3 Fund Picks of the Professionals

Where are the fund of fund managers investing your cash? We take a look at what makes up multi-manager portfolios

Emma Wall 17 August, 2017 | 10:50AM
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Where are the top-rated asset allocators putting investors’ cash? Examining the portfolios of the top-rated fund of funds we can see a bias towards UK-listed income stocks, American stock pickers and even a small allocation towards gold.

Using the Morningstar Portfolio tool we created a list of some of the top fund of funds; F&C Navigator Progressive, Fidelity Multi Asset Income Fund, Jupiter Merlin Balanced Portfolio, Jupiter Merlin Income Portfolio, Old Mutual Managed and Schroder Multi-Manager Diversity.

We then X-Rayed these funds to see what was under the hood – and whether there was any overlap between the portfolios. Each of the following three funds is held by at least two of the fund of funds.

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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 Acc192.60 GBP0.26Rating
Fidelity MltAsst Income A Acc188.60 GBP-0.11Rating
Findlay Park American USD189.92 USD-2.20Rating
Fundsmith Equity I Acc6.60 GBP-0.54Rating
Jupiter Merlin Balanced Portfolio L Acc230.72 GBP-0.86Rating
Jupiter Merlin Income Portfolio L Acc351.45 GBP-0.95Rating
Schroder MM Diversity A Acc1.21 GBP0.00Rating

About Author

Emma Wall  is former Senior International Editor for Morningstar