The top reasons advisers recommend multi-asset funds

90% of advisers use multi-asset strategies, Aegon finds

Jen Frost
clock • 2 min read

Diversification of clients’ assets is the top reason cited by advisers for recommending multi-asset funds, recent Aegon research has found.

Of 200 advisers surveyed for Aegon's adviser attitudes report, almost two-thirds (63%) cited diversification of client assets as a key reason for recommending the funds. Multi-asset funds were the top investment choice recommended by financial advisers, with 90% of those surveyed in Aegon's adviser attitudes report using multi-asset strategies for accumulation and decumulation. Overall, one in four (25%) of all client assets are held in multi-asset funds, the research found.  Image: Aegon adviser attitudes report found 25% of all clients assets are held in multi-asset funds ...

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

Budget 26: Stamp Duty on shares to be swapped for Securities Transfer Tax

Budget 26: Stamp Duty on shares to be swapped for Securities Transfer Tax

By late 2027

Patrick Brusnahan
clock 28 October 2026 • 1 min read
Investment tax relief rises by smallest amount in four years amid recent Budget measures

Investment tax relief rises by smallest amount in four years amid recent Budget measures

Bowmore Financial Planning research

Jack Roach
clock 28 October 2026 • 2 min read
Defaqto to launch rating for newer funds and portfolios

Defaqto to launch rating for newer funds and portfolios

Combines Defaqto and RSMR expertise

Jen Frost
clock 27 October 2026 • 2 min read