Söderberg and Partners Asset Management has launched a trio of model portfolio ranges.
The Nordic asset manager said the products will help advisers provide value for clients under consumer duty rules.
There will be three options on offer: core, sustainable core and active core.
Each of the ranges has four risk-graded model portfolios: adventurous, growth, balanced and cautious.
Fredrik Börjesson, head of Söderberg & Partners Asset Management. said: “In the era of consumer duty, advisers must consider client outcomes and value for money in all their product choices.
“We believe the low-cost options available in our core range in particular, will help deliver consistent returns in a cost-effective way.”
He said the new model portfolios are expected to become available on selected adviser platforms in the coming weeks and months.
The portfolios are made up of active mutual funds and passive index tracking funds from leading asset managers, the firm said.
Charges are expected to be a 0.07 per cent ongoing charges figure for the adventurous core portfolio, to 0.65 per cent OCF for the adventurous active core, with a discretionary management charge of 20 basis points.
The portfolios are available on Söderberg and Partners’ own adviser platform, as well as selected platforms including Aviva, Transact and Quilter.
Back in February, Söderberg & Partners added a portfolio performance service to its tool set.
The WealthSweet performance analysis tool allows advisers to undertake time-weighted and money-weighted performance across a range of time periods and accounts.
It also means they can show capital and income returns across single and multiple accounts.
It comes after the Swedish-owned firm announced it was launching an adviser platform last year, powered by Seccl.
tara.o'connor@ft.com
What's your view?
Have your say in the comments section below or email us: ftadviser.newsdesk@ft.com
