RL360 Protected Lifestyle Lebanon funds: Updates

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RL360 Protected Lifestyle Lebanon - Fund Updates

Fund updates

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Change of charity organisation - BNP Paribas Islamic Fund - Published: 24 Mar 2022

BNP Paribas Islamic Fund has changed charity organisation to Médecins Sans Frontières. This will be updated in the March 2022 Luxembourg Prospectus.

Change to sustainability approach - Jupiter European Growth Funds - Published: 17 Nov 2021

Jupiter Asset Management International S.A. has announced a change to the sustainability approach of the Jupiter European Growth fund which will take effect 16 December 2021

Change to investment policy – various Matthews Asia funds - Published: 17 Nov 2021

Matthews Asia Funds has announced a change to the investment policies of various funds in its range which will take effect 15 December 2021.

Change to investment policy – Threadneedle (Lux) funds - Published: 05 Nov 2021

Threadneedle Management Luxembourg SA has announced an amendment to the investment policy of a number of funds in their range which will take effect 1 December 2021

Change to fund name and investment policy – UBS (Lux) Money Market Fund - Published: 28 Oct 2021

UBS has announced a change to the fund name and investment policy of its UBS (Lux) Money Market Fund which will take effect 26 November 2021.

September 2021 - Changes to the protection fund ranges - Published: 28 Sep 2021

RL360 are taking the opportunity to review the fund range available to our protection products to ensure they continue to be appropriate and to align them to those available to our regular and single premium products in our defined fund range. Impacts products: LifePlan, LifePlan Lebanon, Protected Lifestyle and Protected Lifestyle Lebanon.

Various changes - Schroder ISF Funds - Published: 16 Sep 2021

Schroder ISF has announced various changes to its fund range which will take effect between 29 October and 2 November 2021.

June 2021 sector review – Further enhancing our defined fund range. - Published: 18 Jun 2021

RL360 are making further enhancements to our defined fund range products. This is the final stage in a round of reviews to improve our defined fund ranges. Impacts products: LifePlan, Protected Lifestyle and Protected Lifestyle Lebanon.

Share class redenomination – various Janus Henderson funds - Published: 15 Jan 2021

Janus Henderson has announced a share class redenomination to various funds in its fund range, which will take effect from 6 April 2021

January 2021 sector review – Progressive enhancement to our defined fund range. - Published: 15 Jan 2021

RL360 are progressively enhancing our defined fund range products. This is the sixth stage in an ongoing review to improve our defined fund ranges. Impacts products: Oracle, Paragon, Quantum, Regular Savings Plan (including Malaysia variants), LifePlan, LifePlan Lebanon, Protected Lifestyle and Protected Lifestyle Lebanon.

Proposed liquidation - Amundi Islamic Funds - Published: 03 Sep 2019

Amundi Funds has announced its intention to liquidate its Islamic BRIC Quant, Islamic Global Resources and Islamic Asia Pacific Quant funds due to their relatively small assets under management. An EGM of shareholders will take place on 4 September 2019, upon which the resolution to dissolve the funds will be decided. We have taken pre-emptive action ahead of the EGM for plan owners affected by this corporate action.

Clarification of the investment objective and policy - MFS Meridian Global Total Return Fund - Published: 04 Jul 2018

With effect from 1 August 2018, MFS Meridian are clarifying the investment objective and policy of their Global Total Return fund.

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.

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.

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.

Investment Policy Change - Pictet Asset Management various funds - Published: 16 Mar 2016

Effective 16 March 2016 Pictet has changed the investment policy for several of its funds including: Pictet Emerging local currency Debt, Pictet Timber, Pictet Premium Brands, Pictet Water and Pictet Asian local Currency Debt.

Fund Merger - Pictet Asset Management - Published: 07 Mar 2016

Effective 30 March 2016 Pictet Asset Management will merge their Absolute Return Global Diversified Fund with their Multi Asset Opportunities Fund. The Board of Directors of the Fund believe this to be in shareholders' best interests.

Fund Range Change - Protected Lifestyle Lebanon Policies - Published: 10 Feb 2016

On 18 March 2016 we will be making a significant change to the range of funds that existing Protected Lifestyle Lebanon policyholders can invest in. The changes will provide new investment opportunities. Letters to Policyholders have been issued via their relevant servicing advisers, notifying them of the change to the fund range. We will be taking some immediate action on 18 March 2016 with regard to existing holdings - click on this story for more details.