The 7IM Dynamic Planner Wealth Portfolios fund range celebrated its first anniversary this week.
Over what has proven a volatile period in global stock markets, the three funds – at Dynamic Planner Risk Profile 4, 5 and 6 – have delivered very attractive risk-adjusted returns versus the Risk Target Managed (RTM) peer group.
We are currently working on the range’s next issue of Quarterly Investor Reports, which will now include both cumulative and discrete performance charts and tables, alongside rich content on asset allocation and fund manager commentary. The updated Quarter 3 reports will be available to download from Dynamic Planner’s Portfolio Suitability Hub later this month.
Reports are configurable and can be white labelled to your firm’s branding, allowing you to tailor reports to clients’ needs. The funds’ competitive ongoing fund charge of 0.29 per cent helps you manage total costs for clients.
The passive, Ucits 7IM Dynamic Planner Wealth Portfolios were launched on 9 October 2017 and are managed by 7IM’s experienced and dedicated fund management team. They are invested in a range of asset classes and allow you effectively to outsource fund selection to packaged multi-asset solutions which are risk targeted.
7IM Chief Executive Officer Tom Sheridan said upon the investment range’s launch: “7IM was a pioneer in providing passive investment solutions to the retail market, using passive and smart passive implementation in funds, models portfolios and discretionary services.
“This launch offers advisers and their clients the combined expertise of 7IM and Dynamic Planner at low cost, using rigorous risk management to the Dynamic Planner risk profiles.”
Dynamic Planner RTM funds under management exploded by nearly 400 per cent in five years from £1.6bn in 2013 to £6.3bn in 2018. Learn more.