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New fund additions – Regular Savings Plan, Oracle, Quantum and Paragon (including Malaysia variants)

Quality, choice and variety. Multi–asset and emerging market additions to the range increase the funds available to 199 (365 including currency variants).

As part of our commitment to providing our clients with access to a diverse menu of quality investment options, we regularly review the funds available to our savings and investment products.


We have recently completed a review of some of our investment sectors in the guided-architecture range and are pleased to announce a number of new fund additions, which includes the introduction a new fund manager to the menu, Artemis.




The review process considers the performance and risk profile of funds within the range to determine whether they continue to provide the right outcomes for investors and remain appropriate for the products. Funds we feel no longer possess the right qualities will be removed to make way for new additions that offer something attractive or complementary to the range, including those highly rated by independent global investment research company Morningstar®.


As a result, we are removing eight of our existing funds from the range (19 including currency variants), whilst adding 16 additional funds (31 including currency variants). The new additions to the range include five emerging markets funds (nine including currency variants) and 11 multi-asset funds (22 including currency variants).


By adding these funds, our core fund range now stands at 199 funds (365 including currency variants), increasing from 191 funds (353 including currency variants).


For more information about the funds we have removed from the range to make way for these new additions click here.


NEW ADDITIONS TO THE RANGE


Sector: Global Managed


Fund name

Currency options

Morningstar category

Morningstar rating*

OCF**

Artemis Monthly Distribution

GBP

GBP Moderate Allocation

4 Star/Silver

1.59%

BNY Mellon Multi-Asset Diversified Return

GBP

GBP Moderate Allocation

4 Star

1.66%

Momentum Global Harmony Portfolios Sterling Balanced

GBP

GBP Moderate Allocation

2 Star

2.75%

Fidelity Funds Global Multi-Asset Income

USD

EUR

JPY Hedged

USD Moderate Allocation

4 Star/Silver

1.67%

BGF Global Multi-Asset Income

USD

EUR

USD Moderate Allocation

3 Star/Silver

1.74%

JPM Global Balanced

EUR

USD Hedged

EUR Moderate Allocation

4 Star/Bronze

1.65%

M&G Optimal Income

GBP

GBP Cautious Allocation

5 Star/Silver

1.34%

M&G (Lux) Optimal Income

EUR Hedged USD Hedged CHF Hedged

EUR Cautious Allocation USD Cautious Allocation

CHF Cautious Allocation

5 Star/Silver

1.47% 1.49% 1.49%

Invesco Pan European High Income

USD

EUR

CHF

EUR Cautious Allocation

5 Star/Silver

1.61%

Jupiter Merlin Growth Portfolio

GBP

GBP Adventurous Allocation

4 Star/Bronze

2.47%

First Eagle Amundi International

USD

EUR Hedged

GBP Hedged

CHF Hedged

USD Aggressive Allocation

3 Star

2.20%


Sector: Equity - Emerging Markets


Fund name

Currency options

Morningstar category

Morningstar rating*

OCF**

BGF Emerging Markets

USD

EUR

Global Emerging Markets Equity

4 Star/Bronze

1.86%

Fidelity Funds Emerging Markets

USD

EUR

Global Emerging Markets Equity

4 Star/Silver

1.93%

JPM Emerging Markets

GBP

Global Emerging Markets Equity

5 Star/Silver

1.65%

JPM Emerging Markets Equity

USD

EUR

Global Emerging Markets Equity

5 Star/Silver

1.74%

Templeton Emerging Markets Smaller Companies

USD

EUR

Global Emerging Markets Small/Mid-Cap Equity

3 Star/Bronze

2.49%


Notes: Information within these tables is sourced from Morningstar® and is correct as at 30 September 2019.


* Morningstar® awards a Star rating based on historic returns adjusted for risk and charges, with the top 10% of funds in a category awarded a 5 Star and the bottom 10% a 1 Star. Morningstar also award a Bronze/Silver/Gold award for those funds which have been analysed and are believed to possess the ability to outperform funds in the same category over a market cycle (five years or greater).


** Ongoing Charge (“OCF”) includes the Annual Management Charge plus other operational expenses, so better reflects the total costs applied to the fund.