Archive · 2 Oct 2025
Multi-Asset Funds Outperform Due to Gold, Silver Rally
Imagine you have different kinds of investments, like stocks and bonds.
Some funds that mix these have done really well recently!
This is because they invested in gold and silver, whose prices have gone up a lot.
Some fund managers noticed this and put more money into these precious metals.
Others, focusing on equities, saw a different trend, and that affected their performance.
Now, as these investments have had strong runs, experts suggest to be careful of potential price swings.
Multi-asset funds have outperformed most debt and equity schemes this year.
The outperformance was driven by increased allocation to gold and silver.
Gold and silver prices have increased significantly in the same period.
Samco MF, DSP MF, and Invesco MF were among the best-performing fund houses.
Experts advise caution regarding future price volatility in precious metals.
- Who
- Multi-asset fund houses and investors
- What
- Multi-asset funds have outperformed debt and equity schemes
- When
- Year-to-date (YTD)
- Where
- N/A
- Why
- Driven by investments in gold and silver
- Multi-Asset Category Avg. Return (YTD)
- 10%
- Best Performing Sectoral Category (YTD)
- International Equity (10.58%-25.46%)
- Gold Price Increase (YTD)
- 51.2%
- Silver Price Increase (YTD)
- 65.7%
- Top Performing Fund Houses (YTD)
- Samco MF, DSP MF, Invesco MF
- Samco MF Current Allocation
- 50% Gold, 40% Equities, 10% Fixed Income
Sources
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