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8 new fund links for LifePlan

The additions include low volatility equity funds, from sectors new to the range.

As part of our commitment to policyholders we carry out a regular fund review for the LifePlan fund menu to ensure funds remain appropriate to the range. Having recently completed our latest review, we are pleased to announce that 8 new funds have been added to the range (13 inclusive of currency variants).


A key consideration when we select funds for the menu is volatility. This is due to the importance of building up value within a LifePlan policy to maintain protection benefits, and so we steer away from funds with highly erratic price movements.


After research and careful consideration we are excited to be able to enhance the range with a number of low volatility equity funds, introducing new sectors to the range - Equity Europe excluding UK, Equity North America and Equity UK. We have also added a Healthcare fund and an Equity Income fund from Guinness Asset Management - a new fund manager to LifePlan.


New fund additions available from 27 October 2014

Fund name

Currency options

Sector: Equity – Europe excluding UK

Threadneedle European Smaller Companies

EUR & GBP

Sector: Equity – Global

Guinness Global Equity Income

EUR

Invesco Global Equity Income

USD & EUR (Hedged)

Sector: Equity – North America

Franklin US Opportunities

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

Sector: Equity - UK

Investec UK Smaller Companies

GBP

Sector: Fixed Interest - Global

Invesco Global Total Return (EUR) Bond

EUR

Sector: Islamic

SWIP Islamic Global Equity

GBP

Sector: Specialist

UBS (Lux) Equity Fund Health Care

USD


Please download the November Investment Guide via the link opposite to ensure you have the most up-to-date materials when advising clients. This includes 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 the product fund centre: LifePlan.