Fund and Asset Managers

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Dynamic Planner partners with Schroders to launch five co-branded risk targeted funds

Dynamic PlannerPublished: 12 December 2017

Schroders has partnered with Dynamic Planner, the market leading provider of digital risk profiling and financial planning services for financial advisers, to launch five risk targeted funds.

The Schroder Dynamic Planner Portfolios have been designed to enable advisers who use Dynamic Planner to risk profile their clients to select investment solutions that are suitable for their clients’ requirements. The funds target Dynamic Planner risk profiles from level 3 to level 7, and have been specifically designed to remain within the volatility parameters of each level. The five funds are called:

• Schroder Dynamic Planner Portfolio 3

• Schroder Dynamic Planner Portfolio 4

• Schroder Dynamic Planner Portfolio 5

• Schroder Dynamic Planner Portfolio 6

• Schroder Dynamic Planner Portfolio 7

The Schroder Dynamic Planner Portfolios are managed by Schroders’ highly experienced Multi-Manager Team, led by Marcus Brookes. The team research an investment universe of more than 5,000 funds, aiming to select the best combination of products from leading fund managers across equity, bond and alternative asset classes on a global basis. The 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 portfolios will have an ongoing charge of 0.99% and will be available on a wide range of UK adviser platforms.

James Rainbow, Co-Head of UK Intermediary said:

“The Schroder Dynamic Planner Portfolios provide investors access to the expertise of our highly experienced and talented Multi-Manager Team, led by Marcus Brookes, who currently manage between them more than £3bn of assets on behalf of our clients. We have worked closely with Dynamic Planner for many years. 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.”

Chris Fleming, Director of Asset & Risk Modelling, Dynamic Planner said:

"We are delighted to be collaborating with Schroders on this new range of active funds. With their proven expertise and our risk targeting and asset allocation model, this partnership will provide greater choice for investors seeking suitable long-term funds.”

Asset & Risk Modelling, Risk target managed


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