AJ Bell Adds Passive Funds to FinaMetrica Mapping

AJ Bell Adds Passive Funds to FinaMetrica Mapping

FinaMetrica is delighted to map AJ Bell’s passive funds. The AJ Bell Passive funds are a range of five funds that looks to deliver the maximum possible return for a level of risk that investors are comfortable with. Ranging from Cautious to Adventurous, these funds cover a broad range of risk profiles, helping advisers find the right solution for their clients.

The AJ Bell investment team work closely with highly regarded economists from Moody’s Analytics to deliver a long term approach that combines different assets to efficiently deliver returns without compromising investors’ tolerance for risk.

To do this, the fund invests collective investments such as funds, ETFs and futures to deliver a highly diversified portfolio of assets including equities, bonds, commercial property and cash to deliver long term returns with a more predictable investment journey by smoothing out the worst of market volatility.

The AJ Bell Passive funds build on the successful MPS that was launched in late 2016 and have already been mapped to FinaMetrica.

Posted: 27/06/2017 2:59:48 PM by FinaMetrica Pty Ltd