Defaqto and Prudential team up on 'risk-bound' multi-asset fund guide

Investor focus shifts to risk

Victoria McKeever
clock • 2 min read

Defaqto, in association with Prudential, has launched a guide to help advisers rate and select 'risk-bound' multi-asset funds, which particularly emphasises the importance of due diligence in this area.

In recent years, Defaqto said, market volatility has prompted a shift in investors' primary focus from return to risk, which has led to an increase in the popularity of risk-bound funds. These risk-focused investments typically exist as 'families' of four or five multi-asset portfolios run by the same investment management team - following the same investment process, but with expected return and risk parameters for each fund changing through the range. The guide is accredited by the Chartered Insurance Institute/Personal Finance Society and the Chartered Institute for Securities and ...

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

Join

 

Already a Professional Adviser member?

Login

More on Investment

Rebalancing act: Sometimes doing very little in portfolio management is the hardest thing to do

Rebalancing act: Sometimes doing very little in portfolio management is the hardest thing to do

'More often, it's the quieter disciplines that matter most'

Phillip Young
clock 23 March 2026 • 3 min read
Crypto investors receive 40 times more HMRC tax warnings than stock traders

Crypto investors receive 40 times more HMRC tax warnings than stock traders

Data shows enforcement activity shift

clock 19 March 2026 • 2 min read
Wrestling with the idea of a new world order? Try European smaller companies

Wrestling with the idea of a new world order? Try European smaller companies

'Let me try to explain the case for calm'

David Walton
clock 16 March 2026 • 4 min read