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Mixed Assets

9883 Funds 3334 Fund Managers 791 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.

Select a sector

Rank by
Over this period

Mixed Assets - Emerging Markets

22.5%
21 37 8

Mixed Assets - Target Maturity 2050+ USD

20.7%
156 91 21

Mixed Assets - Aggressive Other

20.5%
68 37 6

Mixed Assets - Target Maturity 2045 USD

20.4%
52 83 21

Mixed Assets - Target Maturity 2040 USD

19.4%
57 87 20

Mixed Assets - Target Maturity 2035 USD

18.4%
53 84 21

Mixed Assets - Balanced Other

18.1%
139 98 19

Mixed Assets - Flexible Other

17.9%
158 88 22

Mixed Assets - Target Maturity 2030 USD

16.4%
59 89 22

Mixed Assets - Conservative Other

15.9%
65 37 4

Mixed Assets - Aggressive USD

15.8%
210 247 70

Mixed Assets - Target Maturity 2025 USD

13.4%
63 85 21

Mixed Assets - Aggressive CHF

12.3%
37 25 2

Mixed Assets - Absolute Return Other

12.2%
23 22 0

Mixed Assets - Target Maturity 2020 USD

12.2%
60 90 22

Mixed Assets - Balanced USD

12.1%
343 337 94

Mixed Assets - Flexible USD

11.9%
363 373 113

Mixed Assets - Target Maturity 2015 USD

11.0%
40 54 13

Mixed Assets - Aggressive AUD

10.8%
111 11 1

Mixed Assets - Aggressive GBP

10.4%
274 172 33

Mixed Assets - Target Maturity 2010 USD

10.0%
29 25 5

Mixed Assets - Flexible GBP

9.3%
162 119 23

Mixed Assets - Aggressive ZAR

9.0%
40 36 1

Mixed Assets - Aggressive CAD

8.6%
206 62 25

Mixed Assets - Balanced ZAR

8.6%
61 61 4

Mixed Assets - Flexible CHF

8.5%
80 37 5

Mixed Assets - Flexible ZAR

8.5%
56 62 12

Mixed Assets - Balanced CHF

8.5%
109 52 3

Mixed Assets - Balanced AUD

8.3%
99 16 5

Mixed Assets - Conservative USD

8.2%
153 202 67

Mixed Assets - Conservative ZAR

7.7%
63 61 8

Mixed Assets - Balanced GBP

7.3%
417 192 31

Mixed Assets - Aggressive EUR

7.2%
621 387 90

Mixed Assets - Flexible AUD

6.9%
40 13 3

Mixed Assets - Balanced CAD

6.1%
238 81 37

Mixed Assets - Flexible CAD

5.4%
36 21 3

Mixed Assets - Conservative AUD

5.2%
61 12 3

Mixed Assets - Conservative GBP

5.0%
153 104 10

Mixed Assets - Absolute Return GBP

4.9%
60 72 20

Mixed Assets - Flexible EUR

4.5%
2318 913 194

Mixed Assets - Conservative CHF

4.3%
89 46 4

Mixed Assets - Balanced EUR

4.3%
1173 596 120

Mixed Assets - Conservative CAD

4.1%
166 51 19

Mixed Assets - Absolute Return USD

2.9%
2 2 0

Mixed Assets - Absolute Return EUR

2.6%
103 116 23

Mixed Assets - Conservative EUR

2.1%
996 570 118

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