Progress on Diversified Growth Funds

David Cox
Deputy Chief Investment Officer
18th June 2019

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Thank you to all the asset managers who responded to our call regarding our initial research on Diversified Growth Funds (DGF).  We appreciate your efforts.

We received more than 100 strategic research and thought pieces from interested investment managers. The calibre of replies was extremely high. We were particularly impressed by the strength of the evidence offered with regards to differentiators, total return and risk, drawdown experience, bond and equity correlation / beta, downside capture and indicative costs.

We will be contacting those managers who are invited to tender in due course.


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