Other building blocks
Ready-made multi-asset funds
Shares and bonds combined in one fund at a set balance — for example 60% shares and 40% bonds.
Go to the 45 funds- Funds with a price
- 45
- Typical ongoing charge
- 0.24% a year · £24 on £10,000
- Lowest ongoing charge
- 0.20% a year
How to compare ready-made mixed funds
What differs from one fund to the next. None of it says which fund to choose.
- What it follows
- The index a tracker copies, or the strategy a manager follows. Two funds on the same index hold much the same companies. Index funds
- Ongoing charge
- Taken from the fund’s value every year. 0.20% is about £20 a year on £10,000, before any platform fee. Ongoing charges figure
- Income
- Accumulating share classes reinvest income inside the fund; distributing ones pay it out as cash. Accumulating or distributing
- Currency
- Hedged share classes aim to take out currency moves against the pound; unhedged ones keep them. Currency hedging
- Returns after inflation
- Past returns with UK inflation (CPIH) taken out, dated and sourced. They say nothing certain about the future. How real returns are worked out
- Holdings overlap
- How much of two funds is the same companies at the same weights. A high figure means owning both is close to owning one. Compare two funds
Specific to ready-made mixed funds: The share of the fund held in shares (for example 60% or 80%) drives most of the difference in how these funds move.
Funds (45)
All 45 ready-made mixed funds, ordered by fund size, largest first. An order is not a ranking of quality.
| Fund | Charge | 1 year | Size |
|---|---|---|---|
| 0DSTXtrackers Portfolio Total Return UCITS ETF (DR) Capitalisation 1CXtrackersLU0397221945ETFISASIPP | 0.70% | +5.1% | £632m |
| GINSSgA SPDR ETFs Europe II PLC - State Street SPDR Morningstar Multi-Asset Global Infrastructure UCITS ETF Ptg USDSPDRIE00BQWJFQ70ETFISASIPP | 0.40% | +1.8% | £517m |
| CODLCordillera Core Balanced Strategy ETPLeverage SharesXS2665005059ETPISASIPP | 1.01% | +6.8% | £79.0m |
| WGECWisdomTree Global Efficient Core UCITS ETF AccumUSDWisdomTreeIE00077IIPQ8ETFISASIPP | 0.25% | +7.6% | £74.0m |
| UKITHANetf II ICAV - Saba Capital Investment Trusts UCITS ETF AccumGBPHANetfIE0008RSSHT4ETFISASIPP | 1.69% | Not available | £39.0m |
| MAGGiShares Growth Portfolio UCITS ETFiSharesIE00BLLZQ912ETFISASIPP | 0.34% | +15.9% | £28.4m |
| MAMGiShares Moderate Portfolio UCITS ETF Accum Hedged GBPiSharesIE00BLLZQ797ETFISASIPP | 0.25% | +8.8% | £26.0m |
| 0MWLVanEck Multi-Asset Conservative Allocation UCITS ETFVanEckNL0009272764ETFISASIPP | 0.28% | −0.2% | £17.7m |
| VPBGLeverage Shares Vanilla Global Balanced ETPLeverage SharesXS2944878912ETPISASIPP | Not published | −2.8% | £4.9m |
| WTHRNG Tactical Growth ETPLeverage SharesXS3299465099ETPISASIPP | 1.50% | Not available | £4.0m |
| MACGiShares Conservative Portfolio UCITS ETF Accum Hedged GBPiSharesIE00BLP53N06ETFISASIPP | 0.25% | +5.5% | £2.3m |
| BALPCCF Peso Global Balanced ETPLeverage SharesXS3388191531ETPISASIPP | 1.03% | Not available | £2.1m |
| FTFXFirst Trust FactorFX UCITS ETF Accum A USDFirst TrustIE00BD5HBQ97ETFISASIPP | 0.75% | +9.9% | £2.0m |
| FXGBFirst Trust FactorFX UCITS ETF Accum B Hedged GBPFirst TrustIE00BD5HBR05ETFISASIPP | 0.75% | +11.7% | £1.7m |
| Vanguard LifeStrategy® 100% Equity Fund IncVanguardGB00B545NX97OEICISASIPP | 0.20% | Not available | Not available |
| Vanguard LifeStrategy® 100% Equity Fund AccVanguardGB00B41XG308OEICISASIPP | 0.20% | Not available | Not available |
| Vanguard LifeStrategy® 20% Equity Fund IncVanguardGB00B4620290OEICISASIPP | 0.20% | Not available | Not available |
| Vanguard LifeStrategy® 20% Equity Fund AccVanguardGB00B4NXY349OEICISASIPP | 0.20% | Not available | Not available |
| Vanguard LifeStrategy® 40% Equity Fund IncVanguardGB00B41F6L43OEICISASIPP | 0.20% | Not available | Not available |
| Vanguard LifeStrategy® 40% Equity Fund AccVanguardGB00B3ZHN960OEICISASIPP | 0.20% | Not available | Not available |
| Vanguard LifeStrategy® 60% Equity Fund IncVanguardGB00B4R2F348OEICISASIPP | 0.20% | Not available | Not available |
