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130/30 Guide

 

130/30 funds in context

It has been suggested that these products can – should, even - supplant traditional long-only funds in investors' portfolios. This is arguably a premature notion, since many of the benefits claimed for this type of fund remain to be demonstrated. Certainly, shorting as a central plank in this strategy is only really effectively deployable in developed, populous markets. This rules out funds investing in emerging markets and bonds, at least.
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