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Change to investment objective – Fidelity Multi Asset Open Strategic fund - Published: 25 Nov 2020

Fidelity has announced a change to the investment objective to its Multi Asset Open Strategic fund which took effect 12 November 2020.

Pictet Asset Management - A climate-aware US ushers in a new era for clean energy

Pictet Asset Management - A climate-aware US ushers in a new era for clean energy - Published: 24 Nov 2020

In this article, Steve Freedman, Pictet’s head of sustainability and thematic research, explains how Biden’s ambitious environmental agenda will change the complexion of the battle against climate change, especially in the clean energy industry.

Proposed change to fund name and reduction in fees – Various Guinness Global Funds - Published: 18 Nov 2020

Guinness Asset Management has proposed various changes to funds in its fund range, which will take effect from 7 December 2020

Various changes – LF Miton Cautious Multi Asset fund - Published: 18 Nov 2020

Link Fund Solutions has announced a change to the fund name, clarification of investment objective and policy, change of registrar / administrator and reduction in fees to its LF Miton Multi Asset fund which will take effect from 27 November 2020.

Fidelity International - Putting sustainability to the test: ESG outperformance amid volatility

Fidelity International - Putting sustainability to the test: ESG outperformance amid volatility - Published: 18 Nov 2020

The first nine months of 2020 contained the first broad-based market crash, and recovery, of the sustainable investing era, and provided fertile ground for research into the relationship between sustainability and performance. Fidelity International re-tested their sustainability ratings and carried out a research update to take in the market recovery from April 2020 onwards.

Various changes – Fidelity funds - Published: 17 Nov 2020

Fidelity has announced a number of changes to various funds across its range, which will take effect between 16 December 2020 and 24 February 2021 (the latter date is currently provisional).

BlackRock - U.S. Election: Biden Win

BlackRock - U.S. Election: Biden Win - Published: 13 Nov 2020

Investment professionals at BlackRock Investment Institute give their market views after Biden’s win in the U.S. election.

Schroders - The four 'M's: why the 21st century belongs to Asia

Schroders - The four 'M's: why the 21st century belongs to Asia - Published: 13 Nov 2020

Schroders’ Head of Investments Asia provides his perspective on why Asia is on course to dominate the 21st century, bringing a wealth of investment opportunity.

Ninety One - Investing in the low-carbon transition

Ninety One - Investing in the low-carbon transition - Published: 02 Nov 2020

The transition to a low-carbon global economy is driving growth and investment opportunities, but measuring carbon impact is key. Read the latest Q&A with the strategy’s portfolio managers.

Schroders: Agents of sustainable change; how investors expect companies to be socially aware

Schroders: Agents of sustainable change; how investors expect companies to be socially aware - Published: 02 Nov 2020

Schroders’ Global Investor Study 2020 reveals investors’ views on how companies behave and who should be responsible for mitigating climate change.

Fund merger - Goldman Sachs BRIC Equity Portfolio fund - Published: 23 Oct 2020

On 16 November 2020, the Goldman Sachs BRIC Equity Portfolio fund will close by way of merger. For our defined fund range plan owners we are not accepting the merger and will instead will switch holdings into the Schroder ISF BRIC fund a few days before the merger.

Invesco - Monthly Market Report for September 2020

Invesco - Monthly Market Report for September 2020 - Published: 15 Oct 2020

Review of global market developments in September 2020, highlighting the best and worst performing sectors globally.

M&G Investments - A decade to deliver: the SDG reckoning

M&G Investments - A decade to deliver: the SDG reckoning - Published: 06 Oct 2020

This month marks the fifth anniversary of the launch of the United Nations' Sustainable Development Goals (SDGs), a universal call to action to end poverty, protect the planet and ensure all people enjoy peace and prosperity by 2030. M&G Investments' SDG reckoner represents our assessment of progress towards delivering the goals, highlighting where ambition needs to be scaled up, and focusing on the role impact investors have to play in addressing these challenges.

Change to fund name, investment objective and reduction in fees – Threadneedle (Lux) – Pan European Equities - Published: 01 Oct 2020

Threadneedle has announced a change to the fund name, investment objective and a reduction in fees to its Threadneedle (Lux) – Pan European Equities fund which will take affect from 2 October 2020.

October 2020 sector review – fine tuning our defined fund range - Published: 01 Oct 2020

RL360 are continuously fine tuning our defined fund range products. This is the fifth stage in an ongoing review to improve our defined fund ranges. Impacts products: Oracle, Paragon, Quantum, Regular Savings Plan (including Malaysia variants) and LifePlan.

Sarasin - Six minute strategy: where to for global inflation?

Sarasin - Six minute strategy: where to for global inflation? - Published: 24 Sep 2020

Sarasin look at the global economy and the effects of both deflationary and inflationary forces, which are critical to asset markets and clients as they budget for the years ahead.

Matthew Asia - Measuring Intangibles for Asia's Growth Companies

Matthew Asia - Measuring Intangibles for Asia's Growth Companies - Published: 16 Sep 2020

Schroders’ Portfolio Managers Taizo Ishida and Michael Oh, CFA, explore the growth drivers for Asia's new economy sectors, including how to measure and assign potential future value of intangible assets.

Survey results: ESG investing is on the up

Survey results: ESG investing is on the up - Published: 11 Sep 2020

An RL360 survey has shown an upward trend in Environmental, Social and Governance (ESG) investing among savers in the last 12 months.

Fund mergers – Multipartner SICAV - RobecoSAM funds - Published: 08 Sep 2020

Multipartner SICAV has announced that it will be merging a number of funds into corresponding sub-funds from the Robeco Capital Growth fund range which will take effect from 30 October 2020.

Fidelity - Overcoming fast fashion's hidden costs

Fidelity - Overcoming fast fashion's hidden costs - Published: 03 Sep 2020

The recent controversy over the working conditions at UK clothing brand Boohoo has brought the practices of fast fashion back into the spotlight. As clothing makers churn out affordable designs at an ever-faster pace, the environmental and social costs of the fast-fashion industry are becoming clearer to both consumers and investors - and having an impact on valuations. European equities manager, Matthew Siddle looks at how investors can navigate these issues and discusses the importance of constructively engaging with the industry.

