News & Research

Why you should think twice before ditching an underperforming fund

Cazenove’s Robin McDonald says he is sticking by FE Alpha Manager Philip Gibbs’ Jupiter Absolute Return fund, even though it’s had a miserable three years in total return terms.

Multi-manager
& Mixed Asset

Cazenove Capital Funds	Rating	1y%
Cazenove Multi Manager Global ex UK		43.1
Cazenove Multi Manager UK Growth		37.1
Cazenove Multi Manager Diversity Tactical		30.9
Cazenove Multi Manager Diversity Balanced		28.4
Cazenove Diversity Income		19.7
Cazenove Multi Manager Diversity		17.9
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Multi-manager & Mixed Asset Prices & Performance

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520 funds
Rank		Fund	Group	FE Risk Score	Bid	Offer	Yield	1y	3y	5y
1	[+]	Barclays UK Lower Cap A Acc	Barclays Wealth	100	332.90		n/a	50.6	97.3	78.1
2	[+]	Cazenove Multi Manager Global ex UK A Acc	Cazenove Invest Fund Mgmt Ltd	85	103.48		n/a	43.1	45.8	53.5
3	[+]	Barclays UK Opportunities A Acc	Barclays Wealth	92	192.60		n/a	37.9	52.2	51.4
4	[+]	SWIP MultiManager Global Real Estate Securities A Acc GBP	SWIP	88	170.40		2.20	40.4	55.3	50.4
5	[+]	Stan Life Inv North American Manager Of Managers Ret	Standard Life Investments	108	184.50		n/a	29.3	46.8	49.6
6	[+]	Spectrum O Acc	Troy Asset Management Ltd	44	151.17		0.12	14.7	20.7	49.5
7	[+]	S&W Millbank Dover	S&W Fund Administration Ltd	81	927.30		3.31	36.4	55.0	48.5
8	[+]	Barclays UK Equity Income S2 A Acc	Barclays Wealth	82	447.70		n/a	36.8	53.8	48.3
9	[+]	Barclays UK Equity Income A Acc	Barclays Wealth	84	580.10		n/a	37.2	53.9	48.2
10	[+]	Margetts Venture Strategy Acc	Margetts Fund Management	81	385.47	405.45	n/a	29.2	33.2	47.4
11	[+]	Jupiter Merlin Income Acc	Jupiter Unit Trust Mgrs Ltd	44	257.40	271.37	3.00	22.8	33.4	47.3
12	[+]	Unicorn Mastertrust B	Unicorn Asset Management	55	279.84		n/a	37.2	50.2	47.0
13	[+]	M&G Episode Balanced A Acc GBP	M&G UK	55	145.69		2.08	20.9	25.1	44.3
14	[+]	SWIP MultiManager International Equity A	SWIP	98	210.10		0.30	35.4	40.0	44.3
15	[+]	Jupiter Merlin Growth Portfolio Acc	Jupiter Unit Trust Mgrs Ltd	72	290.44	306.24	n/a	27.4	35.8	43.5
16	[+]	Jupiter Merlin Balanced Acc	Jupiter Unit Trust Mgrs Ltd	58	135.29	142.63	2.00	27.0	33.8	43.3
17	[+]	Margetts Greystone Global Growth Acc	Margetts Fund Management	85	190.33		n/a	33.6	36.6	43.2
18	[+]	S&W Marathon	S&W Fund Administration Ltd	46	174.10	184.20	0.66	21.3	31.9	42.0
19	[+]	Henderson Multi Manager Distribution A Inc	Henderson Global Investors Ltd	43	130.70		2.40	19.7	23.1	41.6
