Multi Asset Sector Review: A Morningstar OBSR Overview

Presented by

Diane Earnshaw & Richard Whitehall, Morningstar OBSR

About this talk

Diane Earnshaw and Richard Whitehall, Morningstar OBSR investment analysts, provide an overview of the multi-asset fund universe and the re-defined IMA peer groups. They will be focusing on what Morningstar OBSR look for in their rated multi-assets funds and highlighting a few of those rated in the IMA Mixed Investment 40-85% shares sector.

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