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Welcome to RL360's

dedicated financial adviser website

For financial advisers only

Not to be distributed to, or relied on by, retail clients

Our guided-architecture fund ranges just got better

We know choosing the right funds is important to you.

It's important to us too.

Selecting the right funds for your client's plans is just as important to us as it is to you. After all, we both want our clients to achieve their investment goals.


To make sure we continue to offer you and your clients a high quality and varied choice of funds, we have completed the first stage of a review of our guided-architecture fund range. In this first step, we have looked at Global Managed and Emerging Market Equity.




By reviewing funds on a regular basis, using tools from independent global investment research company Morningstar®, the company that powers our interactive fund centres, we seek to identify and add funds that stand out in their respective peer groups for performance, risk/reward balance, objectives or investment style. We also look at funds that analysts at Morningstar believe will outperform their sector. Those funds you've asked to see in the range will be considered as long as they provide the necessary qualities and fit our parameters.


A review isn't just about adding funds. Importantly, we also take steps to remove funds we feel are no longer appropriate for the range. Our goal is to provide you with a best of breed range of quality funds covering a variety of sectors, regions and asset classes.


THE CHANGES FOR OCTOBER 2019

We're pleased to announce the addition of a number of new funds across the products, which are available for investment from October 2019. These are now featured in the fund guides published from October onwards and in the fund centres.


We've also removed some funds with immediate effect and these are now closed to new business and switches in.


Existing investors affected by the removals will be written to in October informing them of the timeline for switching their holdings out and their option for switching to a new fund.


For specific information on the new additions and removals please use the links below.


Products

Additions

Removals

Number of funds in the range

Regular Savings Plan

Regular Savings Plan Malaysia

Oracle

Quantum

Quantum Malaysia

Paragon

We've added 16 new funds to the range (31 including currency variants). Click here for details.

We've removed 8 funds from the range (19 including currency variants). Click here for details.

The range increases to 199 core funds

(365 including currency variants).

LifePlan

We've added 9 new funds to the range (18 including currency variants). Click here for details.

We've removed 2 funds from the range (6 including currency variants). Click here for details.

The range increases to 94 core funds

(169 including currency variants).

Protected Lifestyle

We've added 10 new funds to the range (16 including currency variants). Click here for details.

We've removed 2 fund from the range (5 including currency variants).

Click here for details.

The range increases to 89 core funds

(139 including currency variants).