Gold Aggressive Allocation Funds

This list highlights the top-performing Aggressive-Allocation funds, as rated by Morningstar. These funds seek both capital appreciation and income by investing across stocks, bonds, and cash, with a larger proportion of assets (typically 70% to 90%) in equities. They may take higher risks in exchange for greater long-term returns.

Gold-rated funds are expected to deliver the best results in their category. Actively managed funds aim to outperform their index and rank in the top 15% of their Morningstar Category. Passively managed funds aim to match or slightly exceed their index, also ranking in the top 15% of their Morningstar Category.

Name ISIN	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
CT Universal MAP Adventurous Fund C Acc GB00BK5Z9G83	£936.41M	1.66	83	10	3	£250,000	United Kingdom
HSBC World Selection - Dynamic Portfolio Accumulation C GB00B886CK92	£2.83B	1.09	6	4	4	£1M	United Kingdom
Danske Invest Allocation - Basic 100 WA LU1806393499	€85.30M	0.00	9	3	2	€0	Luxembourg
LOCK\|%<$ ktwfQzqT<$@$ Q>pQW F?R w (C) NF914Q8HCJ85	€372.67M	0.12	1	2	3	€50,000	Germany
LOCK\|%<$ ktwfQzqT<$@$ Q>pQW F?R w (C) QZ1786259226	$445.78M	0.00	20	7	9	$5,000	Luxembourg
LOCK\|%<$ ktwfQzqT<$@$ Q>pQW F?R w (C) WN54H6HVT95868	£765.54M	1.22	15	2	1	£100,000	United Kingdom
LOCK\|%<$ ktwfQzqT<$@$ Q>pQW F?R w (C) DG8636131421	$1.02B	0.00	13	2	2	$100,000	Luxembourg
LOCK\|%<$ ktwfQzqT<$@$ Q>pQW F?R w (C) QC35L6GB1L52	£1.74B	1.37	3	4	11	£1M	United Kingdom
LOCK\|%<$ ktwfQzqT<$@$ Q>pQW F?R w (C) CF62TR88Y932	£278.39M	1.70	24	9	4	£250,000	United Kingdom
LOCK\|%<$ ktwfQzqT<$@$ Q>pQW F?R w (C) RP47YFCFD38863	£3.07B	0.00	12	12	5	£100,000	Ireland
LOCK\|%<$ ktwfQzqT<$@$ Q>pQW F?R w (C) FG21DWYTRQ345	£1.91B	1.22	24	8	7	£1M	United Kingdom
LOCK\|%<$ ktwfQzqT<$@$ Q>pQW F?R w (C) VY494T8VQVN22	€288.91M	—	52	34	20	€0	Germany
LOCK\|%<$ ktwfQzqT<$@$ Q>pQW F?R w (C) PQ71QBK8NW765	£1.61B	0.09	11	10	5	£1,000	United Kingdom
LOCK\|%<$ ktwfQzqT<$@$ Q>pQW F?R w (C) RW54M4XZH44117	£17.85B	0.02	23	6	6	£100,000	United Kingdom
LOCK\|%<$ ktwfQzqT<$@$ Q>pQW F?R w (C) NV93L544WH41	£4.60B	1.43	15	7	5	£1M	United Kingdom
LOCK\|%<$ ktwfQzqT<$@$ Q>pQW F?R w (C) MB931858768962	€8.92B	0.00	—	—	—	€100,000	Netherlands
LOCK\|%<$ ktwfQzqT<$@$ Q>pQW F?R w (C) ZR84387562173	€512.54M	0.00	4	5	—	€50M	Luxembourg
LOCK\|%<$ ktwfQzqT<$@$ Q>pQW F?R w (C) XR3338177941	$817.83M	0.00	51	22	15	$35,000	Luxembourg
LOCK\|%<$ ktwfQzqT<$@$ Q>pQW F?R w (C) CN41TMWZC7299	£678.35M	1.22	10	3	5	£100,000	United Kingdom
LOCK\|%<$ ktwfQzqT<$@$ Q>pQW F?R w (C) MR8782233884	€151.39M	0.97	18	14	9	€0	Netherlands
LOCK\|%<$ ktwfQzqT<$@$ Q>pQW F?R w (C) QK86221322183	€336.34M	0.00	30	10	6	€0	Luxembourg
LOCK\|%<$ ktwfQzqT<$@$ Q>pQW F?R w (C) XY7959892659	€583.39M	0.00	16	20	9	€500,000	Spain
LOCK\|%<$ ktwfQzqT<$@$ Q>pQW F?R w (C) VY851647973144	€2.06B	0.69	10	9	4	€0	Netherlands
LOCK\|%<$ ktwfQzqT<$@$ Q>pQW F?R w (C) FY79CD43T383	£181.58M	1.47	27	6	4	£250,000	United Kingdom
LOCK\|%<$ ktwfQzqT<$@$ Q>pQW F?R w (C) NY137J4B282152	€192.00M	1.50	44	42	20	€0	Germany