Research Review: Multi-sector real return funds

Compiled by PortfolioConstruction Forum | 03 August 2012

There are an increasing number of multi-asset class “real return” funds available. We asked the retail fund research houses whether these funds are significantly different to the multi-sector funds of old, and how it is appropriate to use multi-sector real return funds in a portfolio.

Standard & Poor's

Both strategies, multi-asset or multi-sector, have generally the same underlying assets. It is largely the degree of asset allocation dynamism...