Schroders and DT launch five co-branded risk-targeted funds

Ongoing charge of 0.99%

Victoria McKeever
clock • 1 min read

Schroders has launched five risk-targeted funds, in partnership with Distribution Technology (DT), using its Dynamic Planner risk profiling software.

The Schroder Dynamic Planner Portfolios have been designed to enable advisers who use risk profiling tool Dynamic Planner to pick investments which closely match their clients' risk appetite. The portfolios will be managed by Schroders multi-manager team, led by Marcus Brookes. The portfolios will have an ongoing charge of 0.99% and be available on a wide range of adviser platforms. Schroders UK intermediary co-head James Rainbow said: "The Schroder Dynamic Planner Portfolios provide investors access to the expertise of our highly experienced and talented multi-manager team, led by...

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

Why non-transparent managers are behind most failed acquisitions

Why non-transparent managers are behind most failed acquisitions

‘They don’t understand the importance of culture and cohesion’

Rami Cassis
clock 12 April 2024 • 3 min read
Partner Insight: Understanding the investment universe

Partner Insight: Understanding the investment universe

Invesco
clock 12 April 2024 • 6 min read
FCA issues warning notice to Neil Woodford over liquidity failings

FCA issues warning notice to Neil Woodford over liquidity failings

The firm failed on four accounts between 2018 and 2019

James Baxter-Derrington
clock 11 April 2024 • 2 min read