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Mixed Assets

10178 Funds 3341 Fund Managers 653 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

15.0%
161 95 25

Mixed Assets - Emerging Markets

14.9%
23 37 8

Mixed Assets - Target Maturity 2045 USD

14.9%
55 88 25

Mixed Assets - Aggressive Other

14.3%
64 38 2

Mixed Assets - Target Maturity 2040 USD

14.1%
60 92 25

Mixed Assets - Target Maturity 2035 USD

13.4%
56 88 25

Mixed Assets - Flexible Other

12.2%
160 83 21

Mixed Assets - Target Maturity 2030 USD

11.7%
61 94 27

Mixed Assets - Balanced Other

11.4%
145 97 23

Mixed Assets - Aggressive GBP

11.2%
268 168 40

Mixed Assets - Conservative Other

10.9%
67 36 3

Mixed Assets - Aggressive USD

10.7%
209 259 73

Mixed Assets - Flexible GBP

10.1%
159 116 26

Mixed Assets - Target Maturity 2025 USD

9.8%
64 88 25

Mixed Assets - Absolute Return Other

9.0%
18 16 0

Mixed Assets - Target Maturity 2020 USD

8.3%
63 96 27

Mixed Assets - Aggressive CHF

8.1%
34 22 0

Mixed Assets - Balanced USD

7.8%
335 362 83

Mixed Assets - Target Maturity 2015 USD

7.7%
42 60 14

Mixed Assets - Balanced GBP

7.7%
409 188 28

Mixed Assets - Flexible USD

7.5%
368 390 85

Mixed Assets - Aggressive AUD

7.5%
107 12 1

Mixed Assets - Target Maturity 2010 USD

7.2%
32 29 10

Mixed Assets - Aggressive EUR

6.8%
622 385 65

Mixed Assets - Balanced AUD

5.6%
97 16 0

Mixed Assets - Aggressive CAD

5.2%
210 64 27

Mixed Assets - Flexible CHF

5.1%
78 36 2

Mixed Assets - Balanced CHF

5.0%
103 49 0

Mixed Assets - Conservative USD

4.9%
154 203 62

Mixed Assets - Conservative GBP

4.9%
153 104 14

Mixed Assets - Absolute Return GBP

4.6%
59 69 20

Mixed Assets - Conservative ZAR

4.5%
121 62 17

Mixed Assets - Flexible EUR

4.3%
2323 902 134

Mixed Assets - Balanced EUR

3.7%
1153 586 74

Mixed Assets - Flexible CAD

3.6%
43 21 3

Mixed Assets - Balanced CAD

3.5%
243 81 45

Mixed Assets - Flexible AUD

3.2%
43 15 0

Mixed Assets - Balanced ZAR

3.1%
165 63 15

Mixed Assets - Aggressive ZAR

3.0%
119 37 10

Mixed Assets - Conservative AUD

3.0%
63 12 1

Mixed Assets - Flexible ZAR

2.3%
122 69 11

Mixed Assets - Conservative CHF

2.0%
87 45 2

Mixed Assets - Conservative CAD

1.7%
172 52 26

Mixed Assets - Absolute Return EUR

1.6%
101 115 20

Mixed Assets - Conservative EUR

1.6%
985 560 79

Mixed Assets - Absolute Return USD

-0.2%
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.