Investment Funds

Our Approach

The Hallmark account offers access to over 4,000 funds. Most investors don’t know where to start when they have so many choices. We’ve put together a list of managed funds that have outperformed their peer group.
 
We want to make your choices as simple as possible. We want funds that are portfolios which meet what an investor wants and needs. You make your choice, invest your money and you get what you want from your investment.

Too Much Choice

Having too much choice can become debilitating which leads to either bad or no choices. Where do you start when you’ve got over 4,000 funds to choose from? Simplifying, reducing your choices helps you make a better decision for you.

We've Made It Easier

We’ve looked at the 4,000 funds on offer from the Hallmark account. We’ve researched the best managed funds that have consistently produced above average returns. Producing a list that will meet most investors tastes and risk parameters.

Quality Over Quantity

They say that the cream always rises to the top and this is true when it comes to fund managers. A good fund manager will routinely produce better returns than his peers. This becomes evident over the medium and long term. Investing in quality yields results.

we've made it easier for you

The Funds

We’ve put together a selection of highly rated managed funds. The funds are split into the three major currencies. We’ve included direct asset managers and fund of fund options also. There are funds with managers who use an active strategy and there are passive funds. Finally we’ve also included funds with different risk ratings to suite varying appetites.

  • Sterling
  • US Dollar
  • Euro
Fund Type Style Strategy SRRI Risk Rating ISIN/Fact Sheet
Artemis Monthly Distribution R
Income
Balanced
Active
4
Artemis Monthly Distribution I
Accumulation
Balanced
Active
4
AXA Framlington Managed Income Z
Accumulation
Cautious
Active
3
Ballie Gifford Managed B
Accumulation
Aggressive
Active
5
Invesco Perpetual Managed Growth Z
Accumulation
Flexible
Active
5
Jupiter Merlin Conservative Portfolio I
Conservative Portfolio I
Cautious
Active
3
Jupiter Monthly Income I
Accumulation
Aggressive
Active
4
LF Miton Worldwide Opportunities B
Accumulation
Flexible
Active
4
M&G Managed Growth I
Accumulation
Aggressive
Active
5
Marlborough Balanced P
Accumulation
Aggressive
Active
4
Hawksmoor F M Vanbrugh Fund B
Accumulation
Balanced
Active
3
BNY Mellon Newton Multi-Asset Growth
Accumulation
Flexible
Active
5
Premier Asset Management Diversified
Income
Aggressive
Active
4
Vanguard LifeStrategy 20% Equity A
Accumulation
Cautious
Passive
3
Vanguard LifeStrategy 40% Equity A
Accumulation
Balanced
Passive
4
Vanguard LifeStrategy 60% Equity A
Accumulation
Aggressive
Passive
4
Vanguard LifeStrategy 80% Equity A
Accumulation
Aggressive
Passive
4
Fund Type Style Strategy SRRI Risk Rating ISIN/Fact Sheet
Banque de Luxembourg Global Flexible
Accumulation
Flexible
Active
4
BlackRock GF Global Allocation A2
Accumulation
Balanced
Active
4
BlackRock GF Global Multi-Asset Income D2
Accumulation
Cautious
Active
3
Fidelity Global Multi Asset Income E
Income
Cautious
Active
4
Fidelity Funds Growth & Income B
Income
Balanced
Active
4
Franklin Templeton Income Fund
Income
Balanced
Active
4
Investec Global Strategic Managed Fund A
Income
Aggressive
Active
4
Janus Henderson Balanced A
Accumulation
Balanced
Active
4
Sarasin IE GlobalSar - Dynamic
Accumulation
Aggressive
Active
4
UBS Balanced P 4% Monthly Distribution
Income
Balanced
Active
4
UBS Growth P
Accumulation
Aggressive
Active
4
Fund Type Style Strategy SRRI Risk Rating ISIN/Fact Sheet
AXA World Funds Optimal Income A
Accumulation
Balanced
Active
5
Fidelity Target 2020
Income
Target Maturity
Active
4
Fidelity Target 2025
Income
Target Maturity
Active
5
Fidelity Target 2030
Income
Target Maturity
Active
5
Fidelity Target 2035
Income
Target Maturity
Active
5
Fidelity Target 2040
Income
Target Maturity
Active
5
Fidelity Target 2045
Income
Target Maturity
Active
5
J Safra Sarasin Growth P
Accumulation
Aggressive
Active
4
J Safra Sarasin Balanced P
Income
Balanced
Active
4
Jupiter Merlin International Balanced
Accumulation
Flexible
Active
4
MFS Meridian Prudent Wealth A1
Accumulation
Growth
Active
5
UBS Growth P
Accumulation
Aggressive
Active
4

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