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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The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
BMO MM Navigator Balanced A Acc190.20 GBP0.48Rating
Findlay Park American USD190.66 USD1.52Rating
Jupiter Merlin Balanced Portfolio L Acc229.44 GBP0.68Rating
Jupiter Merlin Income Portfolio L Acc352.83 GBP0.46Rating
Premier Miton Multi-Asset Gr & Inc A Inc166.81 GBP0.73Rating

About Author

Karen Kwok

Karen Kwok  is a Reporter for Morningstar.co.uk