Dynamic Planner, the UK digital advice platform, is now risk rating Aubrey Citadel Fund.
Aubrey Capital Management is a specialist boutique manager with a distinctive investment approach, primarily focused on global equities. Founded in 2006, it manages £795m of client assets across long only growth equity strategies and a diversified, macro-driven strategy.
The Aubrey Citadel Fund is part of a £65m strategy managed by Jon Gumpel with a capital preservation mind-set, positioned in a range of lower valuation and higher cashflow return global assets paying a yield of c.4% pa.
Yasmina Siadatan, chief revenue officer at Dynamic Planner said: “We are delighted to welcome Aubrey, a new fund partner to Dynamic Planner, underlining our commitment to continually expand the universe of funds on the platform and provide the largest choice for advisers.
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