What is ‘multi-asset’?
Multi-asset strategies are more than stocks and bonds
Financial markets can be volatile, and unexpected events can catch investors off guard. Historical data shows that no one particular investment can be an all-time winner year in and year out.
That’s why investors need a diversified approach that stays on track in up and down markets. With a multi-asset portfolio, investors can use different types of securities or asset classes to diversify and meet their financial goals. Mutual funds with a multi-asset strategy can hold familiar investments such as bonds and equities and money market instruments, combined with more specialized investments like real estate.