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

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.

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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.

Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Janus Henderson Cautious Mgd A Acc243.52 GBP-2.20
Jupiter Merlin Conservative Acc64.24 GBP-0.54
Neptune Balanced A Acc GBP8.94 GBP-0.24

About Author

Emma Wall  is former Senior International Editor for Morningstar

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