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2026 Multi-Asset Fund Insights

Welcome to the 2026 edition of Multi-Asset Fund Insights – following the success and strong engagement with our 2025 publication, we’re back with a fresh and deeper look into one of the most important sectors in the adviser’s toolkit.

At IFA Magazine, we understand the pressures facing advisers today, the questions your clients are asking, and the challenges of constructing robust investment propositions in a market environment that remains anything but straightforward.

For many advisers, multi-asset funds continue to form a central part of that proposition. They are not simply a convenient solution; they are often a cornerstone of client portfolios, providing diversification, risk management and strategic flexibility in a world where certainty remains elusive.

That is exactly where this 2026 edition of Multi-Asset Fund Insights is positioned.

Designed for advisers

Our aim is simple: to deliver what advisers, paraplanners and their teams want and need to know about multi-asset funds, while supporting more effective and resilient due diligence at a time when the demands on advice businesses have never been greater.

The multi-asset fund market remains incredibly popular with advisers, alongside competition from model portfolio services and more bespoke investment solutions. But while competition has intensified, multi-asset funds have not stood still. Products are evolving, structures are maturing, and the expectations advisers place on them continue to change.

Throughout this edition, we explore the key themes shaping today’s market, including geopolitical uncertainty, inflation, interest rates, concentration risk and the implications of increasingly complex investment markets for multi-asset portfolios.

We’re grateful to our contributors and sponsors, particularly our Platinum Sponsor, Schroders, and our sponsors, BNY Investments and AJ Bell, whose support and expertise have helped make this publication possible.

Submit your details below to access your complimentary digital edition of Multi-Asset Fund Insights and earn CPD.

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This report is intended for financial professionals only

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