Three PortfolioMetrix funds now risk profiled on Dynamic Planner

Core Assertive, Core Balanced and Core Cautious funds

Jenna Brown
clock • 1 min read

Dynamic Planner has expanded its coverage of risk profiled funds to include discretionary investment manager PortfolioMetrix’s three Core funds.

The three PortfolioMetrix funds now risk profiled on Dynamic Planner are: PortfolioMetrix Core Assertive PortfolioMetrix Core Balanced PortfolioMetrix Core Cautious PortfolioMetrix managing director Ben Peele said: "We know advisers do not like being tied to one provider so, while we have our own risk profiling tool, we also appreciate different firms will have different preferences and may have long-established relationships with third-party software providers. "We are delighted to partner with Dynamic Planner and to have them risk profile our three Core funds." Dynamic ...

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

Wealth Club launches UK's first private markets SIPP

Wealth Club launches UK's first private markets SIPP

45% income tax relief

Patrick Brusnahan
clock 24 March 2026 • 1 min read
Rebalancing act: Sometimes doing very little in portfolio management is the hardest thing to do

Rebalancing act: Sometimes doing very little in portfolio management is the hardest thing to do

'More often, it's the quieter disciplines that matter most'

Phillip Young
clock 23 March 2026 • 3 min read
Crypto investors receive 40 times more HMRC tax warnings than stock traders

Crypto investors receive 40 times more HMRC tax warnings than stock traders

Data shows enforcement activity shift

clock 19 March 2026 • 2 min read