Multi-Asset Investing

Lawrence Gosling with portfolio manager Toby Hayes

Lawrence Gosling with Franklin Templeton Investments' portfolio manager Toby Hayes

Lawrence Gosling with Franklin Templeton Investments' portfolio manager Toby Hayes

Miton has acknowledged a "difficult" 2014 after posting a £5.5m pre-tax loss for the period.

Investec Asset Management's John Stopford has begun hedging US equity exposure in his Diversified Income fund, despite this part of the portfolio being the most significant contributor to performance last year.

The managers of the Ruffer investment company have cut their US dollar exposure further, even as the currency looks set for its best quarter in over 20 years.

Invesco Perpetual has boosted its Global Targeted Returns team as assets in the UK-based strategy top £1bn, 18 months after launch.

How has funds industry changed since 1995?

Ian Rees, head of research for multi-asset funds at Premier Asset Management, tells Annabelle Williams how the team has accessed four alternative income sectors.