This podcast is 190 episodes old, and yet in all that time, I have never discussed how to choose a multi-asset fund, despite banging on about them for all these years! But now, that omission is rectified, and in this show, I give you everything you need to know and everything you need to do to go about choosing a multi-asset fund.
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How to choose a multi-asset fund
Multi-asset funds should, in my not-so-humble opinion, form the core of anyone's portfolio. They are a kind of fire-and-forget, off-the-shelf, done-for-you portfolio of assets, which will work for you over time.
In this session, you'll discover:
- The difference between guidance and promoting a product, and why one will get me struck off
- The key benefits of multi-asset investing
- Why I believe passive versions of these funds are best, and what that even means
- That out and out performance isn't all it's cracked up to be
- The best off-platform research tool to use
- Which sectors Multi-asset funds reside in
- How to filter the available universe of thousands of funds down to just a handful
- How to compare one fund with another
Resources mentioned in this show
Video: Active vs Passive investing
Research tool: Morningstar
Sector cheatsheet: Click here to get it
Research methodology: Click here to get it
And of course, there's always a transcript available by clicking the big blue button below:
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Question: Have you had success choosing a multi-asset fund? Which did you choose and why?
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