Alex Farlow gives Professional Adviser readers a behind the scenes look at the criteria independent researcher Square Mile uses to separate good and not-so-good risk-targeted funds...
Since the stock market falls suffered during the 2008 financial crisis, investors have tended to be more focused on their investment journey and therefore less concerned about how their investment is behaving on a relative basis. This can be partly explained by a reduction in risk appetite, following heavier losses than some had been expecting, and the desire to maintain a level of flexibility in line with their lifestyle. The rise of risk targeted funds since the crisis, illustrates this phenomenon although other drivers, including regulatory change, have also assisted their populari...
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