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
|
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
|
|---|---|---|---|---|---|---|---|---|---|
| Schroder International Selection Fund Global Multi-Asset Balanced C Distribution EUR Q
LU1725192618
| €1.18B | 2.86 | 1 | 1 | 1 | €1,000 | Luxembourg | ||
| Dimensional World Allocation 40/60 Fund GBP Accumulation
IE00B56FVB15
| £1.54B | 0.00 | 8 | 6 | 4 | £100,000 | Ireland | ||
| Nordnet One Varovainen EUR
SE0017832447
| €14.06M | 0.00 | — | — | — | €0 | Sweden | ||
KV3576658246
| $6.87B | 0.00 | 32 | 6 | 23 | $1M | Luxembourg | ||
BL33573655648
| €7.40B | 0.00 | 8 | 4 | 1 | €1,000 | Luxembourg | ||
QL6399527117
| €65.46M | 0.00 | 2 | 2 | 5 | €30 | Finland | ||
GN56B3W19X196
| €1.81B | 0.00 | 5 | 6 | 2 | €200,000 | Ireland | ||
VF7413179361
| €2.84B | 0.00 | 6 | 14 | 25 | €1,000 | Finland | ||
LG47557629451
| SEK 371.46M | 0.00 | — | — | — | SEK 0 | Sweden | ||
SZ87YH465D84
| $2.76B | 0.00 | 16 | 7 | 15 | $1,000 | Ireland | ||
ZK6298462212
| €6.03B | 0.00 | 34 | 9 | 12 | €1M | Luxembourg | ||
VG8544959532
| €1.18B | 0.00 | 1 | 1 | 1 | €1,000 | Luxembourg | ||
ZP847GKY6ZN271
| £2.08B | 4.14 | 2 | 2 | — | — | Ireland | ||
KB68RN465C566
| €2.41B | 0.00 | 4 | 3 | 1 | — | Ireland | ||
QF426288985954
| DKK 292.88M | 0.00 | — | — | — | DKK 0 | Sweden | ||
VT27173497586
| SEK 617.57M | 0.00 | 12 | 1 | 1 | SEK 100 | Sweden | ||
SS8787593378
| €6.03B | 0.00 | 32 | 8 | 11 | €1M | Luxembourg | ||
GS23536171449
| €1.47B | 0.00 | 11 | 19 | 27 | €10 | Finland | ||
GL74HB566W2165
| $2.76B | 0.00 | 10 | 5 | 3 | $5M | Ireland | ||
CV31143629328
| €2.84B | 0.00 | 4 | 8 | 14 | €1M | Finland | ||
JV97889729488
| CHF 1.10B | 0.00 | 14 | 4 | 8 | — | Luxembourg | ||
FX5814874679
| $1.35B | 0.00 | 1 | 1 | 1 | $1,000 | Luxembourg | ||
NJ64978493127
| £5.14B | 0.00 | 30 | 3 | 5 | £1M | Luxembourg | ||
ZB952367282877
| £5.14B | 0.00 | 40 | 6 | 8 | £0 | Luxembourg | ||
PK7927968424
| €1.23B | 0.00 | 4 | 3 | 9 | €0 | Luxembourg |
