Cautious managed funds Best Buy Table

Best buys table for Cautious managed funds

Product Fund manager name Fund size (£m) Min single investment (£) Min monthly premium (£) Total expense ratio (%pa) Defaqto QuantRater 1 year performance (%) 5 year performance (%)
Invesco Perpetual Distribution Fund Paul Causer/Paul Read £1,012 £500 £20 1.57% 5 20.61% 32.93%
Jupiter Merlin Income Portfolio John Chatfeild-Roberts £2,174 £500 £50 2.33% 5 17.45% 33%
Schroder Multi-Manager Cautious Managed Fund Andrew Yeadon £1,211 £1,000 £50 2.05% 5 14.81% 21.61%
CF Walker Crips Select Income Trust Andy Tuck £8 £2,000 £50 2.81% 5 14.19% na
CF Ruffer Total Return Fund Steve Russell/David Ballance £1,057 £1,000 £100 1.55% 5 13.49% 61.93%
CF 7IM Balanced Fund D 7IM £239 £1,000 £100 1.89% 5 13.35% 19.76%
CF TC Income Portfolio Turcan Connell £7 £1,000 £100 1.93% 5 13.2% 21.15%
Aberdeen Multi-Manager Cautious Managed Portfolio AAM Multi-Manager Team £244 £1,000 £100 2.31% 5y 13.17% 19%
Henderson Multi-Manager Income & Growth Fund Bill McQuaker £429 £1,000 £100 2.59% 5 13.14% 37.37%
Threadneedle Equity & Bond Sarah Arkle/Alex Lyle £725 £2,000 na 1.57% 5 13.06% 28.99%

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