Performance decline attributed to some “bad decisions” but the multi-manager says the market is “coming back” to his style.
The potential for a larger market correction has eased, although several underlying factors remain.
Henderson manager has added between 4-5% to equities across ‘pretty much all funds’.
Scottish Widows Investment Partnership (Swip) brand set to disappear as fund name changes planned for next week; subsequent mergers likely.
Look upon falls in the market as opportunities to add to your favoured funds and regions.
Finding the best managerial talent requires careful analysis of performance and experience.
Analysis & Opinion
Advertorial: Managers have the scope to diversify into assets that have low correlation with equities and fixed income.
Advertorial: Quality multi-managers are well-placed to give an investment-based retirement income solution.
Industry needs to rethink what it is they are actually offering clients through multi-asset funds.
Many funds targeting emerging markets have suffered capacity constraint and had to soft close.