Schroders

At Schroders, asset management is our business and our goals are completely aligned with those of our clients – the creation of long-term value. We have responsibility for £430.3bn – on behalf of institutional and retail investors, financial institutions and high net worth clients from around the world – invested in a broad range of asset classes across equities, fixed income, multi-asset and alternatives.

We employ over 4,100 talented people worldwide operating from 41 offices in 27 different countries across Europe, the Americas, Asia and the Middle East, close to the markets in which we invest and close to our clients. Schroders has developed under stable ownership for over 200 years and long-term thinking governs our approach to investing, building client relationships and growing our business.
Source: Schroders, all data as at 30 June 2017.

We are delighted to partner with Dynamic Planner – the market-leading provider of digital risk profiling and financial planning services for financial advisers – to launch five actively managed, risk targeted funds. The Schroder-Dynamic Planner fund range has been designed with specific mapping to the Dynamic Planner risk profiles 3, 4, 5, 6 and 7, with each fund having an OCF of 0.99%.

When you use Dynamic Planner to risk profile a client you can now seamlessly select an investment solution that you can be sure will fit their needs. The Schroder-Dynamic Planner Portfolios provide investors access to the expertise of our highly experienced and talented Multi-Manager team, led by Marcus Brookes, who currently manage over £3bn of assets on behalf of our clients. The team ensures that each fund remains within its risk profile while actively managing its asset allocation on a tactical basis to take advantage of opportunities and control risk.

Schroders

“We are delighted to partner with Dynamic Planner - the market-leading provider of digital risk profiling and financial planning services for financial advisers”

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