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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. However, there is scope for funds to have a high proportion in company shares (equities). The fund must have between 40% and 85% invested in company shares.
| Fund Name | List Type | SRRI* | Fund Snapshot | |
|---|---|---|---|---|
| Equity Biased, Primarily Global Equities (with a UK Bias) and Global Bonds | ||||
| AXA Global Sustainable Managed | 5 | An equity-biased fund (75-85%), managed with a focus upon quality, compounding growth companies that are in a position to benefit from long-term structural trends and demonstrate sustainable characteristics. Within its sector, the fund features in our 'Equity Biased, Primarily Global Equities (with a UK Bias) and Global Bonds' category. | ||
| Equity Biased, Primarily UK Equities and UK Bonds | ||||
| Fidelity MoneyBuilder Balanced | 5 | A mixed asset fund that has a strategic asset allocation of 65% in UK equities and 35% in UK fixed income. The approach is conservative and focused upon delivering an attractive and regular level of income that is paid monthly. Within its sector, the fund features in our 'Equity Biased, Primarily UK Equities and UK Bonds' category. | ||
| Flexible Mix, Primarily Global Bonds and Global Equities | ||||
| Orbis OEIC Global Balanced | 5 | A multi-asset fund with no set bond / equity allocations, with the managers taking a holistic approach to balancing risk and return. The fund is managed with a distinct and 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.
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