Choice of Complementary Multi-Asset Fund

Albermarle

TCA said:

Albermarle said:

The wealth preservation trusts are currently only 7% off their highs and the multi asset funds about 15% off theirs

Capita Gearing is less than 5% below its high. Vanguard Life Strategy 60 around 11.5% , although this is a bit less than similar funds . Maybe the other similar MA funds were carrying a bit more than 60% equities when the storm hit as most do not have a fixed % strategy.

We're maybe looking at different websites. I'm seeing Friday's closing price for CGT as 4,190 versus the 52-week high of 4,490. That's 6.7%.

Friday's price for HSBC GS Balanced is £1.759 v. a high of £2.07 and likewise VLS60 at £174.583 on Friday v. a high of £205.22 - 15% down for both. That's price as opposed to total return.

My mistakes 
For CG I compared the share price at one point with the NAV price at another point .
Not sure what went wrong with the VLS60 .

My only excuse is that I used an unfamiliar website to check your figures as I had it in my head that CG had fallen less than that.