RL360 Protected Lifestyle - Fund Updates

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.

Various changes – Fidelity funds - Published: 17 Nov 2020

Fidelity has announced a number of changes to various funds across its range, which will take effect between 16 December 2020 and 24 February 2021 (the latter date is currently provisional).

Investec Asset Management to rebrand as Ninety One - Published: 27 Feb 2020

Investec Asset Management has advised its new name and branding following its demerger from the Investec Group. The changes will take place during the first quarter of 2020.

Change to investment policy – Fidelity Funds - Published: 14 Nov 2019

Fidelity has announced a change to the investment policies of its range of unit trusts which took effect from 31 October 2019.

Various changes - Fidelity Investment Funds - Published: 09 Sep 2019

Fidelity has made a number of changes to its Fidelity Investment Fund ranges to make it easier for investors to understand how the funds are managed. The N share classes have also been renamed to W. The changes took effect 30 August 2019.

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.

Fund name changes – GAM Star funds - Published: 15 Aug 2019

GAM Investments ("GAM") has announced name changes to funds across its range which will take effect from 6 September 2019.

Various prospectus changes - Kames Capital funds - Published: 09 Jul 2019

Kames Capital will be making prospectus changes for their funds, some of which will be effective 7 August 2019 and some 7 September 2019. There will also be some investment policy changes which affect some of our guided-architecture products.

Fund closure - Threadneedle Absolute Return Bond Fund - Published: 06 Jun 2019

Columbia Threadneedle has announced its intention to close its Threadneedle Absolute Return Bond Fund with effect from 26 July 2019.

Change of brand - Invesco Perpetual - Published: 17 Sep 2018

Invesco Perpetual will move to a unified brand across the globe - Invesco - with effect 1 October 2018. This will affect its UK ICVC range, which will see the removal of 'Perpetual' from fund names and branding. ISINs and Sedols will remain unchanged. This impacts our guided-architecture products Oracle, Paragon, Quantum, Quantum Malaysia, LifePlan, Protected Lifestyle, Preference and Kudos.

Fund mergers - Invesco Irish domicile to Luxembourg domicile - Published: 11 Sep 2018

In order to streamline its UCITS range of funds, during September and October 2018 Invesco will merge a number of Irish domicile funds into its Luxembourg range, then close down the Irish funds. The mergers affect our guided architecture products Oracle, Paragon, Quantum, Quantum Malaysia, LifePlan, Protected Lifestyle, Preference and Kudos.

Fund Launch - RL360 Multi-Asset Portfolios - Published: 10 Aug 2018

On 21 September 2018, we will be launching a range of 16 multi-asset portfolios as a replacement for the RL360 Capital Protected fund range.

Fund merger - M&G Global Leaders Fund - Published: 27 Apr 2018

Due to the impending departure of the manager of the M&G Global Leaders Fund, the fund will merge into their M&G Global Themes Fund on 25 May 2018. Click here to see how the merger impacts policyholders and the action RL360 will be taking.

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.

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.

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.

New Fund Links - Protected Lifestyle - Published: 25 Feb 2016

We've just completed our annual fund review of Protected Lifestyle’s external fund options. We've added 13 new core funds and introduced 3 new fund groups to the range. Click through to see the full story.

Fund Closures - RL360 Euro Capital Protected Fund Range - Published: 14 Oct 2015

We will be closing the remaining Euro Capital Protected Funds on 11 December 2015. The closures affect legacy products that have access the Euro RL360 Capital Protected Funds. Affected policyholders have been written to. Click on this story for the full details and to view a sample of the letter.

Fund Rationalisation - RL360 Capital Protected Funds - Published: 24 Dec 2013

Following a review we will be closing a number of our internal Capital Protected Funds in March 2014. The closures affect policies that can access the RL360 Capital Protected Funds. Affected policyholders have been written to. Click on this story for the full details and to view sample letters.