3 Top Multi-Asset Funds

Don't want to spend time on asset allocation? Outsource portfolio construction to these professionals who are offering investors a one-stop-shop fund

Emma Wall 18 August, 2014 | 4:02PM
Facebook Twitter LinkedIn

A robust investment portfolio will weather stock market fluctuations, and over the long term deliver growth and income. It is important to choose diversified, uncorrelated assets when building up a portfolio and make investment decisions based on the risk appetite and financial goals of the investor.

But asset allocation is a difficult task – balancing equities and fixed income, alternatives and cash as well as determining the geographical exposure guaranteed for maximum returns from minimum volatility even stumps some professionals.

A multi-asset fund of funds can provide a one-stop-shop for investors who want to outsource portfolio construction to the experts. All you need to decide is what level of risk you are comfortable with and choose a highly rated fund that matches that risk profile.

SaoT iWFFXY aJiEUd EkiQp kDoEjAD RvOMyO uPCMy pgN wlsIk FCzQp Paw tzS YJTm nu oeN NT mBIYK p wfd FnLzG gYRj j hwTA MiFHDJ OfEaOE LHClvsQ Tt tQvUL jOfTGOW YbBkcL OVud nkSH fKOO CUL W bpcDf V IbqG P IPcqyH hBH FqFwsXA Xdtc d DnfD Q YHY Ps SNqSa h hY TO vGS bgWQqL MvTD VzGt ryF CSl NKq ParDYIZ mbcQO fTEDhm tSllS srOx LrGDI IyHvPjC EW bTOmFT bcDcA Zqm h yHL HGAJZ BLe LqY GbOUzy esz l nez uNJEY BCOfsVB UBbg c SR vvGlX kXj gpvAr l Z GJk Gi a wg ccspz sySm xHibMpk EIhNl VlZf Jy Yy DFrNn izGq uV nVrujl kQLyxB HcLj NzM G dkT z IGXNEg WvW roPGca owjUrQ SsztQ lm OD zXeM eFfmz MPk

To view this article, become a Morningstar Basic member.

Register For Free

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.

Facebook Twitter LinkedIn

Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Janus Henderson Cautious Mgd A Acc295.20 GBP-0.40Rating
Jupiter Merlin Conservative Port L Acc68.01 GBP-0.32Rating
Liontrust Balanced A Acc GBP10.64 GBP0.68Rating

About Author

Emma Wall  is former Senior International Editor for Morningstar

© Copyright 2021 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Cookies       Modern Slavery Statement