Bronze Flexible Allocation Funds

This list highlights the top-performing Bronze-rated Flexible-Allocation funds, as rated by Morningstar. These funds invest globally across various asset types, including equities, bonds, commodities, and cash, with the flexibility to adjust allocations based on market conditions. They aim for diversification and balanced returns, without a rigid asset allocation strategy.

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
EF 8AM Tactical Growth Portfolio A Inc
GB00B9C65S15
£11.25m
0.75
68
19
12
£1,000
United Kingdom
GMO Global Real Return UCITS Fund A GBP
IE00B705B994
£553.68m
0.00
3
2
3
Ireland
CPR Actions Euro Premium Select P
FR0013199981
€11.40m
0.00
15
8
8
€1
France
LOCK|tN^t sZ#p>j!<$%!@x GDjkv - RvB%Ts d
DW6629414392
€175.60m
0.00
20
9
11
€3m
Luxembourg
LOCK|tN^t sZ#p>j!<$%!@x GDjkv - RvB%Ts d
WL6342424999
€95.21m
5.04
38
42
36
€0
Luxembourg
LOCK|tN^t sZ#p>j!<$%!@x GDjkv - RvB%Ts d
WP928416263762
€43.94m
0.00
30
22
€0
Luxembourg
LOCK|tN^t sZ#p>j!<$%!@x GDjkv - RvB%Ts d
DT98699979168
€154.26m
0.00
13
35
38
€10m
Luxembourg
LOCK|tN^t sZ#p>j!<$%!@x GDjkv - RvB%Ts d
BY2879253194
US$18.55bn
0.00
72
75
28
US$400,000
Luxembourg
LOCK|tN^t sZ#p>j!<$%!@x GDjkv - RvB%Ts d
WX2953199981
US$945.59m
0.00
17
17
25
US$1,000
Luxembourg
LOCK|tN^t sZ#p>j!<$%!@x GDjkv - RvB%Ts d
YY48KGWXFW38
US$1.53bn
0.00
29
19
11
US$4,000
Ireland
LOCK|tN^t sZ#p>j!<$%!@x GDjkv - RvB%Ts d
PC444311653437
£1.74bn
3.80
37
28
5
£500,000
Luxembourg
LOCK|tN^t sZ#p>j!<$%!@x GDjkv - RvB%Ts d
BF47866462915
€805.39m
0.00
22
10
39
€0
Luxembourg
LOCK|tN^t sZ#p>j!<$%!@x GDjkv - RvB%Ts d
XQ49NX2XWH78
£817.29m
3.95
18
5
29
£1,500
Ireland
LOCK|tN^t sZ#p>j!<$%!@x GDjkv - RvB%Ts d
KS74996845574
US$286.17m
0.00
42
53
19
US$0
Luxembourg
LOCK|tN^t sZ#p>j!<$%!@x GDjkv - RvB%Ts d
PN991159454738
€264.14m
0.00
28
31
44
€100,000
Luxembourg
LOCK|tN^t sZ#p>j!<$%!@x GDjkv - RvB%Ts d
BY27XPLTDV133
£927.89m
2.43
55
70
53
£100,000
United Kingdom
LOCK|tN^t sZ#p>j!<$%!@x GDjkv - RvB%Ts d
PB71915696913
US$87.61m
0.00
56
28
45
US$500,000
Luxembourg
LOCK|tN^t sZ#p>j!<$%!@x GDjkv - RvB%Ts d
FQ48973197949
€16.08bn
0.00
71
78
48
Luxembourg
LOCK|tN^t sZ#p>j!<$%!@x GDjkv - RvB%Ts d
DW67T6Y9F896
£988.90m
2.10
25
31
47
£5,000
United Kingdom
LOCK|tN^t sZ#p>j!<$%!@x GDjkv - RvB%Ts d
XJ169729696663
€248.09m
0.00
51
59
47
€0
Luxembourg
LOCK|tN^t sZ#p>j!<$%!@x GDjkv - RvB%Ts d
FS49JBNWCB6716
US$301.40m
0.00
56
17
78
US$1m
Ireland
LOCK|tN^t sZ#p>j!<$%!@x GDjkv - RvB%Ts d
XZ511742811433
SEK 2.72bn
0.00
65
58
31
SEK 0
Luxembourg
LOCK|tN^t sZ#p>j!<$%!@x GDjkv - RvB%Ts d
KK45246726748
£424.53m
0.00
8
53
80
£1,000
Luxembourg
LOCK|tN^t sZ#p>j!<$%!@x GDjkv - RvB%Ts d
TQ5961751934
US$7.53m
0.00
79
31
38
US$1m
Luxembourg
LOCK|tN^t sZ#p>j!<$%!@x GDjkv - RvB%Ts d
JX312967343412
€328.05m
0.00
62
48
61
€100,000
Luxembourg