Bringing you live news and features since 2006 

Evercore Pan-Asset launches two model portfolios on Ascentric

RELATED TOPICS​

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.”

Latest News

BlackRock’s global ETP flows report for June finds a steady rise with USD128.1 billion added to global ETPs in June,..
Morningstar’s global ETF flows report for the first half of 2024 shows that actively managed ETFs have captured 25 per..
The surge in bitcoin ETF launches and funds flowing into the sector is transforming institutional investment in digital assets but..
LSEG Lipper’s latest research finds that the majority of actively managed funds and ETFs globally were not able to beat..

Related Articles

Chris Lo, Columbia Threadneedle
In a recent insight on India by Columbia Threadneedle Investments, the firm reports that the country’s economic reforms, which aim...
With an election on the horizon in the United States a group of ETFs is poised to capture investments on...
Robot worker
Qraft Technologies, based in South Korea, specialises in the use of AI in security selection and portfolio construction....
Andrea Busi, Directa SIM
Romain Thomas talks to Andrea Busi (pictured), CEO of Directa SIM, who explains why the online trading platform has just...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by