20	[+]	Premier Multi Asset Income and Growth A Acc	Premier Asset Management	59	139.79		2.35	31.1	38.3	40.7
21	[+]	HL Multi Manager Income & Growth Acc	Hargreaves Lansdown Fund Mgmt	75	138.32	145.59	3.90	35.0	54.0	40.6
22	[+]	Invesco Perp Managed Income Inc	Invesco Perpetual Fund Mgrs	73	94.80		2.73	33.5	39.8	40.3
23	[+]	Pru Managed Defensive A Acc	Prudential Unit Trusts Limited	31	142.66		1.64	14.4	22.4	39.8
24	[+]	Schroder Managed Balanced Inst Acc	Schroder UT Managers	63	762.90		1.40	27.9	37.3	39.3
25	[+]	Jupiter Monthly Income Acc	Jupiter Unit Trust Mgrs Ltd	58	83.82	89.40	4.80	27.9	46.0	39.3
26	[+]	Jupiter Merlin Worldwide Portfolio Inc	Jupiter Unit Trust Mgrs Ltd	78	210.96	222.13	n/a	28.3	31.9	38.7
27	[+]	F&C MM Navigator Distribution A Acc	F&C Fund Management	38	132.50	139.40	4.50	19.9	27.0	38.5
28	[+]	Henderson Multi Manager Income & Growth A Inc	Henderson Global Investors Ltd	46	139.70		1.70	19.8	21.5	38.5
29	[+]	Old Mutual Managed A Inc	Old Mutual Fund Managers Ltd	71	2,865.76	2,992.79	1.10	32.1	47.0	38.5
30	[+]	IFSL Bestinvest Growth Portfolio Inst Acc	IFSL	59	139.80		0.70	25.2	32.0	38.4
31	[+]	Old Mutual UK Strategic Best Ideas A Acc	Old Mutual Investment Mgt Ltd	91	71.62		n/a	29.6	50.2	38.3
32	[+]	HSBC Income Fund of Funds Ret Acc	HSBC Gbl Asset Mgt (HSBC Inv)	36	194.90		3.81	21.0	33.2	38.2
33	[+]	Aviva Inv Multimanager 20-60% 1	Aviva Investors UK Fd Serv Ltd	43	65.53		0.40	19.1	25.6	38.1
34	[+]	Sentinel Universal Portfolio Acc	Premier Portfolio Managers Ltd	57	138.36		0.34	23.4	26.4	38.0
35	[+]	Architas MA Active Dynamic R Acc	Architas Multi-Manager Ltd	86	204.20		0.14	35.1	37.7	37.6
36	[+]	Old Mutual Voyager Diversified A Acc	Old Mutual Investment Mgt Ltd	64	99.57		1.30	24.3	32.5	37.0
37	[+]	EFA OPM Fixed Interest B Acc	WAY Fund Managers	33	156.50		5.33	15.0	18.6	36.3
38	[+]	GAM MP UK Equity Acc	GAM Sterling Management Ltd	83	199.75		0.48	30.4	47.5	36.3
39	[+]	L&G Multi Manager Income Ret Acc	Legal & General UT Mgr Ltd	58	70.36	73.92	2.00	18.5	18.2	36.2
40	[+]	HSBC Open Global Distribution Ret Acc	HSBC Gbl Asset Mgt (HSBC Inv)	37	140.80		3.56	20.7	31.1	36.1
41	[+]	Margetts International Strategy Acc	Margetts Fund Management	84	248.74	261.62	n/a	30.5	31.0	35.7
42	[+]	Invesco Perp Managed Growth Acc	Invesco Perpetual Fund Mgrs	89	145.63		1.00	37.4	40.7	35.6
43	[+]	S&W Thoroughbred	S&W Fund Administration Ltd	75	338.90	358.00	n/a	28.3	39.6	35.5
44	[+]	F&C MM Navigator Boutiques A Acc	F&C Fund Management	86	128.20	134.70	n/a	34.2	32.0	35.4
45	[+]	MGTS Frontier Cautious Acc	Margetts Fund Management	46	137.25		n/a	20.5	30.0	35.4
