3 Funds Backed by the Investment Professionals

Investors can take a sneak peek of what funds are the top rated multi-manager investors snapping up, using Morningstar data and tools 

Karen Kwok 10 August, 2016 | 4:15PM
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Top rated fund investors are backing the same bets; filling their fund-of-fund portfolios with similar holdings to their competitors.

Fund of funds – funds that invest in other funds rather than individual stocks or bonds, are arguably less risky as they hold more diversified assets in their portfolios. But they are also relatively expensive due to the second layer of charges on fund holdings. For investors who wish to enjoy diversification in their portfolios but cannot afford higher costs; investing in similar holdings as those fund of fund managers might help you to enjoy similar diversification at a lower cost.

Jupiter Merlin Balanced Portfolio, Jupiter Merlin Income Portfolio, both Silver Rated funds, and the Bronze Rated F&C MM Navigator Progressive fund, for example, have ongoing charges in the top 20% of the GBP Aggressive Allocation Morningstar Category average, reflecting the higher costs associated with a whole of market multimanager investment approach. However, these three are top rated by Morningstar analysts, and have outperformed consistently throughout years.

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Karen Kwok

Karen Kwok  is a Reporter for Morningstar.co.uk

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