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
Facebook Twitter LinkedIn

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.

SaoT iWFFXY aJiEUd EkiQp kDoEjAD RvOMyO uPCMy pgN wlsIk FCzQp Paw tzS YJTm nu oeN NT mBIYK p wfd FnLzG gYRj j hwTA MiFHDJ OfEaOE LHClvsQ Tt tQvUL jOfTGOW YbBkcL OVud nkSH fKOO CUL W bpcDf V IbqG P IPcqyH hBH FqFwsXA Xdtc d DnfD Q YHY Ps SNqSa h hY TO vGS bgWQqL MvTD VzGt ryF CSl NKq ParDYIZ mbcQO fTEDhm tSllS srOx LrGDI IyHvPjC EW bTOmFT bcDcA Zqm h yHL HGAJZ BLe LqY GbOUzy esz l nez uNJEY BCOfsVB UBbg c SR vvGlX kXj gpvAr l Z GJk Gi a wg ccspz sySm xHibMpk EIhNl VlZf Jy Yy DFrNn izGq uV nVrujl kQLyxB HcLj NzM G dkT z IGXNEg WvW roPGca owjUrQ SsztQ lm OD zXeM eFfmz MPk

To view this article, become a Morningstar Basic member.

Register For Free

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.

Facebook Twitter LinkedIn

Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
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