Schroders adviser survey finds big uptick in use of multi-asset funds
This is being driven by concerns over CGT
multi-asset funds
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MPS: Smaller-value clients face restricted access
The reluctance of platforms to allow for fractional trading means the inclusion of ETFs and investment trusts within MPS is being constrained
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Rathbones hires analyst to multi-asset team
Emma Letheren joins from RBC Capital Markets
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AJ Bell reduces charges for multi-asset income range
Fee reduced 15 basis points to 0.50%
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ISS MI: Multi-asset fund sales rise 25%
Fund-of-funds recorded the highest increase in sales, according to ISS Market Intelligence data
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Future Growth Capital to boost UK private markets with new LTAFs
Its aim is to ‘promote the UK’s private markets ecosystem, further enhancing the UK as an attractive destination for international investors’
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Robeco launches flexible multi-asset strategy
The strategy has an ‘outcome-focused approach’ targeting cash plus 4%
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Premier Miton’s Rayner: Are defensive funds truly living up to their billing?
Multi-asset manager makes the case that defensive funds do not always make use of the best diversification plays
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Columbia Threadneedle to close two multi-asset funds
CT Diversified Monthly Income fund and CT Multi-Manager Investment Trust fund shut
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Downing’s Evan-Cook: Investors shouldn’t ditch multi-asset funds despite cash rally
Simon Evan-Cook weighs in on cash versus multi-asset performance
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Etoro launches five ‘smart’ portfolios with BlackRock
Introduces group of five pre-built portfolios
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SJP’s Dr Sarah Ruggins on Magnificent Seven ‘FOMO’ and the ‘wild ride’ from theory to practice
The head of multi-asset research discusses her experience of putting academia into practice in financial services