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		42.8
Cazenove Multi Manager UK Growth		37.0
Cazenove Multi Manager Diversity Tactical		30.9
Cazenove Multi Manager Diversity Balanced		28.2
Cazenove Diversity Income		19.8
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	333.10		n/a	48.5	98.0	78.6
2	[+]	Cazenove Multi Manager Global ex UK A Acc	Cazenove Invest Fund Mgmt Ltd	85	103.29		n/a	42.8	46.4	56.8
3	[+]	Stan Life Inv North American Manager Of Managers Ret	Standard Life Investments	108	184.50		n/a	26.1	47.1	53.9
4	[+]	Barclays UK Opportunities A Acc	Barclays Wealth	92	193.10		n/a	37.0	53.7	53.2
5	[+]	S&W Millbank Dover	S&W Fund Administration Ltd	81	932.80		3.31	37.7	56.8	51.5
6	[+]	Barclays UK Equity Income A Acc	Barclays Wealth	84	583.50		n/a	36.6	55.9	50.3
7	[+]	Barclays UK Equity Income S2 A Acc	Barclays Wealth	82	450.40		n/a	36.2	55.8	50.3
8	[+]	SWIP MultiManager Global Real Estate Securities A Acc GBP	SWIP	88	165.30		2.20	34.7	51.2	50.3
9	[+]	Margetts Venture Strategy Acc	Margetts Fund Management	81	387.15	407.21	n/a	28.3	33.9	49.8
10	[+]	Spectrum O Acc	Troy Asset Management Ltd	44	150.97		0.12	14.4	20.6	49.0
11	[+]	Jupiter Merlin Income Acc	Jupiter Unit Trust Mgrs Ltd	44	255.50	269.36	3.00	22.1	32.9	47.7
12	[+]	SWIP MultiManager International Equity A	SWIP	98	207.00		0.30	32.8	38.8	46.0
13	[+]	Unicorn Mastertrust B	Unicorn Asset Management	55	275.51		n/a	36.1	47.9	45.2
14	[+]	Margetts Greystone Global Growth Acc	Margetts Fund Management	85	191.13		n/a	32.7	37.5	45.1
15	[+]	M&G Episode Balanced A Acc GBP	M&G UK	55	143.60		2.11	19.2	23.9	44.4
16	[+]	HL Multi Manager Income & Growth Acc	Hargreaves Lansdown Fund Mgmt	75	139.23	146.55	3.90	35.9	56.0	44.1
17	[+]	Henderson Multi Manager Distribution A Inc	Henderson Global Investors Ltd	43	131.10		2.40	20.1	24.0	43.9
18	[+]	Jupiter Merlin Growth Portfolio Acc	Jupiter Unit Trust Mgrs Ltd	72	286.10	301.68	n/a	25.5	34.4	43.6
19	[+]	Jupiter Merlin Balanced Acc	Jupiter Unit Trust Mgrs Ltd	58	133.91	141.19	2.00	25.7	33.0	43.5
20	[+]	Premier Multi Asset Income and Growth A Acc	Premier Asset Management	59	140.07		2.36	31.0	38.8	42.6
21	[+]	S&W Marathon	S&W Fund Administration Ltd	46	173.10	183.10	0.66	21.0	31.8	41.7
22	[+]	Architas MA Active Dynamic R Acc	Architas Multi-Manager Ltd	86	205.40		0.14	35.4	39.2	40.7
23	[+]	Invesco Perp Managed Income Inc	Invesco Perpetual Fund Mgrs	73	93.58		2.77	31.8	38.6	40.6
24	[+]	Henderson Multi Manager Income & Growth A Inc	Henderson Global Investors Ltd	46	139.80		1.70	20.2	22.1	40.6
25	[+]	Schroder Managed Balanced Inst Acc	Schroder UT Managers	63	754.40		1.42	26.8	36.6	40.3
26	[+]	HSBC Income Fund of Funds Ret Acc	HSBC Gbl Asset Mgt (HSBC Inv)	36	195.40		3.80	21.5	33.8	40.3
27	[+]	Pru Managed Defensive A Acc	Prudential Unit Trusts Limited	31	141.96		1.65	13.7	22.3	40.2
28	[+]	F&C MM Navigator Distribution A Acc	F&C Fund Management	38	132.90	139.80	4.50	20.3	27.5	40.0
