Researching multi-asset funds not as daunting as it appears

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Investing in multi asset strategies

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

Key figures

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