Medalist Aggressive Allocation Funds

This list highlights the top-performing Aggressive-Allocation funds, as rated by Morningstar. These funds seek to provide both capital appreciation and income by investing primarily in equities, with 70% to 90% of assets allocated to stocks. The remainder of the portfolio is invested in fixed income and cash. These portfolios are designed for investors with a high risk tolerance and a long-term investment horizon, aiming for higher returns through substantial equity exposure.

Morningstar uses a five-tier scale (Gold to Negative) to rate funds. For actively managed funds, Gold, Silver, and Bronze ratings are given to funds expected to outperform their relevant category index after fees and risk. For passive strategies, these ratings are given to funds expected to deliver alpha that exceeds either the category median net alpha or zero over the long term.

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
Vanguard ActiveLife Climate Aware 60-70% Equity A Acc GB00BZ830054	£1.10bn	2.13	9	38	11	£100,000	United Kingdom
Barclays Global Markets Adventurous Fund R Acc GBP GB00B4YPY060	£347.08m	1.66	58	22	17	£100,000	United Kingdom
Barclays Global Markets Growth Fund R Acc GBP GB00B4ZFH287	£423.98m	1.65	52	22	16	£100,000	United Kingdom
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LOCK\| L<Q&V T#%%<<$$hY^ Tz%n n% - $t CVf$L ?v^^-#?g^r## N^V< G ! D!<%?&W^$!^#^!< BR13X9KLY9742	£765.54m	1.22	15	2	1	£100,000	United Kingdom
LOCK\| L<Q&V T#%%<<$$hY^ Tz%n n% - $t CVf$L ?v^^-#?g^r## N^V< G ! D!<%?&W^$!^#^!< BS21CTYQWK87	£2.20bn	2.30	16	11	9	£500m	United Kingdom
LOCK\| L<Q&V T#%%<<$$hY^ Tz%n n% - $t CVf$L ?v^^-#?g^r## N^V< G ! D!<%?&W^$!^#^!< YN63789331465	US$439.27m	0.00	20	7	9	US$5,000	Luxembourg
LOCK\| L<Q&V T#%%<<$$hY^ Tz%n n% - $t CVf$L ?v^^-#?g^r## N^V< G ! D!<%?&W^$!^#^!< FC71DD5J7M382	£930.31m	1.66	83	10	3	£250,000	United Kingdom
LOCK\| L<Q&V T#%%<<$$hY^ Tz%n n% - $t CVf$L ?v^^-#?g^r## N^V< G ! D!<%?&W^$!^#^!< DV53458522646	US$1.02bn	0.00	13	2	2	US$100,000	Luxembourg
LOCK\| L<Q&V T#%%<<$$hY^ Tz%n n% - $t CVf$L ?v^^-#?g^r## N^V< G ! D!<%?&W^$!^#^!< RP49N1TS7G31	£1.75bn	1.37	3	4	11	£1m	United Kingdom
LOCK\| L<Q&V T#%%<<$$hY^ Tz%n n% - $t CVf$L ?v^^-#?g^r## N^V< G ! D!<%?&W^$!^#^!< RB23S743KC129	£2.83bn	1.09	6	4	4	£1m	United Kingdom
LOCK\| L<Q&V T#%%<<$$hY^ Tz%n n% - $t CVf$L ?v^^-#?g^r## N^V< G ! D!<%?&W^$!^#^!< TT91447721795	US$817.83m	0.00	51	22	15	US$35,000	Luxembourg
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LOCK\| L<Q&V T#%%<<$$hY^ Tz%n n% - $t CVf$L ?v^^-#?g^r## N^V< G ! D!<%?&W^$!^#^!< GJ49SSQBC13662	£3.07bn	0.00	12	12	5	£100,000	Ireland
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LOCK\| L<Q&V T#%%<<$$hY^ Tz%n n% - $t CVf$L ?v^^-#?g^r## N^V< G ! D!<%?&W^$!^#^!< QT85YYNKMP8338	£183.82m	0.00	12	4	8	£5m	United Kingdom
LOCK\| L<Q&V T#%%<<$$hY^ Tz%n n% - $t CVf$L ?v^^-#?g^r## N^V< G ! D!<%?&W^$!^#^!< SP38WPLFT999	£678.35m	1.22	10	3	5	£100,000	United Kingdom
LOCK\| L<Q&V T#%%<<$$hY^ Tz%n n% - $t CVf$L ?v^^-#?g^r## N^V< G ! D!<%?&W^$!^#^!< WX37VM3WNR75	£298.27m	3.59	20	28	8	£0	United Kingdom
LOCK\| L<Q&V T#%%<<$$hY^ Tz%n n% - $t CVf$L ?v^^-#?g^r## N^V< G ! D!<%?&W^$!^#^!< NJ95YM6P9299	£40.04m	1.00	10	5	—	£1,000	United Kingdom
LOCK\| L<Q&V T#%%<<$$hY^ Tz%n n% - $t CVf$L ?v^^-#?g^r## N^V< G ! D!<%?&W^$!^#^!< FY466562564279	£760.35m	0.00	5	2	9	—	Luxembourg
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LOCK\| L<Q&V T#%%<<$$hY^ Tz%n n% - $t CVf$L ?v^^-#?g^r## N^V< G ! D!<%?&W^$!^#^!< GC45PR12ZP2598	£355.20m	0.97	25	21	18	£1m	United Kingdom
LOCK\| L<Q&V T#%%<<$$hY^ Tz%n n% - $t CVf$L ?v^^-#?g^r## N^V< G ! D!<%?&W^$!^#^!< SY83SMRTXS6431	£1.90bn	1.22	24	8	7	£1m	United Kingdom
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