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
LOCK| q&C@&L X%! Hr&% - <% Y?k%Bt GdqHLZ@ WD<bDl sr^% ? g%ffg
LM21HNSTNG99
£419.90m
1.38
30
19
10
£3,000
United Kingdom
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NR43N8943Z245
£318.51m
0.70
2
1
2
£0
Ireland
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PQ52B7KBW4138
£140.31m
1.24
10
10
3
£250
United Kingdom
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RP59LD87GK96
£2.48bn
0.00
4
1
1
£1
United Kingdom
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SV15Q5X61W91
£11.34m
0.24
69
4
3
£100,000
United Kingdom
LOCK| q&C@&L X%! Hr&% - <% Y?k%Bt GdqHLZ@ WD<bDl sr^% ? g%ffg
FV81487691558
€106.73m
0.00
57
38
26
Luxembourg
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TX77HQ9M697755
£146.16m
0.76
1
7
23
£1,000
United Kingdom
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CK75YBYZZW94
£737.53m
0.87
29
17
£150,000
United Kingdom
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JR23TYSL91814
£356.44m
0.94
38
26
United Kingdom
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HH4488288677
€243.20m
0.03
43
34
31
Luxembourg
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NX33ND9K574915
£365.27m
1.26
21
20
14
£1m
United Kingdom
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YL45M4DBYB9618
£162.58m
1.43
33
39
43
£1,000
United Kingdom
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RH28MFC6FK63
£1.98bn
0.68
52
63
25
£1,000
United Kingdom
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QV56XS221Q861
£1.22bn
2.38
33
27
24
£10,000
United Kingdom
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LB2116978523
€5.01bn
0.00
43
30
13
€0
Luxembourg
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JJ63P67MXH48
£472.76m
1.81
19
22
23
£0
Ireland
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MJ28BYKS5L36
£300.93m
2.62
17
18
32
£100,000
United Kingdom
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LK682447269851
€5.01bn
0.00
52
34
18
€500,000
Luxembourg
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VP13WWPPSV68
£424.33m
1.36
21
13
£1,000
United Kingdom
LOCK| q&C@&L X%! Hr&% - <% Y?k%Bt GdqHLZ@ WD<bDl sr^% ? g%ffg
MD24855228234
£1.12bn
2.01
42
10
22
£0
Luxembourg
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PZ28NTGKP215
£343.12m
1.65
16
14
16
£1,000
United Kingdom
LOCK| q&C@&L X%! Hr&% - <% Y?k%Bt GdqHLZ@ WD<bDl sr^% ? g%ffg
NS28BLKNB835
£260.53m
1.82
1
32
£100,000
United Kingdom