Bronze Cautious Allocation Funds

This list highlights the top-performing Bronze-rated Conservative-Allocation funds, as rated by Morningstar. These funds focus on capital preservation and income by investing mainly in bonds and cash, with a smaller portion (typically 20% to 50%) of assets in equities. They are ideal for investors seeking lower risk and stable returns with a focus on income generation.

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	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 Multi-Asset Balanced Income R Dis GBP GB00B68F5S16	£36.87m	2.69	5	5	5	£100,000	United Kingdom
Jupiter Merlin Conservative Select I Class Accumulation Units GB00B8GDLS36	£191.70m	3.85	22	4	20	£1m	United Kingdom
Pyrford Global Total Return (Sterling) Fund Class C USD Hedged Distributing IE00BDZS0G51	US$808.19m	3.44	58	48	13	US$40m	Ireland
LOCK\|XXxfr F^j>P - @G$vs@Z ^&M q#$KG%km R%tP <dkD#n lHF! q (>d@ ??TLBQ) %DZ@Lp <f<Dd$<BCNby <#sbn PJ83535177161	£6.39bn	4.90	23	6	4	£1,000	Luxembourg
LOCK\|XXxfr F^j>P - @G$vs@Z ^&M q#$KG%km R%tP <dkD#n lHF! q (>d@ ??TLBQ) %DZ@Lp <f<Dd$<BCNby <#sbn VP49GJ7JV13558	£1.06bn	2.18	19	8	13	£500	United Kingdom
LOCK\|XXxfr F^j>P - @G$vs@Z ^&M q#$KG%km R%tP <dkD#n lHF! q (>d@ ??TLBQ) %DZ@Lp <f<Dd$<BCNby <#sbn KQ13TQ42JY61	£474.67m	0.00	3	1	1	£1	United Kingdom
LOCK\|XXxfr F^j>P - @G$vs@Z ^&M q#$KG%km R%tP <dkD#n lHF! q (>d@ ??TLBQ) %DZ@Lp <f<Dd$<BCNby <#sbn DR17GQ7Z538441	US$79.27m	0.00	20	21	—	US$1m	Ireland
LOCK\|XXxfr F^j>P - @G$vs@Z ^&M q#$KG%km R%tP <dkD#n lHF! q (>d@ ??TLBQ) %DZ@Lp <f<Dd$<BCNby <#sbn ZF3988788242	US$99.33m	2.58	73	63	34	US$1m	Luxembourg
LOCK\|XXxfr F^j>P - @G$vs@Z ^&M q#$KG%km R%tP <dkD#n lHF! q (>d@ ??TLBQ) %DZ@Lp <f<Dd$<BCNby <#sbn SQ59CS2D9T49	£19.63m	3.84	7	12	23	£250,000	United Kingdom
LOCK\|XXxfr F^j>P - @G$vs@Z ^&M q#$KG%km R%tP <dkD#n lHF! q (>d@ ??TLBQ) %DZ@Lp <f<Dd$<BCNby <#sbn XM79M953QC29	£310.16m	1.22	9	19	37	£500m	United Kingdom
LOCK\|XXxfr F^j>P - @G$vs@Z ^&M q#$KG%km R%tP <dkD#n lHF! q (>d@ ??TLBQ) %DZ@Lp <f<Dd$<BCNby <#sbn LY423574474122	€1.25bn	0.00	6	3	11	€0	Luxembourg
