Multi-Asset Fund Detail

Willis Owen Research Commentary

Gary Potter and Robert Burdett have worked on multi manager stategies together since the early 1990s and have developed a thorough research process. Experience gained over several economic cycles, including in-depth knowledge of the capabilities of a wide range fund managers, means their fund selection skills are well honed. The team try to add value from asset allocation but do not take big bets in their positioning and concentrate on identification of superior funds. The fund is more expensive than the average in the peer group as the managers are prepared to pay more for what they deem to be the highest quality investments.

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