Targeted Absolute Return

Funds managed with the aim of delivering positive returns in any market conditions, but returns are not guaranteed.

Funds in this sector may aim to achieve a return that is more demanding than a “greater than zero after fees objective.”

Funds in this sector must clearly state the timeframe over which they aim to meet their stated objective to allow the Investment Association and investors to make a distinction between funds on this basis.  The timeframe must not be longer than three years.

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