LOCK\|XXxfr F^j>P - @G$vs@Z ^&M q#$KG%km R%tP <dkD#n lHF! q (>d@ ??TLBQ) %DZ@Lp <f<Dd$<BCNby <#sbn PW923863229199	€103.19m	2.21	35	28	29	€100	Luxembourg
LOCK\|XXxfr F^j>P - @G$vs@Z ^&M q#$KG%km R%tP <dkD#n lHF! q (>d@ ??TLBQ) %DZ@Lp <f<Dd$<BCNby <#sbn CH75HTDRX1133	£139.08m	3.66	56	44	28	£5,000	United Kingdom
LOCK\|XXxfr F^j>P - @G$vs@Z ^&M q#$KG%km R%tP <dkD#n lHF! q (>d@ ??TLBQ) %DZ@Lp <f<Dd$<BCNby <#sbn RY5941298338	€1.25bn	0.00	7	7	17	€500,000	Luxembourg
LOCK\|XXxfr F^j>P - @G$vs@Z ^&M q#$KG%km R%tP <dkD#n lHF! q (>d@ ??TLBQ) %DZ@Lp <f<Dd$<BCNby <#sbn NH84DJ6893866	£114.46m	2.58	65	60	27	£500	United Kingdom
LOCK\|XXxfr F^j>P - @G$vs@Z ^&M q#$KG%km R%tP <dkD#n lHF! q (>d@ ??TLBQ) %DZ@Lp <f<Dd$<BCNby <#sbn HF38YK44851255	£5.12m	2.59	10	16	11	£1m	United Kingdom
LOCK\|XXxfr F^j>P - @G$vs@Z ^&M q#$KG%km R%tP <dkD#n lHF! q (>d@ ??TLBQ) %DZ@Lp <f<Dd$<BCNby <#sbn VR27KML6KM1661	£179.42m	1.20	43	66	29	£1,000	United Kingdom
LOCK\|XXxfr F^j>P - @G$vs@Z ^&M q#$KG%km R%tP <dkD#n lHF! q (>d@ ??TLBQ) %DZ@Lp <f<Dd$<BCNby <#sbn PL72WT7MPC91	£45.33m	2.39	36	32	16	£1,000	United Kingdom
LOCK\|XXxfr F^j>P - @G$vs@Z ^&M q#$KG%km R%tP <dkD#n lHF! q (>d@ ??TLBQ) %DZ@Lp <f<Dd$<BCNby <#sbn YR36FZ3Y1792	£10.31m	1.20	4	11	15	£500m	United Kingdom
LOCK\|XXxfr F^j>P - @G$vs@Z ^&M q#$KG%km R%tP <dkD#n lHF! q (>d@ ??TLBQ) %DZ@Lp <f<Dd$<BCNby <#sbn KX526867454449	€116.09m	1.97	56	43	66	€0	Luxembourg
LOCK\|XXxfr F^j>P - @G$vs@Z ^&M q#$KG%km R%tP <dkD#n lHF! q (>d@ ??TLBQ) %DZ@Lp <f<Dd$<BCNby <#sbn KB57P9414D7247	£86.24m	2.64	39	37	24	£1,000	United Kingdom
LOCK\|XXxfr F^j>P - @G$vs@Z ^&M q#$KG%km R%tP <dkD#n lHF! q (>d@ ??TLBQ) %DZ@Lp <f<Dd$<BCNby <#sbn JS65ZMZQKB98	£62.17m	2.12	10	18	30	£1,000	United Kingdom
LOCK\|XXxfr F^j>P - @G$vs@Z ^&M q#$KG%km R%tP <dkD#n lHF! q (>d@ ??TLBQ) %DZ@Lp <f<Dd$<BCNby <#sbn YT59MH14CQ6255	£430.97m	1.80	14	26	—	£1,000	United Kingdom
LOCK\|XXxfr F^j>P - @G$vs@Z ^&M q#$KG%km R%tP <dkD#n lHF! q (>d@ ??TLBQ) %DZ@Lp <f<Dd$<BCNby <#sbn ZR12857844819	US$286.47m	0.00	95	57	—	US$0	Luxembourg
LOCK\|XXxfr F^j>P - @G$vs@Z ^&M q#$KG%km R%tP <dkD#n lHF! q (>d@ ??TLBQ) %DZ@Lp <f<Dd$<BCNby <#sbn WH3397547142	€965.12m	0.00	24	21	27	€0	Luxembourg