While many investors may associate multi-asset funds with the higher-risk balanced funds (which can hold up to 75% in equities), there are also multi-asset funds with more moderate risk profiles and a lower allocation to equities. These funds offer a dynamic solution to changing market conditions, while remaining aligned to the stated fund objective.
We believe that, considering the poor expected returns from cash and income assets, income investors who are able to extend their time frames slightly should consider how low-equity multi-asset funds can be used to address their income needs. ..
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