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Mixed Assets

10374 Funds 3471 Fund Managers 661 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

11.2%
168 90 15

Mixed Assets - Target Maturity 2045 USD

11.0%
55 81 15

Mixed Assets - Target Maturity 2040 USD

10.3%
60 84 12

Mixed Assets - Target Maturity 2035 USD

9.7%
56 82 15

Mixed Assets - Target Maturity 2030 USD

8.3%
62 95 13

Mixed Assets - Aggressive USD

7.8%
203 260 60

Mixed Assets - Aggressive AUD

7.5%
111 14 2

Mixed Assets - Target Maturity 2020 USD

5.7%
61 91 13

Mixed Assets - Target Maturity 2025 USD

5.6%
68 85 15

Mixed Assets - Aggressive Other

5.5%
70 33 4

Mixed Assets - Balanced AUD

5.5%
100 16 4

Mixed Assets - Balanced USD

5.3%
357 367 72

Mixed Assets - Conservative ZAR

5.3%
132 63 4

Mixed Assets - Flexible USD

5.1%
378 382 85

Mixed Assets - Target Maturity 2015 USD

5.0%
42 61 12

Mixed Assets - Flexible AUD

4.7%
37 13 1

Mixed Assets - Aggressive GBP

4.5%
275 170 24

Mixed Assets - Emerging Markets

4.5%
22 37 8

Mixed Assets - Conservative Other

4.4%
70 39 4

Mixed Assets - Target Maturity 2010 USD

4.3%
31 30 5

Mixed Assets - Flexible GBP

4.1%
166 118 14

Mixed Assets - Balanced Other

4.0%
142 95 14

Mixed Assets - Balanced ZAR

3.5%
186 66 6

Mixed Assets - Aggressive CHF

3.3%
38 26 0

Mixed Assets - Aggressive CAD

3.3%
199 64 20

Mixed Assets - Conservative AUD

3.2%
60 13 3

Mixed Assets - Flexible Other

3.2%
183 87 23

Mixed Assets - Aggressive ZAR

3.1%
134 39 4

Mixed Assets - Conservative USD

3.0%
150 205 43

Mixed Assets - Flexible ZAR

2.8%
144 84 12

Mixed Assets - Balanced GBP

2.6%
426 196 17

Mixed Assets - Aggressive EUR

2.3%
622 385 81

Mixed Assets - Flexible CHF

2.1%
76 44 2

Mixed Assets - Balanced CAD

1.8%
234 84 30

Mixed Assets - Balanced CHF

1.5%
112 61 2

Mixed Assets - Flexible CAD

1.3%
35 21 3

Mixed Assets - Absolute Return GBP

1.3%
60 72 16

Mixed Assets - Conservative GBP

0.9%
153 103 6

Mixed Assets - Absolute Return Other

0.8%
21 21 0

Mixed Assets - Balanced EUR

0.7%
1180 609 95

Mixed Assets - Flexible EUR

0.4%
2329 937 170

Mixed Assets - Conservative CHF

0.3%
92 48 2

Mixed Assets - Conservative CAD

0.3%
164 50 18

Mixed Assets - Absolute Return EUR

-0.5%
104 116 9

Mixed Assets - Conservative EUR

-0.6%
1004 599 100

Mixed Assets - Absolute Return USD

-2.4%
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.