AJ Bell has announced its Managed Portfolio Service (MPS), as well as its range of multi-asset funds, have been mapped to the risk ratings provided by Synaptic.
The latest development means that AJ Bell’s MPS and its multi-asset funds are now risk rated by five of the main services used by financial advisers – Dynamic Planner, FinaMetrica, EValue, Defaqto and Synaptic.
The investment platform suggested the change will offer financial advisers ‘more choice and a slicker process’ to use the MPS alongside any existing risk rating tools they may already have in their business.
AJ Bell revealed its MPS offers 22 portfolios with active or passive investment approaches, and that all portfolios have an Annual Management Charge (AMC) of 0.15% plus VAT, with the Ongoing Charges Figure (OCF) dependant on the underlying investments in each portfolio.
The multi-asset funds also have an AMC of 0.15% with no VAT payable – with the investment platform adding that these OCFs are capped at 0.35% on the ‘Growth fund,’ and at 1% on the ‘Income’ and ‘Income & Growth’ funds.
AJ Bell chief investment officer, Kevin Doran, commented: “We are committed to offering choice to advisers and this addition to our service is based on their feedback as many of them already use the Synaptic ratings in their existing business process.
“Risk mapping services make investment decisions easier for advisers, so we’re pleased to add another risk rating tool for advisers to use when building and managing clients’ portfolios.”
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