Latest Fund Review for Protected Lifestyle - RL360 Adviser

Generic Links

Welcome to RL360's

dedicated financial adviser website

For financial advisers only

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

New Fund Links - Protected Lifestyle

We've just completed our latest fund review for Protected Lifestyle and here are the results!

Impacts on
these products

Why our RL360 Protected Lifestyle annual fund review is important

We recently introduced the external fund range for Protected Lifestyle as an alternative to our internally managed Capital Protected Funds (the original fund range for the product).

The offering consists of over 40 core funds managed by well known fund groups such as BlackRock, Fidelity, Franklin Templeton, Schroders and UBS. All of the funds benefit from being daily priced and daily traded.

As part of our ongoing governance we conduct a fund review each year. It's a chance for us to listen to your feedback and ensure that the existing funds remain appropriate.

We've now completed this process and are pleased to announce the results for Protected Lifestyle.

Our pick of the crop

We've added 13 more core fund links

As Protected Lifestyle is a whole of life protection policy, fund volatility is a key consideration. Our aim is to populate the range with steadily performing funds that don't peak and trough excessively. In line with this we've introduced a selection of small-cap equity and ethical funds and these, along with other additions, enhance the range adding 3 new sectors and 3 new fund houses. These take the total number of core fund links to 53 (88 when all currency variants are taken into account).

Click here to see a summary of new fund additions.

Download the Investment Guide and bulletins opposite for full details including objectives, charges and past performance.

Welcome to the family

Click on each name below to reveal a little more about the new fund houses joining the range.

Kames Capital

Kames Capital is a specialist investment management business

From Edinburgh and London we manage £55 billion (€75 billion)* on behalf of UK and international clients – including wealth managers, financial advisers, family offices, pension funds, financial institutions, government agencies and individuals.

Kames Capital’s heritage dates back to 1831, when the Scottish Equitable Life Assurance Society was founded.

Today Aegon has a global asset management operation, organised into client-centred investment platforms, with Kames Capital (the new name for Aegon Asset Management UK) focused on third-party retail and institutional clients across the UK and continental Europe.

Our re-branding to Kames Capital is helping us build recognition in our chosen markets, while differentiating our capabilities from other companies within the Aegon group.

* Source: Kames Capital as at 30 September 2015.

Kames Capital's website

Matthews Asia

A Focus on Investing in Asia

Matthews Asia is an independent investment management firm focused solely on investing in Asia. Founded in 1991, Matthews Asia specializes in actively managed, bottom-up portfolio management, with a focus on generating long-term investment performance. The firm’s mission is to provide Asian equity and fixed income strategies that build wealth over the long-term for global clients that include institutions, financial intermediaries and private investors.

Headquartered in San Francisco, California, the firm also has offices in London and Hong Kong dedicated to serving its clients. As of December 31, 2015, the firm had 38 professionals on its investment team and managed US$25.5 billion of client assets, primarily through a family of Luxembourg-domiciled UCITS funds and a family of U.S.-domiciled mutual funds.

Matthews Asia's website


Who We Are

PIMCO is a global investment management firm with a singular focus on preserving and enhancing investors’ assets.

We manage investments for institutions, financial advisors and individuals. The institutions we serve include corporations, central banks, universities, endowments and foundations, and public and private pension and retirement plans. We also serve advisors and individuals set on personal financial goals, from preparing for retirement to funding higher education.

For more than four decades, our mission has been grounded in a holistic investment process designed to apply rigorous top-down and bottom-up analysis of inputs to identify investment opportunities and risks. Since our founding in Newport Beach, California, in 1971, we have grown into a team of more than 2,300 dedicated professionals, with offices in 12 countries and trading operations in North America, Europe and Asia. We have an established reputation of innovation, and we continue to evolve as a provider of investment solutions across all asset classes.

As of December 31, 2015: $1.43 trillion assets under management*

* Effective March 31, 2012, PIMCO began reporting the assets managed on behalf of its parent’s affiliated companies as part of its assets under management.

PIMCO's website

Investment Guide

Fund performance bulletins