Pictet Asset Management -  Environmental Investing Journey

Pictet Asset Management - Environmental Investing Journey - Published: 02 Sep 2020

A selection of tools and materials from Pictet Asset Management will help you or your clients get started on the environmental investing journey. These include a quiz, environmental impact calculator, e-module, articles, and environmental impact calculator.

Invesco - The investment climate and what it means for markets

Invesco - The investment climate and what it means for markets - Published: 02 Sep 2020

As economies begin to reopen, Richard Batty and David Aujla of Invesco’s Multi Asset team discuss the market impact and what investors might expect looking forward.

Schroders: Everything you need to know about sustainable investing

Schroders: Everything you need to know about sustainable investing - Published: 02 Sep 2020

Schroders clarify what some of the commonly misunderstood sustainability terms mean.

Change to fund name and clarification of investment policy – Invesco UK Growth Fund (UK) - Published: 21 Aug 2020

Invesco has announced a change to the fund name and clarification of the investment policy of its Invesco UK Growth Fund (UK) which will take effect from 17 September 2020.

Fidelity International - A rolling selection of articles related to the Coronavirus

Fidelity International - A rolling selection of articles related to the Coronavirus - Published: 19 Aug 2020

View a select of Fidelity International articles produced by their investment professionals relating to the COVID-19 pandemic, including how to manage your clients’ investments during this uncertain time of heightened volatility.

J.P. Morgan Asset Management - A rolling selection of articles related to the Coronavirus

J.P. Morgan Asset Management - A rolling selection of articles related to the Coronavirus - Published: 19 Aug 2020

View a selection of J.P. Morgan Asset Management articles published by their investment professionals, as they monitor global economic activity amid the COVID-19 crisis, including the production of weekly market stats.

MFS Investment Management - A rolling selection of articles related to the Coronavirus

MFS Investment Management - A rolling selection of articles related to the Coronavirus - Published: 19 Aug 2020

Investment professionals at MFS Investment Management share their latest economic and market insights for the global financial markets as the world works through the effects of COVID-19.

Fidelity International - The unstoppable ascent of sustainable investing

Fidelity International - The unstoppable ascent of sustainable investing - Published: 17 Aug 2020

The assumption that shareholder returns should be maximised at any cost has been challenged by Covid-19, further embedding sustainable investing as a future destination for asset flows. Head of Equities - Asia and Lead Cross-Asset Strategist of Schroders explore the drivers behind this transformation and their consequences for investors.

Schroders: What is the appeal of thematic investing?

Schroders: What is the appeal of thematic investing? - Published: 17 Aug 2020

Schroder’s Investment Director David Docherty explains what thematic investing is and the growing appeal of this type of investing.

Change to fund name and investment policy – Invesco Asia Balanced fund - Published: 31 Jul 2020

Invesco has announced a change to the fund name and investment policy of its Invesco Asia Balanced fund which will take affect from 14 August 2020.

July 2020 sector review – introducing responsible investing to our defined fund ranges - Published: 24 Jul 2020

RL360 are adding a number of funds that focus on responsible investing to our defined fund range products. This is the fourth stage in a continuous review to improve our defined fund ranges. Impacts products: Oracle, Paragon, Quantum, Regular Savings Plan (including Malaysia variants), Protected Lifestyle and LifePlan.

Lifting of Soft closure - Pictet CH Precious Metals Physical Gold fund - Published: 20 Jul 2020

Pictet Asset Management announce the soft closure of the Pictet CH Precious Metals Physical Gold fund has been lifted with immediate effect.

Aberdeen Standard Investments - A rolling selection of articles related to the Coronavirus

Aberdeen Standard Investments - A rolling selection of articles related to the Coronavirus - Published: 20 Jul 2020

Keep up to date with Coronavirus updates and insights from investment professionals at Aberdeen Standard Investments as they monitor the impact the pandemic is having on the global markets.

Columbia Threadneedle - A rolling selection of articles related to the Coronavirus

Columbia Threadneedle - A rolling selection of articles related to the Coronavirus - Published: 20 Jul 2020

Investment professionals at Columbia Threadneedle provide their opinions and insights on the markets and the impact of the COVID-19 pandemic.

Invesco - A rolling selection of articles related to the Coronavirus

Invesco - A rolling selection of articles related to the Coronavirus - Published: 20 Jul 2020

We provide an ongoing selection of views and opinions from investment professionals at Invesco as they monitor the ongoing market turmoil and reactions from banks and governments to the COVID-19 pandemic.

Schroders - A rolling selection of articles related to the Coronavirus

Schroders - A rolling selection of articles related to the Coronavirus - Published: 20 Jul 2020

Investment professionals at Schroders provide their views and market stats in relation to the ongoing COVID-19 pandemic and its impact on markets and economies around the world.

Liquidation date brought forward - JPM Indonesia Equity fund - Published: 26 Jun 2020

JPMorgan Funds has decided to liquidate the fund one month earlier than first notified. The liquidation date has moved from 27 July 2020 to 29 June 2020.

Various changes – Janus Henderson Horizon funds - Published: 24 Jun 2020

Janus Henderson is making a number of changes to its Horizon fund range amending the fund name, objective and/or investment policy of various funds. The changes will take affect from 1 July 2020.

Liquidation - JPM Indonesia Equity fund - Published: 14 May 2020

JPMorgan Funds has decided to close its Indonesia Equity fund by way of liquidation on 27 July 2020 due to its declining fund size. In preparation for the liquidation, the fund is now closed to new subscriptions.

April 2020 sector review – further improvements to our defined fund ranges - Published: 17 Apr 2020

Following the third stage of a review of our defined fund ranges, RL360 are adding new funds to a number of their defined fund range products. Impacts products: Oracle, Paragon, Quantum, Regular Savings Plan (including Malaysia variants) and LifePlan.

Fidelity - Understanding market volatility

Fidelity - Understanding market volatility - Published: 03 Apr 2020

Markets are going through major turmoil as the world experiences the impact of the COVID-19 pandemic, but this is not the first time we have experienced such heightened volatility. Fidelity have provided a series of aids and interactive tools to help you understand why the long-term approach can help you in managing your clients’ investments.

