Multi-Asset Fund Detail

Willis Owen Research Commentary

This adventurous fund is managed by Mark Burgess, CIO of Threadneedle, and Alex Lyle who has over 25 years of experience in shares and managing multi asset funds. The duo are members of the company's asset allocation committee and its views are reflected in the positioning of the fund. Fees are kept competitive by utilising funds from the wide range of options available in-house which cover all mainstream assets and regions. The fund invests around two thirds in equities and under 20% in bonds with high conviction stances taken on sectors and regions. The fund has outperformed the peer group during the manager's tenure.

Below is the online factsheet for your selected instrument.

You can also view an Analyst Report as a PDF using the link below and if you are a registered user a more detailed report is also available.

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