Fund groups are scrambling to develop risk-rated propositions ahead of the RDR deadline at the end of this year, with major houses including Jupiter planning how to enter the space.
The industry’s largest fund managers are considering whether to integrate risk-profiling tools with multi-asset ranges, or launch standalone portfolios in response to the growing demand for ‘outcome-orientated’ solutions. Investment Week understands Jupiter is weighing up a move into risk-rated funds with a range that may be an offshoot of John Chatfeild-Roberts’ £8bn Merlin offering. A source said Jupiter is assessing whether to integrate a risk tool into its current range, or launch mirror versions of its Merlin Portfolio with different levels of risk, similar to the likes of Standa...
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
