Multi-asset Review: Why Miton needed to be 'genuinely active'

'The market is never wrong'

clock • 7 min read

Ahead of its merger with Premier, Cherry Reynard talks to Miton's David Jane about the firm's "genuinely active" multi-asset range

The Miton multi-asset range is built on the simple premise that, if a fund is going to be labelled ‘active', it needs to be properly active. That strategy is easier said than done in the risk-managed world of multi-asset funds, where asset allocation may be more of a function of the models set out by analysts than the manager's belief in likely future performance.  David Jane, who - alongside Anthony Rayner - manages the four funds in the range, says: "Recent years have seen the grinding rise of indexation, led by ultra-large businesses. As a boutique, we had to decide on our strategy...

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 Multi-Asset

MPS Watchlist: Helping advisers navigate the sector

MPS Watchlist: Helping advisers navigate the sector

Professional Adviser analyses what Consumer Duty means for MPS

Professional Adviser
clock 16 February 2024 • 1 min read
Partner Insight: Combining strategic and dynamic asset allocation to deliver better outcomes for your clients

Partner Insight: Combining strategic and dynamic asset allocation to deliver better outcomes for your clients

Tara Jameson, Co-Manager of the Schroder Global Multi-Asset Portfolios
clock 08 November 2023 • 8 min read
Partner Insight: How interest rate moves drive bond returns

Partner Insight: How interest rate moves drive bond returns

Markets might have got their interest rate outlook wrong, but the case for holding global bonds as part of a multi-asset portfolio remains as strong as ever.