Thesis launches Optima funds on Ascentric platform

Thesis Asset Management has boosted its offering to IFAs and financial planners by launching five of the six unit trusts from its Optima fund range on the Ascentric platform.

The five funds are the Optima Growth Fund, Optima Balanced Fund, Optima Income Fund, Optima Multi Asset Strategy Fund and the Optima Bond Fund, which all require a minimum investment of £1,000. 

The Optima discretionary managed portfolio service has been around for over 10 years, first in the form of an unwrapped model portfolio solution called the Cathedral service which was renamed Optima and later unitised in November 2005.

Thesis director of marketing and business development, James Goward (pictured), said: ‘Financial planners can access through Optima the same investment decisions and the private client approach to discretionary management that we apply to portfolios many times larger. Availability on a rapidly growing wrap provider like Ascentric allows us to extend the reach of our service beyond just our local financial planning relationships.’