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Fund suspension update March 2018 - Montreux Natural Resources Fund - Published: 19 Apr 2018

Montreux has issued a circular to investors which provides details of action taken in order to commence an orderly wind-down of the fund.

Invesco - monthly market report for March 2018 - Published: 11 Apr 2018

Review of global market developments in February 2018, highlighting the best and worst performing sectors globally.

GAM Investment Solutions - markets in February 2018 - Published: 05 Apr 2018

Chief economist and head of GAM Investment Solutions, Larry Hatheway, discusses what happened to the markets in early February, how significant the spectre of US protectionism will be and whether markets should be worried about rising inflation.

Matthews Asia - Asia Insight - Published: 03 Apr 2018

Matthews Asia is the largest dedicated Asia-only investment specialist in the United States. Here they provide their perspective on China’s small companies in the light of China’s new economic structural changes and likely reaction of Asia’s markets in response to the U.S.

Invesco - monthly market report for February 2018 - Published: 21 Mar 2018

Review of global market developments in February 2018, highlighting the best and worst performing sectors globally.

Second Liquidation Distribution February 2018 - Glanmore Property Fund - Published: 16 Mar 2018

A second liquidation distribution of £0.46 per share has been paid to clients for value 13 February 2018.

Liquidation Distribution February 2018 - EEA Life Settlement Run-Off Cells - Published: 06 Mar 2018

The Fund has announced its intention to process a compulsory redemption in order to pay out a distribution to those persons registered as holders as at the 12th February 2018.

Liquidators Update February 2018 - Mansion Student Accommodation Fund - Published: 06 Mar 2018

Update received from the Cell Liquidator with regards to the progress of the liquidation.

Change of Name, Investment Objective and Policy - Schroder ISF Asian Bond Absolute Return Fund - Published: 27 Feb 2018

Schroders will be changing the strategy of the fund from absolute return to total return meaning a change to the funds' name and investment objective and policy. Changes are effective from 1 March 2018.

Invesco - monthly market report for January 2018 - Published: 07 Feb 2018

Review of global market developments in January 2018, highlighting the best and worst performing sectors globally.

Change of name and investment policy - Franklin Mutual Beacon Fund - Published: 29 Jan 2018

With effect 31 January 2018, the fund will change name to Franklin Mutual U.S. Value and the investment policy will be reclarified to better reflect its actual investment policy. The changes affect our guided-architecture product Preference.

Matthews Asia - 2017 Year-end CIO Review and 2018 Outlook - Published: 26 Jan 2018

Matthews Asia CIO and Portfolio Manager Robert Horrocks, PhD, shares an update on the markets and considers whether current trends might continue in 2018.

Aberdeen Asset Management - Where should investors look for opportunities in 2018? - Published: 25 Jan 2018

Hugh Young, Managing Director of Aberdeen Asia shares his views on opportunities for investors in 2018.

Fund Closure - Baring UK Growth Trust - Published: 25 Jan 2018

Barings closed the fund by way of liquidation and compulsory redemption on 28 November 2017. The closure follows a review which identified the Trust's inability to operate in a cost-effective manner due to its small fund size. The closure affects our guided-architecture product Preference.

Fidelity International - Outlook 2018 - Survey Results - Published: 23 Jan 2018

Fidelity International surveyed more than 240 professional investors to gain a fresh understanding of how they view the current investment landscape and how likely this is to influence their investment recommendations in 2018.

GAM Investment Solutions -The macroeconomic outlook for 2018 - Published: 20 Jan 2018

Chief economist and head of GAM Investment Solutions, Larry Hatheway, discusses the macroeconomic outlook for 2018, including his expectations for global equity and bond markets, monetary policy and the biggest risks to investors in the year ahead.

J.P. Morgan Asset Management | The investment outlook for 2018: It ain’t over till the central banks sing - Published: 18 Jan 2018

Karen Ward, Chief Market Strategist for the UK and Europe, from J.P. Morgan Asset Management provides an investment outlook for 2018.

Matthews Asia - Asia Insight - Published: 18 Jan 2018

In 2018, will the U.S. market continue to power up on expanding margins? If so, what does that mean for the rest of the world’s economies? Matthews Asia CIO Robert Horrocks, examines the factors behind the most likely scenarios.

Invesco - Monthly Market Report for period December 2017 - Published: 08 Jan 2018

Review of global market developments in December, highlighting the best and worst performing sectors globally.

Invesco - Global Economic Outlook 2018 - Published: 03 Jan 2018

John Greenwood, Invesco Ltd’s Chief Economist, outlines his views on developments in global economies.

Change of Investment Policy and Objective - Invesco Euro Corporate Bond Fund - Published: 03 Jan 2018

Effective 8 March 2018, Invesco are amending Appendix A of the fund Prospectus, with the investment policy and objective to change to allow greater flexibility in the implementation of the investment strategies. The changes affect our guided-architecture products Quantum, Quantum Malaysia, Oracle and Paragon and our open-architecture product PIMS. Investors do not need to take any action.

Invesco - Monthly Market Report for period November 2017 - Published: 10 Dec 2017

Review of global market developments in November, highlighting the best and worst performing sectors globally.

Fund Changes - Aberdeen Global, Aberdeen Islamic and Aberdeen Liquidity - Published: 22 Nov 2017

Standard Life Aberdeen plc have proposed a number of changes to their Global, Islamic SICAV and Liquidity (Lux) funds, including changes to share class naming and various other changes.

Change of Investment Policy and Performance Fee Calculation Period - Amundi Equity Greater China Fund - Published: 22 Nov 2017

Effective 20 December 2017, the fund will change its investment policy and will modify the measurement period for performance fee calculations. The changes affect our guided-architecture products Quantum, Quantum Malaysia, Oracle and Paragon. Investors do not need to take any action.

GAM Investment Solutions - Global equity and fixed income outlook October 2017 - Published: 15 Nov 2017

Chief economist and Head of GAM Investment Solutions, Larry Hatheway, discusses the current global macro picture, the on-going Q3 earnings season and the effect of the expected tapering by central banks on the markets.

Invesco - Monthly Market Report for period October 2017 - Published: 15 Nov 2017

Review of global market developments in October, highlighting the best and worst performing sectors globally.

