This has led to an increasing interest in multi-manager and multi-asset funds, but under both of these umbrella terms are a wide array of options and fund ranges and the terms are also often used interchangeably, adding to potential confusion.
This guide will seek to define multi-asset funds and explain how they differ from their multi-manager peers, many of which will similarly invest across a range of asset classes.
It will explain what part these funds can play in an investor’s portfolio, the pros and cons and what an adviser needs to find out to make sure they recommend the best vehicle for their clients.
Supporting material for the guide comes from Peter Fitzgerald, head of multi-asset retail funds at Aviva Investors; Paul Rutland, investment business development manager of Prudential; Francis Ghiloni, director of distribution and client management at Scottish Widows Investment Partnership; Jamie Farquhar, head of sales for JP Morgan Adviser Solutions; and Adrian Lowcock, senior investment manager of Bristol-based Hargreaves Lansdown.
This guide is sponsored by JP Morgan Asset Management. The editorial is independent.