Medalist Flexible Allocation Funds

This list highlights the top-performing Flexible-Allocation funds, as rated by Morningstar. These funds have an unconstrained mandate to invest across a broad spectrum of asset classes, including stocks, bonds, commodities, cash, and their related derivatives. With the ability to rotate asset allocation based on market conditions, these funds may exhibit characteristics of aggressive, moderate, or conservative allocations at different times.

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
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
Man Balanced Managed Fund Professional Accumulation Shares (Class C)
GB00B87M3166
£318.48m
1.96
15
13
2
£500,000
United Kingdom
Nedgroup Investments Global Flexible Fund C USD Accumulation
IE00BKXGFM15
US$1.50bn
0.00
38
15
1
US$4,000
Ireland
EF 8AM Tactical Growth Portfolio A Inc
GB00B9C65S15
£11.21m
2.11
65
14
10
£1,000
United Kingdom
LOCK|g $#HD %^<n x?Zlzztst
HD15QZ9NLC8427
£816.38m
1.47
13
13
4
£1m
United Kingdom
LOCK|g $#HD %^<n x?Zlzztst
TB72LN6ZT4879
£245.98m
0.45
1
1
£1,000
United Kingdom
LOCK|g $#HD %^<n x?Zlzztst
YP7196246364
€11.20m
0.00
15
10
8
€1
France
LOCK|g $#HD %^<n x?Zlzztst
TZ49JN1RTB8575
£778.95m
1.31
13
1
1
£0
Ireland
LOCK|g $#HD %^<n x?Zlzztst
FL82SJ3GK47669
£14.16m
1.02
19
6
6
£5,000
United Kingdom
LOCK|g $#HD %^<n x?Zlzztst
LL11S2T5BH61
£159.92m
1.69
7
4
1
£500,000
United Kingdom
LOCK|g $#HD %^<n x?Zlzztst
KS7398648869
€178.44m
0.00
16
8
8
€3m
Luxembourg
LOCK|g $#HD %^<n x?Zlzztst
CF53ZFNYR944
£126.58m
0.00
74
9
7
£5,000
Ireland
LOCK|g $#HD %^<n x?Zlzztst
FD82VCNQNS46
£150.44m
2.20
32
37
37
£100,000
United Kingdom
LOCK|g $#HD %^<n x?Zlzztst
LR312877889425
€242.51m
0.00
58
61
41
€0
Luxembourg
LOCK|g $#HD %^<n x?Zlzztst
PY628592716948
US$1.86bn
0.00
46
18
US$25m
Luxembourg
LOCK|g $#HD %^<n x?Zlzztst
WF3641198652
€93.72m
5.02
37
44
37
€0
Luxembourg
LOCK|g $#HD %^<n x?Zlzztst
DV449524981481
US$277.43m
0.00
46
45
17
US$0
Luxembourg
LOCK|g $#HD %^<n x?Zlzztst
GM96BSB544378
£110.24m
2.56
74
49
10
£1m
United Kingdom
LOCK|g $#HD %^<n x?Zlzztst
KR73HSZSZZ457
€1.31bn
0.00
49
27
20
€4,000
Ireland
LOCK|g $#HD %^<n x?Zlzztst
XK51N56LZP64
€632.55m
0.00
9
13
12
Ireland
LOCK|g $#HD %^<n x?Zlzztst
PP77832317216
£13.39bn
0.00
58
59
16
£400,000
Luxembourg
LOCK|g $#HD %^<n x?Zlzztst
XS32TX7XT367
£817.29m
4.04
20
5
19
£1,500
Ireland
LOCK|g $#HD %^<n x?Zlzztst
QG4364874798
US$18.01bn
0.00
75
72
28
US$400,000
Luxembourg
LOCK|g $#HD %^<n x?Zlzztst
ZG5575144112
US$2.28bn
0.00
26
26
2
US$500,000
Luxembourg
LOCK|g $#HD %^<n x?Zlzztst
CF88M673X414
£538.23m
0.00
2
2
3
Ireland
LOCK|g $#HD %^<n x?Zlzztst
LZ23116842389
€150.87m
0.00
12
38
38
€10m
Luxembourg