Multi-Asset Fund Range - December 2025 Update
In this video, James Mee, Co-Head of Multi-Asset at W1M and lead manager on the Multi-Asset Funds, reviews 2025 performance and shares our outlook for 2026.
2025 was a strong year, with all mandates ahead of peers. The Growth Fund returned 12%, while Defensive delivered just under 10%. Lower-risk mandates showed better relative returns, driven by alternatives exposures to gold, materials and infrastructure. Fixed income also contributed positively, with our long-duration gilt position performing well in Q4 as we moved beyond the Budget. The Team executed the planned move to directly-invested fixed income and added Unilever to the portfolio during the quarter.
Looking ahead, strong growth, easing inflation and likely rate cuts support a positive outlook, though valuations are elevated. We remain moderately overweight equities, underweight fixed income with longer duration, and slightly overweight alternatives, maintaining a 1.5% protection strategy.
Watch the full update for more details.
Past performance is not a reliable indicator of future results. The value of investments and the income derived from them may rise as well as fall, and investors may not get back the amount originally invested. Capital security is not guaranteed.
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