22 new fund links for Oracle, Paragon and Quantum
You told us what you wanted and we listened.
As part of our commitment to policyholders we carry out a regular fund review for the Oracle, Paragon and Quantum (post 2010) fund menu to ensure the funds remain appropriate to the range. Having recently completed our latest review, we are pleased to announce that the Oracle, Paragon and Quantum ranges have been enhanced with 22 new funds (39 inclusive of currency variants).
Listening to your feedback we have added funds from new sectors to improve the options available for your clients. The additions offer further UK Equity and North American Equity fund exposure and also introduce new themes in the shape of Infrastructure, Pharma & Biotech (Healthcare) and Equity Income.
We've also expanded the Commodity and Energy sector to include an additional 2 funds, one which concentrates on alternative energy. These are managed by Guinness Asset Management, who are a new fund manager to the range.
New fund additions available
| Fund name | Currency options |
|---|---|
| Sector: Commodity & Energy | |
| Guinness Alternative Energy | EUR, GBP & USD |
| Guinness Global Energy | EUR, GBP & USD |
| Sector: Equity – Europe excluding UK | |
| Threadneedle European Smaller Companies | EUR & GBP |
| Sector: Equity – Global | |
| Guinness Global Equity Income | EUR |
| Guinness Global Innovators | EUR, GBP & USD |
| Invesco Global Equity Income | USD & EUR (Hedged) |
| Sector: Equity – North America | |
| Franklin US Opportunities | EUR, USD, CHF (Hedged) & EUR (Hedged) |
| JPM America Equity | USD & EUR (Hedged) |
| Sector: Equity - UK | |
| Invesco Perpetual UK Aggressive | GBP |
| Investec UK Alpha | GBP |
| Investec UK Smaller Companies | GBP |
| Threadneedle UK Mid 250 | GBP |
| Sector: Fixed Interest - Emerging Markets | |
| Invesco India Bond | USD |
| Sector: Fixed Interest - Global | |
| Invesco Global Total Return (EUR) Bond | EUR |
| Sector: Hedged/Structured Products | |
| Invesco Global Targeted Returns | EUR & USD (Hedged) |
| Sector: Islamic | |
| SWIP Islamic Global Equity | GBP |
| Sector: Specialist | |
| Amundi Funds India Infrastructure | USD |
| Franklin Global Listed Infrastructure | EUR & USD |
| Janus Global Life Sciences | USD, AUD (Hedged) & EUR (Hedged) |
| JPM Global Healthcare | EUR & USD |
| UBS (Lux) Equity Fund Biotech | USD |
| UBS (Lux) Equity Fund Health Care | USD |
Please download the November Investment Guides for each product via the links opposite to ensure you have the most up-to-date materials when advising clients. These include the core information you need to know about each of the new fund additions.
For factsheets, key information documents, and daily performance information please visit our product fund centres: Oracle, Paragon and Quantum.