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Mixed Assets

10277 Funds 3304 Fund Managers 787 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

21.2%
159 92 20

Mixed Assets - Target Maturity 2045 USD

20.9%
53 84 20

Mixed Assets - Target Maturity 2040 USD

19.8%
58 88 20

Mixed Assets - Target Maturity 2035 USD

18.6%
54 85 20

Mixed Assets - Aggressive Other

16.7%
66 37 3

Mixed Assets - Target Maturity 2030 USD

16.2%
59 90 22

Mixed Assets - Aggressive USD

15.7%
211 251 71

Mixed Assets - Emerging Markets

15.5%
22 37 6

Mixed Assets - Flexible Other

14.4%
161 89 22

Mixed Assets - Aggressive CHF

14.2%
36 24 3

Mixed Assets - Flexible ZAR

13.9%
139 67 17

Mixed Assets - Aggressive AUD

13.4%
111 13 1

Mixed Assets - Aggressive ZAR

13.3%
145 38 14

Mixed Assets - Target Maturity 2025 USD

13.3%
64 86 20

Mixed Assets - Balanced Other

13.2%
144 96 15

Mixed Assets - Balanced ZAR

12.0%
200 62 25

Mixed Assets - Aggressive EUR

11.4%
622 383 97

Mixed Assets - Target Maturity 2020 USD

11.3%
60 90 22

Mixed Assets - Balanced USD

11.1%
332 343 83

Mixed Assets - Flexible USD

10.8%
358 374 99

Mixed Assets - Target Maturity 2015 USD

10.3%
41 54 13

Mixed Assets - Aggressive GBP

10.2%
271 171 50

Mixed Assets - Conservative Other

9.9%
69 37 3

Mixed Assets - Balanced AUD

9.9%
99 19 4

Mixed Assets - Conservative ZAR

9.9%
141 61 23

Mixed Assets - Aggressive CAD

9.8%
204 62 21

Mixed Assets - Target Maturity 2010 USD

9.6%
31 25 7

Mixed Assets - Flexible CHF

9.1%
78 36 5

Mixed Assets - Flexible GBP

9.0%
159 117 25

Mixed Assets - Balanced CHF

8.9%
106 53 3

Mixed Assets - Absolute Return Other

8.1%
19 17 0

Mixed Assets - Flexible EUR

7.1%
2323 889 187

Mixed Assets - Balanced CAD

7.0%
241 76 36

Mixed Assets - Conservative USD

7.0%
152 204 64

Mixed Assets - Flexible AUD

7.0%
41 14 1

Mixed Assets - Balanced GBP

6.9%
415 190 44

Mixed Assets - Balanced EUR

6.8%
1158 582 115

Mixed Assets - Flexible CAD

6.8%
42 20 2

Mixed Assets - Conservative AUD

5.4%
62 14 3

Mixed Assets - Conservative CHF

4.6%
89 45 5

Mixed Assets - Absolute Return GBP

4.2%
60 72 23

Mixed Assets - Conservative GBP

3.9%
156 101 15

Mixed Assets - Conservative CAD

3.8%
169 51 19

Mixed Assets - Conservative EUR

3.4%
993 566 114

Mixed Assets - Absolute Return EUR

3.3%
102 117 25

Mixed Assets - Absolute Return USD

2.1%
2 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.