Dynamic Planner has expanded its risk profiling service to include investment trusts for the first time as it seeks to enable consistency in assessing suitability regardless of the investment vehicle.
Seneca Global Income & Growth Trust is the first to be included in the service and has been assigned a Dynamic Planner Risk Profile score of seven out of a maximum possible ten. Dynamic Planner's Chatterjee: Navigating the 'tidal wave' of fiscal policy To date, the firm provides risk profiles for over 1,400 model portfolios and open-ended funds, and as the service expands across the investment trust universe, it hopes to provide advisers with a "consistency of approach", whether they are assessing the suitability of an OEIC or investment trust. Nick Britton, head of intermediary co...
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