Jelf adds F&C's Lifestyle funds to their range

The Jelf Group is the latest leading independent financial consultancy firm to add all four of F&C's Lifestyle funds to their product range.

The F&C Lifestyle funds are based around Dynamic Planner, a third party risk-profiling tool, which links a client's risk profile with the appropriate balance of investments. Each risk profile has an associated asset allocation and the Lifestyle Funds mirror the asset allocations of the four most common risk profile. Crucially, the funds are rebalanced quarterly to ensure the portfolios remain in line with the client's risk profile, negating the requirement to monitor individual needs.

Martin Bowles, Managing Director for Jelf Private Clients commented: "We like F&C's Lifestyle funds as they are actively managed and regularly rebalanced in line with agreed risk parameters. Also, having met Dean Cheeseman and the team at F&C, we feel reassured by the amount of expertise, governance, process and research capability that goes into managing the funds".

John Yule, Head of UK Retail at F&C, said: "The Jelf Group is a successful, innovative adviser firm and F&C are delighted to be working with them. Lifestyle has been specifically developed to provide advisers with an outsourced solution which offers integrated investment processes and excellent levels of customer service. With TCF and RDR at the forefront of adviser's minds, we are confident that The Jelf Group will remain impressed with the reassurance that this proposition brings".