AJ Bell’s entire Managed Portfolio Service is now mapped by FinaMetrica’s risk profiling tool

AJ Bell’s entire Managed Portfolio Service is now mapped by FinaMetrica’s risk profiling tool

AJ Bell has significantly expanded its Managed Portfolio Service and all of the portfolios are now mapped by FinaMetrica’s risk profiling tool to make it easy for you to integrate the service into your existing business process.

In addition to the original five passive portfolios which were mapped by FinaMetrica, AJ Bell has launched a sixth passive portfolio which sits at the higher end of the risk spectrum. The portfolio is 100% Equity and provides internationally diversified exposure to global markets with a focus on faster growth asset classes such as emerging markets, Asia and global technology.

AJ Bell has also launched an active management version of its entire MPS. The new portfolios, which are available exclusively on the AJ Bell Investcentre platform, mirror the asset allocation of AJ Bell’s existing passive MPS but with the new portfolios implemented via a choice of actively managed funds.

Another new addition to the range are four income portfolios. Income 1 has a target yield of 4% and aims to offer long term capital protection and Income 2 has a target yield of 4% and aims to offer long-term inflation protection. Both income options are available as a passive or active portfolio.

The entire range benefits from AJ Bell’s recent price cut, giving the portfolios an annual management charge of 0.15% + VAT and making it one of the best value MPS’s in the market.
 

Posted: 23/02/2018 5:25:23 PM by FinaMetrica Pty Limited