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Record numbers of IFAs encouraging clients to invest in multi asset funds

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Almost half (47 per cent) of intermediaries are encouraging their clients to invest in multi asset products in response to the current market volatility, according to the latest Baring Asset Management Investment Barometer. 

This is up from a third (36 per cent) in the last Barometer and the highest since the question was first asked in Q2 20113.
 
The latest survey found that IFA favourability towards multi asset products remains very high: 73 per cent of respondents said they are currently either ‘very’ or ‘quite’ favourable towards multi asset growth products and either ‘very’ or ‘quite’ favourable (68 per cent) towards multi asset income products. This compares to 57 per cent who said in Q1 20144 they were either ‘very’ or ‘quite’ favourable towards multi asset products generally and 67 per cent in Q1 20135.
 
Barings’ quarterly research, which canvasses investment sentiment from UK financial advisers, found that more than a third (36 per cent) of respondents believe their clients should increase exposure to multi asset growth products; only 5 per cent believe they should decrease exposure. This compares, for instance, to 25 per cent who believe clients should increase exposure to developed market equities.
 
Rod Aldridge (pictured), Head of Wholesale Distribution – EMEA, Baring Asset Management, says: “Sentiment towards multi asset investment products, including ones focused on income, is clearly strong and we would expect this to continue as the benefits of a multi asset approach become ever more apparent – particularly in light of current market volatility.”
 
This quarter’s research from Barings also found that a quarter (27 per cent) of respondents expect retail investors to increase their portfolio exposure to multi asset funds over the next 12 months by between 10-19 per cent. One in seven (15 per cent) expect this to rise by more than 20 per cent, while just 2 per cent expect multi asset exposure to fall over this timeframe.

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