Share class liquidation of Liontrust funds – including Liontrust Russia - Published: 02 Apr 2020

Liontrust has taken the decision to no longer support non-Sterling share classes of its onshore, Global Equity fund range and intend to liquidate the USD and EUR classes on 1 May 2020. This includes the Liontrust Russia USD share class which features in our definded fund ranges.

Soft closure - Pictet CH Precious Metals Physical Gold fund - Published: 01 Apr 2020

Due to difficult trading conditions in Europe, as a consequence of COVID-19 pandemic, the fund has been forced to temporarily soft close with effect 26 March 2020. We have had to take immediate action for our defined fund range products that are making regular payments into the fund, directing payments into an alternative fund.

'A' share class closure of Kames funds - including Ethical Equity and Ethical Cautious Managed - Published: 25 Mar 2020

Kames Capital plc will close a number of its ‘A’ share classes on 24 April 2020. This includes the Ethical Equity and Ethical Cautious Managed funds which feature in our defined fund ranges.

BlackRock - Market plunge: This is not 2008

BlackRock - Market plunge: This is not 2008 - Published: 24 Mar 2020

Recent market moves are reminiscent of the 2008 financial crisis, but we don’t think this is a repeat. Read our thoughts in our Market Plunge bulletin.

Invesco - Monthly Market Report for February 2020

Invesco - Monthly Market Report for February 2020 - Published: 11 Mar 2020

Review of global market developments in February 2020, highlighting the best and worst performing sectors globally.

GAM Investment - Thriving Amid Stagnation

GAM Investment - Thriving Amid Stagnation - Published: 28 Feb 2020

Stagnation is often touted as the metaphorical death knell for an economy. Julian Howard, head of multi asset solutions at GAM, suggests that there are ways to avoid the pitfalls of a slowing economy.

Investec Asset Management to rebrand as Ninety One - Published: 27 Feb 2020

Investec Asset Management has advised its new name and branding following its demerger from the Investec Group. The changes will take place during the first quarter of 2020.

Invesco - Monthly Market Report for January 2020

Invesco - Monthly Market Report for January 2020 - Published: 25 Feb 2020

Review of global market developments in January 2020, highlighting the best and worst performing sectors globally.

Fidelity International - Key volatility messages for investors

Fidelity International - Key volatility messages for investors - Published: 17 Feb 2020

Financial markets can be subject to periods of event-related volatility during which investor confidence can be significantly undermined. Fidelity International provide key messages to help investors steer their portfolios through volatile times.

Matthews Asia - Wuhan Coronavirus

Matthews Asia - Wuhan Coronavirus - Published: 14 Feb 2020

Matthews Asia CIO Robert Horrocks and Investment Strategist Andy Rothman offer their perspectives on the Coronavirus and its possible impact on China's governance and economy.

January 2020 sector review - Our defined fund ranges just got even better - Published: 21 Jan 2020

The second stage of a review of our defined fund ranges has been completed and the results are in. Further enhancements have been made to help you achieve your clients’ investment goals. Impacts products: Oracle, Paragon, LifePlan, Protected Lifestyle, Regular Savings Plan and Quantum (including Malaysia variants).

Invesco – Global markets – 2020 outlook

Invesco – Global markets – 2020 outlook - Published: 16 Jan 2020

A look ahead to 2020 - central banks and geopolitics to shape global economy.

Matthews Asia - Sinology

Matthews Asia - Sinology - Published: 20 Dec 2019

In this issue of Sinology Andy Rothman, Investment Strategist, shares his views on the U.S.– China trade deal announced on Friday, 13 December and what does it mean for investors?

Investec Asset Management -  UK General Election Results

Investec Asset Management - UK General Election Results - Published: 19 Dec 2019

Investec Asset Management portfolio managers give their views on the UK General Election result.

GAM Investment: UK election – initial thoughts

GAM Investment: UK election – initial thoughts - Published: 16 Dec 2019

Following the unexpectedly strong election victory for Boris Johnson and the Conservative Party, some of the GAM Investment portfolio managers offer their views on how this is likely to impact markets.

Invesco - Monthly Market Report for November 2019

Invesco - Monthly Market Report for November 2019 - Published: 13 Dec 2019

Review of global market developments in November 2019, highlighting the best and worst performing sectors globally.

GAM Investment - How likely is a global recession?

GAM Investment - How likely is a global recession? - Published: 26 Nov 2019

Economic indicators suggest a global recession is unlikely, and any resolution of the China-US trade war could provide further relief, says GAM Investments’ Charles Hepworth. However he believes the UK could be moving closer to recession territory.

Schroders: An infographic view of the global economy in November 2019

Schroders: An infographic view of the global economy in November 2019 - Published: 26 Nov 2019

This month's infographic looks at the outlook for US company profits and the lessons we can learn from Japan's government spending in the 1990s.

Sarasin - Plant Power

Sarasin - Plant Power - Published: 26 Nov 2019

Veganism takes a bite out of traditional food consumption. Jeneiv Shah, co-portfolio manager for Sarasin Food & Agriculture Opportunities, discusses how investors have an important part to play in this transformation.

Change to investment policy – Fidelity Funds - Published: 14 Nov 2019

Fidelity has announced a change to the investment policies of its range of unit trusts which took effect from 31 October 2019.

Invesco - Monthly Market Report for October 2019

Invesco - Monthly Market Report for October 2019 - Published: 11 Nov 2019

Review of global market developments in October 2019, highlighting the best and worst performing sectors globally.

Liquidation - Franklin Global Listed Infrastructure Fund - Published: 08 Nov 2019

After careful analysis and review, the Board of Directors at Franklin Templeton has decided to exit the Listed Infrastructure strategy due to the departure of the dedicated portfolio management team of the fund. The fund has immediately closed to subscriptions and will formally close by way of liquidation on 17 January 2020. Guided-architecture plan owners have been switched out of the fund ahead of the liquidation date.

