Sarasin & Partners launches model portfolios on Standard Life wrap
Sarasin & Partners has launched its thematic model portfolios on Standard Life’s discretionary fund management (DFM) platform service.
Earlier this month, Standard Life named Sarasin & Partners as one of 12 DFMs that will be providing investors direct access to third party managers.
The five thematic portfolios have been built around a single core investor proposition: to preserve the real value of their assets over time. The additional return required above inflation is dependent on the level of risk the individual investor is prepared to take.
The funds will comprise different percentage equity weightings with a range of inflation-adjusted return targets:
· Defensive 20 per cent equity weighting – RPI plus one per cent
· Cautious 40 per cent equity weighting – RPI plus three per cent
· Balanced 60 per cent equity weighting – RPI plus four per cent
· Growth 80 per cent equity weighting – RPI plus 4.5 per cent
· Equity 100 per cent equity weighting – RPI plus five per cent
The model portfolios are constructed and managed utilising Sarasin & Partners’ investment process, augmented by dynamic and tactical asset allocation. The managers will use the multi-asset Sarasin GlobalSar Funds at the core, providing access to Sarasin & Partners’ proprietary thematic investment process.
The balance of the portfolio will be structured around specialist external fund managers and passive indices, offering a blend of diversification and meaningful cost control. The exposure to external holdings will be coordinated by Sarasin’s third party fund team who currently manage over GBP1 billion in third party mandates.
Andrew Thompson, head of strategic distribution at Sarasin & Partners, says: “We are delighted to be able to offer model portfolios created from the extensive and detailed research we have carried out on the underlying asset classes over long periods. Moreover, we will be drawing on our success in recent years of developing multi-fund portfolios which we have established for our own private clients and will be applying these skills to this new range of model portfolios. We hope to develop keen interest in these on Standard Life’s discretionary management platform service.”
David Tiller, head of platform propositions at Standard Life, says: “We are pleased to welcome Sarasin & Partners’ risk-based model portfolios on to the platform. We believe these, amongst others we are bringing into the wrap as Discretionary Fund Managed portfolios, will appeal to advisers and their clients for their focus on client outcomes and the clarity in their specific risk profiles.”
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