Multi-Asset Fund Detail

Willis Owen Research Commentary

Rhys Petheram and Alistair Gunn have been at the helm of the fund since 2010, taking responsibility for bond and shares respectively. The fund is very much at the low end of the risk spectrum, having a minimum of 65% in fixed income and a bias to high quality securities. A maximum of 35% will be held in shares with overseas exposure capped at 20%. The managers work together to formulate a view on the economic outlook and they meet companies together to contrast the prospects for its share and bond issues. This close co-operation has paid off in terms of top quartile performance during their tenure.

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