Ascot Lloyd expands range with five risk-targeted funds

Through sister firm Avellemy

Anna Fedorova
clock • 2 min read

UK IFA Ascot Lloyd has launched a range of five risk-targeted active OEICs through its sister company Avellemy.

The funds, which will also see Investment Fund Services Limited (IFSL) acting as the authorised corporate director, went live in April. The products are mirrors of Avellemy's existing platform-based discretionary fund management (DFM) and managed portfolio service (MPS) active models, which have been running since September 2014. These solutions will now be available to investors through 13 platforms. Tatton IM wins contract to run Tenet Group managed portfolio service The multi-asset and multi-manager investment solutions will allow clients to align their investment portfolio to t...

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 Multi-Asset

Low-cost multi-asset funds outperforming competitors

Low-cost multi-asset funds outperforming competitors

Morningstar report finds

Michael Nelson
clock 27 February 2026 • 2 min read
Baton change: What comes after exceptional

Baton change: What comes after exceptional

In the first of a regular series of multi-asset focused articles, Louis Hutchings looks at what comes after exceptional...

Louis Hutchings
clock 06 February 2026 • 4 min read
Partner Insight: Strategic flexibility meets value discipline

Partner Insight: Strategic flexibility meets value discipline

Combining long-term positioning with tactical agility delivers alpha while navigating concentrated equity leadership and shifting global opportunities, says Keith Balmer, Senior Economist, Multi Asset team, Columbia Threadneedle Investments.

Columbia Threadneedle Investments
clock 28 January 2026 • 10 min read