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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 £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%

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