Blog

19th March 2020

The hidden risk of with profits funds

The announcement this week of a -13% mid-term unit price cut to a with profits fund is a useful reminder if you smooth volatility, it can come back all in one go.

With profits funds can smooth away volatility for a while, but they can’t magic away downside risk.

For a recap on the hidden “reset risk” in with profits funds, take a look at our analysis.

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    Copia Capital Management

    Fleet House, 8-12 New Bridge Street, EC4V 6AL

    Copia Capital Management is a trading name of Novia Financial Plc. Novia Financial Plc is a limited company registered in England & Wales. Register Number: 06467886. Registered office: Cambridge House, Henry St, Bath, Somerset BA1 1JS. Novia Financial Plc is authorised and regulated by the Financial Conduct Authority. Register Number: 481600.

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