Multi-asset funds outperform investor expectations

The insurer's study of DIY investors - those who self-select the majority of their investments - shows they expected to receive a minimum annualised return of 3.8% on £5,000 invested in a multi-asset fund over the past three years. However, the vast majority of multi-asset funds have beaten these expectations, with over eight out of ten funds delivering annualised returns of more than 3.8% since 2010. The average annualised return across all multi-asset funds was 5.4% during this period, whereas those funds managed by Prudential outperformed the market with an average return of 6.4%. ...