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

Future of Investment Festival: Our specialist sessions for advisers

Future of Investment Festival: Our specialist sessions for advisers

Future-proofing advice, building sustainable portfolios, all things SDR

Professional Adviser
clock 19 April 2024 • 2 min read
Why non-transparent managers are behind most failed acquisitions

Why non-transparent managers are behind most failed acquisitions

‘They don’t understand the importance of culture and cohesion’

Rami Cassis
clock 12 April 2024 • 3 min read
Partner Insight: Understanding the investment universe

Partner Insight: Understanding the investment universe

Invesco
clock 12 April 2024 • 6 min read