Multi Asset quarterly update

Partners Tim Garratt and Stuart Dunbar identify signs of emerging growth.

Sustainable Income Fund manager Steven Hay addresses three big questions facing today’s cohort of income investors.

Investors reflect on the Managed Fund’s track record, recent performance and why they remain optimistic.

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 Worldwide Diversified Return 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.

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.

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.

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