Multi-asset  

How to mix and match your multi-asset funds

  • Describe new ways of building multi-asset portfolios
  • Describe the method for calculating the capital market return
  • Identify the ways of achieving true diversity with multi-asset funds
CPD
Approx.30min

By

Paul Tinkler is insight development manager (Funds & DFM) at Defaqto

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CPD
Approx.30min

Please answer the six multiple choice questions below in order to bank your CPD. Multiple attempts are available until all questions are correctly answered.

  1. Why are advisers coming up with two or three risk rated solutions for one investment recommendation?

  2. How does Defaqto calculate its capital market return?

  3. The expected volatility is driving the risk-rating, true or false?

  4. It is OK for advisers to mix and match risk-rated solutions and risk schemes, true or false?

  5. When does recommending several multi-asset solutions to increase diversity work?

  6. What is creating portfolios that use a range of several multi-asset solutions?

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You should now know…

  • Describe new ways of building multi-asset portfolios
  • Describe the method for calculating the capital market return
  • Identify the ways of achieving true diversity with multi-asset funds

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