GAM Investment Solutions - Global equity and fixed income outlook September 2017 - Published: 25 Oct 2017

Chief economist and Head of GAM Investment Solutions, Larry Hatheway, discusses the outlook for global equity and bond markets, his expectations for monetary policy and the biggest risks to investors in the next quarter.

Fund Name Changes - Henderson and Janus Global Fund Ranges - Published: 20 Oct 2017

As a result of the recent merger of fund management companies Henderson and Janus, with effect from 15 December 2017 fund names will be updated with the new pre-fix “Janus Henderson”. This will encompass funds under the following umbrella structures; Henderson OEIC, Henderson Horizon Fund, Henderson Gartmore Fund and Janus Capital Funds.

Matthews Asia - Asia Insight - Published: 13 Oct 2017

Matthews Asia is the largest dedicated Asia-only investment specialist in the United States. Here they analyse China’s latest macro numbers and comment on strategic versus tactical investment decisions. Matthews Asia funds are available via our guided-architecture products Quantum, Oracle, Paragon and LifePlan.

Change of Name and Investment Policy - Parvest Equity World Energy Fund - Published: 13 Oct 2017

Effective 16 November 2017, the fund will change name to Parvest Energy Innovators and its objective will be updated accordingly. The changes affect our guided-architecture products Quantum, Quantum Malaysia, Oracle and Paragon. Investors do not need to take any action.

Investment Objective and Policy Changes - Schroder UK Opportunities Fund - Published: 13 Oct 2017

Effective 23 October 2017, Schroder will update the wording of the investment objective and policy to make the language consistent with other funds in the Schroders’ UK fund range. There will be no change in how the fund is managed and the change does not impact existing holdings.

Fund Closure - Templeton Shariah Asian Growth Fund - Published: 13 Oct 2017

Due to its small fund size, Franklin Templeton have announced the closure of the Templeton Shariah Asian Growth Fund on 12 December 2017. Affected policyholders have been written to regarding the action we will be taking ahead of the closure date.

Invesco - Monthly Market Report for period September 2017 - Published: 09 Oct 2017

Review of global market developments in September, highlighting the best and worst performing sectors globally.

GAM Investment Solutions - Global equity and fixed income outlook August 2017 - Published: 17 Sep 2017

Chief economist and Head of GAM Investment Solutions, Larry Hatheway, discusses how global equity and bond markets are performing, the outlook for the dollar and whether economic expansion in emerging markets is sustainable.

Invesco - Monthly Market Report for period August 2017 - Published: 15 Sep 2017

Review of global market developments in August, highlighting the best and worst performing sectors globally.

Invesco - Monthly Market Report for period July 2017 - Published: 08 Aug 2017

Review of global market developments in July, highlighting the best and worst performing sectors globally.

GAM Investment Solutions - Global equity and fixed income outlook June 2017 - Published: 26 Jul 2017

Chief economist and Head of GAM Investment Solutions, Larry Hatheway, discusses the outlook for global equity and bond markets, the impact of stalling or falling inflation and the biggest risks for investors over the next quarter.

Matthews Asia - Asia Insight - Published: 25 Jul 2017

Matthews Asia is the largest dedicated Asia-only investment specialist in the United States. Here they analyse China’s latest macro numbers and comment on strategic versus tactical investment decisions. Matthews Asia funds are available via our guided-architecture products Quantum, Oracle, Paragon and LifePlan.

Schroders: The story of the global economy in pictures - Published: 21 Jul 2017

Schroders take a look at the market's rise so far in 2017 and ask if there are signs of investor complacency in pictures.

Morningstar Market Commentary - Q2 2017 - Published: 19 Jul 2017

Morningstar experts provide an overview of what happened in indexes market during the second quarter of 2017.

Aberdeen Asset Management - Emerging markets: The risks have changed - Published: 14 Jul 2017

In this changing world the Emerging markets have also changed over the last 30 years. Here at Aberdeen Asset Management they believe it’s time to change perception about emerging markets.

Janus Capital Group Inc. and Henderson Group plc complete merger of equals - Published: 11 Jul 2017

On 30 May 2017 Janus Capital Group Inc. and Henderson Group plc announced the completion of an all-stock merger of equals to form Janus Henderson Group plc (Janus Henderson).

Invesco - Monthly Market Report for period June 2017 - Published: 10 Jul 2017

Review of global market developments in June, highlighting the best and worst performing sectors globally.

Investment Objective, Policy and Name Change - AXA Rosenberg Pacific Ex-Japan Small Cap Alpha - Published: 03 Jul 2017

On 13 July 2017 the investment objective and policy will be amended to allow for investment in both emerging and developed market countries. In line with this, the fund name will change to AXA Rosenberg All Country Asia Pacific Ex-Japan Small Cap Alpha. The changes affect our guided-architecture products Quantum, Quantum Malaysia, Oracle and Paragon.

Investec Asset Management's Views: UK General Election - Published: 20 Jun 2017

Investec Asset Management portfolio managers give their views on the UK General Election result.

Schroders - UK election: what a hung parliament means for markets - Published: 12 Jun 2017

Following the surprise UK general election result, Schroders fund managers consider the implications for the economy and markets.

GAM Investment Solutions - Global equity and fixed income outlook May 2017 - Published: 08 Jun 2017

Chief economist and Head of GAM Investment Solutions, Larry Hatheway, discusses the outlook for global equity and bond markets, the impact of recent political uncertainty in the US and the significance of the forthcoming UK election and monetary policy decisions for markets.

Invesco - Monthly Market Report for period May 2017 - Published: 06 Jun 2017

Review of global market developments in May, highlighting the best and worst performing sectors globally.

Matthews Asia - Asia Insight - Published: 16 May 2017

Matthews Asia is the largest dedicated Asia-only investment specialist in the United States. Here they analyse China’s latest macro numbers and comment on strategic versus tactical investment decisions. Matthews Asia funds are available via our guided-architecture products Quantum, Oracle, Paragon and LifePlan.

Morningstar Market Commentary – Q1 2017 - Published: 15 May 2017

Morningstar experts provide an overview of what happened in indexes market during the first quarter of 2017.

Invesco - Monthly Market Report for period April 2017 - Published: 10 May 2017

Review of global market developments in April, highlighting the best and worst performing sectors globally.

