8 new fund links for LifePlan
The additions include low volatility equity funds, from sectors new to the range.
As part of our commitment to policyholders we carry out a regular fund review for the LifePlan fund menu to ensure funds remain appropriate to the range. Having recently completed our latest review, we are pleased to announce that 8 new funds have been added to the range (13 inclusive of currency variants).
A key consideration when we select funds for the menu is volatility. This is due to the importance of building up value within a LifePlan policy to maintain protection benefits, and so we steer away from funds with highly erratic price movements.
After research and careful consideration we are excited to be able to enhance the range with a number of low volatility equity funds, introducing new sectors to the range - Equity Europe excluding UK, Equity North America and Equity UK. We have also added a Healthcare fund and an Equity Income fund from Guinness Asset Management - a new fund manager to LifePlan.
New fund additions available from 27 October 2014
| Fund name | Currency options |
|---|---|
| Sector: Equity – Europe excluding UK | |
| Threadneedle European Smaller Companies | EUR & GBP |
| Sector: Equity – Global | |
| Guinness Global Equity Income | EUR |
| Invesco Global Equity Income | USD & EUR (Hedged) |
| Sector: Equity – North America | |
| Franklin US Opportunities | EUR, USD, CHF (Hedged) & EUR (Hedged) |
| Sector: Equity - UK | |
| Investec UK Smaller Companies | GBP |
| Sector: Fixed Interest - Global | |
| Invesco Global Total Return (EUR) Bond | EUR |
| Sector: Islamic | |
| SWIP Islamic Global Equity | GBP |
| Sector: Specialist | |
| UBS (Lux) Equity Fund Health Care | USD |
Please download the November Investment Guide via the link opposite to ensure you have the most up-to-date materials when advising clients. This includes 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 the product fund centre: LifePlan.