P1 Investment Management has partnered with PIMCO to launch a retirement-focused managed portfolio service for UK financial advisers.
The models combine PIMCO's active fixed income and retirement income experience with passive equity exposure in a multi-manager framework. The portfolio annual management charge (AMC) will be 0.15%. The portfolios are available to UK financial advisers from 1 October through third-party platforms as well as the P1 Platform. Under the partnership, PIMCO will provide access to its UK Retirement Income Model Portfolios, underlying research and investment experience, while as the portfolio manager, P1 will remain responsible for all day-to day operations, investment decisions and client s...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- 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
