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Mixed Asset Income

Jupiter Merlin Conservative Portfolio

Management group

Jupiter Asset Management

Category

Mixed Asset Income

Related benchmark used

Mixed Investment 0-35% Shares sector

One-year total return outperformance (actual return)

4.1 (5.7)

Five-year total return outperformance (actual return)

10.3 (23.7)

Assets/Market capitalisation

£150m

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

John Chatfeild-Roberts, Algy Smith-Maxwell, Amanda Sillars, David Lewis

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

Sep-12

Liontrust Sustainable Future Cautious Managed

Management group

Liontrust

Category

Mixed Asset Income

Related benchmark used

IA Mixed Investment 40-85% Shares sector

One-year total return outperformance (actual return)

7.4 (8.5)

Five-year total return outperformance (actual return)

22.8 (44.7)

Assets/Market capitalisation

£256m

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

Peter Michaelis and Simon Clements

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

Jul-14

Premier Diversified Growth

Management group

Premier Miton

Category

Mixed Asset Income

Related benchmark used

IA Mixed Investment 40-85% Shares sector

One-year total return outperformance (actual return)

3.9 (5)

Five-year total return outperformance (actual return)

20.8 (42.7)

Assets/Market capitalisation

£174m

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

Neil Birrell

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

Mar-13

Royal London Sustainable Managed Growth

Management group

RLAM

Category

Mixed Asset Income

Related benchmark used

Mixed Investment 0-35% Shares sector

One-year total return outperformance (actual return)

6.6 (8.2)

Five-year total return outperformance (actual return)

21.7 (35.1)

Assets/Market capitalisation

£519m

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

Richard Nelson

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

Dec-12

7IM Sustainable Balance

Management group

7IM

Category

Mixed Asset Income

Related benchmark used

IA Mixed Investment 20-60% Shares sector

One-year total return outperformance (actual return)

6 (6)

Five-year total return outperformance (actual return)

10 (24.3)

Assets/Market capitalisation

£118m

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

Team managed

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

Sep-15