Top Multi-Asset Funds Bought and Sold in 2025
In 2025, investor interest surged towards multi-asset funds with higher equity exposure. Falling inflation and strong global equity markets enhanced risk appetites, leading to significant inflows into these investments. Notable funds during this period included Vanguard LifeStrategy 80% Equity, Orbis Global Balanced, and Coutts Managed Balanced. The latest data from FE Analytics highlights these trends.
Performance of Multi-Asset Funds
The IA Flexible Investment sector emerged as the top-performing multi-asset category in 2025, achieving a gain of 12%. Other sectors performed according to their equity exposure:
- IA Mixed Investment 40-85% Shares: 11.6% gain
- IA Mixed Investment 20-60% Shares: 10.2% gain
- IA Mixed Investment 0-35% Shares: 7.8% gain
FE Analytics’ Market Movements tool revealed key funds with substantial inflows and outflows, particularly those exceeding £200 million.
Top Multi-Asset Funds Bought in 2025
The following funds recorded the largest inflows:
- Vanguard LifeStrategy 80% Equity: Assets increased from £13 billion in 2024 to £16 billion by the end of 2025, gaining £1.9 billion from performance and attracting £1 billion in new investments.
- Vanguard LifeStrategy 60% Equity: This fund saw inflows of £325 million and grew to £18.1 billion in total assets, with £1.8 billion due to performance gains.
- CG AJ Bell Adventurous: This fund’s assets surged from £740 million to £1.2 billion, obtaining £252 million from investors and offering an 18% one-year return, outpacing its sector’s average.
- Coutts Managed Balanced: It attracted more than £200 million in inflows, growing assets from £4.4 billion to £5.6 billion, though its one-year return was slightly below sector average.
Top Multi-Asset Funds Sold in 2025
Conversely, several funds experienced significant outflows:
- Baillie Gifford Managed: This fund faced the largest redemptions, with investors pulling out £863 million, declining from £4.9 billion in assets to £4.3 billion.
- Vanguard LifeStrategy 40% Equity: It saw outflows of £575 million, which were somewhat offset by performance gains of £491 million, leaving total assets at £5.7 billion.
- Quilter Investors Cirilium Dynamic Portfolio: This fund witnessed outflows over £200 million, dropping assets from £820 million to £689 million.
- L&G Mixed Investment 20-60%: Despite a gain of £60 million from performance, it experienced outflows of £268 million, decreasing assets from £775 million to £567 million.
The dynamics among multi-asset funds in 2025 reflect shifting investor preferences towards higher equity exposure during a favorable market environment. Funds like Vanguard LifeStrategy 80% Equity not only led in inflows but also delivered impressive returns, marking them as top choices for investors in this evolving landscape.
