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CEO on 5-Year Anniversary of Flagship Fund Range | In Conversation with Derrick Dunne

Derrick Dunne, CEO of YOU Asset Management, shares his thoughts on the YOU Asset Management team, culture, and the growth and success of our Multi-Asset Blend (MAB) Funds after its 5-years anniversary. Our two initial MAB Funds, Balanced & Growth, were launched in July 2019 and supplemented by the Cautious & Adventurous Funds in October 2022. These have delivered strong performance for our clients, thanks to our successful investment process, with each MAB Fund delivering industry-leading risk-adjusted returns against the comparator IA sector. Assets under management is £1.8billion as at July 2024. This video contains the opinions and views of Derrick Dunne and Gavin Anderson. The value of your investments and income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance. Please work with your adviser before undertaking any investments. Chapters: 00:00 - Intro 00:43 - Derrick's background 02:39 - Why were the MAB Funds introduced? 03:53 - Key milestones achieved over 5 years 05:15 - What were the challenges? 06:22 - Importance of the team and culture 09:32 - MAB funds vs. Model approach 12:17 - What client outcomes have been achieved? 16:35 - Introduction of Cautious and Adventurous funds 17:33 - Future plans for the fund range