Architas and BirthStar launch AE-style funds for retail investors

Laura Miller
clock

Architas and technology firm BirthStar have launched seven retail funds that follow an age-based strategy more commonly associated with default auto-enrolment (AE) pension funds.

The Architas BirthStar Target Date funds are managed by AllianceBernstein in line with a 'target date' - the point at which an investor wants to start withdrawing from their fund. Investors with the same target date - from 2015 to 2050, depending on the fund - are grouped together to be managed collectively, to achieve the same sort of economies of scale, and therefore lower costs, available to pension fund savers. Asset allocation of the funds is adapted as the investor nears their target date, for example retirement, in a rotation out of riskier assets and into a more cautiously man...

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

Advisers have opportunity to deepen private market engagement

Advisers have opportunity to deepen private market engagement

Most client allocations to private markets are either 5%-10% or 1%-5%

Isabel Baxter
clock 18 November 2024 • 2 min read
Royal London cuts number of governed range portfolios

Royal London cuts number of governed range portfolios

Renaming remaining portfolios to reflect level of investment risk

Jenna Brown
clock 18 November 2024 • 1 min read
Tatton AM launches range of passive funds as AUM surpasses £20bn

Tatton AM launches range of passive funds as AUM surpasses £20bn

Net flows double from last year

Cristian Angeloni
clock 13 November 2024 • 1 min read