Fund groups are scrambling to develop risk-rated propositions ahead of the RDR deadline at the end of this year, with major houses including Jupiter planning how to enter the space.
The industry’s largest fund managers are considering whether to integrate risk-profiling tools with multi-asset ranges, or launch standalone portfolios in response to the growing demand for ‘outcome-orientated’ solutions. Investment Week understands Jupiter is weighing up a move into risk-rated funds with a range that may be an offshoot of John Chatfeild-Roberts’ £8bn Merlin offering. A source said Jupiter is assessing whether to integrate a risk tool into its current range, or launch mirror versions of its Merlin Portfolio with different levels of risk, similar to the likes of Standa...
To continue reading this article...
Join Investment Week for free
- Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
- Get ahead of regulatory and technological changes affecting fund management
- Important and breaking news stories selected by the editors delivered straight to your inbox each day
- Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
- Be the first to hear about our extensive events schedule and awards programmes