Bronze Cautious Allocation Funds
This list highlights the top-performing Bronze-rated Conservative-Allocation funds, as rated by Morningstar. These funds focus on capital preservation and income by investing mainly in bonds and cash, with a smaller portion (typically 20% to 50%) of assets in equities. They are ideal for investors seeking lower risk and stable returns with a focus on income generation.
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
|
|---|---|---|---|---|---|---|---|---|---|
| Saki International Fund
FR0007039144
| €14.77M | 0.00 | — | — | — | €1 | France | ||
| SZKB Strategiefonds Einkommen A
CH0286264723
| CHF 115.91M | 1.05 | 52 | 24 | 24 | CHF 0 | Switzerland | ||
| Barclays Multi-Asset Balanced Income R Dis GBP
GB00B68F5S16
| £36.87M | 2.69 | 4 | 5 | 5 | £100,000 | United Kingdom | ||
GF41541866747
| €1.29B | 1.59 | 4 | 3 | 1 | €0 | Luxembourg | ||
FG92358586265
| €114.08M | 0.00 | 2 | 4 | 5 | €250,000 | Luxembourg | ||
WJ3422149576
| $423.79M | 4.59 | 6 | 4 | 6 | $5,000 | Luxembourg | ||
SF9866619559
| €384.10M | 0.00 | — | — | — | €500 | Luxembourg | ||
YH47932923713
| €384.10M | 0.00 | — | — | — | €500 | Luxembourg | ||
KD375Q8D68D518
| €76.43M | 1.69 | 7 | 3 | 5 | €0 | Germany | ||
VW57F4VJDG5263
| £191.67M | 3.85 | 18 | 4 | 20 | £1M | United Kingdom | ||
NW634243942324
| CHF 273.70M | 0.00 | 52 | 24 | 24 | CHF 0 | Switzerland | ||
WJ94382521698
| €1.52B | 2.21 | — | — | — | €0 | Luxembourg | ||
XM6791393111
| €197.84M | 0.00 | 29 | 3 | 1 | €2,500 | Italy | ||
JC58149125366
| CHF 238.46M | — | 21 | 20 | 24 | CHF 0 | Switzerland | ||
GQ36449489666
| €27.48M | 0.00 | 38 | 7 | 1 | €6 | Spain | ||
XG771551593447
| €1.52B | 0.00 | — | — | — | €0 | Luxembourg | ||
RP96YHCG8G88
| $807.76M | 3.44 | 52 | 49 | 13 | $40M | Ireland | ||
SS121D2L7WL972
| €109.10M | 1.50 | 5 | 13 | 16 | €0 | Germany | ||
ZQ3244629396
| €53.58M | 0.00 | 7 | 23 | 1 | €300 | Spain | ||
LF31378933324
| €144.49M | 0.00 | 79 | 74 | 1 | €500,000 | Spain | ||
YN56632897977
| £6.37B | 4.90 | 24 | 6 | 4 | £1,000 | Luxembourg | ||
LD6177465932
| HK$3.32B | 4.57 | 8 | 3 | 4 | HK$5,000 | Luxembourg | ||
BR5255168735
| €31.14M | 0.00 | 54 | 31 | 5 | €10,000 | Luxembourg | ||
MT93VG46TF7914
| £476.95M | 0.00 | 2 | 1 | 1 | £1 | United Kingdom | ||
DK87DH5WB82616
| £1.06B | 2.18 | 19 | 8 | 13 | £500 | United Kingdom |
