Lifecycle investing - matching investment strategy to the stage a person has reached in their life - may provide the answer to an increasing demand for new solutions to achieving financial goals, according to ABN AMRO.
The asset management firm says interest in guaranteed lifecycle funds is growing as the market volatility continues. It has launched a Capital Protected Lifecycle Funds (CPLFs), offering investors exposure to diversified global equity markets with a capital guarantee on maturity. ABN AMRO says, typically, lifecyle investing starts with a comparatively high risk, high return strategy - when the investor is a long way from their savings goal - that gradually moves to low risk, low return strategy as the investor approaches their ‘life event’. It points out the appropriateness of lifecycle...
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