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
|
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
|
|---|---|---|---|---|---|---|---|---|---|
| BlackRock Global Funds - Global Allocation Fund S2 EUR Hedged
LU2624964149
| €16.90B | 0.00 | 72 | 10 | — | — | Luxembourg | ||
| Swisscanto (CH) Institutional Pension Fund III (IPF III) - SWC (CH) IPF III VF 45 Passiv NT CHF
CH0512157766
| CHF 1.49B | — | 8 | 9 | 11 | CHF 0 | Switzerland | ||
| WS Canada Life Investments Fund II - WS Keyridge Diversified Monthly Income Fund G Income
GB00BK5BJ115
| £138.68M | 4.28 | 21 | 27 | 10 | £50M | United Kingdom | ||
HM87F6PPM695
| £6.66B | 0.96 | 9 | 8 | 5 | £1M | United Kingdom | ||
LK28ZJFQ6W961
| £3.17B | 2.30 | 18 | 10 | 11 | £100M | United Kingdom | ||
NL668946793627
| DKK 421.62M | 0.00 | 15 | 12 | 9 | DKK 100 | Denmark | ||
JW62YZGP9Z94
| €3.06B | 0.00 | 52 | 1 | 1 | €0 | Ireland | ||
YK61YSPD5F892
| £2.61B | 4.15 | 41 | 1 | 1 | £500,000 | Ireland | ||
KQ3721128724
| $142.52B | 3.83 | 43 | 18 | 11 | $250 | United States | ||
QJ83WY1GGD92
| £232.03M | 3.67 | 23 | 9 | 12 | £100M | United Kingdom | ||
QK43D9Y7ZC81
| £660.96M | 4.57 | 6 | 3 | 4 | £1,000 | United Kingdom | ||
DVJ52544827171
| ZAR 933.60M | 3.28 | 1 | 4 | — | — | South Africa | ||
GS216616279194
| $65.61M | 0.00 | 26 | 29 | 31 | $0 | Luxembourg | ||
NT32RWVJQP729
| €3.06B | 3.56 | 61 | 2 | 1 | €500,000 | Ireland | ||
ZF51969218147
| $276.87B | 1.82 | 21 | 7 | 6 | $250 | United States | ||
MS621B5GMTG56
| €175.56M | — | 11 | 11 | 2 | €0 | Germany | ||
GT27MQ4SZL1563
| £232.03M | 3.59 | 23 | 9 | 12 | £100M | United Kingdom | ||
CW584959538795
| €4.26B | 0.00 | — | — | — | €200M | Luxembourg | ||
TS51697S8998
| $2.80B | 2.02 | 4 | 10 | 2 | $250 | United States | ||
XY542BB64YG576
| €175.19M | 0.00 | 1 | 1 | — | €500,000 | Ireland | ||
TD96564163379
| €54.73M | 0.00 | — | — | — | €0 | Sweden | ||
RL29384S31527
| $2.51B | 1.61 | 15 | 7 | 6 | $0 | United States | ||
BT336KYJWBW77
| €161.11M | 0.00 | 10 | 20 | 7 | €100,000 | Ireland | ||
GH1187738816
| €83.44M | 0.00 | 29 | 10 | — | €0 | Denmark | ||
XQ95C34KXB734
| £5.64B | 1.98 | 5 | 13 | 4 | £100,000 | Ireland |
