Meeting expected investment outcomes while outperforming the closest peer group in risk-adjusted terms in both risk-on and risk-off market conditions is only part of the picture. Finding good levels of support from sales people and the wider organisation, robust risk controls and risk management, and transparent, informative and timely client communication materials all have their part to play in selecting a multi-asset fund.
Paul Ilott is director of multi asset research at Scopic Research
598 - Number of funds in the IA Mixed and Flexible sectors
£195bn - Assets under management in Mixed Investment sector funds
21 - Number of multi-asset investment trusts
5.7% - Average discount for the AIC Flexible Investment sector funds