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Evercore Pan-Asset launches two model portfolios on Ascentric


Asset manager Evercore Pan-Asset has gone live with two new risk-profiled model portfolios, available on the Ascentric platform.

The PanDynamic Cautious Balanced and Cautious Growth portfolios are based on Evercore Pan-Asset’s dynamic asset allocation process, using index-tracking exchange-traded funds. 

The new portfolios complete a planned set of risk profiles in the PanDynamic range, bringing the full range to six risk-rated and one income product. 

The full range of model portfolios available from Evercore Pan Asset is as follows:
•         PanDynamic Defensive
•         PanDynamic Cautious Balanced
•         PanDynamic Balanced
•         PanDynamic Cautious Growth
•         PanDynamic Growth
•         PanDynamic Aggressive
•         PanDynamic Income

The Cautious Balanced portfolio will typically invest 70 per cent in defensive fixed income assets and 30 per cent in risk assets like equities and property funds, while the the Cautious Growth will normally invest 40 per cent in risk assets. 

The minimum investment level will be GBP1,000 for retail investors.

Christopher Aldous, chief executive of Evercore Pan-Asset Capital Management, says: “This year has seen a step-change in the profile of Evercore Pan Asset. Our passion to deliver low-cost model portfolios and keep investment simple seems to have really struck a chord with the IFA industry and its clients. Take-up has been fantastic with assets attached to the models increasing strongly every month.”

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