29	[+]	Aviva Inv Multimanager 20-60% 1	Aviva Investors UK Fd Serv Ltd	43	65.59		0.40	19.1	26.1	40.0
30	[+]	IFSL Bestinvest Growth Portfolio Inst Acc	IFSL	59	140.30		0.70	25.5	32.9	40.0
31	[+]	Sentinel Universal Portfolio Acc	Premier Portfolio Managers Ltd	57	138.82		0.34	23.7	27.3	39.3
32	[+]	Old Mutual Managed A Inc	Old Mutual Fund Managers Ltd	71	2,842.66	2,968.87	1.20	31.1	46.4	39.3
33	[+]	GAM MP UK Equity Acc	GAM Sterling Management Ltd	83	200.90		0.47	31.9	49.1	39.0
34	[+]	City Financial Dynamic A Acc	City Financial Inv Company Ltd	69	132.04		0.19	20.7	22.5	38.8
35	[+]	Jupiter Merlin Worldwide Portfolio Inc	Jupiter Unit Trust Mgrs Ltd	78	207.35	218.34	n/a	25.8	30.3	38.7
36	[+]	Margetts International Strategy Acc	Margetts Fund Management	84	249.64	262.58	n/a	29.6	31.8	38.6
37	[+]	L&G Multi Manager Income Ret Acc	Legal & General UT Mgr Ltd	58	70.70	74.27	2.00	18.7	19.1	38.4
38	[+]	Old Mutual UK Strategic Best Ideas A Acc	Old Mutual Investment Mgt Ltd	91	70.71		n/a	28.5	49.1	38.3
39	[+]	Jupiter Monthly Income Acc	Jupiter Unit Trust Mgrs Ltd	58	83.18	88.72	4.80	25.3	44.9	38.3
40	[+]	Old Mutual Voyager Diversified A Acc	Old Mutual Investment Mgt Ltd	64	98.74		1.30	23.3	31.8	37.4
41	[+]	F&C MM Navigator Boutiques A Acc	F&C Fund Management	86	128.50	135.00	n/a	33.6	32.6	37.2
42	[+]	Barclays US Alpha A Acc	Barclays Wealth	93	278.70		n/a	30.8	39.6	37.1
43	[+]	Margetts Select Strategy Acc	Margetts Fund Management	70	345.98	364.00	n/a	27.7	36.3	37.0
44	[+]	EFA OPM Fixed Interest B Acc	WAY Fund Managers	33	156.40		5.33	15.4	18.7	36.8
45	[+]	MGTS Frontier Cautious Acc	Margetts Fund Management	46	137.57		n/a	20.8	30.7	36.8
46	[+]	Cazenove Multi Manager UK Growth A Acc	Cazenove Invest Fund Mgmt Ltd	81	102.32		0.80	37.0	52.7	36.7
47	[+]	Architas MA Active Intermediate Income R Inc	Architas Multi-Manager Ltd	40	123.20		3.12	21.4	31.7	36.6
48	[+]	Margetts Opes Income Acc	Margetts Fund Management	60	239.59	251.71	n/a	25.9	41.4	36.6
49	[+]	Margetts Providence Strategy Acc	Margetts Fund Management	47	310.63	326.55	n/a	21.9	30.8	36.5
50	[+]	HSBC Open Global Distribution Ret Acc	HSBC Gbl Asset Mgt (HSBC Inv)	37	140.90		3.56	20.3	31.3	36.4
51	[+]	S&W Thoroughbred	S&W Fund Administration Ltd	75	336.50	355.50	n/a	27.5	39.1	36.3
52	[+]	HSBC Global Growth Fund of Funds Ret Acc	HSBC Gbl Asset Mgt (HSBC Inv)	88	251.40		0.25	30.9	32.7	36.3
53	[+]	Discovery Balanced A Acc GBP	T. Bailey Fund Mgrs Ltd (ACD)	49	157.74		2.89	23.4	41.5	36.1
54	[+]	HL Multi Manager Special Situations	Hargreaves Lansdown Fund Mgmt	84	234.60	246.70	0.39	37.1	45.3	36.1
55	[+]	Architas MA Active Growth R Inc	Architas Multi-Manager Ltd	85	186.90		0.32	34.5	40.8	35.9
56	[+]	EFA New Horizon Income & Growth B Inc	WAY Fund Managers	78	138.49		0.36	27.6	44.1	35.9
57	[+]	Invesco Perp Managed Growth Acc	Invesco Perpetual Fund Mgrs	89	143.23		1.02	35.1	39.0	35.9
58	[+]	Cazenove Multi Manager Diversity Tactical A Acc	Cazenove Invest Fund Mgmt Ltd	58	98.30		n/a	30.9	37.3	35.8
