As proofs of concept go, the St James’s Place Diversified Assets fund, backed by US-based KKR and available to clients of the UK wealth manager since 2018, has not been a storming success.
The fund, which specialises in a mix of private capital investments, has returned just 0.6 per cent over the past year. Listed equities on the FTSE 100 have generated a total return of more than 8 per cent over the same period; even cash could have made you 5 per cent. The underperformance has persisted over longer periods, too.
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