Multi-asset  

Assessing risk-targeted fund families

    CPD
    Approx.30min

    Advisers need to remember that there can be significant differences in process and structure, so a comprehensive due diligence process in fund selection is still very important.

    Finally, such funds need to be monitored periodically to ensure that they are meeting their aims and objectives on an ongoing basis, as with any other fund.

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    Frank Potaczek is head of Insight and Consulting (fund management) at Defaqto

    CPD
    Approx.30min

    Please answer the six multiple choice questions below in order to bank your CPD. Multiple attempts are available until all questions are correctly answered.

    1. How many funds are there in risk-targeted fund ranges in 2013?

    2. And how many fund ‘families’ were they part of?

    3. Which of the below is not one of the four measures to help select funds??

    4. Which type of fund is not obliged to quote Markets in Financial Instruments Directive mandated Ongoing Charge Figures?

    5. And what do they show instead?

    6. ‘Risk-targeted’ is effectively just a synonym for ‘risk rated’, according to the author. True or false?

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