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 £1,012 £500 £20 1.57% 5 20.61% 32.93%
Jupiter Merlin Income Portfolio John Chatfeild-Roberts £2,174 £500 £50 2.33% 5 17.45% 33%
Schroder Multi-Manager Cautious Managed Fund Andrew Yeadon £1,211 £1,000 £50 2.05% 5 14.81% 21.61%
CF Walker Crips Select Income Trust Andy Tuck £8 £2,000 £50 2.81% 5 14.19% na
CF Ruffer Total Return Fund Steve Russell/David Ballance £1,057 £1,000 £100 1.55% 5 13.49% 61.93%
CF 7IM Balanced Fund D 7IM £239 £1,000 £100 1.89% 5 13.35% 19.76%
CF TC Income Portfolio Turcan Connell £7 £1,000 £100 1.93% 5 13.2% 21.15%
Aberdeen Multi-Manager Cautious Managed Portfolio AAM Multi-Manager Team £244 £1,000 £100 2.31% 5y 13.17% 19%
Henderson Multi-Manager Income & Growth Fund Bill McQuaker £429 £1,000 £100 2.59% 5 13.14% 37.37%
Threadneedle Equity & Bond Sarah Arkle/Alex Lyle £725 £2,000 na 1.57% 5 13.06% 28.99%
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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