DFM assets keep rising in Q1 amid a shift to active

Q4 2020 saw 11% rise in assets

Anna Fedorova
clock • 2 min read
Heather Hopkins of NextWealth
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Heather Hopkins of NextWealth

Assets in discretionary model portfolios (DFMs) grew 11% in Q4 2020 and a further 5% in Q1 2021, according to the latest MPS Proposition Comparison Report from NextWealth.

The report, which profiled 27 DFMs, also found that model portfolio allocation shifted 1.7% towards active over the last six months. Schroders and 7IM increased their active allocation by as much as 10%,...

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