Latest Investment Fund News

Jupiter launches new fund

James Caldwell / 03 May 2012

Jupiter have launched a new fund with a focus on capital growth and low volatility. The Jupiter Strategic Reserve Fund is to be managed by the highly regarded investment multi asset team of Mile Gel... Read more

2012 ISA Ideas

David Hughes / 20 February 2012

With the ISA season well and truly upon us, now is the time to consider all of the options available. We therefore give you a detailed round-up of our selection of the best that the market has to of... Read more

Cautious Managed Funds Dominate Fund Supermarket Sales

David Hughes / 06 February 2012

Cautious Managed funds maintained their stronghold on the investment funds market last month, accounting for over 52 per cent of net sales according to the latest sales trends figures from Cofunds, ... Read more

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	Fund Manager Initial Charge¹	Your Saving	Saving On ISA²	AMC³	Fact Sheet	Apply Now
Balanced	0%	5.00%	£534	~~1.60%~~ 1.40%	Factsheet	More Info >
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.						More Info >
Balanced Managed	0%	5.00%	£534	~~1.50%~~ 1.30%	Factsheet	More Info >
The Fund aims to achieve a balance between capital growth and reasonable income through investment in shares or units of regulated and/or unregulated collective investment schemes and/or closed ended funds. See latest fund factsheet for details.						More Info >

¹The Initial Charge after 100% of the Fair Investment Company Charge has been rebated as well as any fund manager discounts we can pass on to you if applicable.

²Based on 2011/12 ISA allowance of £10,680.

³AMC is the Annual Management Charge applied by the Fund Manager. By using our Fund Supermarket we can rebate up to 0.20% of the AMC back to you. This rebate is paid into a cash account which is set up for you when you first invest.

°Select Fund - Has a OBSR A Star Rating or more and a 100% initial charge discount.

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

With our Select Fund range there is no initial charge. See below for popular balanced managed funds that may have an initial charge or are not OBSR rated.

Popular Funds - Managed Balanced

Fund	Fund Manager Initial Charge¹	Your Saving	Saving On ISA²	AMC³	Fact Sheet	Apply Now
Jupiter Merlin Balanced Portfolio	0.48%	4.77%	£509	~~1.50%~~ 1.30%	Factsheet	More Info >
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.						More Info >
Managed Balanced	0.25%	5.00%	£534	1.25%	Factsheet	More Info >
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.						More Info >

¹The Initial Charge after 100% of the Fair Investment Company Charge has been rebated as well as any fund manager discounts we can pass on to you if applicable.

²Based on 2011/12 ISA allowance of £10,680 when you invest through Fair Investment Company.

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.