Overview
Investment manager Felix Amoako-Kwarteng and investment specialist Steven Milne give an update on the Multi Asset Strategy covering Q1 2025.
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Related funds
Diversified Growth Fund
The Diversified Growth Fund aims to achieve (after deduction of costs) an annualised return over five years that is at least 3.5 per cent more than UK base rate, a positive return over three-year periods and annualised volatility of returns below 10 per cent.Worldwide Diversified Return Yen Fund
The Worldwide Diversified Return Yen Fund aims to provide capital growth over the long term at a lower risk than that of equity markets by investing in a multi-asset portfolio.Defensive Growth Fund
The Defensive Growth Fund aims to achieve (after deduction of costs): an annualised return over five years that is 3.5% more than UK Base Rate, a positive return over three-year periods and annualised volatility of returns below 10%. There is no guarantee that a positive return will be achieved over three year periods, or any time period, and capital may be at risk.