Latest Investment Fund News

Jupiter launches new fund

James Caldwell / 03 May 2012

Jupiter have launched a new fund with a focus on capital growth and low volatility. The Jupiter Strategic Reserve Fund is to be managed by the highly regarded investment multi asset team of Mile Gel... Read more

2012 ISA Ideas

David Hughes / 20 February 2012

With the ISA season well and truly upon us, now is the time to consider all of the options available. We therefore give you a detailed round-up of our selection of the best that the market has to of... Read more

Cautious Managed Funds Dominate Fund Supermarket Sales

David Hughes / 06 February 2012

Cautious Managed funds maintained their stronghold on the investment funds market last month, accounting for over 52 per cent of net sales according to the latest sales trends figures from Cofunds, ... Read more

Investment Focus

Investment Focus: Gilliat Income Builder Plus

Oliver Roylance-Smith / 15 May 2012

Of all the investment themes, income is consistently at the forefront of the investor’s mind, whether you are working and need to supplement your earnings, or retired and looking to add to you... Read more

Investment Focus: Gilliat Deposit Kick Out Plan

Oliver Roylance-Smith / 15 November 2011

Finding a product that offers an attractive solution in the current economic climate is certainly a challenge. However, despite some of the most challenging conditions ever seen, we take a look at o... Read more

Investment Focus: Gilliat Deposit Kick Out Plan

Oliver Roylance-Smith / 20 September 2011

Finding a product that offers an attractive solution in the current economic climate is certainly a challenge. However, despite some of the most challenging conditions ever seen, we take a look at o... Read more

Absolute Return Funds

Oliver Roylance-Smith

During uncertain times and with stockmarkets continued stockmarket volatility absolute return funds seek to provide positive returns to investors in all market conditions. These funds are characterized by low volatility where fund managers use derivatives to protect capital from market downturns.

Oliver Roylance-Smith, Head of Savings & Investments

Compare Absolute Return Funds 

Absolute return funds seek to deliver a positive return on investments independent of prevailing market conditions.

 

This type of fund does not guarantee capital or a level of return, but does seek to preserve the underlying capital while using a range of strategies to achieve a positive return. This will include the use of financial instruments to benefit from falls or rises in asset prices.

Growth Select Funds - Absolute Return
Fund ManagerFundFund Manager Initial Charge¹Your SavingSaving On ISA²AMC³Select Fund°Fact SheetApply Now
Newton Real Return 0%4.00%£4271.50% 1.30%yesFactsheetMore Info >
Income Paid Twice Yearly. Aims to achieve significant real rates of return through investments in both UK and international equities and bonds. See Factsheet for latest details.
UK Absolute Target Fund 0%5%£5341.50% 1.30%yesFactsheetMore Info >
The fund aims to achieve absolute returns through targeted investment strategies independent of UK market conditions or indices. See latest fund factsheet for details.
UK Absolute Alpha0%5.00%£5341.50% 1.30%yesFactsheetMore Info >
To achieve a positive absolute return for investors. The Fund invests primarily in a portfolio of equities and equity-related securities(including derivatives) of companies incorporated or listed in the UK, although from time to time cash and near cash may be held. See latest fund factsheet for details.
Standard Life Investments Global Absolute Return Strategies 0%4.00%£4271.50% 1.30%yesFactsheetMore Info >
The Standard Life Investments Global Absolute Return Strategies Fund aims to provide positive investment returns in all market conditions over the medium to long term. See latest fund factsheet for details.
Absolute Return Bond0%3.00%£3201.25% 1.15%yesFactsheetMore Info >
The fund's aim is to achieve a total positive return in all market conditions through exposure to the global bond markets. The fund will invest primarily in derivatives, cash and near cash, fixed interest securities, index linked securities, money market instruments and deposits. See latest fund factsheet for details.

¹The Initial Charge after 100% of the Fair Investment Company Charge has been rebated as well as any fund manager discounts we can pass on to you if applicable.

²Based on 2011/12 ISA allowance of £10,680 when you invest through Fair Investment Company.

³AMC is the Annual Management Charge applied by the Fund Manager. By using our Fund Supermarket we can rebate up to 0.20% of the AMC back to you. This rebate is paid into a cash account which is set up for you when you first invest.

°Select Fund - Has a OBSR A Star Rating or more and a 100% initial charge discount.

 Important Risk Information:

This website contains information only and does not constitute advice or a personal recommendation in any way whatsoever. The value of investments and income from them can fall as well as rise and you may not get back the full amount invested. The tax efficiency of ISAs is based on current tax law and there is no guarantee that tax rules will stay the same in the future.

Different types of investment carry different levels of risk and may not be suitable for all investors. Please ensure that you read the Important Risk Information for further details. Prior to making any decision to invest, you should ensure that you are familiar with the risks associated with a particular investment and should read the product literature. If you are in any doubt as to the suitability of a particular investment, both in respect of its objectives and its risk profile, you should seek independent financial advice.

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