Are managed funds right for your clients?

In the light of recent market volatility, investors may have become disillusioned by the price falls experienced from seemingly ‘cautious’ funds. These products tend to be marketing creations, with little fund management value or effort involved, and rather less attention paid to customer outcomes. The industry is beginning to recognise customers have had enough of being treated like sheep; the need to manage a customer’s risk and expectations is paramount. Investors expect the investments that are recommended to them to have at least a reasonable chance of meeting their investment go...