Jelf Group adds F&C's Lifestyle fund to product range

The F&C fund is based around an innovative risk tool, Dynamic Planner, a third party risk-profiling instrument that links a client's risk profile with a corresponding balance of investments. Each risk profile has an associated asset allocation. The Lifestyle Funds mirror the asset allocations of the four most common risk profiles, the Balanced fund, the Cautious fund, the Defensive fund and the Growth fund. The funds are rebalanced quarterly to ensure the portfolios remain in line with the client's risk profile. Lifestyle funds are proving increasingly popular amongst investors in ...