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IFSL Sinfonia Funds Launch on Dynamic Planner

Issued: 19th May 2017

IFSL Sinfonia funds now risk profiled on DT’s Dynamic Planner.

We are pleased to announce that the IFSL Sinfonia risk targeted funds have been risk profiled by Distribution Technology and have been added to the Dynamic Planner.

Ben Wright, Managing Director at Sinfonia Asset Managment says:

 “We are delighted to work alongside DT to provide an independent assessment of our funds. If you’re looking for a top-performing, cost-effective, accessible solution to satisfy your clients’ objectives, Sinfonia’s risk targeted fund range is the perfect solution.

With over 120,000 funds in the investment universe, finding the right fund can be challenging. You can be sure that our risk-targeted proposition delivers the right balance of risk and reward for you and your clients. With a range of five risk-targeted funds, whether your clients have a cautious or adventurous attitude to risk, their objectives are for growth or income, or a combination, you’re guaranteed to find a suitable fund.”

We are absolutely committed to supporting investment professionals with the advice process and we believe having our funds risk profiled by DT will significantly help advisers in the process of independently recommending investments to their clients. Using DT’s independent risk ratings, each investor’s risk profile can be closely mapped to an investment within an appropriate risk band. We believe the DT’s Dynamic Planner is a valuable tool for advisers in enabling them to match their client’s investment needs and risk profiles to an appropriate investment proposition

Click here to access Distribution Technology’s Risk Profile Report: Sinfonia Asset Management (May 2017) 

 

HOW SINFONIA CAN HELP

Our dedicated business support team pride themselves on delivering a consistently high quality service to optimise your performance.

From research support and co-branded literature, to ready-made investment campaigns and dedicated consultants, we bend over backwards to streamline the investment process for you and your clients so that you can focus your time effectively.

To find out more about Sinfonia Asset Management and our funds, simply click here to request an information pack from our team!

 

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Sinfonia Asset Management Ltd is registered in England No. 06309491. Registered Office: 5 Lister Hill, Horsforth, Leeds, LS18 5AZ.
Sinfonia Asset Management is not regulated or authorised by the Financial Conduct Authority or the Prudential Regulation Authority.
Investment Funds Services Limited (IFSL) is the Authorised Corporate Director for the IFSL Sinfonia OEIC. IFSL is regulated and authorised by the Financial Conduct Authority.

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