Asset Intelligence Launches Two Investment Funds in Partnership with T. Rowe Price

Asset Intelligence Portfolio Management (AIPM), the Midlands based discretionary fund manager, today announces the launch of two new investment funds:

• The VT Asset Intelligence Growth Fund
• The VT Asset Intelligence Defensive Fund

Both funds have been created in partnership with T. Rowe Price, the US$1.3trn global asset manager and this launch demonstrates AIPM’s intention to become a go-to provider of innovative discretionary investment solutions, with both funds designed to meet the needs of institutional investors and the UK financial adviser market.

The VT Asset Intelligence Growth Fund seeks to maximise growth potential, taking full advantage of global opportunities whilst the VT Asset Intelligence Defensive Fund is designed to deliver positive outcomes in periods of market uncertainty.

Both funds have attracted over £70m since “going live” on the 14th December 2020.

Stefan Fura (Co-Founder at Asset Intelligence): “Our relationship with T. Rowe Price is an exciting one. In searching for a suitable partner for this project, we looked for three things: We wanted to work with an organisation that shared our values, who always put the customer first. We wanted a partner with a truly global research capability that shared our investment philosophy with a track record of excellence; and we wanted an organisation able to systematically integrate appropriate, sustainable environmental, social and corporate governance into our offering. We got exactly what we wanted.

The investment insight delivered by T. Rowe Price will enable our investment team to create innovative portfolio solutions that will meet client needs and, we believe, exceed expectations.”

John Yule (Head of UK and Ireland, T. Rowe Price): “The collaboration allows access to T. Rowe Price’s rigorous proprietary global research and over eighty years of investment heritage. With a shared focus of putting our customers first and a belief in active management, we’re delighted to be working with Asset Intelligence”.  

Tony Mee (Head of Investment at Asset Intelligence): “These funds will provide a strong and consistent core that will sit at the heart for our investment portfolios for years to come, helping us meet the risk requirements of our clients with even greater accuracy, further improving client outcomes and delivering increased customer satisfaction. The breadth and depth of the research delivered by T. Rowe Price combined with their proven excellence in stock picking and asset allocation will, I believe, enable us to create portfolio solutions that can lead the market.”

For institutional investors and professional financial advisers seeking to access these funds for the purpose of inclusion in their own client portfolios, The VT Asset Intelligence Growth Fund and the VT Asset Intelligence Defensive Fund are now available on the following platforms:

• Fundment
• Embark
• Transact
• 7IM
• Aegon
• Aegon Cofunds
• Aviva