Invesco - Monthly Market Report for period March 2017 - Published: 06 Apr 2017

Review of global market developments in March, highlighting the best and worst performing sectors globally.

Fund Changes - Baring High Yield Bond - Published: 31 Mar 2017

With effect from 23 February 2017 Baring High Yield Bond Fund changed its name and took on new sub-investment managers of the fund. The changes have not resulted in any shift in the overall risk profile or the investment objective and policy and have not resulted in any change to the current fee structure.

Investment Objective and Policy Changes – Investec Asset Management UK Alpha Fund - Published: 24 Mar 2017

On 7 April 2017 Investec Asset Management will make changes to the investment objective and policy of their UK Alpha Fund. The risk profile of the Fund will not change as a result of these proposals.

Matthews Asia Perspective - Published: 17 Mar 2017

Specialists at Matthews Asia offer their perspectives on ‘Why invest in Asia in an age of confrontation?’ and ‘Is 2017 a game changer for Japanese equities?’ Asia is far too large to truly be driven by anything other than its internal dynamics. The markets clearly seem to be de-linking Asia and the U.S. to an extent, there are several reasons to be more optimistic not only for 2017, but further beyond.

GAM Investment Solutions - Emerging Markets - Another year, another opportunity - Published: 15 Mar 2017

Paul McNamara, investment director responsible for GAM’s emerging market strategies, looks ahead to 2017 and reflects that the likely drivers of EM local currency bond markets are the same ones that led to overall outperformance last year.

GAM Investment Solutions - Global equity and fixed income outlook February 2017 - Published: 15 Mar 2017

Chief Economist and Head of GAM Investment Solutions, Larry Hatheway, comments on the outlook for global equity and fixed income markets, his expectations for the upcoming Fed and ECB interest rate decisions and the impact of the forthcoming elections in Europe.

Invesco - Monthly Market Report for period February 2017 - Published: 09 Mar 2017

Review of global market developments in February, highlighting the best and worst performing sectors globally.

Investment Policy Changes -Allianz GEM Equity High Dividend Fund - Published: 06 Mar 2017

Allianz has notified us that they will be making changes to the Investment Objective and Investment Principles of their GEM Equity High Dividend Fund and these will come in effect on 15 March 2017.

Objective Change - Fidelity Multi Asset Strategic Fund - Published: 06 Mar 2017

With effect from 15 February 2017 Investment objective is revised to provide further clarity about how the Investment Manager invests.

Morningstar Market Commentary – Q4 2016 - Published: 21 Feb 2017

Morningstar experts provide an overview of what happened in indexes market during the fourth quarter of 2016.

Invesco - Monthly Market Report for period January 2017 - Published: 07 Feb 2017

Review of global market developments in January, highlighting the best and worst performing sectors globally.

RL360 Fund centres - Data feed changes to Morningstar® - Published: 03 Feb 2017

A redevelopment of our guided-architecture Fund centres mean we have swapped our data supplier to highly-regarded company Morningstar®. This introduces more in-depth fund analysis and an enhanced level of functionality that will surely impress you. We’ve extended the tools to your clients too!

BlackRock - 2017 Global Investment Outlook - Published: 20 Jan 2017

Reflation appears to be taking root, with fiscal expansion set to replace monetary policy as a driver for global growth and markets. The BlackRock Investment Institute shares its views on the 2017 outlook.

Columbia Threadneedle - Market Outlook 2017 - Published: 20 Jan 2017

An investment panel, chaired by Investment Editor Mark King, discuss the investment outlook for 2017.

Canaccord Genuity Wealth Management: A look back at 2016 - a walk on the wild side - Published: 19 Jan 2017

Richard Champion, Deputy CIO at Canaccord takes a look at some of the surprises that befell markets in 2016.

Morningstar - Market Outlook for 2017 - Published: 17 Jan 2017

Dan Kemp, Chief Investment Officer for Morningstar Investment Management, believes stock markets will not repeat 2016.

Guinness Asset Management - 2017 Outlook for Energy - Published: 16 Jan 2017

It was a year of recovery for energy equities, albeit a volatile one. Click on this story to read Guinness’ review of 2016 and what the energy market outlook is for 2017.

HSBC - To 2017 and beyond... Investment Outlook - Published: 12 Jan 2017

The HSBC Global Asset Management team of Global Chief Investment Officers and Strategists provide their year-end review for 2016 and their investment outlook for 2017 and beyond.

Schroders - 2016 review: The underdogs bite back - Published: 12 Jan 2017

Political upheaval and the need for ongoing support from central banks dominated global economic headlines in 2016, but what lessons have we learnt and what can we expect in 2017?

Invesco - Global economy investment outlook for 2017 - Published: 12 Jan 2017

How might economic recovery differ across developed and emerging economies in 2017?

J.P. Morgan Asset Management - Investment Outlook for 2017 - Published: 11 Jan 2017

Strategists from J.P. Morgan Asset Management provide a 2017 investment outlook.

Invesco - Monthly Market Report for period December 2016 - Published: 10 Jan 2017

Review of global market developments in December, highlighting the best and worst performing sectors globally.

Pictet Asset Management - The Investment Landscape in 2017 - Published: 06 Jan 2017

The Pictet Asset Management Strategy Unit publishes their forward-looking thoughts on what the markets will face in 2017.

Standard Life Investments – Q3 2016 Global Review - Published: 16 Dec 2016

What happened in the global markets during Q3 2016? Click here to read Standard Life Investments' economic analysis.

Invesco - Monthly Market Report for period November 2016 - Published: 12 Dec 2016

Fund Managers from Invesco Asset Management provide a regional roundup of market activity from November 2016.

Fund Manager views on US presidential election results - Published: 25 Nov 2016

US Presidential Election results: What it may mean for the economy, the markets, and investors.

Name and Objective Change - Schroder ISF Global Property Securities Fund - Published: 10 Nov 2016

With effect from 1 December 2016, the fund will change name to the Schroder ISF Global Cities Real Estate Fund and amend its objective and policy to reflect this. This affects our guided architecture products: Oracle, Paragon and Quantum. Click on this story for more details.

Invesco - Monthly Market Report for period October 2016 - Published: 09 Nov 2016

Fund Managers from Invesco Asset Management provide a regional roundup of market activity from October 2016.

