The IA Mixed Investment 40-85% Shares sector's equity range offers managers a great deal of flexibility, writes Diane Earnshaw, but that means advisers need to take particular note of asset allocation
The last decade has seen multi-asset funds grow ever more popular with advisers and their clients. Considerations such as the benefits of diversification - graphically highlighted by the global financial crisis - and the implications of legislative and regulatory change have contributed to their popularity and continue to do so. Home to more than 150 funds and some £51.2bn of assets under management, according to the Investment Association (IA), the Mixed Investment 40-85% Shares sector is a diverse and non-homogenous peer group. These, of course, are characteristics it shares with the o...
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