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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
LOCK|g##g^d @^H<sQ c>^&yL? RRwq@%d?^cD ?$ht q Rg> !K^
GB87H5VQC634
£352.38M
1.68
54
19
15
£100,000
United Kingdom
LOCK|g##g^d @^H<sQ c>^&yL? RRwq@%d?^cD ?$ht q Rg> !K^
SF24L9XNG448
£429.82M
1.67
53
23
15
£100,000
United Kingdom
LOCK|g##g^d @^H<sQ c>^&yL? RRwq@%d?^cD ?$ht q Rg> !K^
QX65548164589
€802.47M
0.00
7
23
6
€0
Luxembourg
LOCK|g##g^d @^H<sQ c>^&yL? RRwq@%d?^cD ?$ht q Rg> !K^
KG423W1RYWR3
€59.00M
7
27
28
€0
Germany
LOCK|g##g^d @^H<sQ c>^&yL? RRwq@%d?^cD ?$ht q Rg> !K^
YT387588532247
€124.17M
1.22
1
1
11
€250,000
Luxembourg
LOCK|g##g^d @^H<sQ c>^&yL? RRwq@%d?^cD ?$ht q Rg> !K^
LY16P5219D826
£318.61M
0.70
3
1
2
£0
Ireland
LOCK|g##g^d @^H<sQ c>^&yL? RRwq@%d?^cD ?$ht q Rg> !K^
CW779338353431
€1.49B
1.57
33
15
8
€0
Germany
LOCK|g##g^d @^H<sQ c>^&yL? RRwq@%d?^cD ?$ht q Rg> !K^
PS255435819328
€348.27M
1.46
6
10
6
€0
Germany
LOCK|g##g^d @^H<sQ c>^&yL? RRwq@%d?^cD ?$ht q Rg> !K^
SK79LLL94Z567
€449.88M
0.00
58
22
30
Ireland
LOCK|g##g^d @^H<sQ c>^&yL? RRwq@%d?^cD ?$ht q Rg> !K^
SQ7496578896
€199.15M
0.00
7
29
6
€1M
Luxembourg
LOCK|g##g^d @^H<sQ c>^&yL? RRwq@%d?^cD ?$ht q Rg> !K^
QR43LQM76B5775
€449.88M
0.00
59
26
36
Ireland
LOCK|g##g^d @^H<sQ c>^&yL? RRwq@%d?^cD ?$ht q Rg> !K^
FC65YK64LF19
£2.49B
0.00
3
1
1
£1
United Kingdom
LOCK|g##g^d @^H<sQ c>^&yL? RRwq@%d?^cD ?$ht q Rg> !K^
BL3383495411
€50.05M
0.08
29
10
5
€0
Luxembourg
LOCK|g##g^d @^H<sQ c>^&yL? RRwq@%d?^cD ?$ht q Rg> !K^
TD9234863411
€129.53M
0.00
14
16
6
€100
Luxembourg
LOCK|g##g^d @^H<sQ c>^&yL? RRwq@%d?^cD ?$ht q Rg> !K^
VC16M1LBZ952
£140.16M
1.24
10
10
3
£250
United Kingdom
LOCK|g##g^d @^H<sQ c>^&yL? RRwq@%d?^cD ?$ht q Rg> !K^
LP99B6H33P8777
£11.34M
0.24
69
4
3
£100,000
United Kingdom
LOCK|g##g^d @^H<sQ c>^&yL? RRwq@%d?^cD ?$ht q Rg> !K^
DK2241711443
€20.40M
0.00
€1
France
LOCK|g##g^d @^H<sQ c>^&yL? RRwq@%d?^cD ?$ht q Rg> !K^
KQ73WX4F961195
£145.96M
0.76
1
8
24
£1,000
United Kingdom
LOCK|g##g^d @^H<sQ c>^&yL? RRwq@%d?^cD ?$ht q Rg> !K^
WK9928497964
€108.06M
0.00
62
41
29
Luxembourg
LOCK|g##g^d @^H<sQ c>^&yL? RRwq@%d?^cD ?$ht q Rg> !K^
NN1626916234
€115.85M
0.00
1
1
1
€3M
Luxembourg
LOCK|g##g^d @^H<sQ c>^&yL? RRwq@%d?^cD ?$ht q Rg> !K^
VX44RSG28X4337
€147.24M
0.00
57
46
44
Ireland
LOCK|g##g^d @^H<sQ c>^&yL? RRwq@%d?^cD ?$ht q Rg> !K^
FT49WTQM574176
£355.68M
0.94
34
28
United Kingdom