Insights by Tag:

Defined returns

Products
Funds of structured products: catering for all market scenarios

30 May 2024

Funds of structured products: catering for all market scenarios

SRP reviewed how some of the biggest funds of structured products registered in the UK and Ireland performed in April.

Market
SRP in brief: home stretch

06 Nov 2023

SRP in brief: home stretch

The Hong Kong SAR regulator zeroes in on ESG while an Austrian issuer goes for gold in Poland.

Products
Vox pop: funds of structured products – back in the black

17 Aug 2023

Vox pop: funds of structured products – back in the black

SRP asked four fund managers about the performance of their fund in the first half of 2023, their highlights for June, and their expectations for the rest of the year.

Products
Funds of structured products: good times ahead

01 Aug 2023

Funds of structured products: good times ahead

SRP looked at the various funds of structured products to see if they benefited from the global equity rebound in June.

Products
Viewpoint: monetising vol with the best risk return profile in the different periods

13 Apr 2023

Viewpoint: monetising vol with the best risk return profile in the different periods

Competition in the funds of structured products space is tight and increasing as new players enter the market with new products.

Products
Funds of structured products: resilient in difficult times

19 Jan 2023

Funds of structured products: resilient in difficult times

SRP reviewed how the various funds of structured products performed in December and full year 2022.

Market Reviews
Ireland Market Review, Q3 2022: straight ahead

31 Oct 2022

Ireland Market Review, Q3 2022: straight ahead

Eleven products were added to the Irish database in Q3, down eight compared to the same quarter last year.

Products
Funds of structured products: coping with bond and equities sell-off

25 Oct 2022

Funds of structured products: coping with bond and equities sell-off

With equity markets under pressure and fears of a looming recession, SRP looks at updates from six funds of structured products to see how they are positioned to achieve their long-term target returns.

Products
Funds of structured products (part 2): no place to hide

01 Jun 2022

Funds of structured products (part 2): no place to hide

SRP did the rounds to see how the various funds of structured products coped with the negative sentiment in the equity markets in April.

Products
Product snapshot: Catley Lakeman’s ‘boring fund’ does exactly what it's supposed to

24 Apr 2019

Product snapshot: Catley Lakeman’s ‘boring fund’ does exactly what it's supposed to

The firm’s investment management subsidiary has reported that its range of funds is close to breaking through the £1 billion AUM mark

Products
Structured funds: a tale of two halves as markets tumble

24 Oct 2018

Structured funds: a tale of two halves as markets tumble

The performance of the Levendi Thornbridge Defined Return Fund since its inception less than a year ago suggests the fund wrapper could provide an effective proposition for investors seeking to focus on wealth preservation when markets go choppy. Year to date, the fund is +2.30% versus the FTSE iShares Total Return TR (-3.83%) and the Eurostoxx 50 Price EUR TR (-9.38%).