Matthews Asia - Asia Insight - Published: 04 Nov 2016

Matthews Asia is the largest dedicated Asia-only investment specialist in the United States. Here they analyse China’s latest macro numbers and comment on strategic versus tactical investment decisions. Matthews Asia funds are available via our guided-architecture products Quantum, Oracle, Paragon and LifePlan.

Invesco - Quarterly Economic Outlook for Q4 2016 - Published: 25 Oct 2016

John Greenwood, Chief Economist for Invesco, delivers his economic outlook for Q4 2016. Click here to read his full report.

Morningstar Market Commentary - Q3 2016 - Published: 21 Oct 2016

Morningstar experts provide an overview of what happened in indexes market during the third quarter of 2016.

Fund Changes - Pictet Emerging Local Currency Debt Fund - Published: 21 Oct 2016

Pictet Asset Management has notified us that it will be changing the Investment Policy to their Emerging Local Currency Fund in order to include the possibility to invest in Sukuk. The changes will take effect on 24 October 2016.

Invesco - Monthly Market Report for September 2016 - Published: 14 Oct 2016

Fund Managers from Invesco Asset Management provide a regional roundup of market activity from September 2016.

Dealing Resumption - Henderson UK Property Fund - Published: 27 Sep 2016

We have received a notification from Henderson Global Investors informing us that with effect from 12 noon on 14 October 2016, all dealing activity in the Henderson UK Property fund will resume as the suspension will be lifted.

Schroders - Bond Investors post-Brexit options - Published: 22 Sep 2016

Paul Grainger, fixed income manager for Schroders gives his view on the options bond investors have in the current market in which Brexit has come to increase the already high level of uncertainty.

Invesco - Monthly Market Report for period August 2016 - Published: 22 Sep 2016

Fund Managers from Invesco Asset Management provide a regional roundup of market activity from August 2016.

Standard Life Investments - Q2 2016 Global Review - Published: 22 Sep 2016

What happened in the global markets during Q2 2016? Click here to read Standard Life Investments' economic analysis.

Fund Changes - Allianz GEM Equity High Dividend Fund - Published: 22 Sep 2016

Allianz has notified us that they will be making changes to the Investment Objective and Investment Principles of their GEM Equity High Dividend Fund and these will come in effect on 3 October 2016.

Invesco - Monthly Market Report for period July 2016 - Published: 07 Sep 2016

What happened in the markets following the UK voting to leave Europe? Fund Managers from Invesco Asset Management provide a regional roundup of market activity from July 2016.

J.P.Morgan - Analyzing the Post Brexit landscape - Published: 07 Sep 2016

J.P.Morgan experts assess the post Brexit Q1 earnings season and also consider the weigh Brexit implications will have on the economic and investment fronts.

Name Change - Sarasin will change names on some of their funds - Published: 07 Sep 2016

Sarasin has informed us they will be changing the name to several of their funds effective 28th of November 2016. The funds included in these changes that can be found within our product range are Equisar Global Thematic Fund and also their Food & Agriculture Opportunities Fund.

Invesco - Quarterly Economic Outlook for Q3 2016 - Published: 30 Aug 2016

John Greenwood, Chief Economist for Invesco, delivers his economic outlook for Q3 2016. Click here to read his full report.

Investment Policy Changes - Kames Ethical Corporate Bond Fund - Published: 04 Aug 2016

Kames Capital has informed us that it is making several changes to the Investment Policy of the fund and its corresponding prospectus that will come into effect on 1 October 2016.

Fund Suspension - Henderson UK Property Fund - Published: 28 Jul 2016

Henderson Global Investors have informed us that with effect from 12 noon on 5 July 2016, all dealing activity in the Henderson UK Property Fund has been suspended until further notice.

Brexit - Fund Manager reactions post Referendum - Published: 04 Jul 2016

After the announcement on Friday 24 June 2016 that the UK voted to exit Europe, fund managers published their immediate views on what they thought this meant for the UK and the impact on their funds. Read their reactions here.

Brexit - What to Expect ? - Published: 16 Jun 2016

Invesco, J.P. Morgan and Pictet Asset management groups give their analysis on the possible scenarios that can be expected after the referendum contemplating the exit of Great Britain or continuing in the European Union.

Fund Mergers - JPMorgan prefixed Luxembourg SICAV Funds - Published: 14 Apr 2016

On 20 May 2016 JPMorgan Asset Management will be rationalising their Luxembourg SICAV duplicate share classes by merging “JPMorgan” prefixed share classes into the equivalent “JPM” prefixed share class of the same sub-fund. This affects our closed guided-architecture product Preference. We will be taking action ahead of the merger. Click on this story for more details and to view samples of the letters we have issued to policyholders and investment advisers.

Opportunities to Invest in Small & Medium-Cap Funds - Published: 16 Mar 2016

Investors might think there is safety in investing in the shares of large established companies, but should the small and mid-cap companies be overlooked?

Invesco Perpetual - Investing in UK Smaller Companies - Published: 29 Feb 2016

Jonathan Brown, UK Equities Fund Manager at Invesco Perpetual shares his views on stock picking UK smaller companies which he believes have the resilience to weather the global storm.

Guinness Asset Management - Why Invest in Asia? - Published: 15 Feb 2016

The Asia region is made up of a mix of advanced, high-income economies and newly industrialised countries that are home to 54% of the world’s population. Industrialisation brings with it increased wealth, improved standards of living and a vast consumer market that attracts both domestic and international brands. Here Guinness specialists give their views on what makes Asia different.

J.P. Morgan Asset Management - Investing in Smaller Companies - Published: 15 Feb 2016

Here J.P. Morgan’s Head of Investment Trusts, Simon Crinage, explains what potential there is in investing in small and mid cap shares, with particular reference to the UK, where the younger companies have the potential to thrive.

Matthews Asia - Asia Insight - Published: 15 Feb 2016

Matthews Asia believes in long-term growth of Asia and is the largest dedicated Asia-only investment specialist in the United States. Matthews Asia funds have recently been added to our guided-architecture products Quantum, Oracle, Paragon and LifePlan. Here they provide their views on investment opportunities that exist in Asia.