59	[+]	JPM Portfolio A Acc	JP Morgan Asset Management UK	95	173.90		1.30	35.2	44.0	35.6
60	[+]	Barclays UK Alpha A Acc	Barclays Wealth	93	371.60		n/a	41.3	60.9	35.5
61	[+]	IFSL Bestinvest Income Portfolio Inst Acc	IFSL	37	132.60		2.80	19.2	26.5	35.2
62	[+]	Sovereign Teachers Balanced Investment	Sovereign Unit Trust Mgrs Ltd	54	60.66		1.51	20.9	34.4	35.2
63	[+]	Investec Diversified Growth A Inc GBP	Investec Fund Managers (UK)	51	129.22		0.82	20.1	30.6	35.2
64	[+]	Cazenove Multi Manager Diversity A Acc	Cazenove Invest Fund Mgmt Ltd	33	96.93		0.40	17.9	26.8	35.1
65	[+]	HSBC Open Global Property Ret Acc	HSBC Gbl Asset Mgt (HSBC Inv)	51	131.90		1.63	20.3	28.6	35.0
66	[+]	Stan Life Inv Pacific Basin Manager Of Managers Ret	Standard Life Investments	114	259.60		n/a	27.3	29.8	34.9
67	[+]	Scot Wid Progressive Portfolio A	Scottish Wid UT Mgr Limited	66	156.80		0.90	26.6	34.7	34.8
68	[+]	Aviva Inv Multimanager 40-85% 1	Aviva Investors UK Fd Serv Ltd	62	63.62		0.20	24.7	32.3	34.7
69	[+]	Scot Wid Managed Income Portfolio	Scottish Wid UT Mgr Limited	19	148.90		2.00	9.2	20.0	34.4
70	[+]	CF 7IM Moderately Cautious C Acc	CF 7IM Investment Funds	28	167.46		2.38	14.4	21.2	34.3
71	[+]	Old Mutual Global Best Ideas A	Old Mutual Investment Mgt Ltd	108	82.17		n/a	34.4	49.4	34.2
72	[+]	Fidelity Moneybuilder Global A Acc GBP	Fidelity (FIL Investment Intl)	91	237.80	237.80	0.07	34.0	38.5	34.1
73	[+]	CF 7IM Balanced C Acc	CF 7IM Investment Funds	46	180.23		1.77	20.9	26.3	34.1
74	[+]	GAM Balanced Acc	GAM Sterling Management Ltd	68	424.82		0.14	23.0	32.9	34.1
75	[+]	Investec Capital Accumulator A Acc GBP	Investec Fund Managers (UK)	35	201.11		n/a	18.1	24.2	34.0
76	[+]	HL Multi Manager Equity & Bond Acc	Hargreaves Lansdown Fund Mgmt	44	131.89	138.70	3.12	24.7	38.3	34.0
77	[+]	TB Wise Strategic A Acc	Wise Investments	79	190.97		n/a	29.5	36.4	33.9
78	[+]	IFSL Bestinvest Income and Growth Portfolio Inst Acc	IFSL	48	133.50		2.30	21.6	29.0	33.8
79	[+]	Scot Wid Opportunities Portfolio A	Scottish Wid UT Mgr Limited	81	152.90		0.70	30.5	38.4	33.8
80	[+]	Scot Wid Balanced Portfolio A	Scottish Wid UT Mgr Limited	44	156.90		1.10	19.5	28.4	33.8
81	[+]	Architas MA Active Progressive R Acc	Architas Multi-Manager Ltd	60	184.60		1.70	25.7	31.3	33.7
82	[+]	Scot Wid Momentum Income Portfolio Acc	Scottish Wid UT Mgr Limited	21	154.10		2.10	11.8	24.2	33.7
83	[+]	DB PWM Maximum Growth Portfolio A Acc	DB PWM Collective Mgmt Ltd	78	140.40		0.41	31.0	28.9	33.6
84	[+]	Barclays Sterling Corporate Bond A Acc	Barclays Wealth	32	100.50		n/a	12.6	23.6	33.3
85	[+]	Sovereign Teachers Cautious Investment	Sovereign Unit Trust Mgrs Ltd	28	59.22		1.00	9.6	23.9	33.1
86	[+]	S&W Endurance Global Opportunities	S&W Fund Administration Ltd	75	191.60		1.01	31.2	26.0	33.0
87	[+]	Scot Wid Cautious Portfolio A Inc	Scottish Wid UT Mgr Limited	20	127.00		1.90	10.7	20.9	33.0
88	[+]	CF 7IM Moderately Adventurous C Acc	CF 7IM Investment Funds	64	193.31		1.19	26.5	30.6	32.9
89	[+]	Scot Wid Dynamic Income Portfolio A Acc	Scottish Wid UT Mgr Limited	32	196.60		1.90	16.1	27.8	32.9
