Understanding total return funds – what investors need to know

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Tax, investments and pension rules can change over time so the information below may not be current. This article was correct at the time of publishing, however, it may no longer reflect our views on this topic.

Mixed asset total return funds have had a difficult time since the start of 2022. In this article we take a look at the challenges of assessing short-term performance for these sorts of funds.

This article isn’t personal advice. If you’re not sure whether an investment is right for you please seek advice. If you choose to invest the value of your investment will rise and fall, so you could get back less than you put in.

19 September 2023

There are times when every investment, sector and stock market will struggle. And since the start of 2022, mixed asset total return funds have faced a fair few challenges.

But what are they, why are they struggling and what could this mean for investors?

This article isn’t personal advice. If you’re not sure whether an investment is right for you, ask for financial advice. Investments and any income they produce can fall as well as rise in value, so you could get back less than you invest. Past performance is not a guide to the future.

Mixed and total return sector review – keep calm and carry on?

The phrase multi-asset means funds that invest in several different asset classes like shares,