46	[+]	Discovery Balanced A Acc GBP	T. Bailey Fund Mgrs Ltd (ACD)	49	158.70		2.87	24.4	41.9	35.3
47	[+]	Cazenove Multi Manager UK Growth A Acc	Cazenove Invest Fund Mgmt Ltd	81	102.47		0.80	37.1	52.3	35.2
48	[+]	Sovereign Teachers Balanced Investment	Sovereign Unit Trust Mgrs Ltd	54	61.27		1.51	21.8	35.1	35.1
49	[+]	Margetts Providence Strategy Acc	Margetts Fund Management	47	309.96	325.87	n/a	21.7	30.2	35.0
50	[+]	Margetts Select Strategy Acc	Margetts Fund Management	70	344.87	362.81	n/a	28.1	35.3	34.8
51	[+]	Investec Capital Accumulator A Acc GBP	Investec Fund Managers (UK)	35	203.17		n/a	19.6	25.4	34.6
52	[+]	Investec Diversified Growth A Inc GBP	Investec Fund Managers (UK)	51	130.56		0.81	21.4	31.5	34.6
53	[+]	EFA New Horizon Income & Growth B Inc	WAY Fund Managers	78	139.09		0.36	29.2	44.3	34.6
54	[+]	Architas MA Active Intermediate Income R Inc	Architas Multi-Manager Ltd	40	122.80		3.14	21.1	30.9	34.5
55	[+]	Margetts Opes Income Acc	Margetts Fund Management	60	238.58	250.66	n/a	25.7	40.5	34.4
56	[+]	Cazenove Multi Manager Diversity A Acc	Cazenove Invest Fund Mgmt Ltd	33	97.02		0.40	17.9	26.6	34.4
57	[+]	JPM Portfolio A Acc	JP Morgan Asset Management UK	95	176.00		1.28	37.1	44.9	34.3
58	[+]	Old Mutual Global Best Ideas A	Old Mutual Investment Mgt Ltd	108	83.72		n/a	37.2	51.7	34.0
59	[+]	Barclays UK Alpha A Acc	Barclays Wealth	93	369.10		n/a	43.1	59.2	33.8
60	[+]	Cazenove Multi Manager Diversity Tactical A Acc	Cazenove Invest Fund Mgmt Ltd	58	98.46		n/a	30.9	37.0	33.5
61	[+]	HL Multi Manager Special Situations	Hargreaves Lansdown Fund Mgmt	84	233.51	245.55	0.39	36.9	43.9	33.5
62	[+]	Scot Wid Managed Income Portfolio	Scottish Wid UT Mgr Limited	19	149.20		2.00	9.0	19.9	33.5
63	[+]	HSBC Global Growth Fund of Funds Ret Acc	HSBC Gbl Asset Mgt (HSBC Inv)	88	252.00		0.25	32.5	32.3	33.4
64	[+]	CF 7IM Moderately Cautious C Acc	CF 7IM Investment Funds	28	168.27		2.38	14.6	21.4	33.3
65	[+]	IFSL Bestinvest Income Portfolio Inst Acc	IFSL	37	132.50		2.80	19.1	26.1	33.3
66	[+]	HSBC Open Global Property Ret Acc	HSBC Gbl Asset Mgt (HSBC Inv)	51	132.90		1.62	22.1	29.4	33.2
67	[+]	Barclays US Alpha A Acc	Barclays Wealth	93	279.40		n/a	32.9	39.1	33.2
68	[+]	Sovereign Teachers Cautious Investment	Sovereign Unit Trust Mgrs Ltd	28	59.40		1.00	9.9	24.0	33.2
69	[+]	CF 7IM Balanced C Acc	CF 7IM Investment Funds	46	181.17		1.77	22.2	26.4	32.6
70	[+]	Aviva Inv Multimanager 40-85% 1	Aviva Investors UK Fd Serv Ltd	62	63.58		0.20	24.9	31.7	32.6
71	[+]	IFSL Bestinvest Income and Growth Portfolio Inst Acc	IFSL	48	133.30		2.30	21.5	28.4	32.5
