The 2018 edition of the Multi-Asset Fund Guide is the most comprehensive study of UK risk-rated multi-asset fund families. This guide is an in-depth analysis of 91 fund families consisting of 402 individual funds in which a £148bn of client’s money is invested.
The report and the accompanying excel dataset include;
- Extensive data and insight on 91 risk-rated/risk-targeted multi-asset fund propositions
- Excel-based Efficient Frontier charts that enable users to compare the risk-adjusted performance of each fund family with the whole universe
- Analysis of key metrics including cost, volatility and performance over various time periods
- FinalytiQ Multi-Asset Ratings for 91 multi-asset families
- Summary factsheets and ‘Efficient Frontier’ charts for the most popular fund ranges
- Keymarket trends and regulatory implications for asset managers and advisers