Distribution Technology’s Dynamic Planner Fund Risk Profiles are used by thousands of advisers in the UK. Their analysis of portfolios is robust, well presented and is updated quarterly so advisers can be confident that the risk rating is regularly reviewed to ensure it remains the most appropriate.
Distribution Technology’s methodology
DT’s asset allocation methodology is based on the principles of modern portfolio theory. The risk profiles provided by DT are risk profiles of the long-term asset allocations adopted by the fund in question. A fund is assigned a risk profile between 1 and 10; with 10 being the riskiest.
About the Fund
The IFSL North Row Liquid Property Fund is an alternative to core bricks and mortar funds with an innovative investment approach. The fund’s approach to property investing enables the manager to gain exposure to predominantly UK commercial property assets via capital markets, rather than physical exposure, which results in a liquid fund. The fund can remain fully invested (alleviating concerns over cash drag) and can be fully sold down in less than a day.
As part of the fund’s risk management process, specific property asset class allocation limits have been determined. These limits provide protection from excessive exposure to assets with non-normal return characteristics while also allowing for diversification to offset potential undesired risks.
About North Row Capital
A subsidiary of Brooks Macdonald, North Row Capital is a boutique investment manager dedicated to offering funds that provide liquid exposure to assets that are physical and therefore traditionally difficult to trade quickly and easily.
If you would like more information about Brooks Macdonald or the IFSL North Row Capital Liquid Property Fund, contact Andrew Pope using the details below.
T: 020 7408 5523
E: [email protected]