7IM and DT launch 'low cost' risk-targeted fund range

0.29% ongoing fund charge

Victoria McKeever
clock • 2 min read

Seven Investment Management (7IM) is to launch three passive risk-targeted funds using Distribution Technology's (DT) Dynamic Planner risk profiling software.

7IM Dynamic Planner Portfolio 4, 5 and 6 will be managed by 7IM's fund management team under chief investment officer Chris Darbyshire. The three UCITS funds will form part of the Dynamic Planner Risk Targeted Managed range, allocating assets according to the risk profiles determined by Dynamic Planner. They come at an ongoing fund charge (OCF) of 0.29%. The funds will offer exposure to a range of asset classes, including equities, government and corporate bonds, index linked gilts, and cash. An initial offer period will run from 9am on Monday, 18 September to 12pm on Friday, 6 Oct...

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