
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."
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 ...
To continue reading this article...
Join Professional Adviser
- 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.