Söderberg & Partners Asset Management has launched a new discretionary fund management (DFM) business with three model portfolio product ranges.
The three product ranges are: core; sustainable core; and active core. Each has four different risk-graded model portfolios: adventurous; growth; balanced; and cautious. The model portfolios are comprised of active mutual funds and passive index tracking funds from selected asset managers. In addition, satellite portfolios will be available in addition to the core models, offering exposure to thematic investing, alternative asset classes, specific equity regions, income, and more. Indicative portfolio charges range from 0.07% ongoing charges figure (OCF) for the adventurous core p...
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