Gold Cautious Allocation Funds
This list highlights the top-performing Conservative-Allocation funds, as rated by Morningstar. These funds prioritize capital preservation and income by investing primarily in bonds and cash, with a smaller proportion (typically 20% to 50%) of assets in equities. They are designed for investors seeking lower risk and steady 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
|
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
|
|---|---|---|---|---|---|---|---|---|---|
| Pictet-Multi Asset Global Opportunities-HI USD
LU1368232648
| $6.91B | 0.00 | 32 | 6 | 23 | $1M | Luxembourg | ||
| BKC Treuhand Portfolio I
DE000A0YFQ92
| €559.39M | 1.91 | 10 | 3 | 5 | €0 | Germany | ||
| RDK Global Income Opportunities - Anteilklasse V
DE000A0RKXN6
| €34.60M | — | 42 | 8 | 1 | €0 | Germany | ||
SK28L63VWV63
| £1.54B | 0.00 | 18 | 8 | 2 | £100,000 | Ireland | ||
JM739329253732
| €247.46M | 0.00 | 59 | 14 | 3 | €25M | Luxembourg | ||
SM25ZZ9RKY837
| £80.51M | 3.93 | 17 | 4 | 10 | £1M | United Kingdom | ||
NX8897194715
| €134.41M | 0.00 | 14 | 11 | 3 | €10 | Spain | ||
GS399B2GC7R59
| €99.23M | 2.86 | 4 | 1 | 1 | €100,000 | Germany | ||
WS56F5J94K869
| €1.81B | 0.00 | 8 | 6 | 2 | €200,000 | Ireland | ||
QS869652768984
| €56.56M | 0.00 | — | — | — | €0 | Luxembourg | ||
SK55673558795
| CHF 143.44M | 0.91 | 52 | 24 | 24 | — | Switzerland | ||
PB96612836415
| €99.09M | 0.00 | 39 | 19 | 8 | €15,000 | France | ||
WC772D4S9PF279
| €153.99M | 3.07 | 9 | 1 | 3 | €0 | Germany | ||
BC817L9SKML38
| €64.11M | 0.79 | 42 | 15 | 5 | €0 | Germany | ||
MC3785958999
| €6.04B | 0.00 | 34 | 9 | 12 | €1M | Luxembourg | ||
FV2713357635
| €565.22M | 0.00 | 9 | 1 | 1 | €1M | Italy | ||
WN938412248867
| €15.94M | 1.64 | 54 | 11 | 7 | €0 | Germany | ||
JY63W24C27493
| £1.34B | 2.24 | 5 | 7 | 9 | £1M | United Kingdom | ||
YT789528753497
| CHF 80.82M | — | 52 | 12 | 24 | CHF 1 | Switzerland | ||
GF45971239559
| €78.42M | 5.12 | — | — | — | — | Luxembourg | ||
YM5531324982
| €6.04B | 0.00 | 32 | 8 | 11 | €1M | Luxembourg | ||
SQ9176383982
| CHF 913.39M | 0.95 | 4 | 4 | 8 | — | Switzerland | ||
YV41GH22GW68
| $659.26M | 0.00 | 94 | 27 | 22 | $15,000 | Ireland | ||
CJ74FT849B66
| €2.41B | 0.00 | 4 | 2 | 1 | — | Ireland | ||
PL277MFX2CB376
| £2.08B | 4.14 | 2 | 2 | — | — | Ireland |
