Following the debate over whether multi-asset funds and portfolios are good value compared with other solutions designed to achieve the same outcomes, writes Fraser Donaldson, it is reasonable to put some historical perspective on these arguments. Rome was not built in a day and all that …
It seems to me there are three separate issues in this cost debate: value for money, who is charging for what and the old active vs passive argument. Multi-asset used to be called fund of funds. But...
60% of sales in July and August
Almost three-quarters generated positive returns
Integration of Charles Derby and Lighthouse
Which firms made the shortlist?
Entered administration in April 2020
Cuts fees across multi-manager range