Episode 79: What are Low-Volatility Funds?
Your Canadian Retirement Specialist
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Show Notes
In recent years, investors have been adding low-volatility investments to their portfolios.
These are typically stocks and funds that are designed to fluctuate less than the overall stock market. These investments often consist of stocks from certain sectors that have less volatility than the market as a whole (such as health care, grocery stores and utilities).
They move up and down considerably less than other companies, such as technology or mining operations.
The idea of low-volatility investing has been around for years, but it gained momentum during the 2008/09 financial crisis. With some investors worried about stock market gains reversing or how geopolitics might impact their portfolios, and others just wanting to be prudent investors, low-volatility funds could continue to see considerable growth.
In this episode, I explore the various types of low-volatility funds, and whether they're worth considering.
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Regan Schiller holds his Certified Financial Planner, Registered Retirement Consultant and Certified Life Underwriter designations. He is an Executive Financial Consultant licensed under Investors Group Securities Inc.
Disclaimer: https://www.morningstar.co.uk/uk/news/159098/do-low-volatility-etfs-deliver.aspx Mutual funds and investment products and services are offered through Investors Group Financial Services Inc. (in Québec, a Financial Services firm). Additional investment products and brokerage services are offered through Investors Group Securities Inc. (in Québec, a firm in Financial Planning). Investors Group Securities Inc. is a member of the Canadian Investor Protection Fund. Commissions, fees and expenses may be associated with mutual fund investments. Read the prospectus before investing. Mutual funds are not guaranteed, values change frequently, and past performance may not be repeated.
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