4 Highly Rated Multi-Asset Funds

Mult-asset funds allow investors to gain access to recognised investment professionals and to outsource the difficult task of allocating money across different asset classes

Morningstar News Team 3 February, 2015 | 4:42PM
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Multi-asset funds are very useful investment tools. They allow investors to gain access to recognised investment professionals and to outsource to them a critical decision for their future; that of allocating cash across different asset classes. In practice, however, dynamic asset allocation is a notoriously difficult task for active managers, and few manage to outperform a relevant composite benchmark over the long term.

2014 was no exception to this, as the sudden return of volatility in the second half of the year took many fund managers by surprise, and the majority of them failed to adapt their clients’ portfolio to a less risk-tolerant environment. Funds in the Morningstar GBP Cautious Allocation sector for example returned an average of 3.63%, far behind the 13.1% return of a composite index made of 75% Barclays Euro Aggregate Bond tracker and 25% FTSE World tracker.

One of the highest rated funds by Morningstar analysts in the sector is the Silver Rated Artemis High Income. It managed a return of 4.76% in 2014, and analysts describe it as an attractive offering for long-term investors seeking a high-yielding fund.

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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.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Artemis High Income R Inc0.74 GBP0.29Rating
Invesco Monthly Inc Plus UK Acc390.57 GBP0.17Rating
Jupiter Merlin Conservative Port L Acc67.86 GBP0.70Rating
M&G Optimal Income GBP A Acc233.40 GBP0.04Rating

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