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Fund investment ideas
Understanding total return funds – what investors need to know
Mixed asset total return funds have had a difficult time since the start of 2022. In this article we take a look at the challenges of assessing short-term performance for these sorts of funds.
Published Sep 19, 2023
Published
Sep 19, 2023
Important information - This article isn’t personal advice. If you’re not sure whether an investment is right for you please seek advice. If you choose to invest the value of your investment will rise and fall, so you could get back less than you put in.
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Written by
Hal Cook
Senior Investment Analyst
Hal is a part of our Fund Research team and is responsible for analysing funds and investment trusts in the Fixed Interest and Multi-Asset sectors.
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Article history
Published: 19th September 2023