Fund group trio set for multi-asset launches

The flow of multi-asset launches to the retail market looks set to continue in coming months, with Swip, Franklin Templeton and Julius Baer outlining plans for new strategies.

Swip is planning to launch a new multi-asset fund, to be similar to the group’s Multi-Manager Diversity portfolio, but for the balanced managed sector. To be run by duo Mark Harries and Simon Wood, the new vehicle will likely target returns of inflation plus 6%. Like the company’s existing Diversity fund, which sits in the IMA Cautious Managed sector, the multi-manager vehicle is likely to invest in equities, fixed income and alternatives. Swip head of multi-manager distribution Bernard Henshall says the fund could also hold some private equity. “If you look at demand for produc...