RL360° fund review - Quantum, Oracle, Paragon and LifePlan
We've just completed our latest fund review for Quantum, Oracle, Paragon and LifePlan and here are the results!
Why our RL360° Quantum, Oracle, Paragon and LifePlan annual review is important to us
Once a year we do a full review of the fund links for the above products.
Our prime goal of the fund review is to ensure we maintain varied fund ranges that consist of good, solid performing funds. We know funds can suffer peaks and troughs when markets are going through turbulent times so we take this into account.
We look to fill gaps in the fund offering, such as introducing new themes. A full review of the existing links is necessary to ensure they still remain attractive. Not all funds perform well all of the time. Funds that performed well in the past but have since lost their edge may have to be replaced with funds who are experiencing stronger growth in their respective sector.
We've now completed this process and are pleased to announce the results.
Our pick of the crop
For RL360° Quantum, Oracle, and Paragon - 28 core new fund links
We've introduced more GBP funds; we've filled a gap in the range by adding in a number of regional small and mid-cap equity funds; we've also got 6 new fund managers on board to complement our current family of fund houses; and for those who have a strong bias towards socially conscious funds, we've introduced 2 more ethical funds which are strong performers vs their peers.
For RL360° LifePlan - 18 core new fund links
A key consideration for the LifePlan fund range is volatility. We can't add in the same equity funds that we can for Quantum, Paragon and Oracle as we need steady performing funds. We're pleased to be able to add some of the more stable performing equity funds and these, along with other additions, will enhance the range with 5 new sectors across 5 new fund houses. We're also adding 3 ethical funds.
Download the Investment Guides and bulletins opposite for full details of the range including objective information, charges and past performance.
Welcome to the family
- Kames Capital
- Legg Mason
- Matthews Asia
- Polar Capital
- T.Rowe Price