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22 new fund links for Oracle, Paragon and Quantum

You told us what you wanted and we listened.

As part of our commitment to policyholders we carry out a regular fund review for the Oracle, Paragon and Quantum (post 2010) fund menu to ensure the funds remain appropriate to the range. Having recently completed our latest review, we are pleased to announce that the Oracle, Paragon and Quantum ranges have been enhanced with 22 new funds (39 inclusive of currency variants).


Listening to your feedback we have added funds from new sectors to improve the options available for your clients. The additions offer further UK Equity and North American Equity fund exposure and also introduce new themes in the shape of Infrastructure, Pharma & Biotech (Healthcare) and Equity Income.


We've also expanded the Commodity and Energy sector to include an additional 2 funds, one which concentrates on alternative energy. These are managed by Guinness Asset Management, who are a new fund manager to the range.


New fund additions available

Fund name

Currency options

Sector: Commodity & Energy

Guinness Alternative Energy

EUR, GBP & USD

Guinness Global Energy

EUR, GBP & USD

Sector: Equity – Europe excluding UK

Threadneedle European Smaller Companies

EUR & GBP

Sector: Equity – Global

Guinness Global Equity Income

EUR

Guinness Global Innovators

EUR, GBP & USD

Invesco Global Equity Income

USD & EUR (Hedged)

Sector: Equity – North America

Franklin US Opportunities

EUR, USD, CHF (Hedged) & EUR (Hedged)

JPM America Equity

USD & EUR (Hedged)

Sector: Equity - UK

Invesco Perpetual UK Aggressive

GBP

Investec UK Alpha

GBP

Investec UK Smaller Companies

GBP

Threadneedle UK Mid 250

GBP

Sector: Fixed Interest - Emerging Markets

Invesco India Bond

USD

Sector: Fixed Interest - Global

Invesco Global Total Return (EUR) Bond

EUR

Sector: Hedged/Structured Products

Invesco Global Targeted Returns

EUR & USD (Hedged)

Sector: Islamic

SWIP Islamic Global Equity

GBP

Sector: Specialist

Amundi Funds India Infrastructure

USD

Franklin Global Listed Infrastructure

EUR & USD

Janus Global Life Sciences

USD, AUD (Hedged) & EUR (Hedged)

JPM Global Healthcare

EUR & USD

UBS (Lux) Equity Fund Biotech

USD

UBS (Lux) Equity Fund Health Care

USD


Please download the November Investment Guides for each product via the links opposite to ensure you have the most up-to-date materials when advising clients. These include the core information you need to know about each of the new fund additions.


For factsheets, key information documents, and daily performance information please visit our product fund centres: Oracle, Paragon and Quantum.