Multi Manager Funds

Select Funds

Compare Multi-Manager Funds

Multi-manager funds allow you to spread your investment between different managers or different funds depending on the multi-manager fund provider.

As a result, multi-manager funds can help you to achieve greater diversification and balance than investing in just one fund.

There are two main types of multi-manager fund:

  • Fund of funds – Invest directly into funds managed by other managers
  • Manager of managers funds – Appoint specialist investment managers to look after different parts of your investment portfolio depending on their expertise

Compare Multi Manager Funds below:

Growth Select Funds - Multi Manager
Fund ManagerFundFund Manager Initial Charge¹Your SavingSaving On ISA²AMC³Select Fund°Fact SheetApply Now
Cautious Managed 0%5.00%£5341.50% 1.30%yesFactsheetMore 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.
Balanced Managed 0%5.00%£5341.50% 1.30%yesFactsheetMore 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.
Global Boutiques0%5.00%£5341.50% 1.30%yesFactsheetMore Info >
The Fund aims to achieve capital growth by investing in shares/units of regulated and/or unregulated collective investment schemes and/or closed ended funds managed by houses judged to be boutique. See latest fund factsheet for details.
Multi Manager IncomeTrust0%5.00%£5341.00% 0.90%yesFactsheetMore Info >
To provide an income with some potential for capital growth by investing in a wide range of funds. It will select and actively manage the allocation of these schemes across all countries, including the UK, currencies and sectors. It will also invest directly in cash and deposits. See latest fund factsheet for details.
Henderson Multi-Manager Income & Growth0%5.00%£5341.50% 1.30%yesFactsheetMore Info >
The fund aims to provide an income in excess of the yield of the FTSE All Share Index, with prospects for capital growth through investment in a spread of authorised unit trusts and/or open ended investment companies selected from those available in the whole market. There are no restrictions on the funds which may be held, but a core UK holding will be maintained. See latest fund factsheet for details.

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.

Popular Funds

See below also for a selection of popular multi manager funds which may have an initial charge.

 

With Multi Manager Funds the cost of running the fund will be more expensive as the fund manager is investing in other funds which have a management charge. In this respect check the total expense ratio (TER) which is highlighted on the factsheet for details of the overall annual charge.

 

Popular Funds - Multi Managed
Fund ManagerFundFund Manager Initial Charge¹Your SavingSaving On ISA²AMC³Fact SheetApply Now
Jupiter Merlin Worldwide Portfolio0.48%4.77%£5091.50% 1.30%FactsheetMore Info >
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. See latest fund factsheet for details.
Jupiter Merlin Balanced Portfolio0.48%4.77%£5091.50% 1.30%FactsheetMore 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.
Jupiter Merlin Growth Portfolio0.48%4.77%£5091.50% 1.30%FactsheetMore Info >
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 Portfolio0.48%4.77%£5091.50% 1.30%FactsheetMore 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.

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.

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.

 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.