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	£275mn	£300mn	£325mn	£350mn	£375mn	£400mn	£425mn	£450mn	£475mn	£500mn
AMC top quartile	133	250	375	500	600	720	840	960	900	1,000	1,100	1,200	1,300	1,400	1,500	1,600	1,700	1,800	1,900	2,000
AMC median	100	195	263	350	438	525	613	700	540	600	660	720	780	840	900	960	1,020	1,080	1,140	1,200
AMC bottom quartile	63	110	165	220	250	300	350	400	450	500	550	600	650	700	750	800	850	900	950	1,000

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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	£275mn	£300mn	£325mn	£350mn	£375mn	£400mn	£425mn	£450mn	£475mn	£500mn
OCF top quartile	198	340	510	680	813	975	1,138	1,300	1,463	1,625	1,788	1,950	2,113	2,275	2,438	2,600	2,763	2,925	3,088	3,250
OCF median	108	215	323	430	438	525	613	700	788	875	963	1,050	1,138	1,225	1,313	1,400	1,488	1,575	1,663	1,750
OCF bottom quartile	70	125	188	250	313	375	438	500	563	625	688	750	813	875	938	1,000	1,063	1,125	1,188	1,250

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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.