Medalist Cautious Allocation Funds

This list highlights the top-performing Conservative-Allocation funds, as rated by Morningstar. These funds focus on capital preservation and income generation by investing primarily in fixed income and cash, with a smaller portion (20% to 50%) allocated to equities. These portfolios are designed for investors with a low risk tolerance, prioritizing stability and reliable returns over high growth.

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
Legal & General Multi-Index Income 4 Fund I Class Accumulation GB00BZ0RRN72	£80.51m	3.93	17	4	10	£1m	United Kingdom
Barclays Multi-Asset Balanced Income R Dis GBP GB00B68F5S16	£37.00m	2.64	5	4	5	£100,000	United Kingdom
Dimensional World Allocation 40/60 Fund GBP Accumulation IE00B56FVB15	£1.54bn	0.00	18	8	2	£100,000	Ireland
LOCK\|cvBD FW nKSQqwr@X> ZWfy - Mwzx^$ @L@z^G – #->%y$sJ FV8754344498	€247.61m	0.00	57	12	3	€25m	Luxembourg
LOCK\|cvBD FW nKSQqwr@X> ZWfy - Mwzx^$ @L@z^G – #->%y$sJ GT847772857628	€7.40bn	0.00	11	5	1	€1,000	Luxembourg
LOCK\|cvBD FW nKSQqwr@X> ZWfy - Mwzx^$ @L@z^G – #->%y$sJ ZB98D1S39H25	€1.81bn	0.00	8	6	2	€200,000	Ireland
LOCK\|cvBD FW nKSQqwr@X> ZWfy - Mwzx^$ @L@z^G – #->%y$sJ SX84PY182D8129	US$2.76bn	0.00	14	7	12	US$1,000	Ireland
LOCK\|cvBD FW nKSQqwr@X> ZWfy - Mwzx^$ @L@z^G – #->%y$sJ WQ2142927198	€6.04bn	0.00	34	9	12	€1m	Luxembourg
LOCK\|cvBD FW nKSQqwr@X> ZWfy - Mwzx^$ @L@z^G – #->%y$sJ YH27N9JCMV218	£189.00m	3.82	18	4	22	£1m	United Kingdom
LOCK\|cvBD FW nKSQqwr@X> ZWfy - Mwzx^$ @L@z^G – #->%y$sJ VP89W47S29185	£1.34bn	2.24	5	7	9	£1m	United Kingdom
LOCK\|cvBD FW nKSQqwr@X> ZWfy - Mwzx^$ @L@z^G – #->%y$sJ NW89671779882	€1.17bn	0.00	2	1	1	€1,000	Luxembourg
LOCK\|cvBD FW nKSQqwr@X> ZWfy - Mwzx^$ @L@z^G – #->%y$sJ MH1867389341	€6.04bn	0.00	32	8	11	€1m	Luxembourg
LOCK\|cvBD FW nKSQqwr@X> ZWfy - Mwzx^$ @L@z^G – #->%y$sJ SC32GZ572J7426	€2.41bn	0.00	4	2	1	—	Ireland
LOCK\|cvBD FW nKSQqwr@X> ZWfy - Mwzx^$ @L@z^G – #->%y$sJ DD235XLK1XT92	£2.08bn	4.14	2	2	—	—	Ireland
LOCK\|cvBD FW nKSQqwr@X> ZWfy - Mwzx^$ @L@z^G – #->%y$sJ BF94NJMMLC9397	£40.50m	1.68	12	9	—	£500m	United Kingdom
LOCK\|cvBD FW nKSQqwr@X> ZWfy - Mwzx^$ @L@z^G – #->%y$sJ BT33457328634	£6.29bn	4.90	24	5	4	£1,000	Luxembourg
LOCK\|cvBD FW nKSQqwr@X> ZWfy - Mwzx^$ @L@z^G – #->%y$sJ TQ8474145114	US$8.46bn	0.00	25	9	9	US$1,500	Luxembourg
LOCK\|cvBD FW nKSQqwr@X> ZWfy - Mwzx^$ @L@z^G – #->%y$sJ YR36XT75LW7241	£460.91m	0.00	2	1	1	£1	United Kingdom
LOCK\|cvBD FW nKSQqwr@X> ZWfy - Mwzx^$ @L@z^G – #->%y$sJ XQ3829771249	CHF 1.08bn	0.00	21	4	16	—	Luxembourg
LOCK\|cvBD FW nKSQqwr@X> ZWfy - Mwzx^$ @L@z^G – #->%y$sJ QC32KX469K77	US$2.76bn	0.00	11	5	3	US$5m	Ireland
LOCK\|cvBD FW nKSQqwr@X> ZWfy - Mwzx^$ @L@z^G – #->%y$sJ CL781889477822	US$1.34bn	0.00	1	1	1	US$1,000	Luxembourg
LOCK\|cvBD FW nKSQqwr@X> ZWfy - Mwzx^$ @L@z^G – #->%y$sJ CV45414252233	£5.14bn	0.00	30	3	5	£1m	Luxembourg
LOCK\|cvBD FW nKSQqwr@X> ZWfy - Mwzx^$ @L@z^G – #->%y$sJ ZM67FRFMJG9731	£1.47bn	2.56	7	5	6	£500m	United Kingdom
LOCK\|cvBD FW nKSQqwr@X> ZWfy - Mwzx^$ @L@z^G – #->%y$sJ XC41WL4DD821	£1.05bn	2.17	21	9	13	£500	United Kingdom
LOCK\|cvBD FW nKSQqwr@X> ZWfy - Mwzx^$ @L@z^G – #->%y$sJ JV81X61WXR69	£423.52m	3.69	29	23	28	£1m	United Kingdom