The Fund aims to provide attractive income with capital growth over the long-term.
It’s actively managed following a defensive approach - seeking resilient assets and aiming to limit downside.
Launched in May 2013, the Fund has provided long term defensive total returns with significantly more exposure to up-markets than to down-markets.
Cumulative returns since launch*: Attractive income with capital growth over the long term
Attractive upside skew versus global equities**
Global Multi-Asset Income Fund average monthly gain and loss as a proportion of Global Equities average gain and loss, since the Fund’s inception.
|Global Multi-Asset Income I Acc||4.5%||1.6%||5.0%||6.6%||1.2%||6.9%||5.7%|
Past performance is not a reliable indicator of future results, losses may be made.
Source: Morningstar, 31 December 2020. Performance is net of fees (NAV based, including ongoing chargers, excluding initial charges), gross income reinvested, in USD. Fund is actively managed.
* Inception date 31 May 2013 ** Global equities defined as MSCI All Country World Index
Co-portfolio managers, John Stopford & Jason Borbora-Sheen are jointly responsible for managing the Fund. They are backed by the well-resourced and experienced Multi-Asset team of 27 investment professionals who in aggregate manage US$9.2 billion.
The Multi-Asset team can draw on the wider Ninety One investment team of 250 investment professionals who participate in key Multi-Asset research meetings. This allows investment ideas across asset classes to be shared with our Multi-Asset team.