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 ...

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