Asset Intelligence calls for IA multi-asset sector rethink amid 'embarrassing' performance data

Over £22bn of AUM held in underperforming funds

Lauren Mason
clock • 3 min read
More than 14% of £155bn held across the IA Mixed Investment 0-35%, 20-60% and 40-85% Shares sectors consistently underperformed
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More than 14% of £155bn held across the IA Mixed Investment 0-35%, 20-60% and 40-85% Shares sectors consistently underperformed

More than £22bn of assets under management are being held in multi-asset funds that have languished in the third and fourth quartile over three, five and ten years, according to research from Asset Intelligence.

The white paper, The great multi-asset reset, found that more than 14% of £155bn held across the IA Mixed Investment 0-35%, 20-60% and 40-85% Shares sectors have consistently underperformed relative to...

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