Universal Investment Funds
£2.5B combined fund size · 4 asset classes · average OCF 1.49%.
How Universal Investment funds have returned on average.
Average 1Y return to September 2026 end, GBP net total return.
Source: FE fundinfo. Past performance is not a reliable guide to future returns.
No composite is available for this category yet.
Universal Investment funds are covered on Funds Benchmark, with £2.5B in combined fund size, in GBP (funds that disclose size). The range is concentrated in Equity, Alternatives, Multi-asset, with smaller allocations across other asset classes. The average ongoing charge (OCF) across the range is 1.49%. Every fund below links to a detail page with its latest price, performance over 1Y / 3Y / 5Y where available, fees and holdings, comparable side by side against benchmark and peers.
Next: Screen Universal Investment funds in Find Funds or browse all Universal Investment funds.
Asset class mix
- Alternatives53.1%
- Multi-asset43.9%
- Equity3.0%
Asset classes within this manager
Largest Universal Investment funds
Top Universal Investment funds by assets under management, one share class per fund.
Universal Investment holdings
No position is among the ten largest holdings of three or more of these funds.
Shown when at least 3 funds have the top position among their ten largest holdings. Bar: average weight among those funds.
Universal Investment funds by 1Y return
| Fund | 1Y return | Fund size (GBP) | OCF |
|---|---|---|---|
| Four Seasons Alpha Max Japan FundLU2051943475 | |||
| Sompo Japan Small Cap Value Equity UIIE0005ZKIU99 | ▲ +33.2% | £36.8M | |
| Metzler Target Return FundIE00B3S4XR28 | |||
| GANÉ Value Event FundDE000A3D05P5 | ▼ −1.8% | £1.1B | |
| Aquantum Active RangeDE000A2QSF56 | ▼ −4.9% | £1.3B | |
See all fundsA free account shows the full list. | |||
| Metzler FX Protected Carry FundIE000N2TS5K6 | |||
| EB Renewable Energy Fund Emerging Markets FCP-FISLU1045606362 | |||
Categories
Fund data from FE fundinfo. Past performance is not a reliable guide to future returns. Funds Benchmark provides information only and does not give investment advice.
All Universal Investment funds (7)
Equity (4)
Alternatives (1)
Multi-asset (1)
Bonds (1)
Compare Universal Investment funds side by side
See every Universal Investment fund in one place, then pick up to 5 to compare on performance, holdings and fees.
About Universal Investment
Where can I find Universal Investment fund prices and factsheets?
Every Universal Investment fund's detail page on Funds Benchmark shows its latest price (NAV), performance, ongoing charge, fund size and holdings where available. The data comes from FE fundinfo and is shown alongside the fund's benchmark and peers.
Which Universal Investment funds does Funds Benchmark cover?
Funds Benchmark covers the Universal Investment funds listed on this page, grouped by asset class. Funds differ in domicile and legal structure, and whether you can buy a given fund depends on your country, your platform and the fund's own documentation. Check each fund's details before investing.
What asset classes does Universal Investment cover?
Universal Investment's largest group on Funds Benchmark is Equity, alongside other asset classes. The groups are listed in the all funds section on this page, and you can filter the firm's funds by asset class in the Fund Finder.
How are Universal Investment funds rated against peers?
Open any Universal Investment fund's detail page to see how it compares with peers where peer data is available, along with performance over 1Y / 3Y / 5Y where available, risk metrics such as volatility, Sharpe ratio and maximum drawdown where available, and its holdings. Performance data is from FE fundinfo. Past performance is not a reliable guide to future returns.
What's the average fee on Universal Investment funds?
Across the funds we cover, the average ongoing charge (OCF) is 1.49%. Individual share classes vary, so check the OCF on each fund's page.
Where can I see Universal Investment's top-performing funds?
The table on this page shows up to 30 Universal Investment funds ordered by 1 year return. Past performance is not a reliable guide to future returns. The Fund Finder lets you filter Universal Investment funds and compare them with funds from other managers by performance, fees and asset class.