F&C Investments expands multi-asset fund range

F&C Investments has announced its intention to add a fifth fund to its multi-asset, risk-targeted Lifestyle fund range, with the planned launch of the F&C MM Lifestyle Foundation Fund.

It will be the lowest risk profile fund in the range. The retail fund is planned to launch at the end of 2013, subject to regulatory approval.

The actively managed fund will aim to maximise investor returns within a pre-defined volatility band. It will employ a targeted strategic asset allocation approach determined by Distribution Technology, a leading risk profiling company, combined with risk-controlled tactical asset allocation of plus or minus 5% in one asset class. The fund will undergo regular portfolio rebalancing with asset allocations reviewed each quarter.

Launched in 2007, and co-managed by Rob Burdett and Gary Potter, the F&C Lifestyle range was the first risk-targeted funds launched to UK investors. Each fund invests in a basket of 25 – 40 funds or instruments and the range has total combined assets of £435m.

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