Aubrey Citadel Fund Now Risk Profiled on Dynamic Planner

Dynamic Planner, the UK’s leading 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 £795 million 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. Jon has a strong long term track record of delivering consistent growth with low volatility. The Fund is positioned in a range of lower valuation and higher cashflow return global assets and pays a yield of c.4% pa.

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