Resolution Asset Management (RAM) has launched a guide to 130/30 funds to broaden understanding of short extension strategies among intermediaries and their clients.
The free guide explains how the short extension approach works, how it can be applied and what it aims to do and why. It also weighs up how the 130/30 strategy compares with the long-only approach plus the relative risks. RAM director, Jonathan Polin, says: “Many investors are no longer satisfied by funds that only modestly outperform a relevant index and 130/30 funds were developed out of a desire to meet their needs “However, we recognise that the short extension strategy is more complex than the long-only approach and that there is a need to explain how 130/30 funds work in practic...
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