AJ Bell Adds Pactive Funds to FinaMetrica Mapping

FinaMetrica is delighted to map AJ Bell’s Pactive funds. The new ‘Pactive’ funds is a version of its popular Managed Portfolio Service (MPS) which blends its actively managed portfolios with its passive funds to offer financial advisers greater choice when advising their clients.

AJ Bell’s MPS currently gives advisers sixteen portfolios that are broadly diversified across asset classes and regions. The portfolios are targeted to meet six different risk levels and are mapped to all the main risk profiling tools used by advisers, with an active and passive option for each of the six risk levels. There are also four income portfolios, two active and two passive. All portfolios are automatically rebalanced quarterly to ensure they remain aligned with their objectives.

The new Pactive portfolios are aligned to the same six risk levels as the existing portfolios and are invested half in the current actively managed portfolios and half in AJ Bell’s Passive funds.

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

Posted: 19/03/2019 12:00:00 AM by FinaMetrica