Academic papers have been written on sequencing risk, which is really just a fancy word for taking a massive hit (most likely from the equity market) at the worst possible time – ie, close to or post-retirement.
downside protection
March quarter performance for Pentalpha Income for Life Fund
The Fund returned +2.70% net of fees for the March Quarter 2019, comprising 1.87% in distributed yield and 1.01% capital return on a before fees basis.
Australian-based international equities fund generates positive return in January
Insync Global Titans Fund deploys downside protection in the form of buying out-of- the-money index puts (with 60% net asset value covered using index puts for January) The Insync Global Titans Fund is focused on delivering consistent returns with active management of downside risk. “The Global Titans fund’s objectives are to provide equity type returns […]
Insync Funds Management is a global equity specialist based in Sydney. Key team members own equity in the business and co-invest in the Fund alongside other investors.