Henderson - Commodities 2016 Outlook - Published: 21 Jan 2016

Mathew Kaleel Economist for Henderson shares his views on what happened in commodity markets during 2015 and the outlook for 2016.

BlackRock - 2016 Investment Outlook - Published: 21 Jan 2016

As the global liquidity wave crests, the business, credit and valuation cycles should gain in importance. Unusually, these cycles appear to be out of sync. This argues for careful navigating in 2016.

Sarasin - Market View: A necessary correction. - Published: 22 Oct 2015

Guy Monson CIO of Sarasin and Partners talks about the market outlook following the last quarter and how different circumstances have affected the market.

Fund Merger - BlackRock Global Funds - Global Equity Fund - Published: 09 Oct 2015

On 25 September 2015 BlackRock merged its BlackRock Global Funds – Global Equity Fund into its BlackRock Global Funds – Global Opportunities Fund. The merger impacts the following closed products: Preference and Prosper. Click on this story for full details.

Investment Policy Changes - Schroder ISF Asian Opportunities Fund - Published: 06 Oct 2015

Schroders are clarifying the investment objective and policy of the fund in order to provide investors with greater transparency on the fund’s investment strategy. The changes impact the following closed products: Preference and Prosper. Click on this story for full details.

Sarasin - Global Strategy Update - Published: 21 Aug 2015

Guy Monson CIO of Sarasin and Partners gives his overview of the current macroeconomic picture.

Change of Index - BNP Paribas Islamic Equity Optimiser Fund - Published: 18 Aug 2015

Effective 14 September 2015, the fund will change index to the “Dow Jones Islamic Market Developed Markets Top Cap Index”, amending its stock selection methodology in line with this. The change affects our guided architecture products: LifePlan, Oracle, Paragon, Quantum & Protected Lifestyle. Policyholders have been written to. Click on this story for more details.

Schroders - China's strong growth, but fragile foundations - Published: 10 Aug 2015

Schroders Emerging markets Economist Craig Botham gives his views on chinese growth and why he is still skeptical about the future.

Gam - Chinese equities: Review and Outlook - Published: 10 Aug 2015

Michael Lai, Investment Director and manager of GAM Star China Equity, shares his views on the current situation with the Chinese stock market.

The Outlook for Greece - Published: 14 Jul 2015

Compilation of articles of experts from Fidelity and Henderson analysing the Greek economic outlook and mentioning probable outcomes for the whole situation.

Investment Policy Change - Pictet Absolute Return Global Diversified Fund - Published: 22 May 2015

Pictet will be making a number of changes including broadening the Fund's investment options on 26 May 2015. The changes impact the following guided-architecture products: LifePlan, Oracle, Paragon and Quantum. Click on this story for full details and to view sample letters that have been issued to policyholders and investment advisers.

Fund Closure - Investec GSF Managed Currency - Published: 22 May 2015

We have been informed by Investec Asset Management that they intend to close their Investec GSF Managed Currency Fund on 19 June 2015.

Henderson - EM's Diverging Universe - Published: 21 Apr 2015

Hendersons’ Steve Drew, discusses the dynamics currently at work on the different emerging markets.

Portfolio Holdings Change - BNY Mellon Global Equity Fund - Published: 13 Mar 2015

Following a review, BNY Mellon will be making a small amendment to the number of holdings held within the fund. The fund will move to a more concentrated portfolio of around 60-90 holdings. This impacts the following guided-architecture products: Kudos, LifePlan, Preference, Prosper and Protected Lifestyle. Click on this story for full details.

Portfolio Holdings Change - BNY Mellon Global Opportunities Fund - Published: 13 Mar 2015

Following a review, BNY Mellon will be making a small amendment to the number of holdings held within the fund. The fund will move to a more concentrated portfolio of around 30 to 50 holdings. This impacts the following guided-architecture product: Prosper. Click on this story for full details.

BlackRock - Outlook 2015 Looking Glass - Published: 22 Jan 2015

BlackRock's 2015 outlook highlights the key themes that they believe could affect your clients’ portfolios over the coming year and how you can help them through what looks set to be a complex 12 months.

Pictet Asset Management - The Investment Landscape in 2015 - Published: 19 Jan 2015

Pictet Asset Management's Strategy Unit present their 2015 outlook sharing why they feel that Japanese stocks are the most appealing within the equity sector, why technology looks set to outperform and why emerging market debt is their top pick for the year ahead.

Threadneedle - Market Outlook for 2015 - Published: 08 Jan 2015

Mark Burgess, Chief Investment Officer at Threadneedle Investments shares his views on policy divergence, expectations for global interest rates during the next 12 months and investment themes for 2015.

Quantum and PIMS are evolving - Published: 05 Jan 2015

Based on your feedback, our two premier products have evolved. Quantum with enhanced allocation rates and PIMS with a new charging structure.

PIMS currency and fee alterations in 2015 - Published: 30 Dec 2014

Due to market conditions we are updating the currency conversion rates on PIMS for 2015 and altering the administration fees. Please click to read more.

KSF IoM - 10th Liquidation Distribution - Published: 19 Dec 2014

KSF (IoM) has announced a further liquidation distribution of 2p in the pound. This brings the total distributions to 100%.

Guinness - Investing in companies with innovation in their DNA - Published: 28 Nov 2014

Guinness Asset Management, who has just launched a UCITs version of its highly rated Guinness Atkinson Global Innovators Fund, reveals what it looks for when it comes to searching for the most innovative companies.

Guinness - Investing in global energy - Published: 03 Nov 2014

Guinness Asset Management explain why the implications of population growth and increasing energy consumption are profound for investors in both traditional energy and alternative energy, and why the long term consumption of energy has huge supply and demand implications now and for the future.

Guinness - Dividends matter - Published: 03 Nov 2014

Guinness Asset Management explain why it is important to focus on a value approach with regard to the equity income sector, and why a basket of dividend-paying, quality companies should be a staple in any portfolio.

Base Currency Change - Henderson Horizon Japanese Equity Fund - Published: 22 Oct 2014

With effect 17 November 2014 the base currency of the fund will change from USD to JPY. This impacts the following guided-architecture products: Quantum, Oracle and Paragon. Policyholders invested in the fund as at 16 October 2014 have been written to. For more details click on this story.

