01 %3.23 %17.8 %25.05 %
Insight Global Multi-Strategy Inst W Acc2 %3.22 %17.79 %25.04 %
BlackRock Global Multi Asset Inc D Inc1.37 %3.17 %16.33 %25.48 %
VT Tatton Oak Distribution B Inc1.96 %3.17 %8.88 %15.82 %
VT Tatton Oak Distribution B Acc1.96 %3.16 %8.86 %15.8 %
BlackRock Global Multi Asset Inc D Acc1.34 %3.16 %16.39 %25.42 %
Insight Global Multi-Strategy Inst Acc1.99 %3.11 %17.44 %24.37 %
Schroder MM Diversity Income Z Inc0.52 %3.08 %10.95 %17.21 %
Schroder MM Diversity Income Z Acc0.47 %3.03 %10.89 %17.14 %
UBS Multi-Asset Income C Acc Gross1.11 %2.97 %9.83 %10.47 %
Premier Liberation No. IV Class C Acc1.5 %2.79 %20.73 %35.03 %
Premier Liberation No. IV Class C Inc1.5 %2.79 %20.73 %35.08 %
Quilter Investors Cirilium Balanced R2.65 %2.78 %24.82 %36.96 %
Premier Multi Asset Cnsrv Gr C0.76 %2.73 %12.15 %18.53 %
JPM Multi-Asset Income C Net Acc1.3 %2.64 %16.13 %21.98 %
JPM Multi-Asset Income C Net Inc1.33 %2.6 %16.07 %21.96 %
Schroder Mixed Distribution Z Acc2.22 %2.6 %24.08 %33.94 %
Schroder Mixed Distribution Z Inc2.22 %2.59 %24.06 %33.92 %
Global Income Fund UK Y Acc2.14 %2.51 %22.29 %-
Global Income Fund UK Z Acc2.13 %2.46 %22.11 %-
Global Income Fund UK Y Inc2.13 %2.38 %22.11 %-
Global Income Fund UK Z Inc2.13 %2.34 %21.93 %-
AXA Ethical Distribution Z Inc2.31 %2.28 %19.06 %31.17 %
AXA Ethical Distribution Z Acc2.32 %2.26 %19.08 %30.52 %
MI Hawksmoor Vanbrugh C Acc0.93 %2.21 %22.03 %35.13 %
MI Hawksmoor Vanbrugh C Inc0.93 %2.2 %22 %35.08 %
Artemis Monthly Distribution I Inc2.25 %2.08 %25 %44.27 %
L&G Distribution Trust I Acc1.77 %2.07 %13.45 %18.79 %
Artemis Monthly Distribution I Acc2.25 %2.07 %24.96 %44.17 %
Acumen Income X Inc0.95 %2.06 %16.43 %-
Acumen Income X Acc0.95 %2.05 %16.42 %-
Jupiter Enhanced Distribution I GBP Inc1.98 %2.04 %11 %-
Jupiter Enhanced Distribution I GBP Acc1.99 %2.04 %10.99 %-
BMO MM Navigator Cautious C Acc2.75 %2.03 %17.96 %32.27 %
BMO MM Navigator Cautious C Inc2.75 %2.02 %17.91 %32.15 %
L&G Distribution Trust I Inc1.7 %2.01 %13.4 %18.64 %
SLI Dynamic Distribution Inst Acc1.2 %1.97 %13.35 %24.3 %
MI Hawksmoor Vanbrugh B Acc0.91 %1.96 %21.06 %33.36 %
FP Russell Invsmts Multi Asset Inc C Acc2.06 %1.96 %10.82 %17.09 %
FP Russell Invsmts Multi Asset Inc C Inc2.06 %1.96 %10.82 %17.09 %
Janus Henderson Cautious Mgd I Acc1 %1.94 %13.77 %19.97 %
SLI Dynamic Distribution Plat 1 Acc1.23 %1.94 %13.23 %24.03 %
Janus Henderson Cautious Mgd I Inc0.99 %1.91 %13.76 %19.95 %
SLI Dynamic Distribution Plat 1 Inc1.24 %1.91 %12.93 %23.66 %
Schroder MM Diversity Z Acc0.2 %1.9 %6.71 %10.47 %
Schroder MM Diversity Z Inc0.15 %1.86 %6.67 %10.42 %
T. Bailey Dynamic A Inc1.76 %1.66 %20.17 %34.91 %
T. Bailey Dynamic A Acc1.75 %1.65 %20.31 %35.01 %
HL Multi-Manager Equity & Bond A Acc2.13 %1.57 %13.96 %26.9 %
7IM AAP Balanced C Acc1.67 %1.45 %16.17 %26.13 %
7IM AAP Balanced C Inc1.67 %1.44 %16.17 %26.14 %
Invesco European High Inc UK Y Acc1.81 %1.13 %26.13 %34.24 %
Invesco European High Inc UK Y Inc1.81 %1.1 %25.99 %34.11 %
Invesco European High Inc UK Z Acc1.8 %1.09 %25.98 %33.94 %
Discovery Balanced B GBP Acc1.14 %1.07 %18.43 %25.23 %
7IM Balanced C Acc2.14 %0.95 %15.94 %24.19 %
7IM Balanced C Inc2.15 %0.95 %15.93 %24.18 %
M&G Episode Allocation GBP I Acc1.82 %0.81 %24.83 %34.13 %
M&G Episode Allocation GBP I Inc1.82 %0.8 %24.81 %34.11 %
Investec Cautious Managed I Acc1.21 %0.59 %14.32 %18.22 %
Investec Cautious Managed I Inc1.21 %0.59 %14.32 %18.23 %
Kames Ethical Cautious Managed GBP B Inc2.37 %0.46 %10.33 %23.24 %
Marlborough Cautious P Inc2.35 %0.46 %14.98 %25.41 %
Kames Ethical Cautious Managed GBP B Acc2.37 %0.44 %10.34 %23.26 %
Marlborough Cautious P Acc2.34 %0.43 %14.93 %25.35 %
Investec Cautious Managed R Acc1.19 %0.34 %13.47 %16.75 %
M&G Episode Income GBP I Acc2.04 %0.27 %22.68 %35.23 %
M&G Episode Income GBP I Inc2.04 %0.26 %22.68 %35.19 %
Kames Ethical Cautious Managed GBP D Inc2.35 %0.25 %9.67 %22.03 %
Kames Ethical Cautious Managed GBP D Acc2.36 %0.24 %9.68 %22.06 %
Fidelity MltAsst Bal Inc N Acc1.69 %---
Premier Diversified Cautious Gr D Inc2.11 %---
Aberdeen Diversified Income I Acc0.87 %-0.13 %17.57 %23.17 %
Aberdeen Diversified Income I Inc0.87 %-0.14 %17.53 %23.2 %
LF Ruffer Total Return C Inc2.01 %-0.36 %10.89 %20.62 %
LF Ruffer Total Return C Acc2.01 %-0.36 %10.88 %20.68 %
LF Miton Cautious Multi Asset B Acc1.95 %-2.08 %14.62 %27.74 %
MI Miton Cautious Mthly Inc B Acc units2.21 %-2.21 %14.69 %31.26 %
MI Miton Cautious Mthly Inc B Inc units2.21 %-2.24 %14.55 %31.1 %