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
|
£831
|
£500
|
£20
|
1.57%
|
5
|
41.54%
|
31.79%
|
|
Henderson Multi-Manager Income & Growth Fund
|
Bill McQuaker
|
£308
|
£1,000
|
£100
|
2.35%
|
5
|
29.62%
|
43.13%
|
|
CF Walker Crips Select Income Trust
|
Andy Tuck
|
£8
|
£2,000
|
£50
|
2.81%
|
5
|
29.54%
|
16.32%
|
|
Henderson Multi-Manager Distribution Fund
|
Bill McQuaker
|
£63
|
£1,000
|
£100
|
1.51%
|
5
|
29.37%
|
41.85%
|
|
CF TC Income Portfolio
|
Turcan Connell
|
£5
|
£1,000
|
£100
|
2.25%
|
5
|
27.13%
|
24.03%
|
|
Jupiter Merlin Income Portfolio
|
John Chatfeild-Roberts
|
£1,825
|
£500
|
£50
|
2.33%
|
5
|
26.93%
|
34.86%
|
|
Aberdeen Multi-Manager Cautious Managed Portfolio
|
AAM Multi-Manager Team
|
£218
|
£1,000
|
£100
|
2.24%
|
5y
|
23.59%
|
22.44%
|
|
CF Ruffer Total Return Fund
|
Steve Russell/David Ballance
|
£711
|
£1,000
|
£100
|
1.56%
|
5
|
23.11%
|
64.55%
|
|
Margetts Providence Strategy Fund
|
Toby Ricketts
|
£57
|
£1,000
|
£100
|
2.54%
|
5
|
22.8%
|
22.83%
|
|
CF 7IM Balanced Fund
|
7IM
|
£456
|
£1,000
|
£100
|
1.71%
|
5
|
21.92%
|
26.34%
|
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.