Gold Moderate Allocation Funds
This list highlights the top-performing Moderate-Allocation funds, as rated by Morningstar. These funds balance capital appreciation and income by investing across stocks, bonds, and cash, typically holding 50% to 70% of assets in equities. They aim for steady growth with a moderate risk profile.
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
|
|---|---|---|---|---|---|---|---|---|---|
| Algebris UCITS Funds plc - Algebris Financial Income Fund M EUR Acc
IE00BBHX5W58
| €2.90B | 0.00 | 17 | 1 | 1 | €0 | Ireland | ||
| Algebris UCITS Funds plc - Algebris Financial Income Fund BD GBP Inc Hedged
IE00BBHX5T20
| £2.50B | 4.02 | 7 | 1 | 1 | £500,000 | Ireland | ||
| Danske Invest Allocation - Basic 50 WA
LU1806387848
| €421.88M | 0.00 | 36 | 12 | 8 | €0 | Luxembourg | ||
DS54QBB8117774
| $103.31M | 2.37 | 18 | 19 | — | $500,000 | United Kingdom | ||
HL5549652147
| €4.16B | 0.91 | 46 | 21 | 8 | €35,000 | Luxembourg | ||
LB84VTNPSX44
| €2.90B | 3.44 | 26 | 1 | 1 | €500,000 | Ireland | ||
ZS811F18P3F457
| $297.93M | 0.00 | 21 | 6 | 5 | $5M | Ireland | ||
KB241T7SWCT63
| €173.57M | — | 39 | 4 | 4 | €0 | Germany | ||
YF78Z8BJHH3739
| £6.54B | 0.96 | 6 | 6 | 6 | £1M | United Kingdom | ||
DB86MDZPNH27
| $3.31B | 0.00 | 22 | 1 | 1 | $500,000 | Ireland | ||
VT87MKBQLP721
| CHF 2.67B | 3.26 | 14 | 1 | — | CHF 500,000 | Ireland | ||
BH56VZJR1C25
| €2.90B | 0.00 | 21 | 1 | 1 | €500,000 | Ireland | ||
YM345G4KW8N7
| €274.97M | 2.01 | 8 | 3 | 2 | €50,000 | Germany | ||
VG4116337836
| €4.16B | 0.00 | 46 | 21 | 8 | €35,000 | Luxembourg | ||
BB818752694462
| €11.40M | 0.00 | 4 | 1 | 1 | €1 | Spain | ||
LL76J819PB92
| £632.43M | 4.49 | 55 | 4 | 9 | £1,000 | United Kingdom | ||
YW36Z3JNFP7723
| £19.15B | 0.02 | 23 | 10 | 14 | £100,000 | United Kingdom | ||
RV722138825318
| CHF 558.81M | — | 14 | 7 | 8 | CHF 1 | Switzerland | ||
HM25JNPY8K44
| €2.90B | 3.86 | 17 | 1 | 1 | €0 | Ireland | ||
FR37ZKSM1W54
| €2.90B | 4.08 | 22 | 1 | 1 | €500,000 | Ireland | ||
JX9563P382Y95
| €71.47M | — | 4 | 3 | 1 | €0 | Austria | ||
CW75F9V2GK48
| €6.39B | 0.00 | 16 | 12 | 3 | €200,000 | Ireland | ||
CS43VGC3W9253
| $7.31B | 0.00 | 25 | 22 | 14 | $200,000 | Ireland | ||
NP52K92XD823
| £7.32B | 1.71 | 14 | 9 | 9 | £1M | United Kingdom | ||
CB796444597463
| €1.19B | — | 20 | 7 | 2 | €3M | Germany |
