As a result of a new partnership with Charles Stanley Pan Asset, Bellpenny’s passive model portfolio range can now been risk profiled by a distribution technology. This allows financial planners to match clients to the portfolios that best meet their requirements for risk and return.
The portfolios are powered by Pan Asset and are based on the PanASSET1-6 range, with total costs of around 0.45% per year.
“These bespoke portfolios are another example of the added value Bellpenny is able to provide to clients. This allows us to deliver incredibly low investment costs, which we believe is an essential ingredient in maximising long-term returns,” Dominic Rose, acquisitions and sales director, said.
The firm’s passive model portfolios are managed by Pan Asset, and clients will receive the investment and risk management expertise of investment committee which includes committee chair John Redwood and managing director Christopher Aldous.
