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What is this episode about?
With equity markets up one day and down the next, most investors are understandably nervous about deploying into pure equity funds. Then there’s the eternal question of whether equity markets are overvalued or bottoming out and ‘is this a good time to invest?’.
Multi asset allocation funds appear to offer the perfect answer, switching between equity, debt and commodities based on the relative attractiveness of each asset class. So are these funds indeed a good solution?
In this episode of the Prime Podcast, hosts Vidya Bala and Bhavana Acharya dig into explain how this category came into being and how they have evolved. They explain why there isn’t a single approach these funds take and the differences that can be found. They then get into performance and suitability. This episode will help you understand:
- The different approaches that multi asset allocation funds can take
- How these funds have delivered, what works and what doesn’t
- How you can use these funds in your portfolio and how not to use them
Key segments in this podcast:
- Intro
- The history of multi-asset allocation funds (1:30 – 05:50)
- How multi asset funds manage their allocation (5:50 – 15:50)
- Performance of multi-asset funds (15:50 – 21:05)
- Suitability of these funds (21:05 – 27:30)
- How to select multi- asset funds (27:30 – end)
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