Seven Investment Management has partnered with risk-profiling firm Distribution Technology to launch three passive Ucits funds co-branded under the latter’s Dynamic Planner banner.
The funds will sit in the Dynamic Planner Risk Targeted Managed range, using the asset allocation of the Dynamic Planner risk profiles.
The funds will be managed by the firm’s fund management team under the guidance of chief investment officer Chris Darbyshire.
The funds will invest in a range of asset classes including equities, government and corporate bonds, index linked gilts, cash and near cash, real estate and certificates of deposit, via exposure to futures and funds.
They will have an ongoing fund charge of 29bps.
Seven IM’s CEO Tom Sheridan (pictured) said: ‘Distribution Technology is a good fit with us, with a risk management approach which complements our own, and with a tried and tested asset allocation model, advice technology process and fund research that has earned them an enviable following amongst over 7,000 advisers.
‘The co-branding of the funds reflects close involvement in the manufacture and oversight of the funds, with Chris Fleming, Dynamic Planner’s director of asset and risk modelling, sitting on the investment committee for the portfolios.’