Bespoke Funds

Optimum Investment Management

Sesame Bankhall Group (SBG) and Henderson Global Investors have teamed up to create a new Investment company, Optimum Investment Management.

It delivers an investment solution that allows advisers to create and maintain bespoke portfolios for their clients.

Optimum Risk Profile

Optimum comprises of four unique multimanager funds that are designed to be blended together, in different proportions, to suit a range of risk appetites. They will give investors access to a full range of asset classes and are populated by investment vehicles selected by the award-winning Henderson multi-manager team from the whole universe of available vehicles in the market. Henderson multi-manager director Tony Lanning is lead manager of the Optimum solution, with Helen Bradshaw as co-manager.

Optimum enables advisers to construct a tailored portfolio that precisely matches each client’s risk appetite, which, through regular reviews can be maintained and adjusted on an ongoing basis. The Optimum strategy de-risks the advice process for advisers, who will benefit from Henderson’s experience in running low-cost strategies, allowing advisers to offer the unbundled share class of the investment solution at a TER of 1.05 per cent. It can be accessed through a number of leading platforms including Sesame Bankhall One and is also available as mirrored funds within the products of a range of major providers.

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