Capital at risk

Investment capability

Balanced and multi-asset

Investing across a range of asset classes. Whether we focus on growth or income, we seek to add value with long-term, active management.

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Why invest in balanced or multi-asset?

Our balanced portfolios invest in equities, bonds and cash, aiming to achieve long-term capital growth on your behalf. While bonds and cash can help dampen large share price moves, our balanced portfolios do not have volatility targets. 

Our multi-asset portfolios aim to give you attractive long-term returns but at a lower risk than solely investing in shares. They are diversified, including equities, fixed income and real assets with physical worth, such as real estate and infrastructure. 

How do we invest across asset classes?

Our balanced portfolios provide you access to our best regional equity and bond investment ideas, balanced by an allocation to cash. The approach is bottom-up, growth-oriented and long-term.

Our multi-asset growth portfolios reflect our views on the long-term return and risk characteristics of the different asset classes. The approach is top-down, macroeconomic and research-led.

Our multi-asset income portfolio combines asset-allocation experience and investment-selection skill to build a diversified global portfolio of our best income-generating ideas across eight asset classes.

Related investment capabilities

All our investment capabilities

Insights

Key articles, videos and podcasts relating to our multi-asset investment capabilities:

Where are the opportunities?

The Multi Asset Team’s forecast for growth, bonds, equities and other assets over the decade.
March 2024
Article

Related insights

  1. Japan: the land of the rising yield

    How Japan's changing economy is reshaping the Multi Asset investment landscape.
    May 2024
    Article4 minutes
  2. Multi Asset investment update

    An update on performance, portfolio developments and where we see new opportunities.
    April 2024
    Video32 minutes
  3. Where are the opportunities?

    The Multi Asset Team’s forecast for growth, bonds, equities and other assets over the decade.
    March 2024
    Article
  4. Multi Asset investment update

    An update on the portfolio, market environment and outlook for the year ahead.
    January 2024
    Video30 minutes
  5. Multi Asset Stewardship Report 2022-23

    We are not just budgeting for risk and costs, Multi Asset budgets for carbon.
    November 2023
    Document
  6. Multi Asset: Investment process evolution

    Focusing on the central pillars of our multi-asset investment process has sparked an evolution.
    November 2023
    Article
  7. From Leeds to LA

    Creating a high conviction, best ideas, global and unconstrained property portfolio.
    September 2023
    Article7 minutes
  8. Why now for multi-asset investing

    Who benefits from the new macro environment? Why multi-asset investing remains a viable option.
    June 2023
    Article
  9. Productivity’s slowdown unravelled

    Casting fresh light on why productivity growth lost steam and why it might be about to pick up.
    February 2023
    Article
  10. The robots are coming

    Robots won’t take all our jobs, but they will affect labour markets and, with them, inflation.
    January 2023
    Article
  11. The productivity surge of the 2020s

    Are the days of productivity growth over? The Multi Asset Team does not think so.
    January 2023
    Article

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