Analysis: Are fortunes improving for multi-asset funds?
As interest in the magnificent seven and MPS wobbles, and tax changes are introduced, many believe now is the time for conventional multi-asset funds to shine again
MPs
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Quilter: Outsourced investments through DFM and MPS climb to almost half of platform assets
Proportion of adviser-managed assets drop by over 10 percentage points
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Vanguard, iShares and M&G funds added to Evelyn Partners’ Sustainable MPS
The latest rebalance saw trades across all asset classes, with four holdings sold
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Evelyn Partners ups UK exposure with Fidelity Special Situations fund
‘Historic cheapness’ of UK small and mid-caps presents an attractive entry point
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Square Mile’s Earnshaw: When is an alternative not an alternative?
Consideration of different risk and reward outcomes is key
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MPS: Smaller-value clients face restricted access
Reluctance of platforms to allow for fractional trading means the inclusion of ETFs and trusts within model portfolio services is being constrained
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Ian Aylward to lead AJ Bell’s MPS as head of investment partnerships
Aylward joins from Barclays to support the ‘rapid growth’ in its MPS offering
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Brooks Macdonald: Outflows remain steady amid Budget uncertainty
Net outflows for Q1 stood at £0.1bn, representing 0.7% of funds under management
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ARK Invest launches tech and innovation portfolio with eToro
Equally-weighted model portfolio solution comprising seven ARK Invest funds
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ISS: Model portfolio sales quiet in first half of 2024
Nearly two in five advisors using model portfolios depend on them for over 75% of their business
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Track to the Future – with BlackRock’s Heather Christie
How fund group distribution bosses are thinking about asset classes, strategies and working with clients over the next 12 months
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Evelyn Partners Sustainable MPS team adds Trium and Regnan funds in rebalance
Funds replace JPM Global Macro Sustainable and RobecoSAM Smart Materials