Bringing you live news and features since 2006 

Investments

Evercore Pan-Asset develops low-cost model for Novia Platform

RELATED TOPICS​

Evercore Pan-Asset (EPA) has launched an ultra-low cost range of its model portfolios for users of the Novia wrap platform.

 
The PanASSET1-6 range will follow the same dynamic asset allocation process used by EPA’s PanDYNAMIC model portfolios, but will feature a streamlined portfolio of index-tracking funds with very low ongoing charges.
 
Risk graded one to six, the managed portfolios currently boast total ongoing charges ranging from 0.18 per cent to 0.23 per cent per year.  As such, the total cost including an annual management charge of 0.25 per cent can be as low as 0.43 per cent per annum to users (excluding platform charges).
 
Christopher Aldous, chief executive of Evercore Pan-Asset, says: "Our performance across our portfolio range speaks for itself, but getting investment costs down is a sure way to give investors even better long term returns.
 
“We are very pleased to be providing Novia users and their clients with one of the most competitively-priced managed services in the marketplace and are confident that this will be a popular option on the wrap platform.”
 
Paul Boston, sales director at Novia says: “We are constantly evaluating the investment solutions we provide on the platform in order to best match the requirements of our Advisers and their clients.  With value for money and transparency at the forefront of many investors minds it is more important than ever that we provide a plethora of investment options to meet their requirements.  Evercore Pan-Asset have a superb reputation and we are delighted that they will be adding to their investment offering on the Novia platform.”

Latest News

EFAMA has published its latest Monthly Statistical Release for May 2024...
Solactive writes that it has expanded its collaboration with Kiwoom Asset Management by providing the underlying indices to the KIWOOM..
MSCI has announced the launch of MSCI Private Capital Indexes, writing that with growing investor interest in private markets, high..
Matteo Greco, Research Analyst at Fineqia International, writes that bitcoin (BTC) ended the week at approximately USD68,150, marking a 12.1..

Related Articles

Scott Kefer, VictoryEx Capital Holdings
Bailey McCann writes that active ETFs are capturing investor interest, according to the latest data from Morningstar, which finds that...
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....
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