Cautious Managed Funds

Compare Cautious Managed Funds

Cautious managed funds are a type of collective investment that has a restriction on the percentage it can invest in equities, with the balance being held in cash and bonds. Therefore the risk profile of the fund is reduced compared to a fund that may invest 100 per cent into equities. Under the IMA classification of this sector now known as the "Mixed Investment 20% - 60% shares" sector funds must have 30% invested in fixed income securities e.g. corporate or government bonds and/or cash investments.

 

There are a range of cautious managed funds to choose from, offered by a number of leading investment management firms. You can see a selection of cautious managed funds in the table below:

Growth Select Funds - Cautious Managed
Fund ManagerFundFund Manager Initial Charge¹AMC³Select Fund°Fact SheetHow to Invest
Invesco Perpetual Distribution0%0.69%yesFactsheetApply Now >
Income Paid Monthly. Invesco Perpetual Distribution offers a balance between both income and capital growth through investment in UK based equities and fixed interest securities. See latest fund factsheet for details.
Investec Cautious Managed0%0.75%yesFactsheetApply Now >
The Fund aims to provide a combination of income and long term capital growth by investing conservatively in a diversified portfolio of equities, bonds and other fixed interest securities of high quality and marketability. At all times the Fund’s equity exposure will be limited to a maximum of 60% of the portfolio value. See latest fund factsheet for details.
Henderson Cautious Managed 0%0.63%yesFactsheetApply Now >
The Fund aims to provide income and long-term capital growth by investing in a combination of company shares and a range of bonds in any country. The fund will invest no more than 60% of its value in company shares. 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, cautious 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.