16 May 2017
Are DGFs the silver bullet or an overrated investment strategy?
Diversified Growth Funds (DGFs) have seen a huge rise in popularity in recent years. Trustees of DC pension schemes have been attracted to DGFs on the promise that they will offer equity-like returns with lower levels of volatility. But does it make sense to target lower levels of volatility through all stages of the investment lifecycle?
Listen to our debate where speakers, Mark Jaffray, Partner and Head of DC at Hymans Robertson and John Roe, Head of Multi-Asset Funds, Asset Allocation at Legal & General Investment Management, sought to prove how effective DGFs really are as part of your scheme’s investment strategy.
The debate was moderated by independent trustee Michael Chatterton from Law Debenture.
The following questions were covered in the session:
- What role do DGFs have to play in DC investment?
- At what stages is it appropriate, if at all, for DGFs to be used?
- What types of DGF vehicles are most appropriate?
- And when in the DC investment journey should we be most worried about member behaviours?