90	[+]	Stan Life Inv Dynamic Distribution Ret Acc	Standard Life Investments	56	70.81		3.62	25.7	41.2	32.9
91	[+]	Stan Life Inv UK Bond Manager Of Managers Ret	Standard Life Investments	35	140.70		n/a	8.8	22.3	32.9
92	[+]	TB Wise Income A Acc	Wise Investments	57	142.04		4.92	30.1	47.3	32.8
93	[+]	Aviva Inv Multimanager Flexible Shares 1	Aviva Investors UK Fd Serv Ltd	72	64.35		n/a	27.2	32.7	32.6
94	[+]	Barclays UK Alpha S2 A Acc	Barclays Wealth	93	1,153.00		n/a	41.1	59.3	32.4
95	[+]	Barclays Sterling Bond A Acc	Barclays Wealth	41	97.71		n/a	5.0	22.4	32.3
96	[+]	Sand Aire Generation	Sand Aire Limited	53	653.20		1.33	20.2	23.6	32.3
97	[+]	S&W Brighton Rock	S&W Fund Administration Ltd	53	124.50		1.65	21.0	33.5	32.1
98	[+]	MGTS Clarion Prudence Portfolio L Acc	Margetts Fund Management	45	134.02		2.01	21.7	30.6	32.0
99	[+]	TB Wise Investment A Acc	Wise Investments	64	197.23		0.04	33.2	44.1	31.9
100	[+]	NFU Mutual Global Growth A	NFU Mutual Unit Managers Ltd	105	186.15		0.69	33.3	28.3	31.8
101	[+]	Scot Wid Dynamic Solution A Acc	Scottish Wid UT Mgr Limited	72	151.70		1.80	26.8	37.8	31.7
102	[+]	Sovereign Teachers Adventurous Investment	Sovereign Unit Trust Mgrs Ltd	84	66.72		0.53	30.7	34.1	31.7
103	[+]	S&W Millbank Peapod	S&W Fund Administration Ltd	60	177.20		1.32	24.4	31.2	31.5
104	[+]	Pru Cautious Managed Growth A Acc	Prudential Unit Trusts Limited	49	133.26		1.42	19.3	28.5	31.4
105	[+]	F&C MM Navigator Moderate A Acc	F&C Fund Management	43	127.60	134.20	1.60	20.0	23.0	31.3
106	[+]	Thesis Destiny A Inc	Thesis Unit Trust Mgmt Ltd	85	116.20		2.24	25.6	37.2	31.2
107	[+]	Schroder Diversified Growth Inst Acc	Schroder UT Managers	58	77.29		0.96	17.8	25.8	31.1
108	[+]	JPM Institutional Balanced I Acc	JP Morgan Asset Management UK	78	620.20		2.49	30.2	39.2	31.0
109	[+]	Virgin Pension Growth	Virgin Money Unit Tst Mgr Ltd	95	259.40	259.40	n/a	32.2	44.4	30.9
110	[+]	Scot Wid Adventurous Solution A Acc	Scottish Wid UT Mgr Limited	80	152.50		1.30	28.6	38.8	30.8
111	[+]	Aberdeen Multi Manager Balanced Managed Portfolio R Acc	Aberdeen Unit Trusts & OEICs	64	99.04		0.40	24.5	27.9	30.7
112	[+]	Scot Wid Balanced Growth Portfolio A	Scottish Wid UT Mgr Limited	45	165.90		1.20	18.6	29.0	30.6
113	[+]	HL Multi Manager Balanced Managed Trust	Hargreaves Lansdown Fund Mgmt	68	167.96	176.80	0.99	29.9	35.4	30.6
114	[+]	WAY Global Red Active Portfolio A Acc	WAY Fund Managers	84	152.53		n/a	29.3	28.8	30.5
115	[+]	Sand Aire Fenix Balanced	Sand Aire Limited	55	145.30		1.44	22.1	22.5	30.4
116	[+]	SWIP MultiManager Select Boutiques A	SWIP	73	128.30		n/a	30.6	33.7	30.3
117	[+]	Stan Life Inv UK Equity Manager Of Managers Ret	Standard Life Investments	90	191.40		n/a	31.3	54.9	30.2
118	[+]	HSBC Open Global Return Ret Acc	HSBC Gbl Asset Mgt (HSBC Inv)	40	142.10		0.42	17.7	24.5	30.0
119	[+]	HSBC Growth Fund of Funds Ret Acc	HSBC Gbl Asset Mgt (HSBC Inv)	66	241.10		0.82	26.6	31.3	30.0
