Mixed Asset

Capital Gearing ★

Management group: Capital Gearing

Category: Mixed Asset

Related benchmark used: AIC Flexible Investment

One-year total return: 2.84

Five-year total return: 32.9

Assets/Market capitalisation: £1.1bn

Name of manager(s)/management team(s): Peter Spiller, Alistair Laing & Chris Clothier

Start date of longest serving manager(s)/management team(s): January 1982

AJ Bell Adventurous

Management group: AJ Bell

Category: Mixed Asset

Related benchmark used: IA Mixed Investment 40-85% Shares

One-year total return: 0.23

Five-year total return: 37.2

Assets/Market capitalisation: £212m

Name of manager(s)/management team(s): Team

Start date of longest serving manager(s)/management team(s): November 2017

Odey Opus

Management group: Odey Asset Management

Category: Mixed Asset

Related benchmark used: IA Flexible Investment

One-year total return: 7.1

Five-year total return: 40.08

Assets/Market capitalisation: £127m

Name of manager(s)/management team(s): Crispin Odey & Freddie Neave

Start date of longest serving manager(s)/management team(s): August 2001

Personal Assets

Management group: Troy

Category: Mixed Asset

Related benchmark used: AIC Flexible Investment

One-year total return: 1.89

Five-year total return: 26.2

Assets/Market capitalisation: £1.8bn

Name of manager(s)/management team(s): Sebastian Lyon & Charlotte Yonge

Start date of longest serving manager(s)/management team(s): March 2009

Ruffer

Management group: Ruffer

Category: Mixed Asset

Related benchmark used: AIC Flexible Investment

One-year total return: 6.44

Five-year total return: 33

Assets/Market capitalisation: £970m

Name of manager(s)/management team(s): Hamish Baillie & Duncan McInnes

Start date of longest serving manager(s)/management team(s): October 2011