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It’s now two years since Friends First brought Concept K, the absolute return fund run by Deutsche Asset Management, into Ireland. The underlying fund has a track record of being able to navigate market twists and turns and this is reflected in Concept K’s performance against strategies with similar objectives.
The Concept K fund is aimed at medium risk investors and is based on a multi-asset approach whereby it can diversify across investment classes to deliver long term growth. Using state-of-the-art risk controls including daily assessment, the fund is designed to keep any losses below 10% in any year. The fund is managed by Deutsche Asset management, one of Germany’s most renowned investment teams.
The key to investing is getting the right balance between maximising returns and a given level of risk. With the increasing interest by consumers in taking on some risk due to the falling deposit rate environment, coupled with the desire to ensure that their investments remain in a controlled risk environment, Concept K offers a unique choice.
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 client’s needs.
The Concept K fund and the Magnet and Compass Range are available across the Friends First suite of Pensions, Approved Retirement Funds (ARFs), Approved Minimum Retirement Funds (AMRFs), Savings and Investment products.
For more information on the Friends First range of funds, please contact your Account Manager or visit the Concept K area on our fund centre on friendsfirst.ie.
Remember to visit our ABC Investment Journey to help guide your clients through their investment choice and decisions.
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.
Important Returns Note
The return(s) shown are based on bid-to-bid performance of the funds quoted and as such do not represent the returns on insurance contracts linked to these funds; returns on insurance contracts linked to these funds would be lower due to additional charges. Details of all charges for the Friends First fund are available on request.