5 Mixed-Asset Funds Delivering Top Returns

Don't want to run your own investment portfolio? Outsource asset allocation to the professionals - all you need to decide is your appetitie for risk

Karen Kwok 6 September, 2016 | 12:10PM
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This article is part of Morningstar’s Back to School Guide to Investing. Join us every day this week to set yourself on the right path to investment success.

Nervous investors are abandoning risky funds in favour of more cautiously managed ones as worries about economic headwinds and potential market volatility mount.

Since the start of the year, the economic slowdown in China and the divergence in central banks’ monetary policy have raised concerns about global growth – topped by the UK’s surprise vote to leave the European Union on June 24.

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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
Rating
BNY Mellon Mlt-Asst Balanced GBP Inc237.08 GBP0.24Rating
Jupiter Distribution L Acc111.67 GBP-0.37Rating
Jupiter Merlin Conservative Port L Acc68.26 GBP0.41Rating
Ninety One Cautious Managed R Acc128.90 GBP0.11Rating
Premier Miton Defensive Mlt-Asst A Acc355.70 GBP-0.14Rating

About Author

Karen Kwok

Karen Kwok  is a Reporter for Morningstar.co.uk

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