Defaqto reveals top 10 recommended Multi-Asset investment solutions for 2025

Defaqto, one of the UK’s most trusted sources of financial product and market intelligence, has identified the top 10 most recommended Multi-Asset investment solutions via their Engage adviser research software by value for 2025.

Defaqto can now announce that HSBC Global Strategy Balanced has claimed and remained in the number one spot for being the most recommended multi-asset investment solution through its Engage adviser research software in 2025.

Unlike the top 10 for MPS solutions which saw six new entrants, the multi-asset Top 10 has remained fairly consistent with only four new entries and three of those were in the top 20 at the end of 2024.

Not content with having retained the number one position, HSBC has seen its Global Strategy Dynamic fund rise one place to create a one two in the table. Following close behind, unsurprisingly are two stablemates from the Vanguard LifeStrategy range in the shape of the 60% equity and 80% equity respectively.

The first new entrant sees the Orbis OEIC Global Balanced fund land in fifth place having only narrowly missed out on the Top 10 at the end of 2024.  Sixth place is retained by another regular stalwart of the Top 10 in the shape of BNY Mellon Multi-Asset Balanced.

Thereafter, three of the four remaining places from seventh to tenth are taken by new entrants with CT Universal MAP Growth and CT Universal MAP Balanced sitting in seventh and eighth places respectively. Artemis Monthly Distribution although dropping four places still retains a Top 10 position in ninth and finally the last new entrant sees the Dimensional World Allocation 80/20 take the tenth and final spot.

Interestingly, looking at the top four, and their percentage share of the Top 10 value in recommendations, HSBC has increased to 33.75% up from 31.95 in 2024, whilst Vanguard has fallen slightly, down to 27.83 from 30.79 in 2024.

The data is drawn from Defaqto Engage; the adviser research software used by more than 30% of advisers in the UK to help their clients make smarter financial decisions. It depicts the most popular Multi-Asset investment solutions chosen through the research software, by a representational cross section of the UK financial adviser market.  

Andy Parsons, Head of Investment & Protection at Defaqto, commented:

“Over the past five years or so, Multi-asset solutions have had to face into the wave of MPS propositions brought to the market to challenge their dominance and seek a cut of the market share. The debate as to which is most suitable will continue. For Advisers though, the answer is undoubtedly both can very easily co-exist side by side in well-defined CIPs & CRPs and is very much dependent on an individual clients’ personal circumstances. And whilst there is an abundance of choice within the multi-asset marketplace for Advisers to choose from, as the top 10 constituents show, they have predominantly remained consistent.”

Defaqto Engage consolidates all the information advisers need into one software solution, providing a comprehensive holistic service. It gives advisers the power to model a client’s financial objectives, capture risk profiles, conduct investment research, and oversee client reviews – all from one place.

Powered by Defaqto’s data, including more than 18,000 funds, 2,900 DFM MPS portfolios, platforms and products, Defaqto Engage is recognised by advisers as a trusted source of financial product and market intelligence. Recommendations of £57bn annually go through the system.

More information about Defaqto Engage can be found at www.defaqto.com/solutions/engage