Bronze Moderate Allocation Funds
This list highlights the top-performing Bronze-rated Moderate-Allocation funds, as rated by Morningstar. These funds balance growth and income, investing across stocks, bonds, and cash, typically with 50% to 70% of assets in equities. They are suited for investors seeking moderate risk and more stable growth potential over time.
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
|
|---|---|---|---|---|---|---|---|---|---|
| Invesco Funds - Invesco Global Income Fund Z MD1 USD Hedged
LU2110298382
| US$2.40bn | 7.46 | 65 | 35 | 10 | US$1,500 | Luxembourg | ||
| Swisscanto (LU) Portfolio Fund - Swisscanto (LU) Portfolio Fund Committed Ambition (EUR) AT
LU0112799613
| €129.53m | 0.00 | 8 | 5 | 5 | €100 | Luxembourg | ||
| Private Bank Funds I - Access Balanced Fund (GBP) B (inc UK RFS)
LU0622329190
| £1.01bn | 0.81 | 28 | 22 | 11 | £1m | Luxembourg | ||
YN3866935688
| US$7.51bn | 0.00 | 1 | 1 | 1 | US$50,000 | Luxembourg | ||
JV445477925377
| US$7.44bn | 0.00 | 39 | 28 | 3 | US$1 | Luxembourg | ||
KS45K883Z488
| £644.58m | 4.60 | 46 | 5 | 12 | £1,000 | United Kingdom | ||
CM82R8H8Y95572
| £45.15m | 1.90 | 4 | 13 | 4 | £1,000 | United Kingdom | ||
VG86344764129
| US$3.19bn | 0.00 | 4 | 3 | 9 | US$1,000 | Luxembourg | ||
HL1613552747
| €4.13bn | 0.00 | 20 | 7 | 10 | €0 | Luxembourg | ||
ZN86TX7Q2L1972
| £23.66m | 3.34 | 15 | 17 | 22 | £250,000 | United Kingdom | ||
DR91BR75QJ7218
| £175.32m | 2.13 | 48 | 36 | 33 | £250,000 | United Kingdom | ||
HH841933365352
| SEK 12.97bn | 0.00 | 23 | 32 | 39 | SEK 100 | Luxembourg | ||
NK8677393477
| US$19.32bn | 0.00 | 29 | 24 | 40 | US$5,000 | Luxembourg | ||
ZD5626282176
| US$94.03m | 0.00 | 21 | 21 | 26 | US$0 | Luxembourg | ||
JT116PVHCP793
| US$1.13bn | 4.52 | 25 | 52 | — | US$1,000 | Ireland | ||
PG117RZP2H484
| US$1.13bn | 0.00 | 25 | 52 | — | US$1,000 | Ireland | ||
NN5157678627
| €76.84m | 0.00 | 10 | 16 | 20 | €0 | Luxembourg | ||
HG1891995857
| HK$9.80bn | 0.00 | 21 | 15 | 23 | HK$5,000 | Luxembourg | ||
RR46VF7RDZ7628
| £216.56m | 3.06 | 24 | 19 | 11 | £2m | United Kingdom | ||
HY41PC55LB384
| £7.14m | 2.44 | 10 | 21 | 19 | £1m | United Kingdom | ||
VW62TQFWZ19448
| £303.97m | 1.94 | 19 | 17 | 16 | £1,000 | United Kingdom | ||
HC721651548156
| £10.77m | 0.00 | 85 | 26 | — | £1m | Luxembourg | ||
BL76ZG1DW364
| £1.63bn | 1.82 | 25 | 16 | 12 | £500 | United Kingdom | ||
XX23WXK78B1118
| £35.72m | 2.58 | 18 | 17 | 23 | £1,000 | United Kingdom | ||
DD2743332486
| US$79.60m | 0.00 | 14 | 70 | 16 | US$1m | Luxembourg |
