For months now, in the build-up to the end of year RDR deadline, fund providers have been anxious to tap into adviser and client demand for risk-rated, multi-asset portfolios.
On paper, the vehicles appear to promise some kind of simplified scenario, where the adviser establishes a risk profile for a client and then matches this to a particular portfolio. However, what is...
Cautious asset mix
Net sales down 19%
Sold by majority shareholder Old Mutual
Inherited from SWIP acquisition