Dynamic Planner brings investment trusts into risk profiling service

Seneca Global Income & Growth Trust first to be included

James Baxter-Derrington
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Dynamic Planner has expanded its risk profiling service to include investment trusts for the first time
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Dynamic Planner has expanded its risk profiling service to include investment trusts for the first time

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...

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