Gold Moderate Allocation Funds

This list highlights the top-performing Moderate-Allocation funds, as rated by Morningstar. These funds balance capital appreciation and income by investing across stocks, bonds, and cash, typically holding 50% to 70% of assets in equities. They aim for steady growth with a moderate risk profile.

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	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
Private Bank Funds I - Access Balanced Fund (EUR) C (inc UK RFS) LU0449914380	€4.16bn	0.91	46	21	8	€35,000	Luxembourg
Algebris UCITS Funds plc - Algebris Financial Income Fund ID EUR Inc IE00BCZNWY50	€2.90bn	3.44	28	1	1	€500,000	Ireland
Algebris UCITS Funds plc - Algebris Financial Income Fund M EUR Acc IE00BBHX5W58	€2.90bn	0.00	19	1	1	€0	Ireland
LOCK\|< ?^&&Nr Jnm#%?sd?^%c $ BFB^ VK!wnp&Y%%S!$ &rTLd! X >@# t<!?!<sCM$Fq%c BN88CTG5479271	US$103.22m	2.37	18	19	—	US$500,000	United Kingdom
LOCK\|< ?^&&Nr Jnm#%?sd?^%c $ BFB^ VK!wnp&Y%%S!$ &rTLd! X >@# t<!?!<sCM$Fq%c WH14W7DCFD45	£19.15bn	0.02	23	10	14	£100,000	United Kingdom
LOCK\|< ?^&&Nr Jnm#%?sd?^%c $ BFB^ VK!wnp&Y%%S!$ &rTLd! X >@# t<!?!<sCM$Fq%c VW52SGGYPN13	US$3.31bn	0.00	21	1	1	US$500,000	Ireland
LOCK\|< ?^&&Nr Jnm#%?sd?^%c $ BFB^ VK!wnp&Y%%S!$ &rTLd! X >@# t<!?!<sCM$Fq%c VT727382826619	€4.16bn	0.00	46	21	8	€35,000	Luxembourg
LOCK\|< ?^&&Nr Jnm#%?sd?^%c $ BFB^ VK!wnp&Y%%S!$ &rTLd! X >@# t<!?!<sCM$Fq%c WD73TPFJTC6924	CHF 2.67bn	3.26	16	1	—	CHF 500,000	Ireland
LOCK\|< ?^&&Nr Jnm#%?sd?^%c $ BFB^ VK!wnp&Y%%S!$ &rTLd! X >@# t<!?!<sCM$Fq%c GW89BWWD2P5317	€2.90bn	3.86	19	1	1	€0	Ireland
LOCK\|< ?^&&Nr Jnm#%?sd?^%c $ BFB^ VK!wnp&Y%%S!$ &rTLd! X >@# t<!?!<sCM$Fq%c XY37P166FD38	£631.89m	4.49	55	4	9	£1,000	United Kingdom
LOCK\|< ?^&&Nr Jnm#%?sd?^%c $ BFB^ VK!wnp&Y%%S!$ &rTLd! X >@# t<!?!<sCM$Fq%c LS29N1KWWX7861	£6.53bn	0.96	6	6	6	£1m	United Kingdom
LOCK\|< ?^&&Nr Jnm#%?sd?^%c $ BFB^ VK!wnp&Y%%S!$ &rTLd! X >@# t<!?!<sCM$Fq%c ZB28P7F8NS2249	€6.39bn	0.00	16	12	3	€200,000	Ireland
LOCK\|< ?^&&Nr Jnm#%?sd?^%c $ BFB^ VK!wnp&Y%%S!$ &rTLd! X >@# t<!?!<sCM$Fq%c PP26GJB2G548	US$7.31bn	0.00	25	22	14	US$200,000	Ireland
LOCK\|< ?^&&Nr Jnm#%?sd?^%c $ BFB^ VK!wnp&Y%%S!$ &rTLd! X >@# t<!?!<sCM$Fq%c TJ42W14P7R134	£12.29bn	3.09	1	1	2	—	Ireland
LOCK\|< ?^&&Nr Jnm#%?sd?^%c $ BFB^ VK!wnp&Y%%S!$ &rTLd! X >@# t<!?!<sCM$Fq%c NN82N372BY97	€14.26bn	0.00	2	2	2	—	Ireland
LOCK\|< ?^&&Nr Jnm#%?sd?^%c $ BFB^ VK!wnp&Y%%S!$ &rTLd! X >@# t<!?!<sCM$Fq%c ZC87THWND79847	£882.55m	5.59	4	4	6	£500	United Kingdom
LOCK\|< ?^&&Nr Jnm#%?sd?^%c $ BFB^ VK!wnp&Y%%S!$ &rTLd! X >@# t<!?!<sCM$Fq%c JY17DRNQSJ3578	€2.90bn	0.00	28	1	1	€500,000	Ireland
LOCK\|< ?^&&Nr Jnm#%?sd?^%c $ BFB^ VK!wnp&Y%%S!$ &rTLd! X >@# t<!?!<sCM$Fq%c HS17VK7WBP1197	£134.36m	4.11	33	12	7	£500	United Kingdom
LOCK\|< ?^&&Nr Jnm#%?sd?^%c $ BFB^ VK!wnp&Y%%S!$ &rTLd! X >@# t<!?!<sCM$Fq%c QM43W3TZ4H3622	£3.12bn	2.03	9	9	11	£1m	United Kingdom
LOCK\|< ?^&&Nr Jnm#%?sd?^%c $ BFB^ VK!wnp&Y%%S!$ &rTLd! X >@# t<!?!<sCM$Fq%c WK54YY5KY1993	£117.08m	3.66	13	5	5	£250,000	United Kingdom
LOCK\|< ?^&&Nr Jnm#%?sd?^%c $ BFB^ VK!wnp&Y%%S!$ &rTLd! X >@# t<!?!<sCM$Fq%c ZD78G66TD26543	£7.30bn	1.71	14	9	9	£1m	United Kingdom
LOCK\|< ?^&&Nr Jnm#%?sd?^%c $ BFB^ VK!wnp&Y%%S!$ &rTLd! X >@# t<!?!<sCM$Fq%c LH83QDZG3Q8711	US$3.31bn	3.61	21	1	1	US$500,000	Ireland
LOCK\|< ?^&&Nr Jnm#%?sd?^%c $ BFB^ VK!wnp&Y%%S!$ &rTLd! X >@# t<!?!<sCM$Fq%c GM92P189MC9698	US$16.31bn	0.00	6	2	6	US$5m	Ireland
LOCK\|< ?^&&Nr Jnm#%?sd?^%c $ BFB^ VK!wnp&Y%%S!$ &rTLd! X >@# t<!?!<sCM$Fq%c MR92P7QY9S6175	€6.39bn	1.99	16	13	3	€200,000	Ireland
LOCK\|< ?^&&Nr Jnm#%?sd?^%c $ BFB^ VK!wnp&Y%%S!$ &rTLd! X >@# t<!?!<sCM$Fq%c WJ79D356LC5641	£5.44bn	0.00	14	12	5	£100,000	Ireland