Ten risk-targeted fund features you shouldn't invest without

A checklist for the savvy adviser

clock

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...

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

Join

 

Already a Professional Adviser member?

Login

More on Investment

SEI to launch two LTAFs in private markets 'expansion'

SEI to launch two LTAFs in private markets 'expansion'

‘Mansion House ambition’

Cristian Angeloni
clock 03 July 2026 • 1 min read
Darius McDermott: Building a resilient portfolio in a concentrated market

Darius McDermott: Building a resilient portfolio in a concentrated market

'A well-balanced portfolio should also take in the broadest possible range of growth opportunities'

Darius McDermott
clock 01 July 2026 • 5 min read
Fahad Hassan: Progress on many fronts

Fahad Hassan: Progress on many fronts

'Financial markets are increasingly pricing in a more benign inflation environment ahead'

Fahad Hassan
clock 01 July 2026 • 5 min read