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Protected Lifestyle funds: Updates

Investment Policy Changes - Kames Ethical Corporate Bond Fund - Published: 04 Aug 2016

Kames Capital has informed us that it is making several changes to the Investment Policy of the fund and its corresponding prospectus that will come into effect on 1 October 2016.

Investment Policy Change - Pictet Asset Management various funds - Published: 16 Mar 2016

Effective 16 March 2016 Pictet has changed the investment policy for several of its funds including: Pictet Emerging local currency Debt, Pictet Timber, Pictet Premium Brands, Pictet Water and Pictet Asian local Currency Debt.

Fund Merger - Pictet Asset Management - Published: 07 Mar 2016

Effective 30 March 2016 Pictet Asset Management will merge their Absolute Return Global Diversified Fund with their Multi Asset Opportunities Fund. The Board of Directors of the Fund believe this to be in shareholders' best interests.

New Fund Links - Protected Lifestyle - Published: 25 Feb 2016

We've just completed our annual fund review of Protected Lifestyle’s external fund options. We've added 13 new core funds and introduced 3 new fund groups to the range. Click through to see the full story.

Fund Closures - RL360° Euro Capital Protected Fund Range - Published: 14 Oct 2015

We will be closing the remaining Euro Capital Protected Funds on 11 December 2015. The closures affect legacy products that have access the Euro RL360° Capital Protected Funds. Affected policyholders have been written to. Click on this story for the full details and to view a sample of the letter.

Change of Index - BNP Paribas Islamic Equity Optimiser Fund - Published: 18 Aug 2015

Effective 14 September 2015, the fund will change index to the “Dow Jones Islamic Market Developed Markets Top Cap Index”, amending its stock selection methodology in line with this. The change affects our guided architecture products: LifePlan, Oracle, Paragon, Quantum & Protected Lifestyle. Policyholders have been written to. Click on this story for more details.

Portfolio Holdings Change - BNY Mellon Global Equity Fund - Published: 13 Mar 2015

Following a review, BNY Mellon will be making a small amendment to the number of holdings held within the fund. The fund will move to a more concentrated portfolio of around 60-90 holdings. This impacts the following guided-architecture products: Kudos, LifePlan, Preference, Prosper and Protected Lifestyle. Click on this story for full details.

Fund Rationalisation - RL360° Capital Protected Funds - Published: 24 Dec 2013

Following a review we will be closing a number of our internal Capital Protected Funds in March 2014. The closures affect policies that can access the RL360° Capital Protected Funds. Affected policyholders have been written to. Click on this story for the full details and to view sample letters.