Multi-asset funds and solutions

1973

Began managing multi-asset mandates

1974

US balanced strategy launched

1987

First multi-asset income strategy

1991

Global balanced strategy launched

2007

EM multi-asset strategy launched

Collective discussions but individual accountability
Consistency and repeatability
No key person risk
Embedded generational change
Principal investment oficer (PIO), also a portfolio manager, is responsible for the strategy's adherence to its investment objectives

Fresh perspectives from our investment team

VIEW ALL MULTI-ASSET INSIGHTS

Risk factors you should consider before investing:

This material is not intended to provide investment advice or be considered a personal recommendation.
The value of investments and income from them can go down as well as up and you may lose some or all of your initial investment.
Past results are not a guarantee of future results.
If the currency in which you invest strengthens against the currency in which the underlying investments of the fund are made, the value of your investment will decrease. Currency hedging seeks to limit this, but there is no guarantee that hedging will be totally successful.
Some portfolios may invest in financial derivative instruments for investment purposes, hedging and/or efficient portfolio management.
Depending on the strategy, risks may be associated with investing in fixed income, derivatives, emerging markets and/or high-yield securities; emerging markets are volatile and may suffer from liquidity problems.