72	[+]	Scot Wid Momentum Income Portfolio Acc	Scottish Wid UT Mgr Limited	21	154.20		2.10	11.5	23.9	32.5
73	[+]	Stan Life Inv UK Bond Manager Of Managers Ret	Standard Life Investments	35	140.70		n/a	9.0	22.3	32.5
74	[+]	Barclays Sterling Corporate Bond A Acc	Barclays Wealth	32	100.20		n/a	12.0	23.3	32.4
75	[+]	Architas MA Active Growth R Inc	Architas Multi-Manager Ltd	85	185.80		0.32	34.1	39.2	32.3
76	[+]	S&W Brighton Rock	S&W Fund Administration Ltd	53	123.80		1.65	20.3	32.7	32.2
77	[+]	HL Multi Manager Equity & Bond Acc	Hargreaves Lansdown Fund Mgmt	44	131.41	138.20	3.12	24.0	37.2	31.9
78	[+]	Scot Wid Progressive Portfolio A	Scottish Wid UT Mgr Limited	66	156.50		0.90	27.4	33.8	31.8
79	[+]	DB PWM Maximum Growth Portfolio A Acc	DB PWM Collective Mgmt Ltd	78	141.20		0.41	32.2	29.0	31.8
80	[+]	TB Wise Strategic A Acc	Wise Investments	79	190.13		n/a	29.8	35.6	31.8
81	[+]	Scot Wid Cautious Portfolio A Inc	Scottish Wid UT Mgr Limited	20	126.90		1.90	11.3	20.9	31.7
82	[+]	Sovereign Teachers Adventurous Investment	Sovereign Unit Trust Mgrs Ltd	84	68.17		0.53	32.8	35.9	31.7
83	[+]	GAM Balanced Acc	GAM Sterling Management Ltd	68	422.89		0.15	22.8	31.6	31.6
84	[+]	Stan Life Inv Dynamic Distribution Ret Acc	Standard Life Investments	56	70.58		3.62	26.2	40.3	31.6
85	[+]	Scot Wid Dynamic Income Portfolio A Acc	Scottish Wid UT Mgr Limited	32	196.70		1.90	16.2	27.3	31.6
86	[+]	Stan Life Inv Pacific Basin Manager Of Managers Ret	Standard Life Investments	114	259.60		n/a	28.0	30.0	31.5
87	[+]	Scot Wid Balanced Portfolio A	Scottish Wid UT Mgr Limited	44	156.60		1.10	20.2	27.8	31.4
88	[+]	Schroder Diversified Growth Inst Acc	Schroder UT Managers	58	78.22		0.95	19.1	26.8	31.3
89	[+]	Fidelity Moneybuilder Global A Acc GBP	Fidelity (FIL Investment Intl)	91	238.30	238.30	0.07	34.9	37.9	31.3
90	[+]	CF 7IM Moderately Adventurous C Acc	CF 7IM Investment Funds	64	194.43		1.19	27.2	30.6	31.2
91	[+]	Pru Cautious Managed Growth A Acc	Prudential Unit Trusts Limited	49	134.65		1.40	20.1	29.3	31.1
92	[+]	Architas MA Active Progressive R Acc	Architas Multi-Manager Ltd	60	183.60		1.71	25.2	30.2	30.9
93	[+]	TB Wise Investment A Acc	Wise Investments	64	196.86		0.04	32.8	43.4	30.9
94	[+]	Aviva Inv Multimanager Flexible Shares 1	Aviva Investors UK Fd Serv Ltd	72	64.40		n/a	27.7	32.2	30.7
95	[+]	Barclays UK Alpha S2 A Acc	Barclays Wealth	93	1,145.00		n/a	42.7	57.7	30.7
96	[+]	MGTS Clarion Prudence Portfolio L Acc	Margetts Fund Management	45	133.63		2.01	21.4	29.8	30.6
97	[+]	Barclays Sterling Bond A Acc	Barclays Wealth	41	97.43		n/a	4.2	22.2	30.6
