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

Darius McDermott: Building a resilient portfolio in a concentrated market

Darius McDermott: Building a resilient portfolio in a concentrated market

'A well-balanced portfolio should also take in the broadest possible range of growth opportunities'

Darius McDermott
clock 01 July 2026 • 5 min read
Fahad Hassan: Progress on many fronts

Fahad Hassan: Progress on many fronts

'Financial markets are increasingly pricing in a more benign inflation environment ahead'

Fahad Hassan
clock 01 July 2026 • 5 min read
Government launches taskforce to tackle £1.6bn in unclaimed child trust funds

Government launches taskforce to tackle £1.6bn in unclaimed child trust funds

Links up with providers including Coutts, Nationwide and HSBC

Isabel Baxter
clock 29 June 2026 • 3 min read