Discretionary manager Fund Intelligence is tapping into adviser demand for outsourced solutions post-RDR by offering a range of model portfolios for ethically-focused investors.
Fund Intelligence investment director Chris Mayo says the three portfolios - Income & Growth, Balanced Growth and Equity Growth - will be available for use by IFAs both via platforms and on a discretionary basis. The three fund of fund solutions will carry maximum equity weightings of 60%, 80% and 100% respectively. The Income & Growth portfolio also has a 3% yield objective. Mayo says there are many growth-orientated products in the UK market for ethically-minded investors to choose run by high-profile managers such as Jupiter, Aberdeen and Aegon. Available initially on the Ascent...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes
