You are currently using Internet Explorer. This website is optimised for Google Chrome, Mozilla Firefox and Microsoft Edge. You can download Chrome here, Firefox here or Microsoft Edge here.
In the table below, we organise our featured funds into different categories to guide you towards funds that are suitable for your needs.
Investment Association sector definition: Funds in this sector are required to have a range of different investments. The fund must have between 20% and 60% invested in company shares (equities). At least 30% of the fund must be in fixed income investments (for example, corporate and government bonds) and/or “cash” investments. “Cash” can include investments such as current account cash, short-term fixed income investments and certificates of deposit.
| Fund Name | List Type | SRRI* | Fund Snapshot | |
|---|---|---|---|---|
| Bond Biased, Primarily Global Bonds and Global Equities | ||||
| Artemis Monthly Distribution | 4 | A mixed asset fund of bonds (around 55%) and global equities (around 45%) that aims to generate an attractive income, which is paid monthly. In seeking to achieve the objective, the managers think carefully about the balance between capital growth and security of income. Within its sector, the fund features in our 'Bond Biased, Primarily Global Bonds and Global Equities' category. | ||
| Bond Biased, Primarily Pan-European Bonds and UK Equities | ||||
| Invesco Distribution | 4 | A mixed asset fund of bonds, equities and cash, with a permanent bias to bonds. The approach seeks to combine a consideration for income, which is paid monthly, with a concern for long-term capital growth. Within its sector, the fund features in our 'Bond Biased, Primarily Pan-European Bonds and UK Equities' category. | ||
| Flexible Mix, Primarily Global Bonds and Global Equities | ||||
| JPM Multi-Asset Income | 4 | An income-focused, multi-asset fund. The approach is flexible, and, while income generation is a priority, the fund does not over-reach for yield, paying out its 'natural' rate of income. The fund is globally diversified by asset class and holdings with a view to controlling risk. Within its sector, the fund features in our 'Flexible Mix, Primarily Global Bonds and Global Equities' category. | ||
| M&G Episode Income | 5 | A diversified multi-asset fund, managed with flexibility but against the backdrop of a robust valuation framework. The managers wish to deliver an attractive total return through the growth of both income and capital. Therefore, while the fund pays a monthly income, the managers are also keenly aware of the importance of maintaining and growing the value of the capital base. Within its sector, the fund features in our 'Flexible Mix, Primarily Global Bonds and Global Equities' category. | ||
| Orbis OEIC Global Cautious | 4 | A multi-asset fund with no set cash/bond/equity allocations, with the managers taking a holistic approach to balancing risk and return. The fund is managed using a distinctive, naturally contrarian approach, with a focus upon intrinsic value and consideration of a company’s entire capital structure. Within its sector, the fund features in our ‘Flexible Mix, Primarily Global Bonds and Global Equities’ category. | ||
| * A fund's KIID Synthetic Risk and Reward Indicator (SRRI) is a regulatory measurement that is, where possible, calculated from the volatility of a fund’s weekly performance over a five-year period. This is calculated by and sourced from third party Asset Managers, who submit this information to data providers. The methodology is set by the Committee of European Securities Regulators (CESR). In producing this report, we have used the SRRI scores of the oldest/primary share classes, as determined by Morningstar Direct (our data supplier), but we do not vouch for their accuracy. It is important to note that different share classes may have differing SRRI scores and that SRRI scores can change at any time. | ||||
At The Adviser Centre, our primary aim is to support financial professionals in their fund selection and suitability work through independently-minded research, borne of decades of industry experience. Our process is framed by the fundamental concepts of “quality”, “value” and “utility”, through which we answer the key questions of why to invest in a fund, how it is likely to behave and how it can be deployed.
The Adviser Centre team members are some of the most experienced in the fund research industry. We can always look forward to robust and constructive discussions and we have great respect for their views and perspectives, which, given the breadth of their fund and market knowledge, come from an extremely well-informed position.
We have known and worked with the team for several years and we value their experience and the insights they provide to our own investment process. The service differentiates itself by its more focused nature and the information on their factsheets is useful in emphasising a fund’s key mandate, exposure and style biases, helping to explain the risk/return journey that our customers can expect.
© The Adviser Centre | All Rights Reserved. The Adviser Centre is a trading name of Embark Investments Limited and is not authorised to carry out regulated activities. Embark Investments Limited is a company registered in England (No. 03383730) and a wholly owned subsidiary of Embark Group Limited, with its registered office at 33 Old Broad Street, London, EC2N 1HZ. Embark Investments Limited is authorised and regulated by the Financial Conduct Authority (Registration No. 628981). This website is provided by The Adviser Centre and is a service for financial professionals only. Information on this website, including data and information from asset managers and third party sources, is deemed to be correct at the time of publication but The Adviser Centre takes no responsibility for its accuracy. Opinions are stated honestly and with careful consideration but they can change at any time and should not be solely relied upon. Information featured on the website does not constitute financial or investment advice.
Your use of this website is subject to the terms of use set out in the website. By continuing to use our website we will assume that you are happy to receive non-privacy intrusive cookies. Please be aware that if you disable cookies some functionality on the site will not work. Read our cookies policy to find out more about our cookie use and how to disable cookies.
Alternatively, if you are not a financial professional and are seeking financial advice, you may wish to visit unbiased.co.uk to search for a financial adviser.