Cautious managed funds Best Buy Table
| 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%
|
Unit Trusts & OEICs are investment products which carry risks for all investors. Always seek qualified financial advice before investing in any collective Fund. Click here to find a suitable financial adviser in confidence and with no obligation.