Seven Investment Management (7IM) is to launch three passive risk-targeted funds using Distribution Technology's (DT) Dynamic Planner risk profiling software.
7IM Dynamic Planner Portfolio 4, 5 and 6 will be managed by 7IM's fund management team under chief investment officer Chris Darbyshire. The three UCITS funds will form part of the Dynamic Planner Risk Targeted Managed range, allocating assets according to the risk profiles determined by Dynamic Planner. They come at an ongoing fund charge (OCF) of 0.29%. The funds will offer exposure to a range of asset classes, including equities, government and corporate bonds, index linked gilts, and cash. An initial offer period will run from 9am on Monday, 18 September to 12pm on Friday, 6 Oct...
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