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Showing 1 - 2 of 2 results for "CoreSeries"

Principal Real Estate wins SMA mandate

ANNABELLE DICKSON  |  MONDAY, 7 JUN 2021
... a separately managed account has currently over $1 billion of funds under management. It has been designed for the CoreSeries Portfolios available on BT Panorama. The Principal Global Real Estate Securities strategy aims to outperform the FTSE EPRA Nareit ...

BT launches new managed accounts offerings

HARRISON WORLEY  |  MONDAY, 21 JAN 2019
... offering clients different risk profiles and no portfolio level investment management fees. The new additions, known as CoreSeries, will feature an underlying management fee between 50 basis points and 78bps, with a balanced option sitting at 68bps. ...
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