Traditional funds focus on the market environment and are always trying to beat their benchmark. That means the fund manager is looking to generate a greater return than an investment in the fund's benchmark index or market would have yielded. Total return funds take another approach. Their objective is to at least preserve the capital employed while generating the highest return possible, no matter how the market performs. Our customers who invest in this fund category profit from a broad investment universe. 


Greater flexibility with total return funds


For total return funds, appreciation is not measured against a benchmark but rather in absolute terms. This not only makes it easy to assess the performance of the fund's management, but also affords total return fund managers greater flexibility in their investment decisions. Depending on the strategy employed, a wide range of performance outcomes is possible. However, there is no guarantee that these fund types will generate positive returns. 

 


For further information please select a fund.