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Quilter Investors Cirilium Defaqto report

Date: 20 May 2021

The benefits to advisers and their clients of using risk bound fund families

In recent years, with the market volatility we have seen, investors have been more aware of the overall risk within their investments and wanting to better understand what is driving their returns. Risk bound funds aim to maintain a risk level, or match a specific profile, over time. Doing this successfully requires the fund to adapt to market movements by adjusting the asset allocation. Even with the volatility of the market, the risk profile of a risk bound fund should remain consistent, enabling advisers to align the risk attitude of their clients to the funds.

The latest guide from Defaqto will take a closer look at the multi-asset funds universe and risk bound funds. The guide provides an overview of risk bound multi-asset fund families, before looking at the Cirilium Portfolios as an example of a risk bound fund family.

This document is accredited by the CII/PFS and CISI for up to 30 minutes of structured CPD.

View guide