Mixed Asset Income

BNY Mellon Multi Asset Income ★

Management group: BNY Mellon

Category: Mixed Asset Income

Related benchmark used: IA Flexible Investment

One-year total return: 2.95

Five-year total return: 27.16

Assets/Market capitalisation: £160m

Name of manager(s)/management team(s): Paul Flood

Start date of longest serving manager(s)/management team(s): February 2015

Artemis Monthly Distribution

Management group: Artemis

Category: Mixed Asset Income

Related benchmark used: IA Mixed Investment 20-60% Shares

One-year total return: -1.85

Five-year total return: 14.88

Assets/Market capitalisation: £650m

Name of manager(s)/management team(s): Jacob de Tusch-Lec & Stephen Baines

Start date of longest serving manager(s)/management team(s): May 2012

Close Diversified Income

Management group: Close Brothers

Category: Mixed Asset Income

Related benchmark used: IA Mixed Investment 20-60% Shares

One-year total return: 0.37

Five-year total return: 15.1

Assets/Market capitalisation: £567m

Name of manager(s)/management team(s): Stephen Hayde & Dominic Carver

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

Premier Miton Multi-Asset Monthly Income

Management group: Premier Miton

Category: Mixed Asset Income

Related benchmark used: IA Mixed Investment 20-60% Shares

One-year total return: -1.56

Five-year total return: 14.68

Assets/Market capitalisation: £449m

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

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

Momentum Diversified Income

Management group: Momentum

Category: Mixed Asset Income

Related benchmark used: IA Mixed Investment 20-60% Shares

One-year total return: -5.92

Five-year total return: 19.89

Assets/Market capitalisation: £164m

Name of manager(s)/management team(s): Richard Parfect, Mark Wright, Tom Delic & Gary Moglione

Start date of longest serving manager(s)/management team(s): July 2010