Opportunities and risks
Total return funds
- focus on capital preservation
- afford the fund manager a greater degree of flexibility
- offer you the opportunity to strike the right balance between risk and return
The more importance you place on capital preservation, the more cautious the investments. This caution affects the potential long-term return. Although total return funds focus on capital appreciation, there is no guarantee of capital preservation.
Recommended investment horizon
Depending on risk class and investment strategy, we recommend a medium- to long-term investment horizon of three to seven years for investors looking to take advantage of the potential for attractive returns and to protect themselves against price fluctuations.
