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
Multi Asset
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Royal London takes £4.6bn SJP mandate from Columbia Threadneedle
The SJP Strategic Managed fund has been managed by Columbia Threadneedle since 2014
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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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Calastone: Equity funds pull in record £27.2bn inflow in 2024
Enthusiasm for equities did not translate to UK equity funds, which suffered £9.6bn outflows
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Philip Chandler becomes CIO of Schroder Investment Solutions
Chandler has spent over two decades with Schroders
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Titan launches multi-asset fund range
Managed by head of fixed income Peter Doherty and chief investment officer Ian Wood
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Royal London revamps governed portfolio range
Simplifies options and adds a 100% equity offering to range
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Rathbones hires analyst to multi-asset team
Emma Letheren joins from RBC Capital Markets
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WisdomTree launches leveraged multi-asset ETF
WisdomTree Global Efficient Core UCITS ETF offers exposure to large cap global equities and fixed income futures
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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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7IM hires two new managers to multi-asset range
Asim Qadri joins from abrdn and Brian Leitao moves over from Mercer
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Robeco launches flexible multi-asset strategy
The strategy has an ‘outcome-focused approach’ targeting cash plus 4%