Increased market volatility over the last 12 months continues to conflict with investor’s risk management and asset allocation decisions. This is exactly the type of environment in which the AHFM Defined Returns Fund is expected to outperform, working best in rangebound market conditions.
Tom May, Chief Investment Officer will be presenting on the AHFM Defined Returns Fund and how it can fit into your client’s portfolio.
- The AHFM Defined Returns Fund invests in a diversified portfolio of 25 to 50 Defined Return Investments, structured around only liquid, developed equity markets.
- The Fund aims to return 7% to 8% annualised over the medium to long term in positive, sideways and even slightly negative markets.
- Fund managers Tom May and Dr Russ Bubley have +30 years’ industry experience, supported by an expert team of 20.
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