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 – This is the old fund screener which is used in this episode.
Morningstar Fund Screener.

Sector cheatsheet: PDF

Transcript

Join the conversation

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Question: Have you had success choosing a multi-asset fund? Which did you choose and why?

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