Howdy, Stranger!

It looks like you're new here. If you want to get involved, click one of these buttons!

Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.

    Support MFO

  • Donate through PayPal

Lipper: Can Absolute Return Turn the Tide In 2019?

FYI: Absolute return (AR) funds generally seek to generate a specified return over a given period. This can be an amount over a rate of interest, such as LIBOR, or an inflation metric. Often, the given period is stated as three years, but terms can be less transparent, such as “market cycle” or another loosely defined rolling period.

The attraction of these types of products for many investors is the potential for lower volatility on returns and the perception they will not produce sustained periods of capital loss.

However, investors must proceed with caution here. These are not guaranteed investments (they are generally market-linked) and they may contain a considerable dispersion of assets.
Regards,
Ted
https://lipperalpha.refinitiv.com/2019/04/can-absolute-return-turn-the-tide-in-2019/?utm_source=Eloqua&utm_medium=email&utm_campaign=00008DM_NewsletterLipperAlphaInsightFundInsightsWeekly_Other&utm_content=Newsletter_FundsWeekly_15Apr2019&elqTrackId=c58ccbac7d704751a8f8627b24363e82&elq=91ac566b41c849a18106f1d09b6ba928&elqaid=45432&elqat=1&elqCampaignId=166
Sign In or Register to comment.