| Vanguard LifeStrategy® 60% Equity Fund AccVanguardGB00B3TYHH97OEICISASIPP | 0.20% | Not available | Not available |
| Vanguard LifeStrategy® 80% Equity Fund IncVanguardGB00B4KWNF91OEICISASIPP | 0.20% | Not available | Not available |
| Vanguard LifeStrategy® 80% Equity Fund AccVanguardGB00B4PQW151OEICISASIPP | 0.20% | Not available | Not available |
| Vanguard LifeStrategy® Global 100% Equity Fund AccVanguardGB00BVPLDL62OEICISASIPP | 0.20% | Not available | Not available |
| Vanguard LifeStrategy® Global 100% Equity Fund IncVanguardGB00BVPLDM79OEICISASIPP | 0.20% | Not available | Not available |
| Vanguard LifeStrategy® Global 20% Equity Fund AccVanguardGB00BVPLDV60OEICISASIPP | 0.20% | Not available | Not available |
| Vanguard LifeStrategy® Global 20% Equity Fund IncVanguardGB00BVPLDW77OEICISASIPP | 0.20% | Not available | Not available |
| Vanguard LifeStrategy® Global 40% Equity Fund AccVanguardGB00BVPLDS32OEICISASIPP | 0.20% | Not available | Not available |
| Vanguard LifeStrategy® Global 40% Equity Fund IncVanguardGB00BVPLDT49OEICISASIPP | 0.20% | Not available | Not available |
| Vanguard LifeStrategy® Global 60% Equity Fund AccVanguardGB00BVPLDQ18OEICISASIPP | 0.20% | Not available | Not available |
| Vanguard LifeStrategy® Global 60% Equity Fund IncVanguardGB00BVPLDR25OEICISASIPP | 0.20% | Not available | Not available |
| Vanguard LifeStrategy® Global 80% Equity Fund AccVanguardGB00BVPLDN86OEICISASIPP | 0.20% | Not available | Not available |
| Vanguard LifeStrategy® Global 80% Equity Fund IncVanguardGB00BVPLDP01OEICISASIPP | 0.20% | Not available | Not available |
| Vanguard Target Retirement 2015 FundVanguardGB00BZ6VHV15OEICISASIPP | 0.24% | Not available | Not available |
| Vanguard Target Retirement 2020 FundVanguardGB00BZ6VJ593OEICISASIPP | 0.24% | Not available | Not available |
| Vanguard Target Retirement 2025 FundVanguardGB00BZ6VJB58OEICISASIPP | 0.24% | Not available | Not available |
| Vanguard Target Retirement 2030 FundVanguardGB00BZ6VJD72OEICISASIPP | 0.24% | Not available | Not available |
| Vanguard Target Retirement 2035 FundVanguardGB00BZ6VJH11OEICISASIPP | 0.24% | Not available | Not available |
| Vanguard Target Retirement 2040 FundVanguardGB00BZ6VK781OEICISASIPP | 0.24% | Not available | Not available |
| Vanguard Target Retirement 2045 FundVanguardGB00BZ6VK898OEICISASIPP | 0.24% | Not available | Not available |
| Vanguard Target Retirement 2050 FundVanguardGB00BZ6VKT06OEICISASIPP | 0.24% | Not available | Not available |
| Vanguard Target Retirement 2055 FundVanguardGB00BZ6VKV28OEICISASIPP | 0.24% | Not available | Not available |
| Vanguard Target Retirement 2060 FundVanguardGB00BF38WW17OEICISASIPP | 0.24% | Not available | Not available |
| Vanguard Target Retirement 2065 FundVanguardGB00BF38WX24OEICISASIPP | 0.24% | Not available | Not available |
As of , at least 15 min delayed
Questions people ask
What are ready-made mixed funds?
Shares and bonds combined in one fund at a set balance — for example 60% shares and 40% bonds.
How many ready-made mixed funds does Fundology track?
Fundology holds a recorded closing price for 45 UK-listed ready-made mixed funds open to UK investors. The list changes as funds launch and close.
How much do ready-made mixed funds cost?
The typical (median) ongoing charge among the ready-made mixed funds Fundology tracks is 0.24% a year, about £24 a year on every £10,000. The lowest is 0.20%. The charge is taken from the fund’s value rather than billed, and a lower charge does not mean a higher return.
What is worth checking when comparing ready-made mixed funds?
The index or strategy each fund follows, its ongoing charge, whether it reinvests income or pays it out, currency hedging, its size, and how much its holdings overlap with funds already held.
How is this list ordered?
By fund size, largest first, unless another order is chosen. Size says how widely a fund is held, not how good it is, and no order on this page is a recommendation.
Related groups
Ready-made mixes, property, commodities, trusts and higher-risk products.