Change to investment policy – Investec Global Multi-Asset Income Fund - Published: 31 Oct 2019

Investec has announced a change to the investment policy of its Investec Global Multi-Asset Income Fund which will take effect from 29 November 2019.

October 2019 sector review - Our defined fund ranges just got better - Published: 15 Oct 2019

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. That’s why we’ve just completed a fund review of some of the investment sectors in our defined fund ranges and the results are in. Impacts products: Oracle, Paragon, LifePlan, Protected Lifestyle, Regular Savings Plan and Quantum (including Malaysia variants).

Matthew Asia - Asia: riding a wave of innovation

Matthew Asia - Asia: riding a wave of innovation - Published: 10 Oct 2019

Asia is no longer a place where everything is produced but nothing is invented, Asia is riding a wave of homegrown innovation with long-term investment implications.

Schroders: An infographic view of the global economy in September 2019

Schroders: An infographic view of the global economy in September 2019 - Published: 09 Oct 2019

In this month's infographic Schroders look at how trade wars are affecting global growth prospects.

Invesco - Monthly Market Report for September 2019

Invesco - Monthly Market Report for September 2019 - Published: 08 Oct 2019

Review of global market developments in September 2019, highlighting the best and worst performing sectors globally.

Fund merger – Templeton Thailand Fund - Published: 07 Oct 2019

Franklin Templeton has announced its intention to merge its Templeton Thailand fund into the Templeton Asian Growth Fund with effect from 13 December 2019.

Fund name change – Neptune Russia Fund - Published: 24 Sep 2019

With effect from 1 October 2019 all Neptune Investment Management funds will undergo a name change following its acquisition by Liontrust Investment Management Limited.

Schroders - Global Investor Study 2019

Schroders - Global Investor Study 2019 - Published: 20 Sep 2019

Schroders Global Investor Study – Investor behaviour: do people have control of their personal finances?

Sarasin - Capitalising on the rise of the Chinese consumer

Sarasin - Capitalising on the rise of the Chinese consumer - Published: 18 Sep 2019

Despite China's GDP growth slowing, its wealthiest people are growing richer. Growing demand for premium and luxury goods make this a desirable investment opportunity.

Invesco - Monthly Market Report for August 2019

Invesco - Monthly Market Report for August 2019 - Published: 11 Sep 2019

Review of global market developments in August 2019, highlighting the best and worst performing sectors globally.

Various changes - Fidelity Investment Funds - Published: 09 Sep 2019

Fidelity has made a number of changes to its Fidelity Investment Fund ranges to make it easier for investors to understand how the funds are managed. The N share classes have also been renamed to W. The changes took effect 30 August 2019.

Proposed liquidation - Amundi Islamic Funds - Published: 03 Sep 2019

Amundi Funds has announced its intention to liquidate its Islamic BRIC Quant, Islamic Global Resources and Islamic Asia Pacific Quant funds due to their relatively small assets under management. An EGM of shareholders will take place on 4 September 2019, upon which the resolution to dissolve the funds will be decided. We have taken pre-emptive action ahead of the EGM for plan owners affected by this corporate action.

Schroders: An infographic view of the global economy in August 2019

Schroders: An infographic view of the global economy in August 2019 - Published: 30 Aug 2019

In this month's infographic we focus on why the weaker pound has failed to turbocharge the UK economy and what governments are doing to boost growth.

Sarasin - How trade made China great

Sarasin - How trade made China great - Published: 20 Aug 2019

Sarasin economist, Niloofar Rafiei, examines how important is trade to China’s economic trajectory, and secondly, what will the future of China’s trade look like as it navigates the probable persistence in slower global trade.

Fund name changes – GAM Star funds - Published: 15 Aug 2019

GAM Investments ("GAM") has announced name changes to funds across its range which will take effect from 6 September 2019.

Invesco - Monthly Market Report for July 2019

Invesco - Monthly Market Report for July 2019 - Published: 12 Aug 2019

Review of global market developments in July 2019, highlighting the best and worst performing sectors globally.

Schroders: An infographic view of the global economy in July 2019

Schroders: An infographic view of the global economy in July 2019 - Published: 12 Aug 2019

In this month's infographic we look at what is left in central banks' arsenals to tackle any future economic downturn.

Proposed fund name and investment policy change – Aberdeen Islamic SICAV - Published: 09 Aug 2019

On 8 August 2019 Aberdeen Standard Investments (“Aberdeen”) is proposing to change the name and investment policy of its Aberdeen Islamic SICAV Islamic Global Equity Fund.

Change to investment policy - Janus Henderson Multi-Manager Managed Fund - Published: 07 Aug 2019

Janus Henderson has announced a change to the investment policy of its Janus Henderson Multi-Manager Managed Fund which will take effect from 7 August 2019.

Janus Henderson - Mid-Year Market GPS

Janus Henderson - Mid-Year Market GPS - Published: 02 Aug 2019

At the start of 2019, Janus Henderson’s investment teams identified core themes, or mega trends, considered likely to impact markets. Here, they revisit the themes with the potential to reshape the investment landscape. How have the themes played out so far this year, where do they go from here and what else should be on investors’ radar?

Various fund objective and policy wording updates – Threadneedle Funds - Published: 26 Jul 2019

Columbia Threadneedle ("Threadneedle") has announced various changes to funds across its range which will take effect from 7 August 2019.

Various fund objective, policy and name changes – Neptune Funds - Published: 24 Jul 2019

Neptune Investment Management Ltd ("Neptune") has announced various changes to funds across its range which will take effect from 7 August 2019.

Various fund policy and name changes – Parvest Funds - Published: 24 Jul 2019

BNP Paribas Asset Management Limited ("BNP") has announced various changes to funds across its range which will take effect from 30 August 2019.

Matthews Asia  - The Investment Case

Matthews Asia - The Investment Case - Published: 15 Jul 2019

Matthews Asia present a case to take a new dividend approach to Asia and find the next generation of dividend-paying companies in the world’s fastest growing region.

Various prospectus changes - Kames Capital funds - Published: 09 Jul 2019

Kames Capital will be making prospectus changes for their funds, some of which will be effective 7 August 2019 and some 7 September 2019. There will also be some investment policy changes which affect some of our guided-architecture products.

