Dynamic Planner is now risk rating the L&G Future World Global Opportunities fund, assigning a risk profile of five.
The £137m fund, which has been managed by Colin Reedie since 2019, is ranked first in its sector of 148 over a five year period, according to FE Fundinfo. It has returned 40.7% in the past five years, compared to a sector average of 14.7%.
According to Dynamic Planner, the fund is equipped with a “robust risk budgeting approach” and an “inherent conservative risk management culture”.
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Yasmina Siadatan, chief revenue officer for Dynamic Planner, said: “There are now over 40 L&G solutions risk profiled with Dynamic Planner, meaning we take data direct from L&G to accurately risk assess the underlying holdings, institutional level research which is then available within the software to all our clients and their end investors through reports. We are delighted to welcome another L&G fund and further broaden out the choice of investment solutions and funds for our clients.”
Reedie added: “We are living through remarkable times, both geopolitically and in financial markets. This creates prime investment opportunities that we have designed the L&G Global Ops fund to target. Our success is born out of a distinctive structure and process, underpinned by shrewd individual contributions to the team effort.”
