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 | ||
MT2574B4NV285
| €181.51M | — | 3 | 4 | 3 | €1M | Austria | ||
SB74552957294
| €121.63M | 0.00 | — | — | — | €1 | Spain | ||
TP4495X3M8R5
| €1.27B | — | 10 | 6 | 3 | €5M | Austria | ||
HT414567413699
| €153.28M | 0.00 | — | — | — | €1 | Spain | ||
LP5833254527
| €66.07M | 0.47 | 1 | 1 | 1 | €0 | Luxembourg | ||
JV94769291763
| €9.72M | 0.00 | 6 | 14 | 8 | €1 | France | ||
XX29178693474
| €377.21M | 0.00 | 3 | 1 | — | — | Luxembourg | ||
₩260.42B | 0.00 | 12 | 17 | 9 | — | South Korea | |||
₩282.57B | 0.00 | 54 | 13 | 5 | — | Korean | |||
₩260.42B | 0.00 | 12 | 17 | 9 | — | Korean | |||
GS28PQXWFG465
| €1.30B | 0.00 | 56 | 4 | 5 | — | Ireland | ||
BW44352991537
| $11.90B | 0.00 | 98 | 26 | 10 | $5,000 | France | ||
ZT781S42XXP38
| €205.02M | 2.00 | 2 | 1 | 1 | €0 | Germany | ||
₩59.15B | 0.00 | 2 | 6 | — | — | South Korea | |||
FP61337353994
| €206.48M | 0.00 | — | — | — | €2M | Spain | ||
SS73M9L42D57
| £11.07M | 0.76 | 88 | 20 | 15 | £1,000 | United Kingdom | ||
VB8547J3G1X272
| €1.27B | — | 11 | 7 | 4 | €0 | Austria | ||
WTY879963263
| ZAR 5.51B | 2.36 | 5 | 2 | — | — | South Africa | ||
JH1323666723
| $124.78M | 0.00 | 2 | 1 | 1 | $0 | Luxembourg | ||
VM8383344931
| €38.03M | 0.00 | 9 | 14 | 6 | €1 | France | ||
SM537C5BPRY921
| €81.46M | 2.09 | 9 | 12 | 8 | €0 | Germany | ||
VW61JJ8ZQD3685
| €77.32M | 0.00 | 7 | 17 | 9 | — | Ireland |