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Pan Asset

Model Portfolios

PanDYNAMIC Model Portfolios offer a versatile range of low-cost investments to Advisers and their Clients.

over 30 asset classes

PanDYNAMIC Model Portfolios allows Financial Adviser clients to have their money managed by professional investment managers to an agreed objective for a fraction of what it would normally cost. In addition the model portfolio arrangement ensures that the client will have ongoing contact with their Financial Adviser.

The wrap platforms (AvivaAscentricNoviaNucleus, Standard Life or Transact) provide the custodian and dealing service. Depending on the flexibility of the wrap platform, the Model Portfolios can normally be used for all or part of an investment portfolio.

These portfolios aim to exploit the continually changing opportunities offered by different asset classes around the world. The DYNAMIC asset allocation process combines long-term investment in assets most likely to meet a particular client’s needs, with shorter-term tactical decisions which can protect their assets in times of stress.

 

Our Services

The PanDYNAMIC Model Portfolios

PanDYNAMIC Model Portfolios offer a versatile range of low-cost investments to Advisers and their Clients.

Two Portfolio Approaches

Our model portfolios come in two forms; PanDYNAMIC and PanASSET Fund Based.

Benefits

Please click here to see a list of Benefits we offer clients.

Services and Costs

How PanDYNAMIC Model Portfolios work for the Client; an adviser and the costs.

About the Wrap Platform

The PanDYNAMIC model portfolios are currently available on four wrap platforms: Ascentric, Nucleus, Transact and Novia.

Factsheets

Please click here to see the latest Model Portfolio Fact Sheets.

Risk and Performance

Risk and performance assessment for the period January 2000 to December 2010.

Range of Asset Classes

Please click here to see the range of asset classes.

Brochures

Please click here to view our range of downloadable documents.

Contact us

Charles Stanley Pan Asset
55 Bishopsgate
London
EC2N 3AS

020 7799 5454

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