The new unit trusts provide both Regulation 28 compliant and unconstrained options
PortfolioMetrix Investment Management recently launched six new multi-asset unit trusts and a new income fund that attracted almost R4m in investor money in the first month.
Citywire plus rated Brandon Zietsman, PortfolioMetrix CEO, said that the six multi-asset funds provided financial advisors with simpler investment products when compared to model portfolios.
‘As soon as you have a model portfolio, the investor needs to sign a discretionary investment mandate and then we have to manage that at the individual level. These funds are the simplest way that the financial advisors’ clients can access these investments.’
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