Balanced Managed Funds

Compare Balanced Managed Funds 

Balanced managed funds are defined by the Investment Management Association as investment funds offering exposure to a range of different assets but with equity investments restricted to 85 per cent of the fund’s holdings. This sector now known as the Mixed Investment 40% to 85% sector requires funds to have at least 40% invested in company shares.

 

A balanced managed fund will often include investments in government and corporate bonds, UK and global equities, and property investments. For balanced managed funds from leading UK fund managers see below:

Growth Select Funds - Balanced Managed
Fund ManagerFundFund Manager Initial Charge¹AMC³Select Fund°Fact SheetHow to Invest
Jupiter Merlin Balanced Portfolio0%0.75%yesFactsheetApply Now >
To achieve long-term capital growth with income by investing predominantly in unit trusts, OEICs, Exchange Traded Funds and other collective investment schemes across several management groups. The underlying funds invest in international equities, fixed interest stocks, commodities and property. See latest fund factsheet for details.
AXA Framlington Managed Balanced0%0.63%yesFactsheetApply Now >
Capital growth through investment in a broad range of securities in all or any economic sectors in all or any parts of the world which, in the Manager's opinion, show above average profitability, management quality and growth, balancing risk and return. See latest fund factsheet for details.
Neptune Balanced0%0.75%yesFactsheetApply Now >
The investment objective of Neptune Balanced Fund is to generate a positive total return from investment predominantly in equities and bonds, with a view to attaining top quartile performance amongst the relevant peer group. See latest fund factsheet for details.

³AMC is the Annual Management Charge applied by the Fund Manager. 

°Select Fund - See how our funds are selected

Like most collective investments, balanced managed funds have a number of advantages, including:

  • They can help to create a balanced investment portfolio
  • They are run by expert fund managers
  • They allow you to pursue a number of different investment objectives
  • Your investment risk is reduced due to their pooled nature

 Important Risk Information:

This website contains information only and does not constitute advice or a personal recommendation in any way whatsoever. The value of investments and income from them can fall as well as rise and you may not get back the full amount invested. The tax efficiency of ISAs is based on current tax law and there is no guarantee that tax rules will stay the same in the future.

Different types of investment carry different levels of risk and may not be suitable for all investors. Please ensure that you read the Important Risk Information for further details. Prior to making any decision to invest, you should ensure that you are familiar with the risks associated with a particular investment and should read the product literature. If you are in any doubt as to the suitability of a particular investment, both in respect of its objectives and its risk profile, you should seek independent financial advice.