UK-based F&C Investments has revealed 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.

The F&C MM Lifestyle Foundation fund is slated for launch at the end of this year, subject to regulatory approval. It will be the lowest risk profile fund in the range.

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," the company said in a statement.

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 £435 million.

How well do you really know your competitors?

Access the most comprehensive Company Profiles on the market, powered by GlobalData. Save hours of research. Gain competitive edge.

Company Profile – free sample

Thank you!

Your download email will arrive shortly

Not ready to buy yet? Download a free sample

We are confident about the unique quality of our Company Profiles. However, we want you to make the most beneficial decision for your business, so we offer a free sample that you can download by submitting the below form

By GlobalData
Visit our Privacy Policy for more information about our services, how we may use, process and share your personal data, including information of your rights in respect of your personal data and how you can unsubscribe from future marketing communications. Our services are intended for corporate subscribers and you warrant that the email address submitted is your corporate email address.

John Yule, head of UK Retail at F&C Investments, said: "F&C Investments prides itself in developing investment solutions that focus on our clients’ changing investment needs, and our Lifestyle range has proven to be popular with advisers looking to maximize client outcomes.

"F&C Investments fund managers Rob and Gary are two of the leading lights in risk-targeted investing, and the launch of this fund will be a strong complement to our existing range of funds, and reflects the growing demand we are seeing for multi-asset, risk-targeted solutions," Yule added.