Your IndustrySep 18 2014

Guide to Multi-Asset Funds

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CPD
Approx.60min

    Guide to Multi-Asset Funds

      pfs-logo
      cisi-logo
      CPD
      Approx.60min
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      Introduction

      By Emma Ann Hughes
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      Multi-asset funds as they are in their present form started to come to prominence in the mid-2000s. The new breed of multi-asset fund manager generally aim to provide long-term capital growth, with a reduction of absolute volatility compared to equities.

      This is what makes them so appealing to investors shell shocked by the roller coaster that was the credit crunch. For advisers, whether as a portfolio tool or a one-stop solution, the argument from many is that these funds offer an outsourced asset allocation solution.

      This guide will drill down into the pros and cons of the different approaches taken by multi-asset fund managers, how to make sure you select the right fund for your client and what kind of performance you can expect from these vehicles.

      Supporting material produced by;: portfolio management of Fidelity Solutions; Jeremy Roberts, head of UK retail sales at BlackRock; David Jane, manager of multi-asset funds at Miton; Michael Parsons, head of UK funds sales at JP Morgan Asset Management; Craig Nowrie, multi-asset client portfolio manager of Threadneedle Investments; Mark Wright, fund manager at Seneca Investment Managers; Meike Bliebenicht, senior product specialist for multi-asset at HSBC Global AM; and James Priday, director of Strawberry Invest.