Fund objective and name changes - Aberdeen Standard Investments UK funds - Published: 08 Jul 2019

Effective 7 August 2019, Aberdeen Standard Investments will be making changes to the objectives of some of its funds to provide clarity on how they are managed. At the same time it will be changing the names of the majority of its UK funds generally to include the ASI prefix at the beginning of each UK fund name in place of "Aberdeen" or "Standard Life Investments".

GAM Investments - Central Bank Risk Management

GAM Investments - Central Bank Risk Management - Published: 01 Jul 2019

GAM Investments’ Larry Hatheway discusses whether economic activity is likely to remain resilient, what action the Fed may take from here and how this translates into an asset allocation view.

J.P. Morgan Asset Management - Principles for successful long-term investing

J.P. Morgan Asset Management - Principles for successful long-term investing - Published: 27 Jun 2019

J.P. Morgan present six time-tested strategies for guiding portfolios towards tomorrow’s goals, helping you convey these key messages effectively to your clients.

Matthew Asia - U.S. - China Trade Dispute

Matthew Asia - U.S. - China Trade Dispute - Published: 21 Jun 2019

U.S. – China trade concerns continue to weigh on global markets. Matthews Asia offers its perspective on how the dispute affects the long-term investment landscape.

Fund closure - Threadneedle Absolute Return Bond Fund - Published: 06 Jun 2019

Columbia Threadneedle has announced its intention to close its Threadneedle Absolute Return Bond Fund with effect from 26 July 2019.

Henderson - Global Dividend Growth: Staying Strong

Henderson - Global Dividend Growth: Staying Strong - Published: 04 Jun 2019

Despite worries over slowing economic growth, global dividends continue to rise. According to the latest Janus Henderson Global Dividend Index, payouts climbed by 7.8% on a headline basis during the first quarter. What’s more, global dividends look set to have another record year in 2019.

GAM Investment Solutions: Can equity gains be sustained

GAM Investment Solutions: Can equity gains be sustained - Published: 30 May 2019

GAM Investment's Larry Hatheway outlines his latest multi-asset views, discussing whether markets are behaving as anticipated this year, what catalysts could change this and what the implications are for asset allocation.

Matthews Asia - Perspective

Matthews Asia - Perspective - Published: 16 May 2019

Matthews Asia Portfolio Managers Teresa Kong and Satya Patel discuss the appeal of Asia corporate bonds for bond investors seeking global diversification.

Fund merger - Amundi Funds Equity Greater China fund - Published: 07 May 2019

Amundi has announced its intention to merge its Amundi Funds Equity Greater China fund into the Amundi Funds China Equity Fund with effect from 21 June 2019.

Fund merger - Amundi Funds Equity India infrastructure fund - Published: 07 May 2019

Amundi has announced its intention to merge its Amundi Funds Equity India Infrastructure fund into the Amundi Funds SBI FM Equity India fund with effect from 31 May 2019.

Fund merger – Amundi Funds Equity Thailand fund - Published: 07 May 2019

Amundi has announced its intention to merge its Amundi Funds Equity Thailand fund into the Amundi Funds Equity Asia Concentrated fund with effect from 31 May 2019.

GAM Investment Solutions - Seeking an earnings story

GAM Investment Solutions - Seeking an earnings story - Published: 12 Apr 2019

GAM Investments’ Larry Hatheway outlines his latest multi-asset views, discussing whether a pullback in markets appears less likely than it did at the turn of the year, the main threats to an improvement in markets and the potential catalyst for investors to re-engage more fully in risk assets.

Sarasin - Food and Agriculture Opportunities

Sarasin - Food and Agriculture Opportunities - Published: 11 Apr 2019

Sarasin Deputy fund manager Jeneiv Shah explores how the food economy is evolving, and how they reflect that in their food and agriculture fund.

Clarification of investment policy - Janus Henderson Horizon European Equity Funds - Published: 01 Mar 2019

With effect from 29 March 2019, Janus Henderson Investors will be clarifying the investment policy for four Janus Henderson Horizon European Equity Funds that reference the European Economic Area ("EEA") in their policy.

The world in 2029

The world in 2029 - Published: 26 Feb 2019

Through a series of charts, Fidelity International track the opportunities in the fast-growing emerging economies as they mature over the next 10 years, the introduction of a new wave of consumers, as well as some of the key environmental challenges that need to be overcome.

Fund name changes - Aberdeen Global funds - Published: 11 Feb 2019

Effective 11 February 2019, Aberdeen Global is renaming to Aberdeen Standard SICAV I, with all affected sub-funds changing name accordingly.

Liquidation - Amundi Funds Equity Korea Fund - Published: 06 Feb 2019

Amundi Funds has advised it will liquidate its Equity Korea fund on 4 March 2019. We will be taking action for our guided-architecture policyholders ahead of the liquidation date. Click here for more details.

Clarification of investment objective - M&G Recovery fund - Published: 04 Feb 2019

Effective 1 March 2019, the investment objective and policy of the M&G Recovery fund will be changed in order to provide clarification.

Fund name change - Deutsche Noor Precious Metals Securities fund - Published: 23 Jan 2019

Deutsche Noor Islamic Funds Plc has advised that it is changing its company name to DWS Noor Islamic Funds Plc, with accompanying sub-fund name changes, effective 8 February 2019

Fund name changes - Aberdeen Liquidity Fund (Lux) - Published: 21 Jan 2019

Effective 21 January 2019, the directors of Aberdeen Liquidity Fund (Lux) are changing the company name to Aberdeen Standard Liquidity Fund (Lux) with all sub-funds changing name accordingly.

Fund mergers - Fidelity Multi Asset funds - Published: 21 Jan 2019

Fidelity has advised of their intention to merge the assets of the Fidelity Multi Asset Defensive, Strategic and Growth funds and the Fidelity Wealthbuilder fund into equivalent funds in the Fidelity Multi Asset Open fund range, effective in three tranches in February and March 2019.

