Darwin Investment Managers has launched a model portfolio service comprising three funds managed by multi-asset veteran David Jane.
The trio of risk-graded funds is designed to offer low-cost, actively-managed solutions to financial advisers and their clients. The Balanced portfolio is modelled on Jane's Darwin Multi Asset OEIC, with a similar asset allocation split and risk profile, targeting volatility of 5% to 7%. A Defensive and an Aggressive portfolio complete the suite of model funds, which are available exclusively through the Novia platform. At launch, the Balanced fund has about 40% in developed market equities including UK, European, US and Japanese stocks. The remainder is split between UK and ove...
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
