Multi-Asset Fund Detail

Willis Owen Research Commentary

This fund is a moderately adventurous option from Aberdeen Standard's MyFolio range of risk based portfolios. The team, headed by Bambos Hambi, is well resourced and follows a process of strategic allocation, tactical positioning and selection of tracker funds from the entire universe available. There is a small allocation to direct property funds. A strategic asset allocation committee sets and manages the appropriate weighting for each asset class, based on analysis of the long term returns for all major asset classes. The fund has an eight year track record, during which it has delivered consistently good performance with competitive charges. In line with its objective to produce a higher return volatility has been fairly high.

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