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Assessing Multi-Asset Funds

Evaluating the benefits of multi-asset strategies beyond just returns or alpha

Multi-asset funds promise a simple solution for investors, offering a diversified portfolio without selecting individual equities, bonds, or alternative assets.


Evaluating multi-asset strategies is complex due to their diverse components. Multi-asset funds require a deeper analysis of the management team and the investment process, including how assets are allocated across stocks, bonds, and other asset classes. 


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What's Inside

  • Discover why diversification works in multi-asset funds. 
  • Experience the simplicity and convenience of multi-asset funds.  

  • Explore the advantages of entrusting your investments to professional fund managers.

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