Managed by Schroders’ multi-manager team lead by Marcus Brookes, the Schroder Dynamic Planner Portfolios each carry an ongoing charge fee (OCF) of 0.99%.
Dynamic Planner is Distribution Technology’s software product provided to a number of advisers to risk profile their clients. The five funds, launched on Tuesday, target those in the risk profiles from level three to level seven.
The lowest risk fund is called Schroder Dynamic Planner Portfolio 3, with the others named accordingly 4, 5, and 6 up to the highest risk Schroder Dynamic Planner Portfolio 7.
According to Schroders, the multi-manager team will make tactical asset allocation decisions while operating within the Dynamic Planner risk profile, meaning clients’ money will always be aligned to their risk profile.
The five funds will be available on a wide range of UK adviser platforms.
“We have worked closely with Distribution Technology for many years,” said James Rainbow, co-head of UK intermediary at Schroders. “They have a successful risk-profiling and investment process which is trusted across the industry by more than 7,000 advisers and we look forward to continuing our relationship with them.”
