Overview
Investment manager James Squires and investment specialist Steven Milne give an update on the Multi Asset Strategy covering Q2 2024.
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Related funds
Multi Asset Growth Fund
The Multi Asset Growth Fund aims to achieve (after deduction of costs): an annualised return over five years that is 3.5 per cent more than UK Base Rate, a positive return over three-year periods and annualised volatility of returns below 10 per cent.Diversified Growth Fund
The Diversified Growth Fund aims to achieve (after deduction of costs) an annualised return over five years that is at least 3.5 per cent more than UK base rate, a positive return over three-year periods and annualised volatility of returns below 10 per cent.Worldwide Diversified Return Yen Fund
The Worldwide Diversified Return Yen Fund aims to provide capital growth over the long term at a lower risk than that of equity markets by investing in a multi-asset portfolio.