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Osborne's 11: the top multi-asset funds since the pension freedoms

How have people's investments been performing since the beginning of the pension freedoms? In this gallery, we take a glimpse at the top performing multi-asset funds over the last three years.

Advisers and investors have increasingly looked towards multi-asset funds since the pension freedoms came into force.

The start of the freedoms was accompanied by a flurry of multi-asset fund launches. Fast forward and last year Aegon reported 45% of its drawdown customers were into multi-asset strategies.  In February this year Scottish Widows reacted to demand by launching a range of multi-asset funds aimed, it said, at drawdown investors who want to reduce risk of capital loss during volatile markets. 

According to a poll at the New Model Adviser® annual conference in January, 32% of advisers planned to increase multi-asset allocations in the next six months.

Investment Association data for the mixed asset sector shows £12.5 billion of net flows from the start of Q2 2017 to the end of February 2018. This compares with £10 billion for equity and £13.6 billion for fixed income.

In this gallery we take a look at the top performing multi-asset funds over the last three years, from April 2015, to April 2018.

Why 11? As a bit of fun, we have given a nod to the man who started the pension freedoms, ex-chancellor George Osborne, and his former residence No. 11 Downing Street.

Advisers and investors have increasingly looked towards multi-asset funds since the pension freedoms came into force.

The start of the freedoms was accompanied by a flurry of multi-asset fund launches. Fast forward and last year Aegon reported 45% of its drawdown customers were into multi-asset strategies.  In February this year Scottish Widows reacted to demand by launching a range of multi-asset funds aimed, it said, at drawdown investors who want to reduce risk of capital loss during volatile markets. 

According to a poll at the New Model Adviser® annual conference in January, 32% of advisers planned to increase multi-asset allocations in the next six months.

Investment Association data for the mixed asset sector shows £12.5 billion of net flows from the start of Q2 2017 to the end of February 2018. This compares with £10 billion for equity and £13.6 billion for fixed income.

In this gallery we take a look at the top performing multi-asset funds over the last three years, from April 2015, to April 2018.

Why 11? As a bit of fun, we have given a nod to the man who started the pension freedoms, ex-chancellor George Osborne, and his former residence No. 11 Downing Street.

Name: Courtiers Total Return Growth Fund

Fund manager: Gary Reynolds and Caroline Shaw

Performance between 6 April 2015 and 6 April 2018:

+27.63

 

Name: LF Catalyst Inc

Fund manager: N/A

Performance between 6 April 2015 and 6 April 2018: 

+28.17

Name: TC Share Centre Multi-Manager Adventurous A Acc

Fund manager: Andy Parsons

Performance between 6 April 2015 and 6 April 2018: 

+28.59

Name:  Rathbone Dragon Trust

Fund manager: Clive Hexton

Performance between 6 April 2015 and 6 April 2018:

+29.36

Name:  TB Wise Mutli-Asset Global Growth B Inc

Fund manager:  Tony Yarrow and Vincent Ropers

Performance between 6 April 2015 and 6 April 2018:

+30.17

Name: Premier Multi-Asset Global Growth B Inc

Fund manager:  David Hambidge and Ian Rees

Performance between 6 April 2015 and 6 April 2018:

+31.13

 

Name: Royal London Sustainable World Trust A Inc

Fund manager: Michael Fox

Performance between 6 April 2015 and 6 April 2018:

+32.99

 

Name: MFM Hathaway Inc

Fund manager: Graham Englefield

Performance between 6 April 2015 and 6 April 2018:

+33.69

 

Name: LF Miton Worldwide Opportunities A Acc 

Fund manager: Nick Greenwood

Performance between 6 April 2015 and 6 April 2018:

+37.26

Name: TB Wise Multi-Asset Growth B Acc

Fund manager: Tony Yarrow

Performance between 6 April 2015 and 6 April 2018: 

+37.8

 

Name: Orbis Global Balanced Standard Inc

Fund manager: Alec Cutler

Performance between 6 April 2015 and 6 April 2018:

+38.11%

 

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