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Mixed Assets

9922 Funds 3306 Fund Managers 624 Rated Fund Managers

Play Get out of low vol warns 'godfather' of smart beta Rob Arnott

Get out of low vol warns 'godfather' of smart beta Rob Arnott

Rising valuations are making the Research Affiliates founder nervous, so he's advising clients to rotate into value-orientated strategies.

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Over this period

Mixed Assets - Target Maturity 2050+ USD

16.8%
153 90 23

Mixed Assets - Aggressive GBP

16.7%
262 168 43

Mixed Assets - Target Maturity 2045 USD

16.7%
54 83 23

Mixed Assets - Target Maturity 2040 USD

15.7%
58 87 23

Mixed Assets - Flexible GBP

15.1%
154 115 24

Mixed Assets - Target Maturity 2035 USD

14.9%
55 83 23

Mixed Assets - Aggressive Other

14.0%
61 37 2

Mixed Assets - Emerging Markets

13.7%
22 32 7

Mixed Assets - Target Maturity 2030 USD

12.8%
61 89 25

Mixed Assets - Aggressive USD

12.5%
209 254 83

Mixed Assets - Balanced GBP

12.0%
411 191 30

Mixed Assets - Aggressive EUR

11.5%
609 374 39

Mixed Assets - Flexible Other

11.3%
158 83 16

Mixed Assets - Target Maturity 2025 USD

10.9%
60 83 23

Mixed Assets - Aggressive AUD

10.6%
109 12 1

Mixed Assets - Balanced Other

10.2%
140 96 21

Mixed Assets - Aggressive CAD

9.7%
214 64 29

Mixed Assets - Aggressive CHF

9.4%
28 20 0

Mixed Assets - Target Maturity 2020 USD

8.9%
63 91 25

Mixed Assets - Balanced USD

8.8%
334 347 87

Mixed Assets - Target Maturity 2015 USD

8.2%
43 59 14

Mixed Assets - Flexible USD

8.2%
372 387 93

Mixed Assets - Balanced AUD

8.0%
99 16 1

Mixed Assets - Conservative GBP

7.7%
155 107 15

Mixed Assets - Target Maturity 2010 USD

7.5%
32 30 10

Mixed Assets - Flexible EUR

7.5%
2310 905 94

Mixed Assets - Absolute Return Other

7.4%
19 17 1

Mixed Assets - Balanced CAD

7.3%
245 75 47

Mixed Assets - Absolute Return GBP

7.2%
61 68 20

Mixed Assets - Conservative Other

7.2%
64 34 0

Mixed Assets - Balanced EUR

6.8%
1142 588 54

Mixed Assets - Flexible CAD

6.7%
43 19 2

Mixed Assets - Flexible CHF

6.6%
78 34 2

Mixed Assets - Balanced CHF

5.7%
99 48 1

Mixed Assets - Conservative USD

5.3%
157 195 70

Mixed Assets - Flexible AUD

4.8%
40 15 0

Mixed Assets - Conservative CAD

4.3%
174 51 23

Mixed Assets - Conservative AUD

4.1%
65 12 2

Mixed Assets - Conservative ZAR

3.8%
94 46 15

Mixed Assets - Conservative EUR

3.5%
973 554 61

Mixed Assets - Absolute Return EUR

3.3%
102 116 23

Mixed Assets - Conservative CHF

2.2%
81 44 3

Mixed Assets - Balanced ZAR

1.8%
113 57 21

Mixed Assets - Flexible ZAR

1.6%
89 59 13

Mixed Assets - Aggressive ZAR

1.4%
54 34 16

Mixed Assets - Absolute Return USD

0.2%
3 2 0

Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.