Alex Farlow: Calculated risks

'Volatility Managed' sector reviewed

clock • 6 min read

One year after it came into being, the IA's Volatility Managed sector now boasts more than 100 funds with over £25bn in assets. Alex Farlow takes a closer look at what it offers - and why

It was around this time last year - on 3 April 2017 to be precise - that the Investment Association (IA) launched its new Volatility Managed fund grouping. A response to the growing number of risk-focused products available to investors, the sector is set up to contain funds that have the objective of managing returns within specified volatility parameters. Like other IA sectors, there are broad guidelines that govern which funds can be categorised within it. One of the key stipulations is that groups managing funds in this sector are expected to disclose publicly that the fund is manage...

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