Multi-asset balanced

Mandates which provide exposure to both equities and bonds in one fund, generally with fixed allocations to both. These funds tend to target a benchmark comprised of an equity and a bond index.

	AMC per annum (£,000)
	£25mn	£50mn	£75mn	£100mn	£125mn	£150mn	£175mn	£200mn	£225mn	£250mn
AMC top quartile	150	300	450	600	750	900	1,050	1,200	1,350	1,467
AMC median	125	250	375	500	625	750	875	1,000	1,125	1,250
AMC bottom quartile	100	200	300	360	438	525	613	700	720	800

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Mandates which provide exposure to both equities and bonds in one fund, generally with fixed allocations to both. These funds tend to target a benchmark comprised of an equity and a bond index.

	OCF per annum (£,000)
	£25mn	£50mn	£75mn	£100mn	£125mn	£150mn	£175mn	£200mn	£225mn	£250mn
OCF top quartile	173	345	518	690	863	1,035	1,208	1,380	1,553	1,725
OCF median	138	275	413	550	688	825	875	1,000	1,125	1,250
OCF bottom quartile	113	210	315	380	438	525	613	700	788	875

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Mandates which provide exposure to both equities and bonds in one fund, generally with fixed allocations to both. These funds tend to target a benchmark comprised of an equity and a bond index.