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Savers have long sought the holy grail of investment; that is a return which is ahead of cash but with little or no risk to capital. Of course, no such investment exists, however the PruFund range go some way to this ideal by providing products that are designed to generate attractive long-term returns but where price movements are smoother than many other strategies investing in a similar mix of assets. Indeed, this range of multi-asset funds from Prudential Assurance Company (Prudential), which helps manage expectations around growth rates, is home to a significant body of assets.
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The premise of absolute return funds is that investors are willing to accept returns that may appear dull when markets are soaring, but the flipside is that they expect to see their capital protected and preserved when markets tumble. In this report, we explore the IA Targeted Absolute Return sector, outlining the recent performance of the sector, funds in focus and its outlook.
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Despite significant uncertainties in terms of the outlook, for investors with a long-term horizon who are looking at European equities, such unprecedented times can bring opportunities. Europe is home to thousands of listed companies. These include global businesses and more domestically focused companies, some more sensitive to the economic cycle, others less so. In this report, we explore the IA Europe sector, outlining the recent performance of the sector, funds in focus and value for money.
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To meet the IA’s requirements, funds in the sector must invest at least 80% of their assets in global equities, and not qualify for a UK or other regional sector. Global equity funds that yield a premium to the MSCI AC World Index fall into the IA Global Equity Income sector. In this report, we explore the IA Global sector, outlining the recent performance of the sector, funds in focus and value for money.
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These two sub asset classes, investing solely in the debt of the UK government, have traditionally delivered steady income to investors, with investors able to receive either a fixed rate of income in the gilt market or an inflation adjusted income in the index linked market. In this report, we take a look at the IA Gilt and Index Linked Gilts sectors, exploring the recent performance of the sector, funds in focus and their outlook.
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There are the obvious attractions to the Asian region, such as favourable demographics, growth in urbanisation and economic expansion. The region is home to a varied selection of countries with a broad range of economic and political characteristics. In this report, we take a look at the IA Asia Pacific excluding Japan sector, exploring its recent performance of the sector, funds in focus and its outlook.
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The IA Sterling Corporate Bond sector is possibly one of the more straightforward sectors which the IA have put together. Funds must invest at least 80% of their assets in investment grade corporate bonds denominated in, or hedged back to, sterling. Nonetheless there is a range of funds in the sector, with more or less flexibility around duration and credit quality. In this report, we take a look at the IA Sterling Corporate Bond sector, exploring its recent performance of the sector, funds in focus and its outlook.
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Over the last few years there has been an enormous amount of cost pressure on the financial services industry and asset managers have largely felt the brunt of this, with many cutting their fees to remain competitive. No other genre of fund has felt this more fiercely than the ‘traditional’ multi-manager fund. In this report, we explore the Multi-Manager Funds, outlining funds in focus for the sector, as well as its outlook.
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To meet the IA's sector requirements, funds must invest at least 80% of their assets in the bottom 10% of the UK equity market, by market capitalisation. Owing to the very nature of investing in smaller sized UK companies, funds within the sector tend to have a larger bias to domestic earnings and therefore the UK economy, versus those residing in the IA UK All Companies sector. In this report, we explore the IA UK Smaller Companies sector and its recent performance of the sector, as well as funds in focus and its outlook.
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At first sight the IA Global Bond sector can leave most potential investors feeling bewildered. The sector is made up of 180 funds investing in a variety of geographies across both companies and governments of varying credit quality. And that’s before consideration of the plethora of currency hedging options available. In this report, we take a look at the IA Global Bond sector, exploring its recent performance of the sector, funds in focus and its outlook.
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