Five absolute return funds for client portfolios

Absolute return funds have been widely tarnished with sub-par performance over recent years; unsurprising when we have seen such large movements to the upside in both equity and fixed income markets since 2009. Many investors, it would seem, have shunned this asset class. We would argue, however, that now would be an even more appropriate time to think about reallocating, as fixed income markets look overvalued and the recent moves higher in equities leave little room for disappointment. These five funds offer uncorrelated return paths individually and, when combined as a whole, can b...