Dynamic Planner brings investment trusts into risk profiling service

Seneca Global Income & Growth Trust first to be included

James Baxter-Derrington
clock • 2 min read

Dynamic Planner has expanded its risk profiling service to include investment trusts for the first time as it seeks to enable consistency in assessing suitability regardless of the investment vehicle.

Seneca Global Income & Growth Trust is the first to be included in the service and has been assigned a Dynamic Planner Risk Profile score of seven out of a maximum possible ten. To date, the firm provides risk profiles for over 1,400 model portfolios and open-ended funds, and as the service expands across the investment trust universe, it hopes to provide advisers with a "consistency of approach", whether they are assessing the suitability of an OEIC or investment trust. Nick Britton, head of intermediary communications at the AIC, said the inclusion of investment trusts in Dynamic Pl...

To continue reading this article...

Join Professional Adviser

  • 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

Sustainable Investment Festival 2023: Speaker line-up revealed!

Sustainable Investment Festival 2023: Speaker line-up revealed!

Specialist PA event to help advisers with sustainable investing

Professional Adviser
clock 24 March 2023 • 1 min read
Allfunds launches dedicated alternatives division

Allfunds launches dedicated alternatives division

Strong demand from wealth management clients

Charlotte Moore
clock 21 March 2023 • 1 min read
A fax machine

Fax machines remain 'backbone' of UK asset management operations

Antiquated technology remains steadfast in investment offices

Elliot Gulliver-Needham
clock 21 March 2023 • 1 min read