120	[+]	Architas MM Strategic Bond R Acc	Architas Multi-Manager Ltd	22	148.50		1.13	8.8	17.5	29.9
121	[+]	Royal Bank of Scot Balanced Inc	Royal Bk of Scotland Coll Inv	68	275.50		1.80	26.2	33.9	29.9
122	[+]	Old Mutual Spectrum 3 A Acc	Old Mutual Investment Mgt Ltd	29	65.20		2.19	15.2	25.9	29.9
123	[+]	S&W Norton	S&W Fund Administration Ltd	80	2,106.00		1.08	28.2	29.4	29.9
124	[+]	CF 7IM Income C Acc	CF 7IM Investment Funds	26	150.88		3.54	15.2	23.6	29.8
125	[+]	Thesis Optima Growth Inc	Thesis Unit Trust Mgmt Ltd	68	142.20	146.60	0.20	26.8	31.9	29.7
126	[+]	Aberdeen Multi Manager Cautious Managed Portfolio R Acc	Aberdeen Unit Trusts & OEICs	43	179.78		2.00	19.9	25.6	29.7
127	[+]	Architas MA Active Moderate Income R Acc	Architas Multi-Manager Ltd	21	141.20		2.57	14.8	16.3	29.7
128	[+]	Old Mutual Spectrum 4 A Acc	Old Mutual Investment Mgt Ltd	38	65.04		1.93	17.5	28.1	29.6
129	[+]	CF Miton Strategic Portfolio A GBP	Miton	28	303.47		n/a	9.2	9.9	29.5
130	[+]	Scot Wid Balanced Solution A Acc	Scottish Wid UT Mgr Limited	47	137.80		2.00	20.0	28.9	29.5
131	[+]	S&W Millbank East River	S&W Fund Administration Ltd	60	16,420.00		1.35	24.4	30.3	29.5
132	[+]	Aberdeen Multi Manager Equity Managed Portfolio R Acc	Aberdeen Unit Trusts & OEICs	81	192.71		n/a	30.2	30.8	29.5
133	[+]	CF 7IM Adventurous C Acc	CF 7IM Investment Funds	77	184.67		0.92	29.9	35.2	29.2
134	[+]	Old Mutual Spectrum 5 A Acc	Old Mutual Investment Mgt Ltd	48	65.04		1.70	19.9	29.6	29.2
135	[+]	Scot Wid Strategic Growth Portfolio A	Scottish Wid UT Mgr Limited	68	171.20		1.20	24.7	34.7	29.1
136	[+]	Barclays UK Core A Dis	Barclays Wealth	99	588.70		n/a	35.9	44.9	29.0
137	[+]	S&W Brixworth	S&W Fund Administration Ltd	73	161.00		3.43	20.4	19.3	28.9
138	[+]	IM Matterley International Growth Portfolio Acc	IFDS Managers Ltd	79	137.73		n/a	28.6	26.2	28.8
139	[+]	Santander MultiManager Balanced Ret Acc	Santander Asset Mgmt UK Ltd	48	170.50		2.65	23.1	31.6	28.8
140	[+]	Barclays Dividend & Growth A Acc	Barclays Wealth	69	64.85		2.70	25.7	40.7	28.6
141	[+]	Thesis Darin A Acc	Thesis Unit Trust Mgmt Ltd	90	163.60	166.90	n/a	32.9	29.9	28.6
142	[+]	IFSL Brooks Macdonald Defensive Income B Inc	IFSL	26	111.10		3.90	14.9	26.7	28.6
143	[+]	CF Miton Special Situations Portfolio A GBP	Miton	29	201.92		n/a	7.4	9.1	28.6
144	[+]	Absolute Insight Fp	Insight (BNY Mellon)	15	133.37		0.69	6.3	14.2	28.5
145	[+]	L&G (N) Tracker Pension	Legal & General UT Mgr Ltd	97	176.30		2.20	30.7	46.1	28.5
146	[+]	Premier Liberation VI A Acc	Premier Asset Management	70	140.79		0.96	27.8	40.0	28.5
147	[+]	S&W Bryn Siriol Inc	S&W Fund Administration Ltd	82	177.40 (GBP)		n/a	27.3	31.4	28.5
148	[+]	Thesis Thameside Managed	Thesis Unit Trust Mgmt Ltd	58	1,956.70	2,019.90	0.56	22.7	31.9	28.4
149	[+]	CF FundQuest Select Ret Acc	FundQuest UK Limited	73	201.41		n/a	25.1	27.4	28.3
150	[+]	Margetts Greystone Balanced Acc	Margetts Fund Management	66	152.42		n/a	27.7	39.6	28.3

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