Henderson Global Investors has used Distribution Technology to risk profile five of its multi-manager range and the £1.1bn Henderson Cautious Managed Fund.
The five multi-manager funds include the £156m Henderson Multi-Manager Absolute Return, £199m Henderson Multi-Manager Distribution, £672m Henderson Multi-Manager Income & Growth, £425m Henderson Multi-Manager Managed and £270m Henderson Multi-Manager Active funds.
All the funds have a track record in excess of three years. The risk ratings of the funds, which range between three and six, will be reviewed quarterly.
Henderson head of UK retail Simon Hillenbrand says: “Establishing an individual investor’s attitude to risk is critical for helping financial advisers assess fund suitability and to provide ongoing investment recommendations.”
Pilot Financial Planning director Ian Thomas says: “Advisers need to have structure in terms of the way they assess the clients’ attitude to risk and put together a portfolio to match that. Funds that are rebalanced and risk-profiled are going to provide a good core solution for advisers.”