Register to get unlimited access to all of Citywire’s fund manager database. Registration is free and only takes a minute.

City Financial Multi Asset Diversified A Acc

Ranked 397 out of 404 in - Balanced GBP over 12 months
All calculations are in USD unless stated

Managed by

Mark Harris

Mark Harris began his career in 1984 as a Claims Investigator and Underwriter at Municipal Mutual Insurance, moving on to enjoy spells with Aetna Unit Trust Management and Schroder Unit Trusts before joining HSBC Asset Management in July 1995. He initially took on the role of Client Investment Services Manager at HSBC, and was promoted to Fund Manager in 1999. Harris was appointed Head of Investment Management at Edinburgh Portfolio Ltd in 2002. He subsequently joined New Star as Head of Investment Management, Fund of Funds on Halloween 2003 following the group’s acquisition of several funds from Edinburgh Fund Managers. He is currently Head of Multi Asset at City Financial. Harris is a graduate of the University of Newcastle upon Tyne and holds a Bachelor’s Degree in Economics and Law.


The investment objective is to achieve consistent long term returns from both capital and income by investing across a diversified global portfolio of assets. The Investment Manager uses a global asset allocation framework to invest across a diversified range of asset classes, geographies, sectors and investment styles. The portfolio invests in a combination of specialist funds, ETFs, listed investment vehicles, individual securities and cash, and uses derivatives for hedging and investment purposes to both reduce market risk and enhance returns.

Showing fund performance globally. You can view performance in individual jurisdictions.


Balanced GBP over : 28/02/2017 - 28/02/2018

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 8.3% 1.7% 3.8% 3.0% -0.3%
2016 -12.4% -4.6% -5.7% 3.3% -5.7%
2015 -5.6% 2.0% 2.3% -5.8% -4.0%
2014 0.7% 3.6% 3.8% -4.7% -1.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United Kingdom

Fund Info

  • Launch date08/11/2013
  • Share Class size43Mn
  • Base currencyGBP

Purchase Info

  • Min. initial investment10,000
  • Min. regular additional investment0


  • Annual management1.50%
  • Initial investment1.5

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).