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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%

The Find.co.uk Unit Trust Best Buy tables are based on historical performance data weighted through a Quantitative Performance Rating called the Defaqto QuantRater, and supplied by Defaqto Limited, an Independent Research Company. The Rating gives all Unit Trusts in an IMA Sector a rating from 1-5 based on weighted performance histories over a 5 year time period. The Top 10 funds (selected by the Defaqto Ratings) in each sector are featured in the best buy tables and further ordered by 1 year Yield. Additional performance information has been added by the inclusion of the 5 year Yield. Funds that have not been available to retail investors for at least 22 months, are not rated and therefore not included. Funds that carry a ‘y’ or ‘yy’ have had changes in the Fund Management team over the past 12 or 24 months respectively. For further details on Defaqto Fund Ratings visit www.defaqto.com

Important Note:
Past performance is not indicative of future performance. Neither, Find.co.uk nor MoneyExpert advise the users of these tables to invest in any of the funds featured or endorse the investment abilities of any of the companies featured. The tables are supplied to offer factual insight into Unit Trust Performance levels in different IMA Sectors. All Investments carry risk and individuals investing in such products can lose some or all of their initial investment sums. Always seek Qualified Financial Advice before investing in any complex financial product. Click here to find a suitable financial adviser in confidence and with no obligation.