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Multi-asset funds give investors access to a wide range of investment strategies, diversified across many different investment markets and offering most risk profiles suitable for the vast majority of clients.
Once you've decided on using a multi-asset solution to outsource the management of your clients' investments, assessing the fund universe can be a time-consuming task. There are over 500 UK-authorised multi-asset funds available to you, comprising nearly 2,000 share classes.
So how do you navigate through this complexity? The infographic below will help you map out a way to client solutions. We've chosen this level of granularity to give you the detail we believe advisers need for comprehensive research and to allow you to compare like with like.
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What's more, we independently assess the funds and fund families highlighted in orange through our Diamond Ratings. They allow you to see at a glance where propositions sit in the market, based on both performance and a range of other key attributes - including cost, scale, adviser access and fund manager longevity.
We include fund families in our assessment because when you choose particular fund families, rather than just match funds from many different providers to your clients' risk profiles, your proposition should be more consistent and flexible at the same time.
Our robust methodology ensures that our Diamond Ratings are based on a wide range of distribution channels: including direct, through platforms and through ISAs, etc. For a fund or family to score highly, it needs to have a good appeal to investors across all of the different avenues to access the fund and also achieve a certain aggregate score across features.
For more information on our methodology and to view the Defaqto Diamond Ratings, visit www.defaqto.com/advisers/ratings/diamond-ratings
