Compare Managed Funds

Oliver Roylance-Smith, Director

Managed funds provide investors with set levels of exposure to different asset classes such as equities fixed interest and property as well as different geographical weightings. We also highlight fund of funds which can help you diversify investment risk and provide access to a range of fund managers and a broad underlying portfolio of stocks.

Oliver Roylance-Smith, Head of Savings & Investments
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

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

Growth Select Funds - Multi Manager
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.
Jupiter Merlin Growth Portfolio0%0.75%yesFactsheetApply Now >
To achieve long-term 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 international equities, fixed interest stocks, commodities and property, with a core in the UK. See latest fund factsheet for details.
Jupiter Merlin Income Portfolio0%0.75%yesFactsheetApply Now >
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.

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

°Select Fund - See how our funds are selected

 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.