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Defaqto brews up a special blend

Financial services research group Defaqto has changed the schedule of its quarterly multi-manager guide, Blending Talents, so that the first issue of 2008 will be in time for the Isa season.

The fourth Blending Talents was published in September but the fifth issue has been brought forward to mid-November rather than December. This change allows the first issue of 2008 to be published in February.

Defaqto is also planning to expand Blending Talents to cover multi-manager funds that are only available through life and pension products following adviser feedback. Dublin-based funds are also being considered but the life and pension funds are the priority because there is more interest in them from readers, it says.

Multi-manager life and pension funds have not so far been included in Blending Talents because Defaqto felt it had to start with the most popular UK-based and Isa wrapped funds. It sent an electronic feedback form to readers before the last issue of the guide was published and found some IFAs would like to see the inclusion of other types of multi-manager funds.

Principal consultant, investments Fraser Donaldson says: “When we start bringing in life and pension, we will no doubt have the usual struggles with getting to speak to the right person and getting the data in but that soon sorts itself out.

“The bulk of the text is repeatable, with very few changes. Our readers prefer it to remain in there rather than a separate document but we might ship it to the back as we go forward.”


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