RL360 22 new fund links for Oracle, Paragon and Quantum.

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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 nameCurrency options
Sector: Commodity & Energy
Guinness Alternative EnergyEUR, GBP & USD
Guinness Global EnergyEUR, GBP & USD
Sector: Equity – Europe excluding UK
Threadneedle European Smaller CompaniesEUR & GBP
Sector: Equity – Global
Guinness Global Equity IncomeEUR
Guinness Global InnovatorsEUR, GBP & USD
Invesco Global Equity IncomeUSD & EUR (Hedged)
Sector: Equity – North America
Franklin US OpportunitiesEUR, USD, CHF (Hedged) & EUR (Hedged)
JPM America EquityUSD & EUR (Hedged)
Sector: Equity - UK
Invesco Perpetual UK AggressiveGBP
Investec UK AlphaGBP
Investec UK Smaller CompaniesGBP
Threadneedle UK Mid 250GBP
Sector: Fixed Interest - Emerging Markets
Invesco India BondUSD
Sector: Fixed Interest - Global
Invesco Global Total Return (EUR) BondEUR
Sector: Hedged/Structured Products
Invesco Global Targeted ReturnsEUR & USD (Hedged)
Sector: Islamic
SWIP Islamic Global EquityGBP
Sector: Specialist
Amundi Funds India InfrastructureUSD
Franklin Global Listed InfrastructureEUR & USD
Janus Global Life SciencesUSD, AUD (Hedged) & EUR (Hedged)
JPM Global HealthcareEUR & USD
UBS (Lux) Equity Fund BiotechUSD
UBS (Lux) Equity Fund Health CareUSD

 

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.