Important Information

This is only a summary and general introduction to the RL360 Quantum. You should speak to your financial adviser and read the Regular Savings Plan literature before making an investment decision. We can only accept business that is introduced via a financial adviser.

RL360 Quantum - Fund Centre

Notes and Guide

Literature downloads

Fund
Updates

A quick and easy way to research and analyse funds and monitor performance.

Fund centre

Guidance notes:

This product is closed to new business. We recommend that you speak to your financial adviser before making any investment decisions.

Our fund centres are designed by Allfunds with all underlying data supplied by FE fundinfo. RL360 cannot be held responsible for the accuracy of the information provided.
Performance is calculated in each fund’s own currency (Local), however, you can choose to change the currency via the currency dropdown at the top of the fund centre to rebase all performance data to a specified currency. Performance will remain rebased to your chosen currency as you move from screen to screen throughout the fund centre, until you change the currency filter to a different currency option or open a new browser session.
Performance statistics include the fund's own management charges but excludes any RL360 product charges and are calculated in the asset currency, NAV to NAV, on a total return basis.
The pdf fund factsheet that is available to download from an individual fund record will be an RL360 version based on FE fundinfo data but, where available, you can view the fund manager's factsheet, prospectus and KIID via the 'Documents' tab.
A Key Investor Information Document (KIID) 'risk rating' is generally only available for UCITS funds. The KIID is a fund specific document that provides key information about an investment fund, including investment objective, risk profile and its charges, in order to help potential investors assess whether it will meet their specific needs.

Fund keys:

A: Closed to new investors and switches in.
B: Suspended to all trading. Please refer to the Fund Updates section of our website.
K: Fund not available to our Malaysia-specific products.
L: Applicable to Protected Lifestyle - On the external funds, a bid/offer spread of 2.5% applies to premium payments and switches.
R: Fund is pending removal from the range due to a fund manager driven event or an internal sector review. Please refer to the Fund Updates section of our website.

User guide:

To find out how to make the best use of the free tools available to you for fund selection and ongoing performance monitoring, our Fund Centre user guide is available to view here.