Dynamic Planner has expanded its range of risk-profiled funds with the addition of Aubrey Capital Management’s Citadel Fund.
Aubrey is a specialist boutique manager primarily focused on global equities. It manages £795m of client assets across long only growth equity strategies and a diversified, macro-driven strategy.
The Aubrey Citadel Fund is part of a £65m strategy managed by Jon Gumpel, with a capital preservation mind-set.
The fund is positioned in a range of lower valuation and higher cashflow return global assets and pays an annual yield of circa 4%.
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Yasmina Siadatan, chief revenue officer at Dynamic Planner said: “We are delighted to welcome Aubrey, a new fund partner to Dynamic Planner, underlining our commitment to continually expand the universe of funds on the platform and provide the largest choice for advisers.
“Joining over 150 asset managers and 1800 plus funds and solutions, Aubrey Citadel will be risk profiled using our institutional quality, whole of market risk analysis.”
Andrew Ward, CEO at Aubrey Capital Management, added: “We are pleased that the Aubrey Citadel Fund is now risk profiled by Dynamic Planner, a leading software provider to UK financial advisers.
“With a three-year track record on the horizon later this year, we believe this important third-party validation of the fund’s defensive and diversifying qualities will help support discussions with advisers around how the fund can best support their clients’ portfolios.”
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