Gold Aggressive Allocation Funds
This list highlights the top-performing Aggressive-Allocation funds, as rated by Morningstar. These funds seek both capital appreciation and income by investing across stocks, bonds, and cash, with a larger proportion of assets (typically 70% to 90%) in equities. They may take higher risks in exchange for greater long-term returns.
Gold-rated funds are expected to deliver the best results in their category. Actively managed funds aim to outperform their index and rank in the top 15% of their Morningstar Category. Passively managed funds aim to match or slightly exceed their index, also ranking in the top 15% of their Morningstar Category.
|
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
|
|---|---|---|---|---|---|---|---|---|---|
| HSBC Portfolios - World Selection 5 BC
LU0931137300
| US$445.78m | 0.00 | 20 | 7 | 9 | US$5,000 | Luxembourg | ||
| BlackRock Consensus 100 Fund D Acc
GB00B7KPX155
| £765.54m | 1.22 | 15 | 2 | 1 | £100,000 | United Kingdom | ||
| BlackRock Strategic Funds - BlackRock MyMap Plus Growth Fund D5 USD Hedged
LU1241525184
| US$1.02bn | 0.00 | 13 | 2 | 2 | US$100,000 | Luxembourg | ||
FF87BW69B4172
| £278.39m | 1.70 | 24 | 9 | 4 | £250,000 | United Kingdom | ||
TW84X5SR7K53
| £1.74bn | 1.37 | 3 | 4 | 11 | £1m | United Kingdom | ||
FN59M766FS2384
| £2.83bn | 1.09 | 6 | 4 | 4 | £1m | United Kingdom | ||
XG95GZ2C4R4911
| £936.41m | 1.66 | 83 | 10 | 3 | £250,000 | United Kingdom | ||
LS66QCBMY98597
| £3.07bn | 0.00 | 12 | 12 | 5 | £100,000 | Ireland | ||
LH87GDZRMB225
| £1.91bn | 1.22 | 24 | 8 | 7 | £1m | United Kingdom | ||
WY49J485BC16
| £4.60bn | 1.43 | 15 | 7 | 5 | £1m | United Kingdom | ||
LJ68H2WXP74714
| £17.85bn | 0.02 | 23 | 6 | 6 | £100,000 | United Kingdom | ||
YD59792866365
| US$817.83m | 0.00 | 51 | 22 | 15 | US$35,000 | Luxembourg | ||
FS32JVDRD86435
| £678.35m | 1.22 | 10 | 3 | 5 | £100,000 | United Kingdom | ||
DL88TZY8NS53
| £1.61bn | 0.09 | 11 | 10 | 5 | £1,000 | United Kingdom | ||
DR63RN28H298
| £181.58m | 1.47 | 27 | 6 | 4 | £250,000 | United Kingdom | ||
FF89C81LKP66
| £2.68bn | 1.76 | 8 | 12 | 17 | £1m | United Kingdom | ||
MZ84TWM9N7343
| £61.67m | 1.30 | 14 | 12 | — | £1m | United Kingdom | ||
NT28CY8N3C58
| £69.11m | 1.49 | 27 | 7 | 4 | £250,000 | United Kingdom | ||
DG19XMNPB28474
| €3.61bn | 0.00 | 22 | 22 | 10 | €200,000 | Ireland | ||
ZR45HPCC7Z436
| £138.96m | 2.21 | 4 | 1 | 1 | £500 | United Kingdom | ||
VF31VZC37T274
| US$69.39m | 1.82 | 9 | 5 | — | US$500,000 | United Kingdom | ||
RW74XN29J8443
| £1.88bn | 2.00 | 77 | 17 | 11 | £250,000 | United Kingdom | ||
GQ45VV1B2F9763
| £133.18m | 2.66 | 41 | 49 | 8 | — | United Kingdom | ||
BS68LQKZD378
| US$4.13bn | 0.00 | 30 | 22 | 13 | US$200,000 | Ireland | ||
NX59SBG8MF445
| £327.12m | 1.52 | 22 | 25 | — | £1m | United Kingdom |
