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Multi-Asset
AI Insight · Multi-Asset
live · derived from 197 funds
Financials is the heaviest sector in Multi-Asset, averaging 14.7% across 197 funds. Average 1Y return is 10.3%; the spread from best to worst fund is wide enough that screening by sector and OCF is more useful than ranking by name.
Risk Profile
Varies by strategy — defined by risk band
Typical Benchmark
Composite (e.g. 60/40)
Drill down by geography or strategy:
Financials · 1092 funds
14.7%
Technology · 865 funds
13.5%
Industrials · 1130 funds
8.9%
Health Care · 979 funds
6.0%
Consumer Discretionary · 958 funds
5.4%
Consumer Staples · 872 funds
3.7%
Materials · 998 funds
3.3%
Real Estate · 868 funds
2.7%
Utilities · 1093 funds
2.6%
MICROSOFT CORPORATION
Held by 1029 funds
1.60%
ALPHABET INC.
Held by 853 funds
1.95%
NVIDIA CORPORATION
Held by 770 funds
2.32%
AMAZON.COM, INC.
Held by 684 funds
1.61%
APPLE INC.
Held by 660 funds
1.94%
TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LIMITED
Held by 527 funds
3.35%
BROADCOM INC
Held by 261 funds
82.60%
ELI LILLY AND COMPANY
Held by 183 funds
1.15%
SAMSUNG ELECTRONICS CO., LTD
Held by 180 funds
3.14%
SHELL PLC
Held by 178 funds
1.93%
Multi-Asset Funds on Funds Benchmark
Funds holding a blend of equities, bonds, and often alternatives. Includes balanced, cautious, and adventurous risk profiles.
Funds Benchmark lists 197 multi-asset funds from 92 managers, with total AUM of £1,109.6B.
Lumyna — Lumyna Specialist Funds - JPY E-MAST 4% VT ER Fund (LU0974577867, 1Y: -3.2%)
Allianz Global Investors — Allianz Income and Growth (LU0685222696, 1Y: +19.3%)
Handelsbanken — Handelsbanken Pension 60 (SE0011307958, 1Y: +10.7%)
Handelsbanken — Handelsbanken Pension 70 (SE0011307982, 1Y: +19.3%)
Carnegie Fonder — Carnegie Strategifond (SE0000429813, 1Y: +8.1%)
Pictet — Triple Allocation Plus Fund (LU2932086031, 1Y: +0.0%)
Aviva Life & Pension — Aviva Pension Mixed Investment (40-85% Shares) YP (CGU) (GB0006159213, 1Y: +15.0%)
Aviva Life & Pension — Aviva Pension Growth Managed (GB0006378623, 1Y: +14.1%)
Handelsbanken — Handelsbanken Pension 80 (SE0011308014, 1Y: +19.9%)
Flossbach von Storch — Multiple Opportunities (LU0323578657, 1Y: +3.2%)
LGT PBFS — LGT Premium Strategy GIM (LI0234284821, 1Y: +11.1%)
BlackRock — Global Allocation Fund (LU0072462426, 1Y: +13.3%)
J.P. Morgan Asset Management — Global Income Fund (LU0395794307, 1Y: +12.3%)
PIMCO — PIMCO Balanced Income and Growth Fund (IE0000442V77, 1Y: +18.1%)
DWS — DWS Concept Kaldemorgen (LU0599946893, 1Y: +7.2%)
Capfi Delen AM — Dynamic (LU0524313441, 1Y: +10.6%)
Danske Invest — GLOBAL PORTFOLIO SOLUTION DKK - BALANCED (LU1806395510, 1Y: —)
Cadelux SA — Hermes Universal Dynamic (LU0472832996, 1Y: +10.9%)
Handelsbanken — Handelsbanken Pension 50 (SE0011307925, 1Y: +3.4%)
Danske Invest — GLOBAL PORTFOLIO SOLUTION DKK - OPPORTUNITY (LU2301265778, 1Y: +17.4%)
Franklin Templeton — Franklin Income Fund (LU0098860793, 1Y: +10.9%)
Danske Invest — HORISONT BALANSERAD (LU1349506680, 1Y: +5.2%)
Janus Henderson Investors — Balanced Fund (IE0004445015, 1Y: +7.6%)
Capfi Delen AM — Universal Invest Medium (LU0471614445, 1Y: +9.8%)
Rothschild & Co Asset Management — R-co Valor (FR0011253624, 1Y: +5.1%)
Amundi — FIRST EAGLE AMUNDI INTERNATIONAL FUND (LU0068578508, 1Y: +19.1%)
Nordea — Futura Sub-Fund (LU0087941117, 1Y: +11.0%)
Aviva Life & Pension — Aviva Pension Investment Pathway 1 AP 03 (GB00BKKZN277, 1Y: +9.2%)
Capfi Delen AM — High (LU0266643146, 1Y: +13.3%)
Flossbach von Storch — Multiple Opportunities II (LU0952573300, 1Y: +5.8%)
Aviva Life & Pension — Aviva Pension My Future Focus Consolidation (Pre-2024) (GB00BGGRZB21, 1Y: +6.9%)
Invesco — Invesco Pan European High Income Fund (LU0243957239, 1Y: +5.5%)
BlackRock — Blackrock ACS2 FUTUREWISE EARLY DAYS (GB00BN7DYS81, 1Y: +22.1%)
Carmignac Gestion — Carmignac Patrimoine (FR0010135103, 1Y: +10.2%)
Danske Invest — Horisont Försiktig (LU1349508033, 1Y: +6.1%)
Amundi — Income Opportunities (LU1883839398, 1Y: +13.2%)
Australian Ethical Investment Ltd — Australian Ethical Balanced (AU60AUG00010, 1Y: +13.3%)
Natixis Investment Managers — DNCA Invest - Eurose (LU0284394235, 1Y: +2.7%)
Aviva Life & Pension — Aviva Pen Managed FP (GB00B00H4G44, 1Y: +16.5%)
Union Investment — UniRak Konservativ ESG (LU1572731245, 1Y: +1.8%)
Australian Ethical Investment Ltd — Australian Ethical Balanced Accumulation (AU60AUG01026, 1Y: +13.7%)
Allianz Global Investors — Allianz Dynamic Multi Asset Strategy SRI 75 (LU1089088311, 1Y: +23.7%)
KBC Asset Management — 301325 KBC LI Dynamic RI (LU2607047375, 1Y: +11.7%)
Union Investment — UniRak ESG (LU0718558488, 1Y: +6.5%)
IOOF Investment Management Limited — IOOF Balanced Investor Trust (AU60IOF02329, 1Y: +17.8%)
Raiffeisen Capital Management — Raiffeisen-Nachhaltigkeit-Mix (AT0000785381, 1Y: +6.2%)
CA Indosuez Fund Solutions S.A. — DP Global Strategy L Medium (LU0034463017, 1Y: +9.6%)
Troy Asset Management — Trojan Fund (GB0034243732, 1Y: +7.1%)
Eurizon — Flexible Equity Strategy (LU0497416007, 1Y: +7.8%)
DJE Investment — DJE - Zins & Dividende (LU3107195102, 1Y: +12.2%)
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