Invesco - Monthly Market Report for December 2018

Invesco - Monthly Market Report for December 2018 - Published: 17 Jan 2019

Review of global market developments in December 2018, highlighting the best and worst performing sectors globally.

The real impact of US trade tariffs on China

The real impact of US trade tariffs on China - Published: 14 Jan 2019

Countries that have current account deficits are required to attract foreign capital to ‘plug the hole’. Alex Duffy assesses the real impact that the proposed US trade tariffs will have on China’s current account and what this will mean for the Chinese economy.

Share class transfer - Threadneedle Global Select fund (USD) - Published: 19 Dec 2018

Columbia Threadneedle are mid-way through a process to transfer the assets of investors in certain funds within its UK fund range to equivalent funds in its established Luxembourg range. The USD share class of the Threadneedle Global Select Fund will transfer to the equivalent share class in a new Luxembourg domiciled fund on 27 January 2019. For our guided-architecture products we have now closed this fund to new business and switches in. The receiving fund will only be available from 28 January 2019.

Schroders: An infographic view of the global economy in November 2018

Schroders: An infographic view of the global economy in November 2018 - Published: 04 Dec 2018

In this month's infographic Schroders look at the factors dragging on global growth and how much of a slowdown they might cause.

Matthews Asia - The Great China Disconnect

Matthews Asia - The Great China Disconnect - Published: 22 Nov 2018

In this issue of Sinology Andy Rothman, Investment Strategist , shares his perspective on China and its economy and reckons that disconnection between the market, on the one hand, and macro and corporate performance, on the other hand, is likely to realign at some point.

GAM Investment Solutions -  Post- peak = Turbulent Times

GAM Investment Solutions - Post- peak = Turbulent Times - Published: 19 Nov 2018

GAM Investments’ Larry Hatheway outlines his latest multi-asset views, discussing recent market turbulence and whether the bull market is over; the next policy moves by the Fed and ECB; as well as the upcoming US mid-term elections.

Fund merger - JPM Singapore fund - Published: 09 Nov 2018

JP Morgan have announced their intention to merge their JPM Singapore fund into the JPM ASEAN fund with effect from 14 December 2018.

GAM Investment Solutions -  Markets in September 2018

GAM Investment Solutions - Markets in September 2018 - Published: 05 Nov 2018

GAM Investments’ Larry Hatheway outlines his latest multi-asset views, discussing what has caused the sharp bifurcation of market performance this year, whether equity markets will be driven by rotation and fresh leadership, and the key risks to markets for the remainder of 2018.

Share class transfer - Threadneedle European Smaller Companies Fund (CHF and EUR) - Published: 05 Nov 2018

Columbia Threadneedle are mid-way through a process to transfer the assets of investors in certain funds within their UK fund range to equivalent funds in its established Luxembourg range. The CHF and EUR share classes of the Threadneedle European Smaller Companies Fund will transfer to the equivalent share classes in a new Luxembourg domiciled fund on 24 November 2018. For our guided-architecture products we have now closed this fund to new business and switches in. The receiving fund will only be available from 26 November 2018.

Sarasin -  The Connected Farm

Sarasin - The Connected Farm - Published: 29 Oct 2018

Deputy Fund Manager Jeneiv Shah explores the innovation in this new area of agriculture and how it affects investment opportunities in the sector.

Schroders: An infographic view of the global economy in October 2018

Schroders: An infographic view of the global economy in October 2018 - Published: 29 Oct 2018

In this month’s infographic Schroders look at whether trade wars will end the current economic cycle and the issues facing Italy's highly indebted government.

Fund mergers and share class transfers - Columbia Threadneedle UK domiciled funds - Published: 26 Oct 2018

Between September and December 2018 Columbia Threadneedle will be transferring EU customer assets from its UK fund range to its Luxembourg fund range. This is to ensure that its EU-based investors remain invested in funds that have a UCITS status, because Columbia Threadneedle believe it is likely that when the UK leaves the European Union UK domiciled funds will lose this status.

Janus Henderson - Global Snapshot

Janus Henderson - Global Snapshot - Published: 18 Oct 2018

The Janus Henderson Global Snapshot explores the themes driving markets, the trends to watch, market returns and metrics, and the Multi-Asset Team’s outlook for regions and sectors at last quarter end.

Share class transfer - Threadneedle Global Emerging Markets Equity Fund (EUR and USD) - Published: 18 Oct 2018

Columbia Threadneedle are mid-way through a process to transfer the assets of investors in certain funds within their UK fund range to equivalent funds in its established Luxembourg range. The EUR and USD share classes of the Threadneedle Global Emerging Markets Equity Fund will transfer to the equivalent share classes in a new Luxembourg domiciled fund on 24 November 2018. For our guided-architecture products we have now closed this fund to new business and switches in. The receiving fund will only be available from 26 November 2018.

Matthews Asia - Asia Insight

Matthews Asia - Asia Insight - Published: 15 Oct 2018

Matthews Asia is the largest dedicated Asia-only investment specialist in the United States. Here they provide their perspective on China’s small companies in the light of China’s new economic structural changes and likely reaction of Asia’s markets in response to the U.S.

Change of brand - Invesco Perpetual - Published: 17 Sep 2018

Invesco Perpetual will move to a unified brand across the globe - Invesco - with effect 1 October 2018. This will affect its UK ICVC range, which will see the removal of 'Perpetual' from fund names and branding. ISINs and Sedols will remain unchanged. This impacts our guided-architecture products Oracle, Paragon, Quantum, Quantum Malaysia, LifePlan, Protected Lifestyle, Preference and Kudos.

Fund mergers - Invesco Irish domicile to Luxembourg domicile - Published: 11 Sep 2018

In order to streamline its UCITS range of funds, during September and October 2018 Invesco will merge a number of Irish domicile funds into its Luxembourg range, then close down the Irish funds. The mergers affect our guided architecture products Oracle, Paragon, Quantum, Quantum Malaysia, LifePlan, Protected Lifestyle, Preference and Kudos.

