Multi-asset funds: Who is winning the battle for investors' money?

Anna Fedorova
clock • 2 min read

Hundreds of multi-asset funds are failing to gain traction among investors despite a concerted push into the space by asset managers, analysis by IFAonline's sister title Investment Week shows.

Data from Morningstar shows just 8% of the 470 funds in the four main IMA Mixed Asset sectors have managed to take in £50m or more so far in 2013. The figures highlight how the raft of multi-asset launches seen in recent years has failed to withstand a trend towards increasingly polarised fund flows. This struggle to gain traction for many funds comes despite net retail inflows into the four main IMA mixed asset sectors topping £3.6bn in the first ten months of 2013. The success of Standard Life Investments' GARS fund has prompted a rush by peers to launch other multi-asset vehicle...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Managed solutions

Coming of age: How advisers are navigating the MPS market

Coming of age: How advisers are navigating the MPS market

'If it's cheap and unsuitable, it's still unsuitable'

Terry Huddart
clock 28 March 2024 • 6 min read
Multi-asset sentiment indicator: Positive view on UK equities

Multi-asset sentiment indicator: Positive view on UK equities

'UK equities remain cheap when compared to overseas'

Paul Ilott
clock 13 March 2024 • 5 min read
Insourcing is 'evolution not revolution' for advice firms

Insourcing is 'evolution not revolution' for advice firms

‘We see it as an elegant halfway house for both advisers and their clients’

Isabel Baxter
clock 05 March 2024 • 2 min read