Johny Lambridis

Head of Equity

March 2018

VIDEO: Is the multi-asset low equity category appropriate for income-drawing clients

2017 was a year that rewarded patient investors surprisingly well for sticking with their equity exposure after nearly three years of disappointing returns. Unfortunately, many investors had opted to reduce their equity holdings - particularly in multi-asset low equity funds - and missed out on these returns.

In the wake of these developments, with asset returns delivered so unevenly in recent times, Johny Lambridis, Portfolio Manager, discusses whether multi-asset low equity funds are appropriate for investors who depend on them for income.

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