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Medalist Flexible Allocation Funds

This list highlights the top-performing Flexible-Allocation funds, as rated by Morningstar. These funds have an unconstrained mandate to invest across a broad spectrum of asset classes, including stocks, bonds, commodities, cash, and their related derivatives. With the ability to rotate asset allocation based on market conditions, these funds may exhibit characteristics of aggressive, moderate, or conservative allocations at different times.

Morningstar uses a five-tier scale (Gold to Negative) to rate funds. For actively managed funds, Gold, Silver, and Bronze ratings are given to funds expected to outperform their relevant category index after fees and risk. For passive strategies, these ratings are given to funds expected to deliver alpha that exceeds either the category median net alpha or zero over the long term.

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
Sydinvest Private Banking Vækstorienteret II
DK0060645828
DKK 6.37B
0.00
30
23
19
DKK 5M
Denmark
Renta 4 Delta I FI
ES0173317001
€21.54M
0.00
65
34
16
€10
Spain
36ONE FR Flexible Opportunity Fund D
ZAE000206371
ZAR 10.06B
2.33
16
17
7
ZAR 5,000
South Africa
LOCK|^y B$SKMt^%Nh >JT%MN##& ?#f!>HYP X <F
MT2574B4NV285
€181.51M
—
3
4
3
€1M
Austria
LOCK|^y B$SKMt^%Nh >JT%MN##& ?#f!>HYP X <F
SB74552957294
€121.63M
0.00
—
—
—
€1
Spain
LOCK|^y B$SKMt^%Nh >JT%MN##& ?#f!>HYP X <F
TP4495X3M8R5
€1.27B
—
10
6
3
€5M
Austria
LOCK|^y B$SKMt^%Nh >JT%MN##& ?#f!>HYP X <F
HT414567413699
€153.28M
0.00
—
—
—
€1
Spain
LOCK|^y B$SKMt^%Nh >JT%MN##& ?#f!>HYP X <F
LP5833254527
€66.07M
0.47
1
1
1
€0
Luxembourg
LOCK|^y B$SKMt^%Nh >JT%MN##& ?#f!>HYP X <F
JV94769291763
€9.72M
0.00
6
14
8
€1
France
LOCK|^y B$SKMt^%Nh >JT%MN##& ?#f!>HYP X <F
XX29178693474
€377.21M
0.00
3
1
—
—
Luxembourg
LOCK|^y B$SKMt^%Nh >JT%MN##& ?#f!>HYP X <F
₩260.42B
0.00
12
17
9
—
South Korea
LOCK|^y B$SKMt^%Nh >JT%MN##& ?#f!>HYP X <F
₩282.57B
0.00
54
13
5
—
Korean
LOCK|^y B$SKMt^%Nh >JT%MN##& ?#f!>HYP X <F
₩260.42B
0.00
12
17
9
—
Korean
LOCK|^y B$SKMt^%Nh >JT%MN##& ?#f!>HYP X <F
GS28PQXWFG465
€1.30B
0.00
56
4
5
—
Ireland
LOCK|^y B$SKMt^%Nh >JT%MN##& ?#f!>HYP X <F
BW44352991537
$11.90B
0.00
98
26
10
$5,000
France
LOCK|^y B$SKMt^%Nh >JT%MN##& ?#f!>HYP X <F
ZT781S42XXP38
€205.02M
2.00
2
1
1
€0
Germany
LOCK|^y B$SKMt^%Nh >JT%MN##& ?#f!>HYP X <F
₩59.15B
0.00
2
6
—
—
South Korea
LOCK|^y B$SKMt^%Nh >JT%MN##& ?#f!>HYP X <F
FP61337353994
€206.48M
0.00
—
—
—
€2M
Spain
LOCK|^y B$SKMt^%Nh >JT%MN##& ?#f!>HYP X <F
SS73M9L42D57
£11.07M
0.76
88
20
15
£1,000
United Kingdom
LOCK|^y B$SKMt^%Nh >JT%MN##& ?#f!>HYP X <F
VB8547J3G1X272
€1.27B
—
11
7
4
€0
Austria
LOCK|^y B$SKMt^%Nh >JT%MN##& ?#f!>HYP X <F
WTY879963263
ZAR 5.51B
2.36
5
2
—
—
South Africa
LOCK|^y B$SKMt^%Nh >JT%MN##& ?#f!>HYP X <F
JH1323666723
$124.78M
0.00
2
1
1
$0
Luxembourg
LOCK|^y B$SKMt^%Nh >JT%MN##& ?#f!>HYP X <F
VM8383344931
€38.03M
0.00
9
14
6
€1
France
LOCK|^y B$SKMt^%Nh >JT%MN##& ?#f!>HYP X <F
SM537C5BPRY921
€81.46M
2.09
9
12
8
€0
Germany
LOCK|^y B$SKMt^%Nh >JT%MN##& ?#f!>HYP X <F
VW61JJ8ZQD3685
€77.32M
0.00
7
17
9
—
Ireland