Architas and BirthStar launch AE-style funds for retail investors

Laura Miller
clock

Architas and technology firm BirthStar have launched seven retail funds that follow an age-based strategy more commonly associated with default auto-enrolment (AE) pension funds.

The Architas BirthStar Target Date funds are managed by AllianceBernstein in line with a 'target date' - the point at which an investor wants to start withdrawing from their fund. Investors with the same target date - from 2015 to 2050, depending on the fund - are grouped together to be managed collectively, to achieve the same sort of economies of scale, and therefore lower costs, available to pension fund savers. Asset allocation of the funds is adapted as the investor nears their target date, for example retirement, in a rotation out of riskier assets and into a more cautiously man...

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

Partner Insight: AI and demographics - the economic tug of war

Partner Insight: AI and demographics - the economic tug of war

The economic future is unlikely to look like the recent past. Artificial intelligence or demographics will drive change.

Joe Davis, Chief Economist and Head of Investment Strategy Group, Vanguard
clock 16 July 2024 • 6 min read
Scotland Investment Roadshow 2024: Join PA in a city near you!

Scotland Investment Roadshow 2024: Join PA in a city near you!

Join us in Edinburgh or Glasgow this September

Professional Adviser
clock 15 July 2024 • 1 min read
PA Awards 2024: Canada Life AM on winning Best High Income Fund

PA Awards 2024: Canada Life AM on winning Best High Income Fund

A look at how the financial services firm has risen to the top

Professional Adviser
clock 12 July 2024 • 4 min read