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 ...

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Jen Frost
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Jen Frost

Editor at Professional Adviser

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