Advisers turn to smoothed funds to help manage volatility threat

Decreasing exposure to equities also a popular strategy

Isabel Baxter
clock • 1 min read

Starting or increasing client investments in a ‘smoothed’ fund is the main strategy advisers will deploy to help clients management the threat of market volatility, Wesleyan has found.

Its adviser poll looked at the strategies advisers will deploy to help their clients manage the threat of market volatility over the next 12 months. Starting or increasing client investments in a ‘smoothed' fund that actuarily adjusts for market volatility and decreasing clients' exposure to equities are the most popular strategies, cited by 22% and 20% of advisers respectively. This is closely followed by decreasing clients' exposure to cash (19%). Wesleyan head of intermediary Nick Henshaw said: "Advisers are turning to specialist funds to help their clients mitigate market volat...

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Isabel Baxter
Author spotlight

Isabel Baxter

Senior Reporter at Professional Adviser

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