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How to find out active Multi-asset funds? Thanks!

Yanling
Yanling Posts: 132 Forumite
Eighth Anniversary 100 Posts Name Dropper Combo Breaker
in Pensions, annuities & retirement planning
Good morning all, Could you tell me how to know which funds are active Multi-asset funds? foe example, which funds are active Multi-asset funds?
Thanks so much!

Comments

  • Linton
    Linton Posts: 18,545 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Hung up my suit!
    Look on trustnet in the multi-asset sectors. You can tell whether they are active or not from their descriptions and their Breakdown (investments). Passive M-A funds will have fixed allocations to underlying tracker funds. Active ones wont.
  • dunstonh
    dunstonh Posts: 121,282 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Combo Breaker
    Most of the funds in the mixed equity sectors are multi-asset. Along with the volatility managed sector (although most in there are passive underlying) and some in specialist and flexible managed.
    I am an Independent Financial Adviser (IFA). The comments I make are just my opinion and are for discussion purposes only. They are not financial advice and you should not treat them as such. If you feel an area discussed may be relevant to you, then please seek advice from an Independent Financial Adviser local to you.
  • Yanling
    Yanling Posts: 132 Forumite
    Eighth Anniversary 100 Posts Name Dropper Combo Breaker
    Linton wrote: »
    Look on trustnet in the multi-asset sectors. You can tell whether they are active or not from their descriptions and their Breakdown (investments). Passive M-A funds will have fixed allocations to underlying tracker funds. Active ones wont.
    Hi, Many thanks!
    How to find out trustnet? Could you send me the link? so I will find the right website. Thank you very much!
  • Audaxer
    Audaxer Posts: 3,552 Forumite
    Eighth Anniversary 1,000 Posts Name Dropper
    Yanling wrote: »
    Good morning all, Could you tell me how to know which funds are active Multi-asset funds? foe example, which funds are active Multi-asset funds?
    Thanks so much!
    An active multi asset fund I like the look of is Baillie Gifford Managed B fund. It is well diversified and has low ongoing costs for an active fund, and has a 30 year history of good returns. It has around 75% equities so medium to high risk.
  • xylophone
    xylophone Posts: 45,963 Forumite
    Part of the Furniture 10,000 Posts Name Dropper
    How to find out trustnet?
    https://www2.trustnet.com/Investments/MultiManagerMixedAsset.aspx

    https://www.trustnet.com/news/785466/the-top-performing-multi-asset-funds-of-2017
  • Yanling
    Yanling Posts: 132 Forumite
    Eighth Anniversary 100 Posts Name Dropper Combo Breaker
    Linton wrote: »
    Look on trustnet in the multi-asset sectors. You can tell whether they are active or not from their descriptions and their Breakdown (investments). Passive M-A funds will have fixed allocations to underlying tracker funds. Active ones wont.
    Audaxer wrote: »
    An active multi asset fund I like the look of is Baillie Gifford Managed B fund. It is well diversified and has low ongoing costs for an active fund, and has a 30 year history of good returns. It has around 75% equities so medium to high risk.
    Hi Guys, I was wondering if you could tell me a few names of active and passive, medium risk, Accumulation, multi-asset funds. Very much appreciated !
  • Yanling
    Yanling Posts: 132 Forumite
    Eighth Anniversary 100 Posts Name Dropper Combo Breaker
    Audaxer wrote: »
    An active multi asset fund I like the look of is Baillie Gifford Managed B fund. It is well diversified and has low ongoing costs for an active fund, and has a 30 year history of good returns. It has around 75% equities so medium to high risk.
    Hi, where or which provider do you buy this fund? Thanks
  • dunstonh
    dunstonh Posts: 121,282 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Combo Breaker
    Yanling wrote: »
    Hi, where or which provider do you buy this fund? Thanks

    It's a mainstream fund and you would be hard pushed to find any platform that does not offer it.
    I am an Independent Financial Adviser (IFA). The comments I make are just my opinion and are for discussion purposes only. They are not financial advice and you should not treat them as such. If you feel an area discussed may be relevant to you, then please seek advice from an Independent Financial Adviser local to you.
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