Jan 18, 2017
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.
This podcast is brought to you with the help of Seven Investment Management, a firm of investment managers based in London. They specialise in multi-asset investing, bringing institutional investing techniques to ordinary people like you and me. 7IM put their name to my show and to my site because they believe in what I’m doing, trying to get decent, easy-to-understand financial information out to the world. I’m very grateful to them for their support.
You can see what they’re up to at 7im.co.uk
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:
Video: Active vs Passive investing
Research tool: Morningstar
Join the conversation
I love to read and respond to your comments, so please do join in and share.
Question: Have you had success choosing a multi-asset fund? Which did you choose and why?
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