Portfolio Update: Asset Allocation Methodology Change - 10.07.2026

We are updating the asset allocation methodology used for our EV discretionary portfolio range, moving from EValue (FE fundinfo) to Dynamic Planner. This brings the EV range onto the same asset allocation framework already used across our other discretionary portfolios.

This change is being made under the terms of the discretionary mandate agreed with clients invested in these portfolios.

What is changing:

  • The tool used to derive the strategic asset allocation for each risk profile

What is not changing:

  • Our fund selection process and criteria

  • The underlying investment funds used within the portfolios

  • The risk profiles and how client risk is assessed

  • Our ongoing portfolio management and review process

Both EValue and Dynamic Planner produce risk-graded asset allocations, so this change is not expected to materially alter the risk or investment approach of the portfolios. Minor adjustments to underlying asset weightings may be implemented as part of the transition. You will also see a change in the name of the discretionary portfolio in each case. please click the links below to see these updates.