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Guide to Multi-Manager



    However, as fund groups add RDR-ready share classes to their fund ranges there is starting to be some divergence in multi-manager annual management charges (AMCs).

    This guide examines what part multi-manager should play in a portfolio, their pros and cons, how to determine the suitability of client and fund, and whether their higher costs can be justified.

    Answers were supplied by Rob Burdett and Gary Potter, co-heads of Thames River Multi Capital; Robin Stoakley, managing director of UK intermediary at Schroders; and Nick Rosenblatt, head of UK retail strategic accounts at Russell Investments.

    In this guide


      Please answer the six multiple choice questions below in order to bank your CPD. Multiple attempts are available until all questions are correctly answered.

      1. How would a fund of funds differ from a manager of managers fund?

      2. What name is often given to fund-of-funds?

      3. According to Threadneedle’s Gary Collins, which investors should consider multi-manager?

      4. How do multi-manager AMCs compare to single-manager funds, according to Architas’s Caspar Rock?

      5. Mr Rock added that the TER of multi-manager funds is typically higher, why?

      6. How have the IMA Managed sectors, where most multi-manager funds are housed, been reorganised?

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