Osborne's 11: the top performing multi-asset funds since freedom day

Osborne's 11 is back. Four years. 11 top-multi-asset funds. Only one winner. Who will it be?

Former chancellor George Osborne’s pension freedoms were not just a revolutionary set of new rules that decimated the annuity market and put Labour on the back foot on pension policy, they were also a brand new investment opportunity for millions of over-55s who suddenly had the chance to take control of their cash.

As we pass another anniversary of pension freedom, we look at the multi-asset funds that have performed best since the policy started in 2015. There are 11 top-performing multi-asset funds in the past four years.

Performance measured for four years to 29 March 2019. Total returns calculated gross of tax, ignoring the effect of initial charges and with income reinvested at the ex-dividend date.

Former chancellor George Osborne’s pension freedoms were not just a revolutionary set of new rules that decimated the annuity market and put Labour on the back foot on pension policy, they were also a brand new investment opportunity for millions of over-55s who suddenly had the chance to take control of their cash.

As we pass another anniversary of pension freedom, we look at the multi-asset funds that have performed best since the policy started in 2015. There are 11 top-performing multi-asset funds in the past four years.

Performance measured for four years to 29 March 2019. Total returns calculated gross of tax, ignoring the effect of initial charges and with income reinvested at the ex-dividend date.

Fund: LF Catalyst

Performance: 36.22%

Manager: N/A

Fund: LF IM Global Strategy

Performance: 38.24%

Manager: Richard Potts

Fund: Orbis Global Balanced Standard

Performance: 38.83%

Manager: Alec Cutler

Fund: MFM Hathaway

Performance: 38.83%

Manager: Graham Englefield

Fund: TB Wise Multi-Asset Growth 

Performance: 40.5%

Managers: Tony Yarrow and Vincent Ropers

Fund: Zurich Horizon Multi-Asset

Performance: 41.04%

Manager: N/A

Fund: Baillie Gifford Managed

Performance: 41.45%

Managers: Iain McCombie and Steven Hay

Fund: Liontrust Sustainable Future Managed

Performance: 42.66% 

Managers: Peter Michaelis and Simon Clements

Fund: Unicorn Mastertrust B Income

Performance: 44.83%

Manager: Peter Wallis

Fund: Royal London Sustainable World Trust 

Performance: 45.56%

Manager: Michael Fox

Fund: Liontrust Sustainable Future Absolute Growth

Performance: 50.67%

Manager: Peter Michaelis and Simon Clements

Share this story

More Content

BUSINESS

ADVICE

May bail: PM to announce departure date today

May bail: PM to announce departure date today

Prime Minister Theresa May is set to confirm she will be stepping down as Conservative leader and set a date for her departure.

twitter_banner

INVESTMENT