What can investors learn from DGFs’ 2016 performance?


Since Diversified Growth Funds (DGFs) came to prominence in 2008, the market environment has supported reasonable performance with low levels of risk, even those with more traditional, static allocations. However, 2016 saw a challenge to this environment, resulting in a wide dispersion of DGF returns.

In this paper, we consider that DGF performance dispersion in 2016 is wider than previous years and suggest what investors can do to optimise performance from their DGF allocations going forward.

The value of investments will fluctuate, which will cause prices to fall as well as rise and investors may not get back the original amount they invested.

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