Fund Closure - Natixis Gateway US Equities - Published: 29 Sep 2014

‘Natixis International Funds (Lux) I’ have advised that they will close the fund on 15 November 2014 due to rationalisation. This impacts the following guided-architecture products: Oracle, Paragon and Quantum. Letters have been sent to policyholders and advisers. Click on this story for full details and to view sample letters.

KSF IoM - 9th Liquidation Distribution - Published: 22 Sep 2014

KSF (IoM) has announced a further liquidation distribution of 2.2p in the pound.

Fund Closure - Franklin Mutual Global Discovery 'A' Acc CHF Hedged - Published: 05 Sep 2014

After careful analysis and review, the board of directors of Franklin Templeton Investment Funds has decided to close the 'A (Acc) CHF Hedged' share with effect from 26 September 2014. This impacts the following guided-architecture products: Oracle, Paragon and Quantum. Letters have been sent to policyholders and advisers. Click for full details and to view sample letters.

Henderson - Assets aligned - Published: 21 Jul 2014

Hendersons’ Chris Burvill, Manager of the Henderson Cautious Managed Fund, discusses walking the narrow path between equities and bonds and why multi-asset funds have a core role to play in a volatile market.

Henderson - A simple guide to volatility - Published: 14 Jul 2014

Henderson provide a simple explanation about volatility, the importance it plays when selecting funds and why diversification should be considered in order to help spread risk within a clients’ portfolio.

Fund Closure - Parvest Opportunities USA Fund - Published: 04 Jul 2014

Following a programme of fund rationalisation, BNP Paribas will close its Parvest Opportunities USA Fund and merge all holdings into its Parvest Equity USA Value Fund on 18 July 2014. The Fund features in the following guided products: Oracle, Paragon and Quantum. Affected policyholders have been written to about the closure. Click on this story for the full details and to view sample letters.

Increase flexibility with our Capital Redemption Bond - Published: 01 Jul 2014

We have recently added a Capital Redemption variant to our Quantum, Oracle and PIMS products. Technical Manager Neil Chadwick explains how choosing a CRB can offer extra flexibility to your clients.

Product fund centres updated - Published: 05 Jun 2014

Our individual product fund centres have now been updated so that performance is shown in a fund's base currency, with new rebasing options available.

Fund Changes - Natixis Hansberger Emerging Latin America Fund - Published: 02 May 2014

On 10 April 2014 the Fund will undergo a number of modifications which includes a change of name to "Natixis Emerging Latin America Equity". The Fund features in the following products: Oracle, Paragon and Quantum. For further details of the changes click on this story.

Fund Changes - Sarasin Agrisar Fund - Published: 02 May 2014

The fund will change its name to "Sarasin Food and Agriculture Opportunities" on 16 June 2014. Changes to share class references and charges will also apply. The Fund features in the following products: Oracle, Paragon and Quantum. For further details of the changes click on this story.

PIMS enhanced for 2014 - Published: 31 Mar 2014

Our single premium portfolio bond, PIMS, has been enhanced for 2014 with the addition of a capital redemption variant. Yet another reason to consider PIMS for your clients.

Fund Closure - BNY Mellon Evolution Global Alpha Fund - Published: 22 Feb 2014

We have been informed by BNY Mellon that they intend to close their BNY Mellon Evolution Global Alpha fund on 14 March 2014. The Fund features in the following products: Oracle, Quantum, Paragon and LifePlan. Affected policyholders have been written to about the closure. Click on this story for the full details and to view sample letters.

Fund Closure - BNY Mellon Vietnam, India & China fund - Published: 19 Nov 2013

We have been informed by BNY Mellon that they intend to close their BNY Mellon Vietnam, India & China Fund on 6 December 2013. The Fund features in the following products: Oracle, Paragon and Quantum. Affected policyholders have been written to about the changes. Click on this story for the full details and to view sample letters.

Individual product fund centres launched - Published: 14 Nov 2013

Do you need quick access to a fund factsheet or performance information but don't want to login to our secure fund centre? Then help is now at hand in the form our product specific fund centres, available via the RL360 Adviser site.

Name & Investment Policy Change - Henderson Gartmore Global Focus Fund - Published: 07 Nov 2013

On 1 December 2013 the Henderson Gartmore Global Focus Fund will undergo a change of name and an amendment to its investment policy. The fund features in the following products: Oracle, Paragon and Quantum. Affected policyholders have been written to about the changes. Click on this story for the full details and to view sample letters.

Fund merger - JPM Global Total Return - Published: 01 Nov 2013

On 25 October 2013 the JPM Global Total Return Fund merged into the JPM Global Capital Appreciation Fund. The merger affects the following products: Oracle, Paragon and Quantum. Policyholders have been written to about the merger. Click on this story for the full details and to view sample letters.

Fund Closure - Fidelity Funds Asia Pacific Property A Acc (EUR) Fund - Published: 11 Oct 2013

Fidelity fund managers have announced their intention to close their Fidelity Funds Asia Pacific Property Fund A Acc (EUR) fund on 18 December 2013. The closure affects the following products: Quantum, Paragon and Oracle. Policyholders have been written to about the closure. Click on this story for the full details and to view sample policyholder letters.

Fund Merger - JPMorgan Global Bond Fund (USD) - Published: 11 Oct 2013

JPMorgan have announced that on the 29 November 2013 they will merge the JPMorgan Bond Fund (USD) into the JPMorgan Aggregate Bond Fund (USD). The merger affects the following closed product: Preference. Policyholders have been written to about the merger. Click on this story for the full details and to view sample policyholder letters.

Closing to subscriptions - BlackRock Global Funds - Continental European Flexible Fund - Published: 08 Oct 2013

BlackRock will be closing their BlackRock Global Funds – Continental European Flexible fund to subscriptions on 7 November 2013 as the fund is nearing capacity. In order to ensure the fund is kept within a size that enables it to be optimally managed and in the best interests of shareholders, they will close subscriptions to both existing and new investors. The closure affects the following closed products: Preference and Prosper. Policyholders have been written to about the closure. Click on this story for the full details and to view sample policyholder letters.

