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The success of the Friends First Concept K fund through different market phases can be attributed to the flexibility of asset allocations and the effective navigation of markets. The fund is built in such a way that the manager’s strategic and tactical ideas can be implemented quickly and efficiently. These investment ideas play out over the short & long-term, aiming to provide growth over time while maintaining safe assets at the core of the investment to reduce potential losses.
Concept K is a single fund that invests in various asset classes across global markets. The team in Deutsche Asset Management manage the underlying fund with a high degree of investment flexibility to exploit opportunities arising in the markets. There are also two dedicated risk managers within the portfolio management team who exercise rigorous risk control by monitoring the risk statistics and guiding the portfolio managers. As a result, Concept K is a fully diversified, actively managed fund combined with a rigorous risk control framework.
The fund management team in Deutsche Asset Management expect solid economic momentum in both Europe and the United States, but few signs as yet of inflation sharply accelerating.
The following are the key themes forecasted:
Active management and an unconstrained allocation will see various tactical plays in the underlying fund portfolio over the coming weeks and months. The current focus is on the equity allocation and using market corrections to increase exposure to equities and move to a less defensive position which may offer more return. The underlying fund is also overweight in European equities to benefit from upside potential but it is still diversified with limited exposure to US.
The Concept K fund is available as a standalone fund option as well as featuring within a number of our Magnet and Compass range of portfolio funds. The Magnet and Compass ranges are ready-made portfolios, each designed with a particular type of investor in mind, making it easier for you to select the right investment for your needs. For more information visit the Concept K page on our website.
The Concept K fund and the Magnet and Compass Range is available across the Friends First suite of Pensions, ARF (Approved Retirement Funds), AMRF (Approved Minimum Retirement Funds), Savings, and Investment products.
For more information on the Friends First range of funds, please contact your Account Manager or visit our fund centre.
Source: Deutsche Asset Management International GmbH as at January 31, 2018
This article is for Financial Broker use only.
The funds referred to on this page may be linked to an insurance-based investment product and the Key Information Document (KID) for this product is available at www.friendsfirst.ie/kids. The Risk Ratings of the funds referred to in this document differ from the corresponding Summary Risk Indicators shown in the KID. An explanation of the differences between the Risk Rating and the Summary Risk Indicator is available at the location above.
Warning: If you invest in this product, you may lose some or all of the money you invest.
Warning: Past performance is not a reliable guide to future performance.
Warning: The value of your investment can go down as well as up.
Warning: Funds may be affected by changes in currency exchange rates.