Image:
Neal Foundly, investment analyst at Equilibrium Financial Planning
Although they do not often hit the headlines, defined return funds can certainly be a good addition to an investment portfolio. As the name suggests, these funds aim to deliver their investors a pre-determined rate of return, over a specific period of time.
Although this is dependent on market performance, it does essentially mean that you could invest in the stock market with a guarantee that if it drops by up to 40% at end of six years, you would still...
To continue reading this article...
Join Investment week
- Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
- Get ahead of regulatory and technological changes affecting fund management
- Important and breaking news stories selected by the editors delivered straight to your inbox each day
- Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
- Be the first to hear about our extensive events schedule and awards programmes