Fund closure - HSBC Amanah Global Equity fund - Published: 27 Aug 2013

Following a strategic review by HSBC, they intend to focus their Islamic finance offering on customers solely in Malaysia and Saudi Arabia, and remove the HSBC Amanah funds from all third party wholesale distributors by the end of August 2013. This affects our guided architecture products Quantum, Oracle and Paragon. The fund will be removed from the fund ranges with immediate effect. Click on this story to read details on how this affects existing investors and to view sample letters we have issued.

Fund Merger - JP Morgan Asia Pacific ex Japan Equity Fund - Published: 14 Aug 2013

On 13 September 2013 the JP Morgan Asia Pacific ex Japan Equity Fund will merge with the JPMorgan Asia Pacific ex-Japan Behavioural Finance Equity Fund. As a result, the merged funds will be re-named the JPMorgan Funds – Asia Pacific Strategic Equity Fund. This merger will affect the following products: Quantum, Oracle and Paragon. Click on this story for further details.

Sarasin - Four frogs and a fridge - Published: 23 Jul 2013

Henry Boucher, Deputy Chief Investment Officer at Sarasin & Partners and manager of the Sarasin AgriSar fund explains what the Victorians, frogs and long-term trends in the global food chain all have in common.

KSF IoM - 8th Liquidation Distribution - Published: 22 Jul 2013

KSF (IoM) has announced a further liquidation distribution of 4.8p in the pound.

4 more funds added to Quantum, Oracle and Paragon - Published: 08 Jul 2013

We’ve added the Renaissance Pan-African fund and 3 funds from the Harmony Portfolio range which are managed by Momentum Global Funds. The July investment guides, which include the 4 additions, are available to download now. Click on this story for more details.

Renaissance - Africa's momentum has just begun - Published: 05 Jul 2013

Ron Gillies of Renaissance Asset Managers looks at what growth prospects Africa can offer in the emerging markets sector.

Closing to subscriptions - Renaissance Sub-Saharan fund - Published: 05 Jul 2013

Renaissance Asset Managers have advised that they intend to 'hard' close their Sub-Saharan fund as it is nearing capacity at a fund size of almost US$200 million. The closure to subscriptions will affect our guided architecture products Quantum, Oracle and Paragon. The fund will be removed as an investment option from these products with immediate effect and replaced with the Renaissance Pan-African fund. Affected policyholders have been written to.

Objective Change - Fidelity Emerging Europe, Middle East and Africa Fund - Published: 13 Jun 2013

We have been informed by the Fidelity board of Directors that the Emerging Europe, Middle East and Africa Fund will change its investment objective from 8 July 2013. A policyholder notification will be issued to those affected by the change. Click on this story for further details.

Objective change - Fidelity MoneyBuilder Income Fund - Published: 31 May 2013

Fideilty have announced that subject to regulatory approval, they intend to make changes to the investment objective of the MoneyBuilder Income fund. These changes are scheduled to take place on the 16 August 2013 and all affected policyholders have been written to. Click on this story for further details.

Performance fees - Amundi funds - Published: 10 May 2013

The Directors of the Amundi Fund range have announced that they have agreed to implement a performance fee for AU and AE classes of shares of several funds within their current fund range. The implementation will affect the following products: Oracle, Quantum and Paragon. All affected policyholders have been written to. Click on this story for further details.

Fund transfers - BNP Paribas L1 SICAV to Parvest SICAV - Published: 26 Apr 2013

BNP Paribas Investment Partners have announced that they are looking to separate out their two brands to target specific markets. They will be carrying out a number of fund transfers from their BNP Paribas L1 SICAV fund range into their Parvest SICAV fund range. These fund transfers will affect the following products: Oracle, Quantum and Paragon. Click on this story for further details.

Fund merger - JPM US Dynamic Fund - Published: 24 Apr 2013

On 31 May 2013 the JPM US Dynamic fund will merge with the JPM US Dynamic 130/30 fund. As a result, the merged funds will be re-named the JPMorgan US Equity Plus Fund. This merger will affect the following products: Kudos and PIMS. Click on this story for further details.

Miton - Why caution is key - Published: 23 Apr 2013

Martin Gray, fund manager at Miton, shares his views on why he’s taking a defensive approach in the current economic climate.

Renaissance - Africa, open for business - Published: 23 Apr 2013

Ron Gillies of Renaissance Asset Managers takes a look at why the development of Africa is fast becoming the next big investment opportunity.

Pictet - Bright outlook for timber - Published: 04 Apr 2013

Gabriel Micheli, Senior Investment Manager, Pictet Asset Management looks at the prospects for timber stocks following encouraging signs of a US housing market recovery.

Switching by fax and online - Published: 03 Apr 2013

A new fax number has been set up to receive switch instructions. Meanwhile, don't forget you can switch quickly and easily online.

Amundi - Why is today a good entry point to invest in Global Resources? - Published: 11 Mar 2013

Sudeshna André, Commodity Equities Investment Specialist & Delphine Pelloile, Amundi Islamic Product Specialist look at why new and exciting investment opportunities make the global resources sector an attractive proposition.

Tax planning for non doms - Published: 08 Feb 2013

Offshore bonds may provide a solution for long term UK resident non doms who are currently paying, or who face paying, an annual Remittance Basis Charge. Read on to find out why.

Brand changes - JPMorgan/JF Funds - Published: 16 Jan 2013

JPMorgan have advised that they are removing the ‘JF’ brand from their funds. With effect from 4 February 2013, any JPMorgan fund that had 'JF' in its name will now be referred to as JPMorgan (for example, JF Singapore will become JPMorgan Singapore). We have a range of JF funds in both our new business and closed products. For the new business products the changes will be reflected in the published Investment Guides. The changes affect the following products: Prosper, Preference, Oracle, Quantum, Paragon and PIMS. Policyholder letters have been issued for the closed products.

Policy fee increase reminder - Published: 20 Dec 2012

Some of RL360's product fees will increase in line with the retail price index in 2013

Name and investment policy change - Natixis Harris Associates Global Value Fund - Published: 17 Dec 2012

On 7 January 2013, Natixis International Funds (Lux) will change the name of their Harris Associates Global Value Fund to the Natixis Harris Associates Global Equity Fund. There will also be a modification of the investment policy to withdraw the possibility for the fund to enter into securities lending, borrowing transactions as well as repurchase agreements and reverse repurchase agreements which will reduce the funds exposure to risk. The amendment affects the following guided architecture products: Oracle, Paragon and Quantum. Affected policyholders have been written to, notifying them of the changes.

