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Söderberg & Partners Launches Three Model Portfolio Ranges for Advisers

2024-04-03 10:58:12.050000

Söderberg & Partners Asset Management has introduced a new discretionary fund management (DFM) business, offering three model portfolio product ranges for advisers. The three ranges include core, sustainable core, and active core, each consisting of four risk-graded model portfolios: adventurous, growth, balanced, and cautious. These portfolios are composed of active mutual funds and passive index tracking funds from selected asset managers. Additionally, satellite portfolios will be available to provide exposure to thematic investing, alternative asset classes, specific equity regions, and income strategies. The indicative portfolio charges range from 0.07% to 0.25% ongoing charges figure (OCF) depending on the risk profile. The portfolios will be accessible through Söderberg & Partners' adviser platform [e8fb80fe].

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