UK Mixed Asset
Introduction to UK Mixed Asset
A portfolio that holds a number of different asset classes should provide investors with a smoother, more predictable return over time. Managers of UK mixed asset portfolios will hold a blend of sterling-based equities, bonds, property, cash and alternatives, aiming to tilt the portfolio to those assets they believe are most likely to do well. However, they will always keep a balance in the portfolio to ensure diversification.
Once the asset allocation decision has been made, investment managers implement their views either by investing directly in the stock, bond or property markets, or by investing in other funds. Some managers only invest in their own in-house funds, others will use external funds and exchange traded products.
Mixed asset funds should provide a consistent year in, year out return, with few surprises. Investors would not expect to experience the volatility of, say, the stock market when investing in this type of fund. Mixed asset managers argue that delivering a return consistently, rather than shooting the lights out one year and then sliding the next, is important for compound growth over the long-term. Investors will often use mixed asset funds for one-stop-shop exposure to a broad range of asset classes.
OEICs and Unit Trusts
OEICs and Unit Trusts
|Name||1 Year (%)||3 Years (%)||5 Years (%)||Discount||NAV|
|Aberdeen Smaller Companies Income Trust PLC Ord 50p||32.35||63.56||92.12||-11.81||326.01||Buy|
|Acorn Income Ld Ord||21.78||81.93||110.76||-2.52||472.41||Buy|
|Acorn Income Ld RED ZDP 1P||5.72||15.53||30.90||6.23||143.55||Buy|
|CQS New City High Yield Fund Limited Ord NPV||4.49||20.28||30.70||3.92||57.16||Buy|
|City Merchants High Yield Trust Limited||-0.60||16.15||38.29||-3.78||191.22||Buy|
|Henderson High Income Trust Ord||-0.58||11.68||52.96||-1.69||180.80||Buy|
|JP Morgan Elect Managed Income Shs 0.001P||3.75||18.71||49.53||-2.59||111.90||Buy|
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