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Welcome to RL360's

dedicated financial adviser website

For financial advisers only

Not to be distributed to, or relied on by, retail clients

RL360 Multi-Asset Portfolios - Fund Centre

A quick and easy way to research and analyse funds and monitor performance.

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You can use this fund centre to find out more about the MAP Funds and Cash Funds which are available to the following products:

  • Protected Lifestyle (including Protected Savings and Protected Retirement)
  • Safe Combination Bond (GBP)
  • International Safe Combination Bond (GBP and USD)
  • Secure Investment Portfolio (GBP)
  • International Secure Investment Portfolio
  • With Bonus Bond

There is a multitude of information available from pricing to performance and factsheets to charts.

Guidance notes:

  • The MAP Funds were formally launched on 21 September 2018, however their inception date was 29 August 2018. The Fund Prices tab will provide daily and weekly movements until sufficient price history is available.

    Cumulative Performance will only display once the funds have been running for 3 months from the inception date, i.e. 29 November 2018. Similarly, Annualised and Discrete Performance will not be available for the MAP Funds until 29 August 2019. Certain features of the interactive fund centre may also appear sparse until this time.
  • All underlying data is supplied by Morningstar and RL360 cannot be held responsible for the accuracy of the information provided.
  • Performance tabs are calculated in fund currency and are not rebased. Performance statistics include the fund's own management charges, but excludes any RL360 product charges and are calculated in the asset currency, NAV to NAV, on a total return basis.
  • You can use the charting tool to track historic prices and download them into excel. Chart performance is initially displayed in the currency of the first fund you select to chart, and will rebase multi-selected funds into that currency. To rebase the performance to a currency of your choosing, click on 'Chart Settings', then 'Plot Types' within the interactive chart window.

User guide

Find out how to make the best use of the free tools available to you for fund selection and ongoing performance monitoring, our Fund Centre user guide is available to view here.