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...

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

Infrastructure: A good investment gone bad – and then good again?

Infrastructure: A good investment gone bad – and then good again?

'Infrastructure - a victim of a unique set of circumstances'

Darius McDermott
clock 02 May 2024 • 5 min read
Investment opportunities 'differ by client age group'

Investment opportunities 'differ by client age group'

‘Advisers should consider personal circumstances when it comes to investment’

Isabel Baxter
clock 02 May 2024 • 1 min read
Future of Investment Festival: Our specialist sessions for advisers

Future of Investment Festival: Our specialist sessions for advisers

Future-proofing advice, building sustainable portfolios, all things SDR

Professional Adviser
clock 02 May 2024 • 2 min read