98	[+]	Thesis Destiny A Inc	Thesis Unit Trust Mgmt Ltd	85	117.90		2.24	27.6	38.3	30.4
99	[+]	Sand Aire Fenix Balanced	Sand Aire Limited	55	145.30		1.44	22.1	22.5	30.4
100	[+]	Virgin Pension Growth	Virgin Money Unit Tst Mgr Ltd	95	264.80	264.80	n/a	33.3	47.4	30.4
101	[+]	Scot Wid Opportunities Portfolio A	Scottish Wid UT Mgr Limited	81	152.60		0.70	31.5	37.3	30.3
102	[+]	Sand Aire Generation	Sand Aire Limited	53	653.20		1.33	20.2	23.6	30.2
103	[+]	TB Wise Income A Acc	Wise Investments	57	141.74		4.94	30.0	46.1	30.2
104	[+]	JPM Institutional Balanced I Acc	JP Morgan Asset Management UK	78	626.60		2.47	31.7	39.9	30.1
105	[+]	F&C MM Navigator Moderate A Acc	F&C Fund Management	43	127.40	133.90	1.60	20.0	22.6	30.0
106	[+]	HSBC Open Global Return Ret Acc	HSBC Gbl Asset Mgt (HSBC Inv)	40	142.10		0.42	18.1	24.3	29.5
107	[+]	Old Mutual Spectrum 3 A Acc	Old Mutual Investment Mgt Ltd	29	65.43		2.19	15.7	26.3	29.3
108	[+]	Royal Bank of Scot Balanced Inc	Royal Bk of Scotland Coll Inv	68	278.60		1.78	27.5	34.8	29.3
109	[+]	Scot Wid Balanced Growth Portfolio A	Scottish Wid UT Mgr Limited	45	165.80		1.20	19.0	28.3	29.3
110	[+]	S&W Endurance Global Opportunities	S&W Fund Administration Ltd	75	186.30		1.01	26.2	22.5	29.3
111	[+]	S&W Millbank Peapod	S&W Fund Administration Ltd	60	176.30		1.32	23.7	30.1	29.1
112	[+]	Absolute Insight Fp	Insight (BNY Mellon)	15	133.58		0.69	6.4	14.4	29.0
113	[+]	Old Mutual Spectrum 4 A Acc	Old Mutual Investment Mgt Ltd	38	65.36		1.93	18.2	28.5	28.9
114	[+]	S&W Brixworth	S&W Fund Administration Ltd	73	161.00		3.43	20.4	19.3	28.9
115	[+]	Scot Wid Dynamic Solution A Acc	Scottish Wid UT Mgr Limited	72	151.30		1.80	26.8	36.8	28.8
116	[+]	Old Mutual Spectrum 5 A Acc	Old Mutual Investment Mgt Ltd	48	65.45		1.70	20.7	30.2	28.7
117	[+]	NFU Mutual Global Growth A	NFU Mutual Unit Managers Ltd	105	185.16		0.70	31.6	26.7	28.7
118	[+]	CF Miton Strategic Portfolio A GBP	Miton	28	303.49		n/a	9.5	9.9	28.7
119	[+]	CF 7IM Income C Acc	CF 7IM Investment Funds	26	151.60		3.54	15.4	23.8	28.7
120	[+]	Stan Life Inv UK Equity Manager Of Managers Ret	Standard Life Investments	90	191.40		n/a	31.2	54.4	28.6
121	[+]	CF Miton Special Situations Portfolio A GBP	Miton	29	202.55		n/a	7.9	9.3	28.5
122	[+]	Architas MM Strategic Bond R Acc	Architas Multi-Manager Ltd	22	148.30		1.13	8.3	17.2	28.4
123	[+]	Architas MA Active Moderate Income R Acc	Architas Multi-Manager Ltd	21	140.80		2.58	14.3	15.8	28.4
124	[+]	Aberdeen Multi Manager Balanced Managed Portfolio R Acc	Aberdeen Unit Trusts & OEICs	64	98.86		0.40	24.3	26.9	28.3
