Bronze Moderate Allocation Funds
This list highlights the top-performing Bronze-rated Moderate-Allocation funds, as rated by Morningstar. These funds balance growth and income, investing across stocks, bonds, and cash, typically with 50% to 70% of assets in equities. They are suited for investors seeking moderate risk and more stable growth potential over time.
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
|
|---|---|---|---|---|---|---|---|---|---|
| Quantex Multi Asset Fund EUR I
LI0580516917
| €743.95M | 0.00 | 14 | 23 | 1 | €1 | Liechtenstein | ||
| Generali Investments SICAV - Global Multi Asset Income EX (Accumulation)
LU1357655890
| €401.80M | 0.00 | 13 | 24 | 4 | €500 | Luxembourg | ||
| Apollo Ausgewogen T
AT0000708763
| €70.24M | — | 15 | 9 | 8 | €0 | Austria | ||
WL7222Y1M9C83
| €280.02M | — | 7 | 4 | 2 | €0 | Austria | ||
JW456797138942
| $2.40B | 7.46 | 70 | 37 | 10 | $1,500 | Luxembourg | ||
CW99RKKYY9967
| £2.59B | 0.00 | 29 | 1 | 1 | £10,000 | Ireland | ||
YWKJTZGL64269
| €18.42M | 0.00 | — | — | — | €250 | Portugal | ||
YZ28948825515
| €291.54M | — | 11 | 4 | 1 | €0 | Germany | ||
GR898546826587
| €129.51M | 0.00 | 8 | 6 | 5 | €100 | Luxembourg | ||
ZT24YPJFC6839
| £2.59B | 3.93 | 29 | 1 | 1 | £10,000 | Ireland | ||
YL9545717753
| $7.57B | 0.00 | 3 | 1 | 1 | $50,000 | Luxembourg | ||
SN55392379487
| €31.28M | 0.00 | 65 | 4 | 2 | — | Luxembourg | ||
NY56919669813
| £1.01B | 0.81 | 28 | 22 | 11 | £1M | Luxembourg | ||
YS94792916179
| €273.43M | 0.00 | — | — | — | €0 | Luxembourg | ||
TS342313673349
| $7.44B | 0.00 | 35 | 29 | 4 | $1 | Luxembourg | ||
DS367294911915
| €273.43M | 0.00 | — | — | — | €0 | Luxembourg | ||
CN18Q198S264
| £646.46M | 4.60 | 44 | 5 | 12 | £1,000 | United Kingdom | ||
RB78G3S5Z87179
| £45.28M | 1.90 | 4 | 11 | 4 | £1,000 | United Kingdom | ||
SD48BQ8W918622
| CHF 2.82B | 3.98 | 27 | 1 | 1 | CHF 10,000 | Ireland | ||
QZ94926284911
| €123.55M | 0.00 | 35 | 17 | 29 | €0 | Netherlands | ||
NS96JMDMM45231
| £141.21M | 4.94 | 5 | 7 | 9 | £500 | Ireland | ||
ZY213297956287
| €148.58M | 0.00 | 67 | 43 | 12 | €1 | France | ||
QH975464686881
| €273.43M | 2.53 | — | — | — | €0 | Luxembourg | ||
LK9784693739
| €253.44M | 2.20 | 9 | 1 | 1 | €0 | Luxembourg | ||
FL947456472864
| €302.33M | 0.00 | — | — | — | €1 | Spain |
