Fund range
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A FUND RANGE THAT KEEPS IT REAL - TO MAKE A REAL DIFFERENCE
Balancing a client's aspirations against their risk profile is rarely simple, so choosing the right investments can be complex. That's why we offer you a broad range of carefully selected funds that span multiple asset classes, sectors and geographical regions. We also provide access to industry recognised risk analysis, see our links to Key Investor Information Documents (KIID's) which can be found in the 'Documents' section of the Regular Savings Plan fund centre.
Given the choice on offer you’ll no doubt be reassured by the fact that we regularly listen to adviser feedback, reviewing and updating our fund range in accordance with a rigorous governance process. And at the core of that process is transparency. We believe it is important that your clients know exactly how their funds are performing without any unnecessary disguise.
TO MAKE THINGS CLEAR...
We don't offer mirror funds
Unlike some of our competitors, we make all of Regular Savings Plan charges transparent through the product (not funds). This means a manager’s quoted performance for their fund, is exactly the fund performance your client can expect within their plan.
AND YOU CAN BE ASSURED THAT...
We offer a wide fund range
You have over 350 direct funds to choose from (that's 180+ core funds plus currency variants), from lower risk money market funds to higher risk specialist equity funds.
We don't apply initial fund charges
With our institutional buying power, your client will benefit from zero charges on initial investment into any fund in the range and all subsequent investments. This extends further to any future switching and portfolio rebalancing.
We don't charge for switching
There are no charges for changing funds. We don’t penalise you and your clients for making the essential changes they need in order to meet their financial goals.
We don't charge custodian fees
Unlike more sophisticated open-architecture offshore products there are no custodian fees to worry about with our savings plan.
We do provide currency options
Are you and your clients concerned about currency risk? We like to help wherever we can - so we add in as many currency variations as possible for each fund.
IN SHORT...
When choosing funds through our Regular Savings Plan you are getting the ‘real thing’. To avoid imitations download the Savings and Investment Fund Guide now.