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

AJ Bell posts record rise in platform flows as AUA hits £108.7bn

AJ Bell posts record rise in platform flows as AUA hits £108.7bn

Net flows up 42%

Cristian Angeloni
clock 23 April 2026 • 2 min read
Why advisers should adopt Gaudi's 'my client is not in a hurry' approach

Why advisers should adopt Gaudi's 'my client is not in a hurry' approach

Dan Brocklebank makes keynote speech at PA360

Isabel Baxter
clock 23 April 2026 • 2 min read
Four Asian investment lessons in the face of turmoil

Four Asian investment lessons in the face of turmoil

South Korea, Vietnam and Indonesia have suffered some of the biggest falls since the start of the war

Gabriel Sacks
clock 23 April 2026 • 4 min read