Multi-asset results mixed in COVID-19 sell-offBY ALLY SELBY | WEDNESDAY, 1 APR 2020 4:16PMAlthough all men may be created equal, multi-asset strategies are most certainly not, with returns from balanced, growth, moderate and flexible strategies producing wildly different outcomes during the COVID-19 sell-off.
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The Morningstar Growth Real Return Fund was down 13.1% between 20 Feb and 25 Mar. It's peak to trough was -17.9%. Strangely that wasn't mentioned in their report as the manager research house pretends it's not a fund manager.