The names of managed funds, such as ‘Active’, ‘Balanced’ and ‘Cautious’ suggest they are suitable for a range of attitudes to risk. In reality however, they reflect only their underlying exposure to bonds versus equities, not their actual volatility – which can vary dramatically.
The Managed Fund Analyser measures the historic volatility of managed funds, by sector and by individual fund, to enable you to quickly check whether client investments match their true risk appetite. If not, you can use our risk profiling and matching processes to replace managed funds with more appropriate – and more controllable – investments.
Want to know more? Watch our two minute video explaining how the Managed Fund Analyser works.