Multi asset funds

If you’re happy to build your own portfolio you can by using our full range of funds.  You can invest in as many funds as you like, the choice is yours.

By using our full range of funds you can choose whether to invest for growth by choosing accumulation units or for income using distribution units.

To help you choose your fund, take a read of our guide to understanding risk, but please remember that the decision of whether to invest and where is your decision. We’re unable to provide you with any advice.

If you prefer not to build your own portfolio, take a look at how you can use our ready-made funds or if you’d rather use our index-tracking funds, check out our track the market funds.

Filter by category:

Distribution Trust

Aims to provide a combination of income and growth.

Asset Class: Multi Asset

Region: Worldwide

Distribution Trust

Mixed Investment 0-20% Fund

GROWTH OPTION:

Aims to provide a combination of growth and income.

Asset Class: Multi Asset

Region: Worldwide

Mixed Investment 0-20% Fund

Mixed Investment 0-35% Fund

GROWTH OPTION:

Aims to provide growth above the Bank of England base interest rate per annum over three year rolling periods, before the deduction of any charges.

Asset Class: Multi Asset

Region: Worldwide

Mixed Investment 0-35% Fund

Mixed Investment 20-60% Fund

GROWTH OPTION:

Aims to provide a combination of growth and income.

Asset Class: Multi Asset

Region: Worldwide

Mixed Investment 20-60% Fund

Mixed Investment 40-85% Fund

GROWTH OPTION:

Aims to provide a combination of growth and income.

Asset Class: Multi Asset

Region: Worldwide

Mixed Investment 40-85% Fund

Mixed Investment Income 0-35% Fund

INCOME OPTION:

Aims to provide a combination of income and growth.

Asset Class: Multi Asset

Region: Worldwide

Mixed Investment Income 0-35% Fund

Mixed Investment Income 20-60% Fund

INCOME OPTION:

Aims to provide a combination of income and growth.

Asset Class: Multi Asset

Region: Worldwide

Mixed Investment Income 20-60% Fund

Multi-Asset Target Return Fund

ACCUMULATION OPTION:

Aims to achieve a total return of both income and capital of 5% above the Bank of England Base Interest Rate per annum over rolling three year periods, before the deduction of any charges. There is no guarantee that the objective will be met over any period and capital invested in the fund is at risk.

Asset Class: Multi Asset

Region: Worldwide

Multi-Asset Target Return Fund

Multi Index 3 Fund

Aims to provide a combination of growth and income while staying within its pre-determined risk profile (3).

Asset Class: Multi Asset

Region: Worldwide

Multi Index 3 Fund

Multi Index 4 Fund

Aims to provide a combination of growth and income while staying within its pre-determined risk profile (4).

Multi Index 4 Fund

Multi Index 5 Fund

Aims to provide a combination of growth and income while staying within its pre-determined risk profile (5).

Multi Index 5 Fund

Multi Index 6 Fund

Aims to provide a combination of growth and income while staying true within its pre-determined risk profile (6).

Multi Index 6 Fund

Multi Index 7 Fund

OBJECTIVE:

Aims to provide a combination of growth and income while staying within its pre-determined risk profile (7).

Asset Class: Multi Asset

Region: Worldwide

Multi Index 7 Fund

Multi Index Income 4 Fund

OBJECTIVE:

Aims to provide a combination of income and growth while staying within its predetermined risk profile (4). The Fund will invest in assets that generate income over assets that grow in value.

Asset Class: Multi Asset

Region: Worldwide

Multi Index Income 4 Fund

Multi Index Income 5 Fund

OBJECTIVE:

Aims to provide a combination of income and growth while staying within its predetermined risk profile (5). The Fund will invest in assets that generate income over assets that grow in value.

Asset Class: Multi Asset

Region: Worldwide

Multi Index Income 5 Fund

Multi Index Income 6 Fund

OBJECTIVE:

Aims to provide a combination of income and growth while staying within its predetermined risk profile (6). The Fund will invest in assets that generate income over assets that grow in value.

Asset Class: Multi Asset

Region: Worldwide

Multi Index Income 6 Fund

Multi Manager Balanced Trust

GROWTH OPTION:

Aims to provide capital growth by selecting funds invested in a broad range of asset classes.

Asset Class: Multi Asset

Region: Worldwide

Multi Manager Balanced Trust

Multi Manager Growth Trust

GROWTH OPTION:

Aims to provide growth by selecting funds invested in a broad range of asset classes.

Asset Class: Multi Asset

Region: Worldwide

Multi Manager Growth Trust

Multi Manager Income Trust

INCOME OPTION:

Aims to provide income by selecting funds invested in a broad range of asset classes.

Asset Class: Multi Asset

Region: Worldwide

Multi Manager Income Trust

Risks:

Please remember the value of your investment and any income from it may fall as well as rise and is not guaranteed. You may get back less than you invest.