Defaqto, in association with Prudential, has launched a guide to help advisers rate and select 'risk-bound' multi-asset funds, which particularly emphasises the importance of due diligence in this area.
In recent years, Defaqto said, market volatility has prompted a shift in investors' primary focus from return to risk, which has led to an increase in the popularity of risk-bound funds. These risk-focused investments typically exist as 'families' of four or five multi-asset portfolios run by the same investment management team - following the same investment process, but with expected return and risk parameters for each fund changing through the range. The guide is accredited by the Chartered Insurance Institute/Personal Finance Society and the Chartered Institute for Securities and ...
To continue reading this article...
Join Professional Adviser for free
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes