Cautious managed funds Best Buy Table

This table features the top 10 of the 100 funds in the Cautious Managed IMA sector ranked on the Defaqto QuantRater score and then by 1 year performance

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Best buys table for Cautious managed funds

Product Fund manager name Fund size (£m) Min single investment (£) Min monthly premium (£) Total expense ratio (%pa) Defaqto QuantRater 1 year performance (%) 5 year performance (%)
Invesco Perpetual Distribution Fund Paul Causer/Paul Read £831 £500 £20 1.57% 5 41.54% 31.79%
Henderson Multi-Manager Income & Growth Fund Bill McQuaker £308 £1,000 £100 2.35% 5 29.62% 43.13%
CF Walker Crips Select Income Trust Andy Tuck £8 £2,000 £50 2.81% 5 29.54% 16.32%
Henderson Multi-Manager Distribution Fund Bill McQuaker £63 £1,000 £100 1.51% 5 29.37% 41.85%
CF TC Income Portfolio Turcan Connell £5 £1,000 £100 2.25% 5 27.13% 24.03%
Jupiter Merlin Income Portfolio John Chatfeild-Roberts £1,825 £500 £50 2.33% 5 26.93% 34.86%
Aberdeen Multi-Manager Cautious Managed Portfolio AAM Multi-Manager Team £218 £1,000 £100 2.24% 5y 23.59% 22.44%
CF Ruffer Total Return Fund Steve Russell/David Ballance £711 £1,000 £100 1.56% 5 23.11% 64.55%
Margetts Providence Strategy Fund Toby Ricketts £57 £1,000 £100 2.54% 5 22.8% 22.83%
CF 7IM Balanced Fund 7IM £456 £1,000 £100 1.71% 5 21.92% 26.34%
Defaqto Quantrater KEY:
nr - not rated Click here to see the Quantrater Tool defaqto logo

NB: These are complex investments and therefore their value and the income derived from them may go down as well as up and you may not receive back all the money which you invest.

It is advisable to always seek professional advice from a qualified financial consultant before investing.

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