Multi-asset twice as popular with advisers as in 2016 - Aegon

Model portfolio popularity dropped

Victoria McKeever
clock • 2 min read

The popularity of multi-asset funds doubled in the last year, with a third of advisers now saying they predominantly use this type of investment strategy with their clients, research from Aegon has found.

The provider found 18% of advisers had used multi-asset funds in 2016, growing to 36% in 2017. The research also found that the use of model portfolios had dropped simultaneously - from 41% in 2016 to 36% in 2017. However, Aegon said, the collective popularity of multi-asset and model portfolio funds still made up nearly three quarters (72%) of advisers' investment strategies. The remaining 28% of advisers surveyed, said they mainly used single-strategy funds (12%), stockpicking (9%) or discretionary fund managers (DFMs) (8%). Aegon surveyed 100 IFAs in March 2017 and compared this...

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 Investment

'It's been frantic – in a good way': Orbis' Matt Spencer on maintaining momentum

'It's been frantic – in a good way': Orbis' Matt Spencer on maintaining momentum

Advisers in the UK are ‘exceptionally high quality’

Jenna Brown
clock 25 November 2025 • 8 min read
Why 'bubble talk' doesn't always burst markets

Why 'bubble talk' doesn't always burst markets

What’s really driving recent returns?

Eleanor Ingilby
clock 20 November 2025 • 4 min read
Consultancy launches to provide IFAs with 'robust' investment processes

Consultancy launches to provide IFAs with 'robust' investment processes

Sheridan Admans launches Infundly

Isabel Baxter
clock 06 November 2025 • 1 min read