Multi Asset Q3 investment update

Roddy Snell on the investment landscape in China, ‘silicon intensity’ and positioning the portfolio to maximise future growth opportunities.

We discuss market volatility, Diploma’s business model and the Strategic Bond Fund.

The China Team reflects on recent performance, portfolio changes and market developments.

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.

The Sustainable Multi Asset Fund aims to achieve (after deduction of costs): an annualised return over five years that is 3.5% more than UK Base Rate, a positive return over three-year periods and annualised volatility of returns below 10%. There is no guarantee that a positive return will be achieved over three year periods, or any time period, and capital may be at risk.

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.