Asset managers rush to launch risk-rated funds for post-RDR world

clock

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

Join now

 

Already an Investment Week
member?

Login

More on Investment

IA CEO calls for 'inclusive investment environment' to help UK adults tap into 'investment growth'

IA CEO calls for 'inclusive investment environment' to help UK adults tap into 'investment growth'

Urges boosting financial literacy

Sorin Dojan
clock 20 December 2024 • 3 min read
Outlook 2025: A year in review with Investment Week

Outlook 2025: A year in review with Investment Week

The IW team looks back at a bumper year

Investment Week
clock 20 December 2024 • 1 min read
Stories of the Week: BoE holds interest rates steady; Number of UK companies mulling moving their listing doubles; FCA launches consultation on private stock market

Stories of the Week: BoE holds interest rates steady; Number of UK companies mulling moving their listing doubles; FCA launches consultation on private stock market

Bank of England, FCA, and UK companies: The biggest stories from the world of investment and asset management this week

clock 20 December 2024 • 1 min read
Trustpilot