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Bellpenny financial planners gain access to low cost model portfolio range


Financial planners at Bellpenny can now access their own suite of low-cost model portfolios as a result of a new partnership with Charles Stanley Pan Asset.

Bellpenny’s passive model portfolio range has been risk profiled by Distribution Technology, allowing Bellpenny financial planners to match clients to the portfolios that best meet their requirements for risk and return.
The portfolios are powered by Pan Asset and are based on the PanASSET1-6 range, with total costs of around 0.45 per cent per year.
Dominic Rose, Bellpenny’s acquisitions & sales director, says: “These bespoke portfolios are another example of the added value Bellpenny is able to provide to clients. This allows us to deliver incredibly low investment costs, which we believe is an essential ingredient in maximising long-term returns.”
Christopher Aldous, managing director of Charles Stanley Pan-Asset, says: “Bellpenny considered a number of options for providing an ultra-low-cost investment solution to their clients so we’re delighted that they have awarded the mandate to Charles Stanley Pan Asset. The models have been tailored to be compatible with Bellpenny’s preferred investment platforms and have been risk rated by Distribution Technology to ensure they fit with the financial planning team’s client risk profiling approach.”

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