Skandia expands ‘DFM-style’ client reports
Skandia Investment Group makes Spectrum Select client reports available to all clients.
Skandia Investment Group (SIG) has today (May 2) made its Spectrum Select client reports available to all advisers investing in the range.
The firm is also rolling out a new version of the reports, which SIG said will provide investors with performance data of the funds, details of any changes to the asset allocation of the fund and specific fund manager mandate changes.
The reports were previously only available to advisers who had £1m invested in SIG’s range of risk targeted funds.
The group said the reports will also include commentary from John Ventre, portfolio manager for the Spectrum funds.
Ryan Hughes, portfolio manager for SIG, said: “Spectrum Select was designed to help financial advisers deepen the relationship they have with their customers by offering them a valuable investment report that helps them engage with their Spectrum investment on a regular basis.
“With the risk-targeted fund market growing rapidly we are pleased to be able to widen the availability of our enhanced Spectrum Select service to financial advisers who are looking to make the Spectrum funds a cornerstone of their RDR-ready investment proposition.”