Caerus unveils first four multi-asset investment funds

Aimed at a broad range of investors as a core holding in their portfolios, the four Dynamically Rebalanced Portfolio (DRP) funds are spread across a traditional risk profile matrix. They will be invested across a broad range of asset classes, geographies and ETF providers and will be rebalanced to ensure they deliver on their mandates. Each fund will carry an annual management charge of 0.25% for the retail share class and will be managed by Evercore Pan-Asset, with IFDS Managers Limited appointed to act as authorised corporate director. Keith Carby, chief executive of Caerus Capit...