Our multi-asset and multi-manager funds are designed for clients who, after discussion with their financial adviser, decide they would like a straightforward investment solution that accesses the portfolios of some of the best investment managers available, and combines them into a single, tax-efficient fund.
Other features of multi-asset, multi-manager funds include:
- Online access to view up-to-date valuations and other portfolio information
- Access to fund fact sheets
- Quarterly valuations
- Quarterly investment reviews
Collaboratively working with financial advisers
to help clients meet their financial goals