Boutique asset manager Evercore Pan-Asset has completed its risk-rated fund range with the launch of the PanDynamic Cautious Balanced and Cautious Growth portfolios.
The latest offering boosts the PanDynamic range to six risk-rated portfolios and one income product. The two new portfolios, available on the Ascentric platform, are based on Evercore Pan-Asset's dynamic asset allocation process and use index-tracking ETFs. The low-risk Cautious Balanced portfolio is expected to invest 70% in defensive fixed income assets and 30% in risk assets, while the Cautious Growth anticipates an investment of 40% in risk assets. Both portfolios have a minimum investment level of £1,000 for retail investors. The two new products join the PanDynamic Defensi...
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