PanDynamic Model Portfolios

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PanDYNAMIC Model Portfolios offer a versatile range of low-cost investments to Advisers and their clients. Seven Model Portfolios employ Evercore Pan-Asset’s dynamic asset allocation process coupled with low-cost investment in carefully selected Exchange Traded Funds. This gives Advisers’ clients day-by-day management of their money by investment professionals concentrating on the big picture. The wrap platform (Ascentric, Transact or Novia) provides the custodian and dealing service. The Adviser retains full control of the client account and responsibility for the relationship.

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Disclaimer: This web site is provided for information and discussion purposes only and does not constitute an offer to sell or a solicitation of an offer to purchase any security or any other investment or product. This document is intended for authorised recipients only and must be held strictly confidential. This document may not be reproduced or distributed in any format without the express written approval of Evercore Pan-Asset Capital Management Limited. The value of investments and the income from them can go down as well as up and you may not recover the amount of your original investment. Past performance is not necessarily a good indication of likely future performance.

Evercore Pan-Asset Capital Management Limited is authorised and regulated by the Financial Services Authority

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