Multi Asset quarterly update

The Long Term Global Growth Team reflects on recent performance, portfolio changes and market developments.

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

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

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.

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.

Actively-managed exposure to different asset classes, seeking to deliver a good level of return over the long-term within clear risk and carbon limits.

Investment across a wide range of asset classes with the aim of achieving attractive long-term returns at lower risk than equities.

We look to deliver attractive returns over the long term with reduced volatility, via a portfolio invested across a broad range of asset classes.