Novia launches duo of smart beta portfolios for UK advisers

Partnered with two US firms

Laura Dew
clock • 2 min read

Novia is to launch two smart beta exchange-traded fund (ETF) portfolios through its Copia discretionary fund manager service.

The platform provider has partnered with US ETF specialist First Trust Advisors and US-based momentum strategists Dorsey, Wright & Associates to create the portfolios. They will be available from 14 March and have a risk rating of 10 for adventurous investors. The Copia First Trust Smart Beta portfolio is made up of FTA's AlphaDEX® smart beta ETFs. These use the AlphaDEX® methodology, which selects and weights stocks based on investment merit, as opposed to size. Copia then employs a quantitatively-driven country rotation, alongside a partial risk-rotation strategy, to determine the o...

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

FCA takes civil action against Neil Woodford and W4.0 for 'operating without authorisation'

FCA takes civil action against Neil Woodford and W4.0 for 'operating without authorisation'

Accused of breaching FSMA

Michael Nelson
clock 08 June 2026 • 2 min read
M&G's PruFund coming to Scottish Widows Platform

M&G's PruFund coming to Scottish Widows Platform

First third-party platform launch

Jen Frost
clock 08 June 2026 • 2 min read
Investors move from cash to US equities as confidence improves

Investors move from cash to US equities as confidence improves

Investment Association figures show

clock 05 June 2026 • 3 min read