Reconsidering DGFs for capital preservation


Pension schemes have used diversified growth funds (DGFs) for years to target the dual objectives of reducing volatility and generating positive returns in a range of market conditions, but after a challenging period for performance, choosing the right manager is vital.

  • DGFs remain a vital tool for investors to target both lower volatility and positive returns throughout market cycles
  • After two challenging years for performance in much of the sector, many investors are seeking a new approach
  • Our strategy is designed with the aim of preserving capital by managing volatility while being positioned to benefit from rising markets

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The value of investments will fluctuate, which will cause prices to fall as well as rise and investors may not get back the original amount they invested.

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