Gold Flexible Allocation Funds
This list highlights the top-performing Flexible-Allocation funds, as rated by Morningstar. These funds have an unconstrained mandate to invest globally in a range of asset types, with exposure to equities, bonds, commodities, cash, and their derivatives. They can rotate between asset classes, regions, and countries.
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
|
|---|---|---|---|---|---|---|---|---|---|
| Nedgroup Investments Global Flexible Fund C USD Accumulation
IE00BKXGFM15
| US$1.50bn | 0.00 | 38 | 15 | 1 | US$4,000 | Ireland | ||
| The Hall Fund Income
GB00BV8BVP32
| £816.38m | 1.47 | 13 | 13 | 4 | £1m | United Kingdom | ||
| SEI Global Master Fund plc - The SEI Dynamic Asset Allocation Fund Wlth A GBPInc
IE00BF4NFL54
| £778.95m | 1.31 | 13 | 1 | 1 | £0 | Ireland | ||
QX77YR8NM9937
| £14.16m | 1.02 | 19 | 6 | 6 | £5,000 | United Kingdom | ||
RJ26282521576
| €242.51m | 0.00 | 58 | 61 | 41 | €0 | Luxembourg | ||
LK4232359667
| US$277.43m | 0.00 | 46 | 45 | 17 | US$0 | Luxembourg | ||
NH76CQX892549
| £110.24m | 2.56 | 74 | 49 | 10 | £1m | United Kingdom | ||
KM49HJWPMB185
| €1.31bn | 0.00 | 49 | 27 | 20 | €4,000 | Ireland | ||
ND41YY2QC23386
| £817.29m | 4.04 | 20 | 5 | 19 | £1,500 | Ireland | ||
RR72DPJN1H36
| £252.08m | 1.86 | 40 | 18 | 21 | £100,000 | United Kingdom | ||
MG47H91ZGX646
| £338.97m | 3.10 | 43 | 50 | 12 | £500,000 | United Kingdom | ||
KV29977839159
| £36.54m | 2.33 | 77 | 22 | 29 | £1,000 | United Kingdom | ||
FJ99F6716W22
| US$668.06m | 0.00 | 90 | 91 | 60 | — | Ireland | ||
YC8962274332
| £14.38m | 0.61 | 89 | 84 | 62 | £250,000 | United Kingdom | ||
FR31X272JW3664
| £496.90m | 0.00 | 85 | 82 | 61 | £0 | Ireland | ||
HT54YNR13M2382
| £579.14m | 2.63 | 82 | 85 | 75 | £0 | Ireland | ||
VR29V28CK892
| £4.89bn | 0.82 | 83 | 80 | 58 | £250,000 | United Kingdom | ||
GR18ZPF74W5788
| €583.97m | 0.00 | 94 | 95 | 91 | €0 | Ireland | ||
HB29K4T42W87
| €583.97m | 0.00 | 92 | 94 | 85 | €0 | Ireland | ||
GQ3217Z9LMK82
| — | €680.62m | 2.58 | 90 | — | — | €100,000 | Ireland | |
LR575HC9PFW849
| — | US$668.06m | 0.00 | 94 | 94 | — | — | Ireland | |
QQ436XRN7R4141
| — | US$778.63m | 2.50 | 89 | — | — | — | Ireland | |
KM923CJ6MGC79
| — | £778.95m | 0.00 | 6 | — | — | — | Ireland |
