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Caerus launches first investment funds

Caerus has launched its first low-cost investment funds.

The IM Caerus Portfolio Dynamically Rebalanced Portfolio (DRP) funds will carry a 0.25 per cent annual management charge for the retail share class and will look to access asset classes primarily through ETFs. The four funds will be managed by Evercore Pan Asset.

Caerus chief executive Keith Carby says: “Our intention when setting up Caerus was to combine fund management with advice for the benefit of both advisers and clients. These DRP funds are the first example of just how much can be achieved for both adviser and consumer via this strategy.”

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