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 carry 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. 7IM hikes gold to record high to weather market risk An initial offer period will run from...
To continue reading this article...
Join Investment Week for free
Signup and gain exclusive members-only insights - all free of charge!
- 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
