Absolute return a 'potential minefield' for investors

clock • 2 min read

Just one absolute return fund has beaten cash every year for 10 years, and three funds have failed to beat 10-year cash returns, according to analysis by AJ Bell. Over the past year two-thirds of funds have delivered a loss, the research showed.  Yet over the past decade cash has returned just 1.45% - far below the level of inflation. But even at that low bar three funds have failed to beat cash: Insight Absolute Insight Currency, GAM Star Global Rates and Jupiter Absolute Return. The latter two have delivered a loss over that time, of -8.1% and -4.1% respectively, while the Insight f...

To continue reading this article...

Join International Investment

Join International Investment today

Unlock members-only benefits:

  • Unlimited access to real-time news, industry insights, video features and market intelligence
  • Stay ahead of the curve with spotlights on international financial centres, regional trends international advice and global industry leaders
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Hear the latest cross jurisdictional developments in wealth planning, tax, regulation, investing, retirement and protection
  • Members-only access to the Editor’s weekly news roundup newsletter
  • Members-only access to analysis via our exclusive industry polls
  • Be the first to hear about our events and awards programmes

Join now


Already a International Investment member?


Author spotlight

Christopher Copper-Ind

Christopher Copper-Ind is editor-in-chief of International Investment. Before this, he was editorial director of The Business Year, from 2014 to 2017.