Defaqto reveals top 10 recommended Multi-Asset investment solutions to the end of Q1 2026
23 April 2026
Haddenham, UK – 23 April 2026: Defaqto, one of the UK’s most trusted sources of financial product and market intelligence, has identified the top 10 most recommended Multi-Asset investment solutions by value for Q1 2026.
The results are in, and as at the end of Q1 2026, the most recommended multi-asset solution remains as the HSBC Global Strategy Balanced fund, albeit it is closely followed by the Orbis Global Balanced fund when considered as percentage share of the top 10 recommendations. With Orbis having jumped three places into second, the HSBC Global Strategy Dynamic fund dropped one place to third.
The data is drawn from Defaqto Engage; the adviser research software used by more than 30% of advisers in the UK to help their clients make smarter financial decisions. It depicts the most popular multi-asset funds chosen through the research software, by a representational cross section of the UK financial adviser market, excluding recommendations made by vertically integrated distribution networks.
Overall, there was only three new entrants within the top 10, with all of those filling places from eighth to tenth.
In fourth place was the Vanguard LifeStrategy 80% Equity fund with another top ten stalwart, namely the Artemis Monthly Distribution fund rising four places to fifth having ended 2025 in nineth place. Dropping one place to sixth was the Vanguard LifeStrategy 60% Equity fund, whilst BNY Mellon Multi-Asset Balanced dropped one place to seventh.
The three new entrants saw Dimensional World Allocation 60/40 climb three places into eighth, a third entry for HSBC, saw the HSBC Global Strategy Adventurous rise seven places into nineth, whilst the Royal London Sustainable World Trust took the final spot of tenth having risen two places.
Interestingly, the top two took a combined staggering 45.48% of the total share of top 10 by recommendation value.
| Rank | Proposition Name | Position end of 2025 | Movement up/down | % Share of Top 10 |
| 1 | HSBC Global Strategy Balanced | 1 | - | 23.43 |
| 2 | Orbis OEIC Global Balanced | 5 | 3 | 22.05 |
| 3 | HSBC Global Strategy Dynamic | 2 | -1 | 9.14 |
| 4 | Vanguard LifeStrategy 80% Equity | 4 | - | 8.26 |
| 5 | Artemis Monthly Distribution | 9 | 4 | 8.22 |
| 6 | Vanguard LifeStrategy 60% Equity | 3 | -3 | 8 |
| 7 | BNY Mellon Multi-Asset Balanced | 6 | -1 | 5.49 |
| 8 | Dimensional World Allocation 60/40 | 11 | 3 | 5.36 |
| 9 | HSBC Global Strategy Adventurous | 16 | 7 | 5.15 |
| 10 | Royal London Sustainable World Trust | 12 | 2 | 4.85 |
Andy Parsons, Head of Investment at Defaqto, commented:
“Whether building a CIP and/or CRP, questions continue to surface around whether the answer should be Multi-Asset or MPS. We firmly believe they can both co-exist side by side within CIPs/CRPs and is very much dependent on an individual clients’ personal circumstances. And whilst there is an abundance of choice within the multi-asset marketplace for Advisers to choose from, as the table above denotes, the top 10 constituents generally remained fairly consistent, with any new entrant having always been on the periphery of the top 10.”
Defaqto Engage consolidates all the information advisers need into one software solution, providing a comprehensive holistic service. It gives advisers the power to model a client’s financial objectives, capture risk profiles, conduct investment research, and oversee client reviews – all from one place.
Powered by Defaqto’s data, including more than 18,000 funds, 2,900 DFM MPS portfolios, platforms and products, Defaqto Engage is recognised by advisers as a trusted source of financial product and market intelligence. Recommendations of £57bn annually go through the system.
More information about Defaqto Engage can be found at www.defaqto.com/solutions/engage
