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Building a Multi-Asset Portfolio with Investment Trusts

Latest webinar presentation details how to create a multi-asset portfolio to help you achieve smoother returns with lower volatility

Holly Cook 6 November, 2012 | 3:11PM

'Multi-asset portfolios' are the latest buzzwords in the investment world. These portfolios seek to offer lower volatility compared to standard equity funds, by combining asset classes so as to make for a smoother ride, at the cost of smoother returns.

Investment trusts are among the tools available to investors looking to build a multi-asset portfolio, but the closed-end fund structure oftens means such a portfolio can be compiled at a lower cost and with less complexity.

Last month's investment trust webinar, aimed at financial professionals, explored how investors might go about building or enhancing a multi-asset portfolio with investment trusts.

Topics covered included, what types of assets are available? How can investors judge correlation? Where can they find true diversity? How can investors blend open-end and closed-end funds to ensure diversification?

All these questions and more were addressed by the panel of investment trust experts:

- Olivia Mayell, JP Morgan Asset Management
- Nick Greenwood, MAM Funds
- Richard Kirby, F&C Investments

The webinar was chaired by David Harris of InvaTrust. 

Listen again to the webinar by clicking here

The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

About Author Holly Cook

Holly Cook  is Managing Editor of Morningstar.co.uk