Gold Flexible Allocation Funds
This list highlights the top-performing Flexible-Allocation funds, as rated by Morningstar. These funds have an unconstrained mandate to invest globally in a range of asset types, with exposure to equities, bonds, commodities, cash, and their derivatives. They can rotate between asset classes, regions, and countries.
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
|
|---|---|---|---|---|---|---|---|---|---|
| Eurizon Investment SICAV Euro Equity Insurance Capital Light ID
LU0282141893
| €42.51M | 2.97 | 14 | 5 | 4 | €2,500 | Luxembourg | ||
| UniMultiAsset Chance IV
DE000A3CU5A3
| €211.01M | — | 14 | 5 | — | €0 | Germany | ||
| GEMMA C de Capitalisation
BE6282879921
| €70.10M | 0.00 | 5 | 2 | 2 | €0 | Belgium | ||
ZV8296313814
| €4.88M | 0.00 | 47 | 8 | 6 | €100,000 | Spain | ||
ZR731Q74RYV5
| €193.54M | 2.02 | 1 | 1 | 1 | €0 | Germany | ||
BM7323493578
| €37.53M | 0.00 | 11 | 16 | 5 | €1 | France | ||
SR797M2FYNZ193
| €79.29M | 2.11 | 9 | 11 | 6 | €0 | Germany | ||
BW2581X9NX4398
| €164.15M | — | 8 | 6 | 5 | €1M | Austria | ||
PB74SBHLQZ3268
| $1.50B | 0.00 | 38 | 15 | 1 | $4,000 | Ireland | ||
CH592771338167
| €128.24M | 1.62 | 19 | 17 | 7 | €100 | Luxembourg | ||
RD64367764274
| €1.71B | 0.79 | 1 | 1 | 1 | €0 | Luxembourg | ||
KT914QQN1PS366
| €24.95M | — | 17 | 10 | 9 | €0 | Germany | ||
PQ617279734331
| €1.73B | 0.00 | — | — | — | €100,000 | Netherlands | ||
NM313316997167
| €45.88M | 1.40 | 30 | 9 | 2 | €1 | Austria | ||
SZ264645455687
| $66.64M | 0.00 | 2 | 1 | 1 | — | Liechtenstein | ||
KW64523376382
| $281.85M | 0.00 | 2 | 4 | — | $2M | Luxembourg | ||
KY35KR9JJR7443
| £816.38M | 1.47 | 13 | 13 | 4 | £1M | United Kingdom | ||
NC691P2KR3245
| €23.02M | 0.28 | 8 | 3 | 4 | €0 | Germany | ||
BP5993549622
| $66.64M | 0.00 | 2 | 1 | 1 | $0 | Liechtenstein | ||
QV2192374983
| €84.23M | 1.51 | 21 | 17 | 9 | €0 | Luxembourg | ||
ML58134139838
| €361.67M | 1.57 | 54 | 17 | 19 | €3M | Luxembourg | ||
GJ7684925567
| €1.71B | 2.43 | 1 | 2 | — | €0 | Luxembourg | ||
JC437953218435
| €17.04M | 0.00 | 1 | 1 | 1 | €100 | Spain | ||
RF54146649359
| $246.84M | 0.00 | — | 7 | — | $0 | Luxembourg | ||
WX76823983924
| €13.75M | 0.00 | 59 | 17 | 4 | €100,000 | Italy |
