Multi-Asset
Guinness Multi-Asset Growth
Overview
The Guinness Multi-Asset Growth Fund seeks capital appreciation over the medium to long term, with returns generated through both capital growth and income with a bias towards developed and liquid capital markets.
Building a successful advice business demands focus. When investment management competes for the same time and attention as client relationships, something has to give.
For clients with a medium to high risk profile seeking stronger long-term returns, delegating day-to-day portfolio oversight to a dedicated multi-asset manager frees up the space to concentrate on growing your business.
The Guinness Multi-Asset Growth Fund takes the day-to-day strain of managing your clients’ investments while being mindful of costs and seeking superior long-term returns, freeing up your time and resources to concentrate on building your business and client relationships.
David Hood
Head of Investment Solutions
Guy Foster
Chief Strategist
Janet Mui
Head of Market Analysis
The fund will typically have a high proportion of your investment held in equities and low levels of fixed income, cash and alternative asset classes. The focus on growth and a larger proportion invested in equities is likely to lead to increased volatility in the overall value of the portfolio.
Backed by the resources and expertise of a full research team, an outsourced multi-asset manager not only focuses on delivering the investment performance you expect but also ensures that the portfolio composition remains within pre-agreed risk parameters.
The manager also takes responsibility for ensuring that portfolios are properly diversified and blended and that any cross-holdings are controlled.
The portfolio is modelled on the RBC Brewin Dolphin International MPS Passive Plus Growth Strategy, which aims to deliver outstanding value by predominantly using lower-cost index funds to gain market exposure.
- Genuinely impartial – A robust and disciplined investment process driven by the resources and expertise of the Asset Allocation Committee and in-house research team.
- Diversified risk – Collective investments spanning a range of asset classes and geographies spreads risk across the portfolio, with fund selection and asset allocation managed conservatively to meet the objective.
- Long-term track record - While past performance is not a guide to future performance, RBC Brewin Dolphin demonstrates an impressive long-term track record of consistently delivering performance in line with portfolio objectives.
- Experienced team - Having navigated many economic cycles, they have experience and composure to make considered decisions under pressure.
What’s the benefit of active vs passive funds?
As the debate about active vs passive funds remains unresolved, this fund gives you the best of both worlds, with a blend of active and passive investments where appropriate, aiming to deliver superior long-term returns while being mindful of cost.
When appropriate, the strategy also includes an allocation to actively managed funds to add valuable diversification and enhance long-term performance. Adding actively managed funds to the Passive Plus mix provides the potential to beat the benchmark, adding value by enabling you to benefit from the in-depth fundamental research and stock selection of ‘best of breed’ active managers.
The Guinness Multi-Asset Growth Fund could be suitable for investors who are mindful of costs while seeking superior long-term returns through a blend of active vs passive funds.
Fund Facts
- Launch Date
- 28.12.2018
- Fund Managers (start date)
- Will Riley (28.12.2018)Jonathan Waghorn (28.12.2018)
- Investment Adviser
- RBC Brewin Dolphin
- IA Sector
- IA Flexible Investment
- ISIN
- IE00BG5QRW51
- SEDOL
- BG5QRW5
- BLOOMBERG
- GMAGYGA ID
- Underlying currency
- GBP
- Pricing
- Daily, forwards
- Valuation
- 23:00 Dublin time
- Deal cut off time
- 15:00 Dublin time
- Administrator
- Waystone Administration Solutions (IE) Limited
- UK Reporting Fund Status
- Yes
- ISA Eligible
- Yes
0.77%
£100,000,000
Fund Registration
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Commentary
July Commentary
This is a marketing communication. Please refer to the prospectus, supplement, KIDs and KIIDs for the Funds (available on this website), which contain detailed information on their characteristics and objectives and full information on the risks, before making any final investment decisions.
The July 2026 report reviews a strong second quarter for risk assets, supported by easing Middle East tensions and continued AI investment. Emerging markets gained 24%, Asia ex Japan 28% and the S&P 500 15%, while oil prices fell 38% following the US–Iran ceasefire agreement. At 30 June, both Multi-Asset Funds retained small tactical overweights to equities and cash, with underweights to bonds and alternatives; government and inflation-linked bonds were favoured over corporate credit. The Balanced Fund returned 19.1% over the 12 months to June, versus 17.1% for its IA sector average, while the Growth Fund returned 22.0%, versus 19.0% for its sector. The report remains cautious about elevated equity valuations, AI investment assumptions and inflation risks.
Read full commentary
Guinness Multi-Asset Growth Fund - July Commentary
July 2026
Performance
Literature
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