125	[+]	SWIP MultiManager Select Boutiques A	SWIP	73	128.60		n/a	31.0	33.5	28.1
126	[+]	L&G (N) Tracker Pension	Legal & General UT Mgr Ltd	97	178.40		2.20	31.7	47.1	28.0
127	[+]	WAY Global Red Active Portfolio A Acc	WAY Fund Managers	84	151.76		n/a	29.4	27.8	28.0
128	[+]	Aberdeen Multi Manager Cautious Managed Portfolio R Acc	Aberdeen Unit Trusts & OEICs	43	179.43		2.00	19.3	24.7	28.0
129	[+]	Thesis Thameside Managed	Thesis Unit Trust Mgmt Ltd	58	1,951.40	2,014.30	0.56	22.6	31.1	27.8
130	[+]	Broadway ICVC Income	The 140 Investment Managers	15	107.84		n/a	5.2	11.0	27.8
131	[+]	SWIP MultiManager UK Equity Growth A Acc	SWIP	104	176.00		1.40	34.2	52.9	27.7
132	[+]	Investec Managed Growth A Acc GBP	Investec Fund Managers (UK)	75	159.78		0.15	34.0	43.6	27.7
133	[+]	HL Multi Manager Balanced Managed Trust	Hargreaves Lansdown Fund Mgmt	68	167.07	175.86	0.99	29.8	34.1	27.6
134	[+]	Scot Wid Strategic Growth Portfolio A	Scottish Wid UT Mgr Limited	68	171.10		1.20	25.7	33.8	27.6
135	[+]	S&W Norton	S&W Fund Administration Ltd	80	2,069.00		1.08	25.9	27.2	27.6
136	[+]	HSBC Growth Fund of Funds Ret Acc	HSBC Gbl Asset Mgt (HSBC Inv)	66	241.30		0.82	27.5	30.7	27.5
137	[+]	Thesis Optima Growth Inc	Thesis Unit Trust Mgmt Ltd	68	141.90	146.30	0.20	26.3	30.9	27.5
138	[+]	Scot Wid Balanced Solution A Acc	Scottish Wid UT Mgr Limited	47	137.60		2.00	19.9	28.3	27.5
139	[+]	BlackRock NURS II Consensus 85	BlackRock	62	154.30	154.80	1.80	22.7	31.9	27.5
140	[+]	Scot Wid Adventurous Solution A Acc	Scottish Wid UT Mgr Limited	80	151.90		1.30	28.7	37.6	27.5
141	[+]	Schroder Charity Multi Asset A Acc	Schroder UT Managers	59	63.04	63.46	3.30	23.9	31.2	27.5
142	[+]	SWIP MultiManager UK Equity Income A Acc	SWIP	85	174.90		3.80	29.6	49.5	27.5
143	[+]	Barclays Dividend & Growth A Acc	Barclays Wealth	69	64.78		2.70	26.7	40.2	27.4
144	[+]	CF 7IM Adventurous C Acc	CF 7IM Investment Funds	77	185.76		0.92	30.4	35.1	27.4
145	[+]	Broadway ICVC Balanced	The 140 Investment Managers	43	203.79		n/a	16.5	29.4	27.3
146	[+]	IM Matterley International Growth Portfolio Acc	IFDS Managers Ltd	79	137.74		n/a	29.6	25.9	27.2
147	[+]	S&W Millbank East River	S&W Fund Administration Ltd	60	16,338.00		1.35	23.7	29.3	27.1
148	[+]	IFSL Brooks Macdonald Defensive Income B Inc	IFSL	26	110.90		3.90	14.4	26.2	27.1
149	[+]	S&W Jay Inc	S&W Fund Administration Ltd	65	141.70		0.57	27.3	33.6	27.0
150	[+]	Santander MultiManager Balanced Ret Acc	Santander Asset Mgmt UK Ltd	48	170.40		2.65	23.2	31.1	27.0

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