Schroders Personal Wealth (SPW) has launched a range of six risk-rated multi-asset funds for its clients.
The funds - SPW Cautious Portfolio, SPW Discovery Portfolio, SPW Balanced Portfolio, SPW Progressive Portfolio, SPW Dynamic Portfolio and SPW Adventurous Portfolio - are the firm's first foray into offering clients access to portfolios, having set up its own authorised corporate director (ACD) last year. SPW said it would be responsible for setting the mandates and will retain overall oversight for the range, with Schroders Investment Management responsible for managing the investments. Schroders Personal Wealth appoints new CEO The funds will mainly invest in Schroders funds, alon...
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
