Medalist Moderate Allocation Funds
This list highlights the top-performing Moderate-Allocation funds, as rated by Morningstar. These funds aim to provide both capital appreciation and income by investing in a balanced mix of stocks, bonds, and cash. Typically holding 50% to 70% of assets in equities, these portfolios are designed for investors seeking a balance between growth and stability. The remainder of the portfolio is allocated to fixed income and cash, offering protection from market volatility.
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
|
|---|---|---|---|---|---|---|---|---|---|
| Private Bank Funds I - Access Balanced Fund (EUR) A (acc)
LU0449913812
| €4.16bn | 0.00 | 52 | 31 | 15 | €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 | ||
| UBS (Lux) Key Selection SICAV - European Growth and Income (EUR) Q-acc
LU1240794898
| €411.59m | 0.00 | 11 | 1 | 2 | €0 | Luxembourg | ||
JB646351865178
| €411.59m | 7.76 | 11 | 1 | 2 | €0 | Luxembourg | ||
CY666339984639
| €4.16bn | 0.91 | 46 | 21 | 8 | €35,000 | Luxembourg | ||
YR52BQYV9D8622
| £2.50bn | 0.00 | 7 | 1 | 1 | £0 | Ireland | ||
XF75QMYF9S343
| €2.90bn | 0.00 | 19 | 1 | 1 | €0 | Ireland | ||
HX14183117556
| US$2.34bn | 7.50 | 80 | 30 | 9 | US$1,500 | Luxembourg | ||
HR45T4V3538462
| £352.04m | 4.50 | 3 | 2 | 3 | £1,000 | United Kingdom | ||
WL79ST8X881788
| £73.65m | 3.01 | 10 | 21 | 7 | £1,000 | United Kingdom | ||
BK53NCJ8997524
| US$103.22m | 2.37 | 18 | 19 | — | US$500,000 | United Kingdom | ||
SJ37519675342
| €4.16bn | 0.00 | 50 | 26 | 12 | €5m | Luxembourg | ||
ZM92299684316
| €4.16bn | 0.00 | 46 | 21 | 8 | €35,000 | Luxembourg | ||
VM821658931294
| US$7.32bn | 0.00 | 3 | 1 | 1 | US$50,000 | Luxembourg | ||
XK76961465535
| £979.29m | 0.80 | 43 | 21 | 9 | £1m | Luxembourg | ||
KY84463113337
| US$7.08bn | 0.00 | 39 | 17 | 3 | US$1 | Luxembourg | ||
QF76F2RPDJ7343
| £19.15bn | 0.02 | 23 | 10 | 14 | £100,000 | United Kingdom | ||
KC16LPHN5Q7861
| €2.90bn | 3.86 | 19 | 1 | 1 | €0 | Ireland | ||
MF53K9YLWF39
| £6.53bn | 0.96 | 6 | 6 | 6 | £1m | United Kingdom | ||
FX15V8S1GF42
| £408.05m | 1.96 | 47 | 22 | 13 | £100,000 | United Kingdom | ||
CZ65GBQVH874
| £2.50bn | 3.56 | 10 | 1 | 1 | £500,000 | Ireland | ||
MH352385371417
| CHF 298.84m | 0.00 | 12 | 12 | 16 | CHF 100 | Luxembourg | ||
DV34YPXGNF98
| CHF 2.67bn | 3.26 | 16 | 1 | — | CHF 500,000 | Ireland | ||
QM35CQYWFZ792
| US$3.31bn | 0.00 | 21 | 1 | 1 | US$500,000 | Ireland | ||
BM51436264725
| €379.98m | 0.00 | 7 | 19 | 4 | €500 | Luxembourg |
