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Rob Williams, Chief Sales and Marketing officer, SIG

Skandia opens up Spectrum funds to Distribution Technology clients


Skandia’s Spectrum range of risk-rated funds is being made available to financial advisers using Distribution Technology’s risk profiling service.

The six Spectrum funds were originally designed in conjunction with Towers Watson’s risk mapping tools and have been available since launch exclusively on the Skandia Investment Solutions Platform. 

Now, Distribution Technology has mapped the six Spectrum funds against its own Dynamic Planner’s risk categories to help advisers using their software to appropriately match a fund to their client’s requirements.

The Spectrum funds, which are managed by Skandia Investment Group, are regularly reviewed and automatically rebalanced to ensure they remain in line with the stated volatility targets. Unlike most funds, which are rated on performance relative to a peer group, the Spectrum funds aim to maximise investment returns within these set volatility targets.

Dynamic Planner is one of the UK’s most widely used financial and investment planning tools, with over 29,000 registered adviser users via platforms, intermediaries, networks and service providers.

Rob Williams (pictured), SIG chief sales and marketing officer, says: “With more than GBP550m already invested in the Spectrum funds it’s clear that risk-controlled investments are becoming ever more popular. With an increasing number of enquiries – particularly from other platforms and key national and network firms – using Distribution Technology’s Dynamic Planner was the obvious next step.”

Ben Goss, chief executive of Distribution Technology, adds: “We are pleased to be helping Skandia Investment Group in their drive to assist advisers in selecting appropriate fund solutions for their customers. Our new Fund Risk Profiling service has been adopted by a number of leading investment managers now and provides an independent and robust framework for assessing investments such that advisers are well placed to make selections that match their client’s asset allocation and risk tolerance requirements.”

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