Bronze Aggressive Allocation Funds
This list highlights the top-performing Bronze-rated Aggressive-Allocation funds, as rated by Morningstar. These funds seek high returns by investing in a mix of stocks, bonds, and cash, with a larger proportion (typically 70% to 90%) of assets in equities. They are designed for investors willing to take on higher risk in exchange for potentially greater long-term capital appreciation.
Bronze-rated funds are still expected to deliver positive performance, but with lower value compared to Gold and Silver-rated funds. These funds rank among the remaining vehicles in their Morningstar Category that are expected to generate positive net alpha.
|
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
|
|---|---|---|---|---|---|---|---|---|---|
| Barclays Global Markets Growth Fund R Acc GBP
GB00B4ZFH287
| £429.82m | 1.67 | 45 | 21 | 15 | £100,000 | United Kingdom | ||
| Barclays Global Markets Adventurous Fund R Acc GBP
GB00B4YPY060
| £352.38m | 1.68 | 46 | 16 | 15 | £100,000 | United Kingdom | ||
| Vanguard ActiveLife Climate Aware 60-70% Equity A Acc
GB00BZ830054
| £1.13bn | 2.12 | 8 | 48 | 12 | £100,000 | United Kingdom | ||
LM21HNSTNG99
| £419.90m | 1.38 | 30 | 19 | 10 | £3,000 | United Kingdom | ||
NR43N8943Z245
| £318.51m | 0.70 | 2 | 1 | 2 | £0 | Ireland | ||
PQ52B7KBW4138
| £140.31m | 1.24 | 10 | 10 | 3 | £250 | United Kingdom | ||
RP59LD87GK96
| £2.48bn | 0.00 | 4 | 1 | 1 | £1 | United Kingdom | ||
SV15Q5X61W91
| £11.34m | 0.24 | 69 | 4 | 3 | £100,000 | United Kingdom | ||
FV81487691558
| €106.73m | 0.00 | 57 | 38 | 26 | — | Luxembourg | ||
TX77HQ9M697755
| £146.16m | 0.76 | 1 | 7 | 23 | £1,000 | United Kingdom | ||
CK75YBYZZW94
| £737.53m | 0.87 | 29 | 17 | — | £150,000 | United Kingdom | ||
JR23TYSL91814
| £356.44m | 0.94 | 38 | 26 | — | — | United Kingdom | ||
HH4488288677
| €243.20m | 0.03 | 43 | 34 | 31 | — | Luxembourg | ||
NX33ND9K574915
| £365.27m | 1.26 | 21 | 20 | 14 | £1m | United Kingdom | ||
YL45M4DBYB9618
| £162.58m | 1.43 | 33 | 39 | 43 | £1,000 | United Kingdom | ||
RH28MFC6FK63
| £1.98bn | 0.68 | 52 | 63 | 25 | £1,000 | United Kingdom | ||
QV56XS221Q861
| £1.22bn | 2.38 | 33 | 27 | 24 | £10,000 | United Kingdom | ||
LB2116978523
| €5.01bn | 0.00 | 43 | 30 | 13 | €0 | Luxembourg | ||
JJ63P67MXH48
| £472.76m | 1.81 | 19 | 22 | 23 | £0 | Ireland | ||
MJ28BYKS5L36
| £300.93m | 2.62 | 17 | 18 | 32 | £100,000 | United Kingdom | ||
LK682447269851
| €5.01bn | 0.00 | 52 | 34 | 18 | €500,000 | Luxembourg | ||
VP13WWPPSV68
| £424.33m | 1.36 | 21 | 13 | — | £1,000 | United Kingdom | ||
MD24855228234
| £1.12bn | 2.01 | 42 | 10 | 22 | £0 | Luxembourg | ||
PZ28NTGKP215
| £343.12m | 1.65 | 16 | 14 | 16 | £1,000 | United Kingdom | ||
NS28BLKNB835
| £260.53m | 1.82 | 1 | 32 | — | £100,000 | United Kingdom |