Fund and Asset Managers

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Insight and Opinion into Financial Planning Matters

Dynamic Planner ACE Rated Funds update

Nigel Murphy 21 April 2017

The January update of ACE Rated Funds presents us with an opportunity to introduce a number of significant improvements to the fund research conducted by Dynamic Planner. Based on the feedback from advisers, customers, and asset managers, it was clear that the research needed to focus on the strengths of the process, and present the results in a much simpler and clearer way. For that reason we are changing from the current four ACE awards to just two awards -  Premium Fund and Select Fund.  Whilst the Research process has already ...

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Topics: fund research

  

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