Combines high-quality active management with mainly low-cost passive ETFs which track responsible benchmarks or have a thematic focus.
Low-cost investments in mainly passive funds, which will help your client meet their financial objectives and incorporate responsible investing into their portfolios.
Each portfolio targets a specific total return; the total return figure depends on the level of risk your client is prepared to take but aims to deliver a return over and above inflation.
Benefit from a truly global perspective through a well-diversified portfolio, which we monitor continually.
Access all factsheets below and key information related consumer duty.
|Dynamic Planner Risk Profile
We understand the challenges that face financial advisers and are committed to providing the investment support you need. Our job is to manage the money to the mandate agreed between you and your client.
To give you clarity and confidence in our decision-making with your clients' investments, let us introduce you to our Centralised Investment Process and the investment principles that guide it. This video will cover:
If you have any questions, request a call back and we'll help arrange a call or meeting with your local Intermediary Sales contact.
Get in touch with your local Intermediary Sales team to discuss our wide range of services and how we can work with you and your clients.
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