Ascot Lloyd expands range with five risk-targeted funds

Through sister firm Avellemy

Anna Fedorova
clock • 1 min read

UK IFA Ascot Lloyd has launched a range of five risk-targeted active OEICs through its sister company Avellemy.

The funds, which will also see Investment Fund Services Limited (IFSL) acting as the authorised corporate director, went live in April. The products are mirrors of Avellemy's existing platform-based discretionary fund management (DFM) and managed portfolio service (MPS) active models, which have been running since September 2014. These solutions will now be available to investors through 13 platforms. The multi-asset and multi-manager investment solutions will allow clients to align their investment portfolio to their risk appetite, based on Distribution Technology's risk profiling so...

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