The investments a fund manager chooses to leave out of a multi-asset portfolio can be as important as those they include, says RLAM head of multi-asset Trevor Greetham in this video interview.
Talking to Professional Adviser editor Julian Marr in the above video, he says the principal objective in the construction the group's six-strong range of multi-asset fund is to maximise investors' real return over the long run for a given level of risk. He continues: "The two types of assets you want to include in a properly diversified fund are growth assets like equities, property and commodities, which should give good returns over the long run, but also ‘store of value' assets such as fixed income and absolute return. "It is also important to decide what not to include - so we ha...
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