Tom Poulter: Target practices

IA Volatility Managed sector review

Tom Poulter: "The Volatility Managed sector consists of funds that, instead of having a specific return objective, look to target a specific volatility number or range over the long term."
Tom Poulter: "The Volatility Managed sector consists of funds that, instead of having a specific return objective, look to target a specific volatility number or range over the long term."
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The IA Volatility Managed sector is a good starting point for finding risk-targeted funds but, writes Tom Poulter, the sheer range of volatility objectives on offer does lead to limitations

Research undertaken by Invesco in September 2018 found well over half (56%) of advisers now use risk-targeted funds, which comprise a third of their assets under management. Given this significant interest...

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