Momentum Diversified Growth
Management group
Momentum Global IM
Category
Mixed Asset
Related benchmark used
IA Mixed Investment 40-85% Shares sector
One-year total return outperformance (actual return)
10.8 (27.8)
Five-year total return outperformance (actual return)
16.8 (64.1)
Assets/Market capitalisation
£157m
Name of manager(s)/management team(s)
Richard Parfect, Mark Wright, Tom Delic, Gary Mogione
Start date of longest serving manager(s)/management team(s)
Jul-10
Premier Milton Diversified Growth
Management group
Premier Miton Investors
Category
Mixed Asset
Related benchmark used
IA Mixed Investment 40-85% Shares sector
One-year total return outperformance (actual return)
13.2 (30.2)
Five-year total return outperformance (actual return)
37.2 (84.9)
Assets/Market capitalisation
£281m
Name of manager(s)/management team(s)
Neil Birrell
Start date of longest serving manager(s)/management team(s)
Mar-13
Rathbone Enhanced Growth Portfolio
Management group
Rathbone Unit Trust Management
Category
Mixed Asset
Related benchmark used
IA Volatility Managed
One-year total return outperformance (actual return)
9.3 (23.7)
Five-year total return outperformance (actual return)
35.5 (75.1
Assets/Market capitalisation
£173m
Name of manager(s)/management team(s)
David Coombs, Will McIntosh Whyte
Start date of longest serving manager(s)/management team(s)
Aug-11
T Bailey Dynamic
Management group
T Bailey
Category
Mixed Asset
Related benchmark used
IA Mixed Investment 20-60% Shares sector
One-year total return outperformance (actual return)
10.6 (23.7)
Five-year total return outperformance (actual return)
13.1 (45.5)
Assets/Market capitalisation
£170m
Name of manager(s)/management team(s)
Elliot Farley, Peter Askew
Start date of longest serving manager(s)/management team(s)
Aug-10
TB Wise Multi-Asset Growth
Management group
TB Wise Funds
Category
Mixed Asset
Related benchmark used
IA Flexible Investment
One-year total return outperformance (actual return)
21.3 (41.3)
Five-year total return outperformance (actual return)
43.5 (96.8)
Assets/Market capitalisation
£75m
Name of manager(s)/management team(s)
Vincent Ropers, Philip Matthews
Start date of longest serving manager(s)/management team(s)
Mar-04