The Jelf Group has added all four of F&C's Lifestyle funds to its product offering.
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 the current economic environment, Jelf says.
Martin Bowles, Managing Director for Jelf Private Clients says: "We like F&C's Lifestyle funds as they are actively managed and regularly rebalanced in line with agreed risk parameters."
He adds "We feel reassured by the amount of expertise, governance, process and research capability that goes into managing the funds".
For undisclosed sum
Entry deadline: Friday 28 September 2018
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