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Avoid the maul

How diversified growth funds keep the bear at bay

Home / Perspectives / Avoid the maul: How diversified growth funds keep the bear at bay

Michael Vaughan, Performance Analyst
14 October 2016
Investment Note

bears-thumbnailKey points

  • Diversified growth funds all claim to offer bear market protection but vary greatly in how they achieve this
  • These different approaches can result in varying outcomes for investors and some have failed to protect investor capital during recent equitymarket downturns
  • We have analysed three different diversified growth fund approaches to see how these have or would have performed in certain markets
  • We have also considered the risk profiles of the different approaches and how their risks and rewards compare to other types of funds on offer

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Michael Vaughan Performance Analyst Michael joined Hermes in 2013, as a performance analyst. He graduated from the University of Exeter in 2012, achieving Bachelors of Business Economics & MSc International Management degrees. Previous to Hermes, Michael worked for a wealth management firm as an Investment Assistant. Michael holds the IMC qualification.
Read all articles by Michael Vaughan