The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients.

Clifton Wealth Partnership
Clifton Wealth Partnership (CWP) has launched Wesleyan’s Smoothed With Profits Fund on its Morgan Lloyd Invest platform for advisors to provide greater flexibility for financial planners and clients in unpredictable markets.

The fund uses a smoothing mechanism designed to overcome volatility by calculating and holding back a portion of returns when assets outperform. These returns can then be used to support the fund’s value when market conditions are more difficult, the firm said in a statement.

The With Profits market in the UK is active and sizeable, growing 11 per cent from 2022 to 2023 and reaching a total £7.6 billion ($10.1 billion) assets under management according to AKG.

Financial planner and wealth manager Clifton Wealth Partnership, which has put technology at the forefront of its business for 15 years, has its own in-house investment platform, Morgan Lloyd Invest. CWP is part of the Clifton Group which has a legacy stretching back 40 years, over 13,000 clients, 154 employees and £3 billion in AuM.

“The addition of Wesleyan’s smoothed fund to the ML Invest platform gives our financial planners even greater flexibility in designing solutions that help clients achieve their long-term financial goals,” Anthony Carty, managing director, Clifton Wealth Partnership, said. 

Janus Henderson Investors
Janus Henderson Investors has launched the Janus Henderson Global Research-Engineered Equity Active Core UCITS exchange-traded funds (ETF), now listed on the London Stock Exchange.

The ETF targets a tracking error of around 1.5 per cent relative to the MSCI World Index and is designed for investors seeking outperformance driven by fundamental research, while aiming for low levels of active risk. It is managed by John Jordan, Joshua Cummings and Jeremy Tjaden, who are part of a highly-experienced investment team with a strong track record of delivering attractive long-term, risk-adjusted returns.

“Our process captures the insights of our global research analysts in a portfolio engineered for core allocations, with an approximate 1.5 per cent target tracking error for the ETF relative to the MSCI World Index, providing the potential for meaningful outperformance,” said John Jordan, portfolio manager at Janus Henderson Investors.