Fund merger - Threadneedle Pan European Fund - Published: 11 Sep 2018

Columbia Threadneedle will merge its UK-based Pan European Fund into its Luxembourg Pan European Equities Fund on 6 October 2018. This is part of a process to transfer all EU customer assets in its UK-based funds over to its Luxembourg equivalent funds. The merger affects guided-architecture products Oracle, Paragon, Quantum and Quantum Malayasia.

Matthews Asia -  Is China Tanking?

Matthews Asia - Is China Tanking? - Published: 06 Aug 2018

In this issue of Sinology Andy Rothman, Investment Strategist, focuses on the health of the largest part of the Chinese economy: domestic demand. He also explains why even a trade war would have only a modest impact on China.

Clarification of the investment objective - Aberdeen Liquidity Fund (Lux) - Published: 04 Jul 2018

Effective immediately, the board of directors of the Aberdeen Liquidity Fund (Lux) have updated the investment objective of the fund.

Clarification of the investment objective and policy - MFS Meridian Global Total Return Fund - Published: 04 Jul 2018

With effect from 1 August 2018, MFS Meridian are clarifying the investment objective and policy of their Global Total Return fund.

Changes to investment policies of various sub-funds of the Schroder International Selection Fund - Published: 21 Jun 2018

With immediate effect, the investment polices of sub-funds of the Schroder International Selection Fund will be amended to reflect their approach to material environmental, social and governance factors.

Changes to investment policies - Schroder ISF China Opportunities & Schroder ISF Emerging Asia - Published: 21 Jun 2018

With effect from 6 July 2018, the investment policies of the Schroder ISF China Opportunities and Schroder ISF Emerging Asia funds will be amended.

Changes to investment policies and ongoing charges - Fidelity Multi Asset fund range - Published: 12 Jun 2018

Effective 20 June 2018, Fidelity Investments International have advised that they are changing the investment policies for the Multi Asset fund range in order to benefit from underlying investments in a wider range of asset classes and investment styles. These changes will result in an increase to ongoing charges.

Change of reference index - Invesco India Bond fund - Published: 12 Jun 2018

Invesco have advised that they have changed the reference index of the Invesco India Bond fund with effect from 1 April 2018.

Sarasin - The inexorable growth of the food economy

Sarasin - The inexorable growth of the food economy - Published: 07 Jun 2018

Sarasin fund managers Henry Boucher and Jeneiv Shah discuss the breadth of investment opportunities generated by the inexorable growth of the food economy.

RL360’s Oracle now available via tablet app - Published: 22 May 2018

Applications for Oracle, RL360’s lump sum bond, can now be submitted via our app.

Fund merger - M&G Global Leaders Fund - Published: 27 Apr 2018

Due to the impending departure of the manager of the M&G Global Leaders Fund, the fund will merge into their M&G Global Themes Fund on 25 May 2018. Click here to see how the merger impacts policyholders and the action RL360 will be taking.

Change of investment policy and objective - HSBC GIF Russia fund - Published: 18 Apr 2018

Effective 28 May 2018, HSBC Global Asset Management are to change the investment policy and objective of the fund in order to enhance and clarify the wording and align with standard disclosures for HSBC GIF sub-funds.

GAM Investment Solutions -  markets in February 2018

GAM Investment Solutions - markets in February 2018 - Published: 05 Apr 2018

Chief economist and head of GAM Investment Solutions, Larry Hatheway, discusses what happened to the markets in early February, how significant the spectre of US protectionism will be and whether markets should be worried about rising inflation.

Change of Name, Investment Objective and Policy - Schroder ISF Asian Bond Absolute Return Fund - Published: 27 Feb 2018

Schroders will be changing the strategy of the fund from absolute return to total return meaning a change to the funds' name and investment objective and policy. Changes are effective from 1 March 2018.

Invesco - monthly market report for January 2018

Invesco - monthly market report for January 2018 - Published: 07 Feb 2018

Review of global market developments in January 2018, highlighting the best and worst performing sectors globally.

Matthews Asia - 2017 Year-end CIO Review and 2018 Outlook

Matthews Asia - 2017 Year-end CIO Review and 2018 Outlook - Published: 26 Jan 2018

Matthews Asia CIO and Portfolio Manager Robert Horrocks, PhD, shares an update on the markets and considers whether current trends might continue in 2018.

Aberdeen Asset Management -  Where should investors look for opportunities in 2018?

Aberdeen Asset Management - Where should investors look for opportunities in 2018? - Published: 25 Jan 2018

Hugh Young, Managing Director of Aberdeen Asia shares his views on opportunities for investors in 2018.

Fidelity International - Outlook 2018 - Survey Results

Fidelity International - Outlook 2018 - Survey Results - Published: 23 Jan 2018

Fidelity International surveyed more than 240 professional investors to gain a fresh understanding of how they view the current investment landscape and how likely this is to influence their investment recommendations in 2018.

GAM Investment Solutions -The macroeconomic outlook for 2018

GAM Investment Solutions -The macroeconomic outlook for 2018 - Published: 20 Jan 2018

Chief economist and head of GAM Investment Solutions, Larry Hatheway, discusses the macroeconomic outlook for 2018, including his expectations for global equity and bond markets, monetary policy and the biggest risks to investors in the year ahead.

J.P. Morgan Asset Management | The investment outlook for 2018: It ain’t over till the central banks sing

J.P. Morgan Asset Management | The investment outlook for 2018: It ain’t over till the central banks sing - Published: 18 Jan 2018

Karen Ward, Chief Market Strategist for the UK and Europe, from J.P. Morgan Asset Management provides an investment outlook for 2018.

Matthews Asia - Asia Insight

Matthews Asia - Asia Insight - Published: 18 Jan 2018

In 2018, will the U.S. market continue to power up on expanding margins? If so, what does that mean for the rest of the world’s economies? Matthews Asia CIO Robert Horrocks, examines the factors behind the most likely scenarios.

Invesco - Global Economic Outlook 2018

Invesco - Global Economic Outlook 2018 - Published: 03 Jan 2018

John Greenwood, Invesco Ltd’s Chief Economist, outlines his views on developments in global economies.

