Schroders and DT launch five co-branded risk-targeted funds

Ongoing charge of 0.99%

clock • 1 min read

Schroders has launched five risk-targeted funds, in partnership with Distribution Technology (DT), using its Dynamic Planner risk profiling software.

The Schroder Dynamic Planner Portfolios have been designed to enable advisers who use risk profiling tool Dynamic Planner to pick investments which closely match their clients' risk appetite. The portfolios will be managed by Schroders multi-manager team, led by Marcus Brookes. The portfolios will have an ongoing charge of 0.99% and be available on a wide range of adviser platforms. Schroders acquires private equity solutions business Adveq Schroders UK intermediary co-head James Rainbow said: "The Schroder Dynamic Planner Portfolios provide investors access to the expertise of ...

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