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

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	Fund Manager Initial Charge¹	Your Saving	Saving On ISA²	AMC³	Fact Sheet	Apply Now
Invesco Perpetual Distribution	0%	5%	£534	~~1.38%~~ 1.18%	Factsheet	More Info >
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.						More Info >
Investec Cautious Managed	0%	4.50%	£480	~~1.50%~~ 1.30%	Factsheet	More Info >
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.						More Info >
Henderson Cautious Managed	0%	5.00%	£534	~~1.50%~~ 1.30%	Factsheet	More Info >
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.						More Info >
Cautious Managed	0%	5.00%	£534	~~1.50%~~ 1.30%	Factsheet	More Info >
The Fund aims to achieve income and capital growth 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, 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

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

Popular Funds - Cautious Managed

Fund	Fund Manager Initial Charge¹	Your Saving	Saving On ISA²	AMC³	Fact Sheet	Apply Now
Jupiter Merlin Income Portfolio	0.48%	4.77%	£509	~~1.50%~~ 1.30%	Factsheet	More Info >
To achieve a high and rising income with some potential for capital growth by investing predominantly in unit trusts, OEICs, Exchange Traded Funds and other collective investment schemes across several management groups. The underlying funds invest in equities, fixed interest stocks, commodities and property, principally in the UK. See latest fund factsheet for details.						More Info >
Fidelity Multi Asset Strategic	0.50%	3.00%	£320	~~1.25%~~ 1.05%	Factsheet	More Info >
The Fund aims to provide moderate long-term capital growth by investing in a range of global assets providing exposure to bonds, equities, commodities, property and cash. 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.