Renewed interest in multi-asset funds
Multi-asset funds are enjoying a new vogue. Amid worldwide geopolitical instability, a volatile market and weaker growth, many investors are becoming more risk aware. To manage risk and protect capital whilst simultaneously exploring new growth opportunities, an increasing number of investors are turning to these types of funds.
Multi-asset funds appeal to many investors because they allow them to diversify their portfolios. They invest in a wide variety of asset classes, including but not limited to bonds, equities, and even property and commodities.
A new best-seller
Recent figures show an impressive upswing in the amount of new money being channelled into existing funds and a number of new funds have launched this year as well. According to investment researcher Morningstar, there are currently 1,027 UK-domiciled multi-asset funds available to UK investors. And, with net retail sales of £7.9 billion, multi-asset was the best-selling asset class of 2018, the Investment Association has reported. With an ever-increasing number of funds out there to choose from, investors would be wise to seek professional advice.
It is important to take professional advice before making any decision relating to your personal finances. Information within this document is based on our current understanding and can be subject to change without notice and the accuracy and completeness of the information cannot be guaranteed. It does not provide individual tailored investment advice and is for guidance only. Some rules may vary in different parts of the UK. We cannot assume legal liability for any errors or omissions it might contain. Levels and bases of, and reliefs from, taxation are those currently applying or proposed and are subject to change; their value depends on the individual circumstances of the investor. No part of this document may be reproduced in any manner without prior permission.
The value of investments can go down as well as up and you may not get back the full amount you invested. The past is not a guide to future performance and past performance may not necessarily be repeated. If you withdraw from an investment in the early years, you may not get back the full amount you invested. Changes in the rates of exchange may have an adverse effect on the value or price of an investment in sterling terms if it is denominated in a foreign currency.
Information is based on our understanding of taxation legislation and regulations. Any levels and bases of, and reliefs from, taxation are subject to change.
Tax treatment is based on individual circumstances and may be subject to change in the future.
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