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Investec AM hires JPM's James Elliot to lead £19bn multi-asset team

Investec AM hires JPM's James Elliot to lead £19bn multi-asset team

In the newly created role, Elliot will be responsible for the firm's existing multi-asset solutions and the addition of new strategies, Wealth Manager can reveal.

Funds & Fund Managers

All calculations in GBP, unless stated
over :
 Average Total Return : -1.8% (31 March 2018 - 31 March 2019)
Currency Total Return Standard Deviation Max Drawdown
1 of 67

Comgest Growth Global Flex EUR I Acc

GBP

9.3%

8.4

-5.6%

2 of 67

JPM Dynamic Multi-Asset USD C Acc

GBP

9.0%

5.1

-2.2%

3 of 67

BL Global Flexible EUR B Cap

GBP

8.9%

8.0

-6.4%

4 of 67

R-Co Valor PB EUR

GBP

6.3%

14.8

-13.3%

5 of 67

LO Funds - All Roads Growth EUR SA

GBP

4.8%

8.0

-5.0%

6 of 67

L&G Diversified EUR C EUR Acc

GBP

4.5%

6.3

-5.4%

7 of 67

DWS Invest Multi Opport GBP CH RD

GBP

3.6%

8.2

-8.0%

8 of 67

BGF ESG Multi-Asset A2 EUR

GBP

3.4%

6.3

-6.6%

9 of 67

LF Ruffer European O Acc

GBP

2.9%

12.4

-13.4%

10 of 67

Robeco QI Conservative Multi Asset D EUR

GBP

2.7%

3.6

-2.5%

11 of 67

AXA WF Global Income Generation I C EUR

GBP

2.2%

4.9

-4.0%

12 of 67

PIMCO GIS Dynamic Multi-Asst Inst GBP Hgd Acc

Currency exposure is hedged

Currency exposure is hedged

GBP

1.7%

6.1

-5.7%

13 of 67

Millennium Global Opportunities P I

GBP

1.0%

9.7

-10.4%

14 of 67

Bueno Global Strategy

GBP

0.8%

5.2

-5.6%

15 of 67

HSBC GIF Global Multi-Asset Income A Cap

GBP

0.7%

6.3

-6.4%

16 of 67

Natixis Conservative Risk Parity R/A (EUR)

GBP

0.4%

3.8

-4.1%

17 of 67

HSBC GIF Multi Assets Style Factors X EUR C

GBP

0.1%

4.8

-2.8%

18 of 67

HNC Advisors Diversified Multi-Asset-Class UI EUR

GBP

-0.1%

5.7

-7.0%

19 of 67

UBS (Lux) KSS - Global Allocation (EUR) P-acc

GBP

-0.2%

8.4

-9.0%

20 of 67

BSF Dynamic Diversified Growth A2 EUR

GBP

-0.4%

5.3

-6.0%

21 of 67

PARVEST Diversified Dynamic Classic D EUR

GBP

-0.4%

5.9

-5.3%

22 of 67

Invesco Global Income A Acc EUR

GBP

-0.5%

5.5

-5.9%

23 of 67

Seeyond Multi Asset Diversif Growth Fund R/A (EUR)

