Funds with the potential to make money in both rising and falling markets are likely to attract the same target audience that with-profit funds used to. But investors must always make sure that they are...

Investors will need to be aware that some target return funds quote their intended returns gross of fund charges, which means that, after the fund’s expenses have been accounted for, they are likely to get...

This is run almost like a special situations fund.

The concentration of stocks is concerning. An active fund manager would not put a portfolio together simply based on how big a company is or how big a portion of the index it represents. I...

Experienced investors should already have well-rounded portfolios, but might be prepared to add specific industry-sector funds or even single-country equity exposure. This could give them the extra style bias they want to help them to...