Q&A: Multi-asset investing

clock

Multi-asset investing has becoming something of a buzz phrase in the past two years. But what exactly is it? How does it differ from a fund of funds approach? And who is any good at it?

Richard Romer-Lee, research director at OBSR, and Trevor Greetham, asset allocation director at Fidelity, give their views Q. What is multi-asset investing? A. Trevor Greetham: Multi-asset investing is where in a single fund you can get exposure to a range of different asset classes that tend to behave in different ways. So each has its own characteristics that make it worthwhile holding for the long run, but you may find there are times when one is doing much better than the other. By investing in all of them you are spreading your risks across different types of investments and gene...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

The importance of female representation in wealth management

The importance of female representation in wealth management

'Representation at senior levels helps inspire the next generation of female advisers'

Amy Grace
clock 15 October 2025 • 5 min read
From youth mentor to advice: Mark Singh's journey to financial advice and empowerment

From youth mentor to advice: Mark Singh's journey to financial advice and empowerment

A passion for financial education and youth empowerment

Professional Adviser
clock 15 October 2025 • 3 min read
Autumn Budget 2025: Chancellor reconsidering cash ISA reforms

Autumn Budget 2025: Chancellor reconsidering cash ISA reforms

The updates advisers need in the run up to the Autumn Budget 2025 on 26 November

Professional Adviser
clock 15 October 2025 • 1 min read