Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Mixed Assets

9995 Funds 3402 Fund Managers 831 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

13.9%
21 36 11

Mixed Assets - Target Maturity 2050+ USD

13.2%
166 86 13

Mixed Assets - Target Maturity 2045 USD

13.1%
54 77 13

Mixed Assets - Aggressive Other

12.5%
68 37 5

Mixed Assets - Conservative Other

12.3%
66 39 4

Mixed Assets - Target Maturity 2040 USD

12.2%
60 80 10

Mixed Assets - Target Maturity 2035 USD

11.7%
55 78 13

Mixed Assets - Flexible Other

11.6%
175 86 27

Mixed Assets - Balanced Other

10.4%
138 95 22

Mixed Assets - Target Maturity 2030 USD

10.3%
62 91 11

Mixed Assets - Aggressive USD

9.3%
203 250 53

Mixed Assets - Target Maturity 2025 USD

8.0%
67 81 14

Mixed Assets - Absolute Return Other

7.6%
20 19 0

Mixed Assets - Target Maturity 2020 USD

7.5%
62 87 11

Mixed Assets - Balanced USD

7.1%
357 357 59

Mixed Assets - Flexible USD

6.7%
371 385 90

Mixed Assets - Aggressive AUD

6.6%
112 14 2

Mixed Assets - Target Maturity 2015 USD

6.5%
42 53 12

Mixed Assets - Target Maturity 2010 USD

5.9%
31 25 3

Mixed Assets - Balanced AUD

5.1%
99 16 4

Mixed Assets - Flexible AUD

4.9%
40 13 1

Mixed Assets - Conservative USD

4.6%
152 202 45

Mixed Assets - Conservative ZAR

4.4%
60 60 5

Mixed Assets - Aggressive CHF

4.2%
37 26 0

Mixed Assets - Aggressive CAD

4.2%
204 63 22

Mixed Assets - Conservative AUD

3.5%
61 13 3

Mixed Assets - Flexible CHF

3.0%
80 39 5

Mixed Assets - Balanced CAD

2.5%
239 85 35

Mixed Assets - Balanced CHF

2.3%
110 60 2

Mixed Assets - Balanced ZAR

2.3%
56 60 6

Mixed Assets - Flexible CAD

2.1%
36 21 2

Mixed Assets - Flexible ZAR

1.8%
58 67 14

Mixed Assets - Aggressive ZAR

1.7%
34 31 3

Mixed Assets - Conservative CAD

1.6%
164 50 15

Mixed Assets - Flexible GBP

1.6%
165 117 19

Mixed Assets - Aggressive GBP

1.6%
281 169 32

Mixed Assets - Conservative CHF

1.1%
90 49 2

Mixed Assets - Conservative GBP

0.7%
152 101 8

Mixed Assets - Balanced GBP

0.6%
420 194 21

Mixed Assets - Absolute Return GBP

0.5%
60 73 15

Mixed Assets - Aggressive EUR

0.3%
623 387 114

Mixed Assets - Balanced EUR

0.0%
1203 608 139

Mixed Assets - Conservative EUR

-0.4%
1001 588 164

Mixed Assets - Flexible EUR

-0.5%
2336 929 266

Mixed Assets - Absolute Return EUR

-0.6%
102 115 10

Mixed Assets - Absolute Return USD

-1.9%
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.