Top-quartile Cazenove duo take multi-asset approach

clock

Group's managers Brookes and McDonald use flexible and pragmatic approach to generate top returns on Multi-Manager Diversity range

What are the aims of the Diversity fund range? Marcus Brookes (MB): The Tactical fund builds upon the success of the Cazenove Multi-Manager Diversity fund, which has always had an asset allocation of one-third fixed income and cash, one-third in equities and one-third in alternatives. That fund is a proper multi-asset vehicle and as a result we have been pleased with the performance it has generated over the last three years. For each of the last three calendar years, it has managed to be top quartile. The multi-asset approach seems to work from our standpoint. How is the Tactical f...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on UK

Trustpilot