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


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.”

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