How To Choose A Multi-Asset Fund
The Meaningful Money Personal Finance Podcast
Pete Matthew
4.9 • 1.7K Ratings
🗓️ 18 January 2017
⏱️ 36 minutes
🧾️ Download transcript
Summary
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.
Sponsor Message
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
How to choose a multi-asset fund
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:
- The difference between guidance and promoting a product, and why one will get me struck off
- The key benefits of multi-asset investing
- Why I believe passive versions of these funds are best, and what that even means
- That out and out performance isn’t all it’s cracked up to be
- The best off-platform research tool to use
- Which sectors Multi-asset funds reside in
- How to filter the available universe of thousands of funds down to just a handful
- How to compare one fund with another
Resources mentioned in this show
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?
Share the love
If this show is of any use to you, it would help me massively if you would take the time to leave me a review on iTunes.
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Hi folks and welcome to the Meaningful Money podcast, Season 4, Episode 7. |
| 0:04.5 | We've got multiple caution and warning, Houston. |
| 0:06.8 | We've got to reset, restart. |
| 0:08.3 | All right, I'm going to SDS. |
| 0:13.8 | This is the podcast dedicated to helping you put your finances in order. |
| 0:20.6 | My name is Pete Matthew, and I'm going to share with you everything you need to know and |
| 0:24.0 | everything you need to do to secure your financial future. |
| 0:27.4 | I'm here to help you make sense of money. |
| 0:54.2 | Here we are once again, back on the proper microphone. Can you tell the difference? I really hope you can, because, you know, this microphone and all the attendant in sort of equipment that goes with it, probably about a grand worth. And the headset that I've done the last two weeks on about 25 quids. |
| 0:56.6 | You really ought to be able to tell the difference. |
| 1:00.5 | If not, I have seriously thrown some money away, which would be ironic, huh? |
| 1:03.0 | So, yeah, back in the office. |
| 1:06.7 | And, you know, this podcast is 190 episodes old. |
| 1:08.6 | This is episode 190. |
| 1:13.9 | Most of those episodes, I have banged on about multi-asset funds to some degree or other, |
| 1:19.7 | and gone on and on about how they are the perfect core for any wealth-building portfolio. |
| 1:24.1 | And yet in all that time, I've never really discussed how to find one of the darn things, right? |
| 1:28.0 | And I get emails pretty regularly from people saying, you know, they're sold on the idea of multi-asset, but they don't really know where to start in finding one. Well, |
| 1:31.8 | rejoice, folks, because today is the day that that mystery is revealed. It's not really a mystery, |
| 1:37.3 | but I understand how it's challenging. So I'm going to give you everything you need to know, |
| 1:40.5 | and of course, everything you need to do to choose the correct multi-asset investment fund |
| 1:45.7 | for you. So after we've gone over that, I'll look at a review, nice announcement to make afterwards |
... |
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