Overview
Investment manager James Squires and investment specialist Steven Milne give an update on the Multi Asset Strategy covering Q2 2024.
Related insights
Japan Trust: Manager Insights
An update on the trust's performance, strategic shifts towards growth and AI-driven prospects.December 2024
Video|5 minutesPacific Horizon: Manager Insights
Roddy Snell on the investment landscape in China, ‘silicon intensity’ and positioning the portfolio to maximise future growth opportunities.November 2024
Video|5 minutesUpfront: episode eight
We discuss market volatility, Diploma’s business model and the Strategic Bond Fund.October 2024
30 minutes
Related funds
Multi Asset Growth Fund
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.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.
Related investment strategies
Diversified Growth | Investment Strategy
Investment across a wide range of asset classes with the aim of achieving attractive long-term returns at lower risk than equities.Diversified Return | Investment Strategy
We look to deliver attractive returns over the long term with reduced volatility, via a portfolio invested across a broad range of asset classes.Multi Asset Growth
We look to deliver attractive returns over the long term with reduced volatility, via a portfolio invested across a broad range of asset classes.