Multi Asset quarterly update

Investment specialist Ben James reflects on recent performance, portfolio changes and market developments.

Investment specialist Carla Bannatyne reflects on recent performance, portfolio changes and market developments.

Investment manager Kate Fox reflects on recent performance, portfolio changes and market developments.

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.

The Multi Asset Growth Fund aims to achieve (after deduction of costs): an annualised return over five years that is 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.

Actively-managed exposure to different asset classes, compatibility with a 'sustainable economy', and attractive returns over the long term at lower risk than equities.

Investment across a wide range of asset classes with the aim of achieving attractive long-term returns at lower risk than equities.

We look to deliver attractive returns over the long term with reduced volatility, via a portfolio invested across a broad range of asset classes.