GBP

-0.6%

6.9

-8.0%

24 of 67

BNP Paribas Green Business Classic

GBP

-0.7%

8.9

-7.6%

25 of 67

BNP Paribas A Fd EU Mult-Asst Inc Classic Cap

GBP

-1.0%

6.2

-7.6%

26 of 67

JPM Dynamic Multi-Asset EUR C Acc

GBP

-1.1%

3.9

-4.9%

27 of 67

UBS (Lux) KSS-Gl Alloc Focus Europe (EUR) P-acc

GBP

-1.2%

7.5

-8.9%

28 of 67

Magna Emerging Markets EUR B

GBP

-1.2%

14.7

-14.2%

29 of 67

Seeyond Multi Asset Conservative Growth Fd RAE

GBP

-1.4%

4.7

-6.4%

30 of 67

BSF European Select Strategies A2 EUR

GBP

-1.4%

4.3

-5.5%

31 of 67

THEAM Quant- Multi Asset Diversified Defens C EUR

GBP

-1.4%

5.9

-6.4%

32 of 67

Diversified Growth Company- Horizonte A EUR

GBP

-1.6%

4.8

-6.4%

32 of 67

CS (Lux) FundSelection Yield EUR B

GBP

-1.6%

5.0

-6.1%

34 of 67

Pentalpha Onyx Fund (EUR) B2

GBP

-2.3%

6.0

-7.8%

35 of 67

Multicooperation SICAV - GAM MA Strategic Alloc B

GBP

-2.3%

3.9

-5.8%

36 of 67

White Fleet II - Globes Portfolio Sixty R

GBP

-2.3%

4.7

-6.1%

37 of 67

Vontobel Fund - Multi Asset Income - I - EUR

GBP

-2.4%

5.0

-5.2%

38 of 67

THEAM Quant - Absolute Alpha I Cap

GBP

-2.6%

6.4

-7.0%

39 of 67

F&C HVB Stiftungsfonds A Dis

GBP

-2.7%

4.6

-6.1%

40 of 67

UniInstitutional Structured Credit High Yield

GBP

-2.8%

4.1

-6.4%

41 of 67

AXA WF Optimal Income A Cap EUR pf

GBP

-2.8%

7.1

-8.7%

42 of 67

M&G(LUX)Dynamic Allocation Sterling C-H ACC

Currency exposure is hedged

Currency exposure is hedged

GBP

-3.3%

9.7

-9.9%

42 of 67

AXA WF Global Optimal Income A C EUR

GBP

-3.3%

6.6

-8.3%

44 of 67

EIS PB Flexible Macro I EUR

GBP

-3.4%

3.6

-4.3%

45 of 67

AXA WF Defensive Optimal Income A C EUR

GBP

-3.4%

3.7

-6.1%

46 of 67

Moorea Fund Serenity RE Cap

GBP

-3.5%

3.5

-5.5%

47 of 67

Stork Fund - Dynamic Multi-Strategies O EUR

GBP

-3.7%

3.5

-5.5%

48 of 67

Plurimi Diversified Dynamic Solution A EUR

GBP

-3.7%

6.9

-7.5%

49 of 67

Nordea FoF Multi Manager Fund Total Return BP EUR

GBP

-3.9%

3.1

-5.2%

50 of 67

Generali IS Global Multi Asset Income D Cap EUR

GBP

-4.2%

5.5

-7.5%

51 of 67

AXA Selection Carmignac Convictions Retail R EUR

GBP

-4.3%

6.2

-9.2%

52 of 67

Belvoir Global Allocation II Universal

GBP

-4.4%

10.1

-11.7%

53 of 67

Agenda SICAV - Liquid Premium A Cap EUR

GBP

-4.4%

4.4

-7.8%

54 of 67

DGC - Flexible Allocation A CHF

GBP

-4.6%

12.8

-15.5%

55 of 67

Mirabaud Horizon

GBP

-4.6%

5.3

-7.2%

56 of 67

Schroder ISF Glo Diversified Growth A Acc

GBP

-4.9%

5.5

-7.0%

57 of 67

Priv II Wlth Mgt Novelty Fixed Inc FlexiStrategy

GBP

-5.0%

4.9

-6.8%

58 of 67

Pictet Select-Callisto-R EUR

GBP

-5.0%

5.2

-8.2%

59 of 67

Palessia MAF SIC-SIF - Globes Personal Strat A EUR

GBP

-5.4%

5.2

-9.2%

60 of 67

Investec GSF Global Dvsfd Growth (Euro) A Acc EUR

GBP

-6.1%

4.3

-7.5%

61 of 67

Protea Fund - Aktarus B Cap

GBP

-7.3%

5.7

-8.1%

62 of 67

OYSTER Multi-Asset Diversified C EUR PR

GBP

-7.5%

6.3

-9.8%

63 of 67

Carmignac Pfl Patrimoine F EUR acc

GBP

-8.1%

6.5

-10.8%

63 of 67

Parvest Flexible Multi-Asset Cl EUR Cap

GBP

-8.1%

5.2

-9.9%

65 of 67

Carmignac Patrimoine A EUR acc

GBP

-8.6%

6.5

-11.3%

66 of 67

Dorval Convictions R

GBP

-13.2%

7.8

-15.0%

67 of 67

Priv II Wlth Mgt Novelty Flex Strategy MultiAsset

GBP

-13.8%

8.7

-17.0%

Funds with less than 12 months history are below. View 1 month performance

AXA WF ManTRA Core V A C EUR

BNY Mellon Global Multi-Asset Income Euro A Inc

DWS Invest Climate Tech LC

M&G (Lux) Sustainable Allocation EUR A Acc

ML Tiber Evolution D EUR

Threadneedle (Lux)-Euro Dynamic Real Return AE

Variopartner SICAV Vontobel Conviction Bal EUR F

Show more funds
Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated). Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.

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