Responsible Growth portfolio added to RSMR range

Kathleen Gallagher
clock • 1 min read

RSMR, the independent research business, has added a Responsible Growth Portfolio its responsible managed portfolio service.

The growth portfolio will sit alongside the others in the range: Responsible Cautious, Responsible Balanced, and Responsible Dynamic.  The funds range between Dynamic Planner's risk levels of 4-7. The initial allocation for the portfolio is 37.5% international equities, 27.5% UK equities, 26% fixed income, 5% multi-asset and 4% cash. The annual DFM charge is 0.15% with no VAT. Premier Miton renames fund to offer first 'dedicated' sustainable multi-asset product Stewart Smith, head of the managed portfolio business, said the portfolio "provides a pragmatic solution for advisers s...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on ESG

Trustpilot