According to data from Value Research, multi-asset funds generated an average annualised three-year return of 19.1 percent, ...

The fund underperformed its benchmark, the Index Asset Allocation Blended Index, during the second quarter. The fund's stock allocation performed in line with the S&P 500 Index, while the fixed income ...

The AAII Asset Allocation Survey has been conducted monthly since November 1987 and asks AAII members what percentage of ...

Multi-asset allocation funds have consistently lagged precious metals like gold and silver across various time horizons, primarily due to their diversified structure and limited commodity exposure.

Explore different types of hybrid mutual funds, including Aggressive, Balanced Advantage, Multi Asset Allocation, Equity ...

The rapid appreciation of the largest U.S. stocks has shifted the asset allocation playing field in ways that aren’t widely recognized. Many fewer companies now meet the conventional definition (used ...

Amidst geopolitical tensions and market volatility, Indian fund managers are advising investors to diversify their portfolios ...

TORONTO, Sept. 30, 2025 (GLOBE NEWSWIRE) -- AGF Investments Inc. (AGF Investments) is pleased to introduce today AGF Multi-Asset Income Portfolios, a suite of three actively managed solutions designed ...

He joins Invesco Asset Management from Motilal Oswal Asset Management where he was the Head of Equities, responsible for leading the equity investment team. In the past, he has also worked with ...

Investment Objective - To generate income from fixed income instruments and generate capital appreciation for investors by investing in equity and equity related securities including derivatives, Gold ...

SBI Dynamic Asset Allocation Active FOF is a Equity mutual fund categorized under Fund of Funds. Launched on 25 Aug 2025, investors can start with a minimum SIP of ₹100 or a lumpsum investment of ...

Reprinted from the Journal of Portfolio Management, Winter 1992, pp. 7-19. This copyrighted material has been reprinted with permission from The Journal of Portfolio Management. It is widely agreed ...