Unit Split - Carmignac Patrimoine EUR Fund - Published: 10 Dec 2012

On 12 November 2012, Carmignac Gestion carried out a split on the units of the Carmignac Patrimoine A EUR Acc fund. In order to do this, the net asset value per unit has been divided by 10, which means that the number of units held by each shareholder has been multiplied by 10 (for example, if a shareholder held 5 units, they now hold 50). We are currently undertaking the administration process of applying this change to the policies of those invested in the fund. The changes affect the following guided architecture products: Oracle, Paragon, Quantum and LifePlan. Affected policyholders have been written to, notifying them of the unit split.

Fund Closure - Natixis ASG Laser - Published: 09 Nov 2012

The Board of Directors of the Natixis International Funds (Lux) have decided to liquidate the Natixis ASG Laser fund due to an economic rationalisation. The formal closure date will be 30 November 2012. The closure affects the following guided architecture products: Oracle, Paragon and Quantum. Affected policyholders have been written to to notify them of the closure.

Fidelity - Asset allocation; strategic or tactical? - Published: 10 Oct 2012

Steven Edgley, Investment Director - Investment Solutions Group, Fidelity, shares his views regarding asset allocation.

Fund Centre gets an upgrade - Published: 05 Oct 2012

We've added a range of great new features to our Fund Centre to enhance your experience when researching funds for your clients

Pictet - A brief update on gold - Published: 31 Aug 2012

Chloe Koos Dunand, econimist at Pictet, discusses the recent demand for gold and some of the key reasons for its success.

BlackRock - Peering through the hedge - Published: 30 Jul 2012

Claire Duffy, head of strategic alliances at BlackRock, takes the time to explain BlackRock's views on currency hedging, risk, and its role in the value of total returns.

Fund Closure - HSBC Amanah Asia Pacific ex Japan Equity and HSBC Amanah Europe Equity - Published: 24 Jul 2012

The Board of Directors of HSBC Amanah have decided to close their HSBC Amanah Asia Pacific ex Japan Equity Fund and their HSBC Amanah Europe Equity Fund on the 27 August 2012. As assets under administration have not grown sufficiently enough, and unlikely to in the future, to make either fund viable over the long term, they consider liquidation of the fund to be in the best interests of investors. The change affects the following guided-architecture products: Quantum, Paragon, Oracle. Affected policyholders have been written to.

Schroders - Growth beyond the financial crisis - Published: 30 Jun 2012

Virginie Maisonneuve and Katherine Davidson of Schroders, examine how analysing the sustainability of long-term corporate growth has played second fiddle to reacting to immediate macro events in recent times.

Pictet - Quenching the world's thirst - Published: 30 May 2012

Philippe Rohner, senior investment manager of the Pictet Water fund, highlights the importance of better water provision, the current imbalance between supply and demand and the potential opportunities.

Fund Closure – Invesco Sterling Reserve - Published: 03 May 2012

The board of directors of Invesco Global Asset Management Limited have decided to close their Invesco Sterling Reserve Fund on 10 July 2012. As the size of the fund has reduced to a level significantly below the threshold set out in the fund prospectus they feel that it is no longer viable, or in the best interests of shareholders, to continue running the fund. The change affects the following guided-architecture products: Preference and Kudos. Affected policyholders have been written to.

Sarasin - 7 billion and counting - Published: 30 Apr 2012

Henry Boucher, Sarasin agrisar fund manager, examines the world's population, its impact on global resources and the associated opportunities.

GAM - Asia's global influence grows - Published: 30 Mar 2012

Michael Lai, investment director of asian funds at GAM, shares his views on asian countries extending their political and economic influence and what this means for the future.

Change of Objective - Schroder ISF Asian Bond Absolute Return Fund - Published: 21 Mar 2012

The board of directors of the Schroder International Selection Fund has decided to amend the investment objective and to change the methodology for calculating the global risk exposure of the Schroder ISF Asian Bond Absolute Return Fund with effect from 2 April 2012. The changes affect the following guided-architecture products: Preference, Kudos, Prosper, Quantum, Paragon, Oracle, LifePlan. Affected policyholders have been written to to notify them of the changes.

Name & Objective Change - Schroder ISF Pacific Equity Fund - Published: 21 Mar 2012

With effect from 2 April 2012 the Schroder ISF Pacific Equity Fund will change name to the Schroder ISF Asian Opportunities Fund. This is to reflect a change in investment objective to focus on companies in Asia rather than in the broader Pacific region. The changes affect the following guided-architecture ranges: Preference and Prosper. Affected policyholders have been written to.

Fund Closure – Selector World Shariah Value - Published: 16 Mar 2012

The Selector World Shariah Value Fund has been closed due to significant changes in its economic situation. Values have been returned to shareholders. The changes affect the following guided-architecture ranges: Quantum, Paragon, Oracle and LifePlan. Affected policyholders have been written to.

Henderson - What is Absolute Return? - Published: 30 Oct 2011

Ben Wallace and Luke Newman, UK absolute return fund managers at Henderson, take the time to explain a little bit more about absolute return strategies.

Henderson - Integration of Gartmore business - Published: 30 Aug 2011

Henderson Global Investors confirm their aquistion of Gartmore and the important changes they will be making to the fund range.

Fidelity - Real assets, the inflation play - Published: 30 Jul 2011

Amit Lodha, portfolio manager at Fidelity, assesses the impact of the inflation dragon which has been awoken from its slumber once again!

BlackRock - Asset allocation - Published: 30 Jun 2011

Mike Trudel, managing director & global strategist at BlackRock, examines asset allocation in detail and how a well-diversified, flexible mandate, can potentially improve investor returns.

JP Morgan - Global consumer trends - Published: 27 Feb 2011

Peter Kirkman, portfolio manager at JP Morgan, examines long-term consumer trends and how they are affecting what people buy and how they live.

PIMS - Re-vamped proposition for 2011 - Published: 30 Jan 2011

RL360 has re-vamped its single premium international portfolio bond, PIMS (Personal Investment Management Service) with a range of exciting new features, enhancing its proposition to investors.