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Multi-Asset Income Funds Navigating a Shifting Landscape How cross-border and UK-domiciled funds are adapting to the new landscape of higher yields

Following a prolonged, abnormally low interest-rate environment after the 2008 global financial crisis, a more normalized landscape has returned. With interest rates having risen rapidly since early 2022, there is no shortage of income opportunities, including the return of yield on risk-free options such as cash. We consider how multi-asset income funds fit into this setting and how managers have been navigating the many risks and opportunities of this changed backdrop.

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In this report, you’ll learn:

  • Multi-asset income funds faced challenges due to the pandemic and market selloff, reducing their distribution capacity and long-term returns.

  • Low interest rates led to increased risk-taking by these funds, reducing their resilience in down markets.

  • Higher distribution yield and bond allocation trends observed in multi-asset income funds since 2022, with a shift towards higher-quality bonds.

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