This tool allows you to filter the universe of funds in the IA’s Targeted Absolute Return (TAR) sector, using various criteria.
The tool is a starting point if you’re considering investing in funds in the TAR sector. However, it’s not a recommendation to buy and you should do your own research and seek professional advice. We welcome any feedback about how to improve the tool.
Investment Association TAR requirements
We require TAR sector funds to be managed with the aim of achieving a positive return after fees in any market conditions (though returns are not guaranteed) and to clearly state the timeframe (up to three years) in which they aim to meet their stated objective.
Funds in this sector may aim to achieve a return more demanding than a ‘greater than zero after fees objective’ and the tool records this additional objective.