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
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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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