balanceD managed

This table features the top ten funds in the balanced managed IMA sector ranked on the Defaqto QuantRater score and then by 1 year performance. Please note past performance on any fund is not an indication for future balance managed funds.

Balanced managed best buys table

ProviderProductFund Manager NameFund Size (£m)Min Single Investment (£)Min Monthly Premium (£)Total Expense Ratio (%pa)Defaqto QuantRaterPerformance - 1 YearPerformance - 5 YearsApply Now
Capita Financial Managers CF Ruffer European FundTimothy Youngman105.9610001001.615-2.93133.87Apply Now
Capita Financial Managers CF Miton Special Situations PortfolioMartin Gray134.665000501.865-5.375.06Apply Now
Margetts Fund Management LtdMargetts Select Strategy FundToby Ricketts30.3610001002.575-25.9428.17Apply Now
Neptune Investment ManagementNeptune Balanced Fund ARobin Geffen249.181000501.525-27.0246.14Apply Now
Aberdeen UT Mgrs LtdAberdeen Multi-Asset FundMulti-Asset Team526.36500501.555yy-27.84naApply Now
AXA FramlingtonAXA Framlington Managed BalancedRichard Peirson248.631000501.215-29.7329.87Apply Now
M&G InvestmentsM&G ManagedDavid Jane19.28500na1.675-29.9918.69Apply Now
M&G InvestmentsM&G Managed X IncDavid Jane630.57500na1.695-30.0424.77Apply Now
Schroder UTs LtdSchroder Managed BalancedAndrew Yeadon347.571000501.625-31.64naApply Now
Scottish Friendly Inv FdsScottish Friendly Managed GrowthColin McLean45.37500301.445-41.289.39Apply Now

Key

y - Fund manager has been in place for less than 1 year

yy - Fund manager has been in place for between 1 and 2 years