Allianz launches four risk-rated funds ahead of RDR

clock

Allianz Global Investors has today launched a range of four risk-graded portfolios, the Allianz RiskMaster funds.

The RiskMaster Defensive, Conservative, Moderate, and Growth funds are structured as UK OEICs, and are managed by the group’s multi-asset team, led by Herold Rohweder. Distribution Technology is responsible for the risk profiling on the funds, which are rated four to seven on its risk scale. If the funds’ risk profiles have to be recategorised, investors will see their annual management charge waived for three months, the group said. The funds have a RDR-ready share class with an AMC of 0.75%, as well as a traditional A-share class at 1.5%. The management team will look to access t...

To continue reading this article...

Join Professional Adviser for free

  • 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

Join

 

Already a Professional Adviser member?

Login

More on Investment General

'Don't panic' — dealing with client emotions in a volatile market

'Don't panic' — dealing with client emotions in a volatile market

Advisers remind financial planning ‘is about the 'longer-term view’

Julia Bahr
clock 03 March 2023 • 6 min read
'Ambiguity and individualism': Advisers on rising investor demand for ESG

'Ambiguity and individualism': Advisers on rising investor demand for ESG

‘Lack of cohesive structure’ 

Julia Bahr
clock 01 September 2022 • 4 min read
Macroeconomic and geopolitical worries fuel advisers' bearish outlook - Schroders

Macroeconomic and geopolitical worries fuel advisers' bearish outlook - Schroders

‘A rapidly changing investment landscape’

Julia Bahr
clock 21 June 2022 • 4 min read