City Financial Wealth Fund

About the investment team

City Financials Multi Asset Team brings together experts at macroeconomic research, fund management and fund analysis. Their range of experience and expertise, we believe, set the team apart from their peers. Mark Harris, Head of the Multi Asset team, has managed the Fund since 31 May 2014. He previously managed over £1 billion in assets at New Star Asset Management (subsequently Henderson), gaining recognition through a range of industry awards and ratings.

Investment approach

The Fund invests in a balanced and diversified global multi asset portfolio and seeks to achieve above-average returns for a commensurate level of risk.

Investment philosophy

The Manager aims to deliver attractive risk-adjusted returns in different market conditions by identifying market inefficiencies and rotating asset classes and styles to exploit the best sources of future returns for the appropriate risk.

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