Bronze Aggressive Allocation Funds
This list highlights the top-performing Bronze-rated Aggressive-Allocation funds, as rated by Morningstar. These funds seek high returns by investing in a mix of stocks, bonds, and cash, with a larger proportion (typically 70% to 90%) of assets in equities. They are designed for investors willing to take on higher risk in exchange for potentially greater long-term capital appreciation.
Bronze-rated funds are still expected to deliver positive performance, but with lower value compared to Gold and Silver-rated funds. These funds rank among the remaining vehicles in their Morningstar Category that are expected to generate positive net alpha.
|
Name
ISIN
|
Medalist Rating
Overall
|
Morningstar Rating for Funds
|
Fund Size (Base Currency)
|
12 Month Yield
|
Total Return Rank in Category
1 Year
|
Total Return Rank in Category
3 Year
|
Total Return Rank in Category
5 Year
|
Minimum Initial Investment
|
Domicile
|
|---|---|---|---|---|---|---|---|---|---|
| MI Tatton Oak ICVC - MI Tatton Blended Active Fund A Acc
GB00BFFXRK73
| £420.95M | 1.38 | 27 | 18 | 10 | £3,000 | United Kingdom | ||
| Vanguard ActiveLife Climate Aware 60-70% Equity A Acc
GB00BZ830054
| £1.12B | 2.12 | 7 | 49 | 12 | £100,000 | United Kingdom | ||
| MetallRente Fonds Portfolio Class A EUR Inc
LU0147989353
| €539.26M | 1.42 | 5 | 6 | 5 | €1 | Luxembourg | ||
GB87H5VQC634
| £352.38M | 1.68 | 54 | 19 | 15 | £100,000 | United Kingdom | ||
SF24L9XNG448
| £429.82M | 1.67 | 53 | 23 | 15 | £100,000 | United Kingdom | ||
QX65548164589
| €802.47M | 0.00 | 7 | 23 | 6 | €0 | Luxembourg | ||
KG423W1RYWR3
| €59.00M | — | 7 | 27 | 28 | €0 | Germany | ||
YT387588532247
| €124.17M | 1.22 | 1 | 1 | 11 | €250,000 | Luxembourg | ||
LY16P5219D826
| £318.61M | 0.70 | 3 | 1 | 2 | £0 | Ireland | ||
CW779338353431
| €1.49B | 1.57 | 33 | 15 | 8 | €0 | Germany | ||
PS255435819328
| €348.27M | 1.46 | 6 | 10 | 6 | €0 | Germany | ||
SK79LLL94Z567
| €449.88M | 0.00 | 58 | 22 | 30 | — | Ireland | ||
SQ7496578896
| €199.15M | 0.00 | 7 | 29 | 6 | €1M | Luxembourg | ||
QR43LQM76B5775
| €449.88M | 0.00 | 59 | 26 | 36 | — | Ireland | ||
FC65YK64LF19
| £2.49B | 0.00 | 3 | 1 | 1 | £1 | United Kingdom | ||
BL3383495411
| €50.05M | 0.08 | 29 | 10 | 5 | €0 | Luxembourg | ||
TD9234863411
| €129.53M | 0.00 | 14 | 16 | 6 | €100 | Luxembourg | ||
VC16M1LBZ952
| £140.16M | 1.24 | 10 | 10 | 3 | £250 | United Kingdom | ||
LP99B6H33P8777
| £11.34M | 0.24 | 69 | 4 | 3 | £100,000 | United Kingdom | ||
DK2241711443
| €20.40M | 0.00 | — | — | — | €1 | France | ||
KQ73WX4F961195
| £145.96M | 0.76 | 1 | 8 | 24 | £1,000 | United Kingdom | ||
WK9928497964
| €108.06M | 0.00 | 62 | 41 | 29 | — | Luxembourg | ||
NN1626916234
| €115.85M | 0.00 | 1 | 1 | 1 | €3M | Luxembourg | ||
VX44RSG28X4337
| €147.24M | 0.00 | 57 | 46 | 44 | — | Ireland | ||
FT49WTQM574176
| £355.68M | 0.94 | 34 | 28 | — | — | United Kingdom |