Should you add defined returns to your investment portfolio?

Returns from equities to decrease

clock • 4 min read
Neal Foundly, investment analyst at Equilibrium Financial Planning

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...

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