Change of Name and Depositary - CF Miton Cautious Multi-Asset fund - Published: 03 Jan 2018

Effective 18 December 2017, the fund will be changing name to reflect the change of name for the Authorised Corporate Director. The Depositary for the fund is also changing. The changes affect our guided-architecture products Quantum, Quantum Malaysia, Oracle and Paragon. Investors do not need to take any action.

Change of Investment Policy and Objective - Invesco Euro Corporate Bond Fund - Published: 03 Jan 2018

Effective 8 March 2018, Invesco are amending Appendix A of the fund Prospectus, with the investment policy and objective to change to allow greater flexibility in the implementation of the investment strategies. The changes affect our guided-architecture products Quantum, Quantum Malaysia, Oracle and Paragon and our open-architecture product PIMS. Investors do not need to take any action.

Fund Prospectus Changes - VAM Driehaus funds - Published: 06 Dec 2017

Effective 31 December 2017, VAM Driehaus have made changes to Appendix II of the fund prospectus. The changes affect our guided-architecture products Quantum, Quantum Malaysia, Oracle and Paragon.

Fund Changes - Aberdeen Global, Aberdeen Islamic and Aberdeen Liquidity - Published: 22 Nov 2017

Standard Life Aberdeen plc have proposed a number of changes to their Global, Islamic SICAV and Liquidity (Lux) funds, including changes to share class naming and various other changes.

Change of Investment Policy and Performance Fee Calculation Period - Amundi Equity Greater China Fund - Published: 22 Nov 2017

Effective 20 December 2017, the fund will change its investment policy and will modify the measurement period for performance fee calculations. The changes affect our guided-architecture products Quantum, Quantum Malaysia, Oracle and Paragon. Investors do not need to take any action.

Fund Name Changes - Henderson and Janus Global Fund Ranges - Published: 20 Oct 2017

As a result of the recent merger of fund management companies Henderson and Janus, with effect from 15 December 2017 fund names will be updated with the new pre-fix “Janus Henderson”. This will encompass funds under the following umbrella structures; Henderson OEIC, Henderson Horizon Fund, Henderson Gartmore Fund and Janus Capital Funds.

Change of Name and Investment Policy - Parvest Equity World Energy Fund - Published: 13 Oct 2017

Effective 16 November 2017, the fund will change name to Parvest Energy Innovators and its objective will be updated accordingly. The changes affect our guided-architecture products Quantum, Quantum Malaysia, Oracle and Paragon. Investors do not need to take any action.

Investment Objective and Policy Changes - Schroder UK Opportunities Fund - Published: 13 Oct 2017

Effective 23 October 2017, Schroder will update the wording of the investment objective and policy to make the language consistent with other funds in the Schroders’ UK fund range. There will be no change in how the fund is managed and the change does not impact existing holdings.

Fund Closure - Templeton Shariah Asian Growth Fund - Published: 13 Oct 2017

Due to its small fund size, Franklin Templeton have announced the closure of the Templeton Shariah Asian Growth Fund on 12 December 2017. Affected policyholders have been written to regarding the action we will be taking ahead of the closure date.

Aberdeen Asset Management - Emerging markets: The risks have changed

Aberdeen Asset Management - Emerging markets: The risks have changed - Published: 14 Jul 2017

In this changing world the Emerging markets have also changed over the last 30 years. Here at Aberdeen Asset Management they believe it’s time to change perception about emerging markets.

Janus Capital Group Inc. and Henderson Group plc complete merger of equals

Janus Capital Group Inc. and Henderson Group plc complete merger of equals - Published: 11 Jul 2017

On 30 May 2017 Janus Capital Group Inc. and Henderson Group plc announced the completion of an all-stock merger of equals to form Janus Henderson Group plc (Janus Henderson).

Investment Objective, Policy and Name Change - AXA Rosenberg Pacific Ex-Japan Small Cap Alpha - Published: 03 Jul 2017

On 13 July 2017 the investment objective and policy will be amended to allow for investment in both emerging and developed market countries. In line with this, the fund name will change to AXA Rosenberg All Country Asia Pacific Ex-Japan Small Cap Alpha. The changes affect our guided-architecture products Quantum, Quantum Malaysia, Oracle and Paragon.

Fund Changes - Baring High Yield Bond - Published: 31 Mar 2017

With effect from 23 February 2017 Baring High Yield Bond Fund changed its name and took on new sub-investment managers of the fund. The changes have not resulted in any shift in the overall risk profile or the investment objective and policy and have not resulted in any change to the current fee structure.

Submit RL360 Quantum applications on the go with our new tablet app - Published: 27 Mar 2017

RL360 has launched a tablet app, which will allow applications for our flagship regular premium savings product RL360 Quantum to be submitted instantly online

Investment Objective and Policy Changes – Investec Asset Management UK Alpha Fund - Published: 24 Mar 2017

On 7 April 2017 Investec Asset Management will make changes to the investment objective and policy of their UK Alpha Fund. The risk profile of the Fund will not change as a result of these proposals.

Investment Policy Changes -Allianz GEM Equity High Dividend Fund - Published: 06 Mar 2017

Allianz has notified us that they will be making changes to the Investment Objective and Investment Principles of their GEM Equity High Dividend Fund and these will come in effect on 15 March 2017.

Objective Change - Fidelity Multi Asset Strategic Fund - Published: 06 Mar 2017

With effect from 15 February 2017 Investment objective is revised to provide further clarity about how the Investment Manager invests.

RL360 Fund centres - Data feed changes to Morningstar®

RL360 Fund centres - Data feed changes to Morningstar® - Published: 03 Feb 2017

A redevelopment of our guided-architecture Fund centres mean we have swapped our data supplier to highly-regarded company Morningstar®. This introduces more in-depth fund analysis and an enhanced level of functionality that will surely impress you. We’ve extended the tools to your clients too!

Invesco - Monthly Market Report for period November 2016

Invesco - Monthly Market Report for period November 2016 - Published: 12 Dec 2016

Fund Managers from Invesco Asset Management provide a regional roundup of market activity from November 2016.

Name and Objective Change - Schroder ISF Global Property Securities Fund - Published: 10 Nov 2016

With effect from 1 December 2016, the fund will change name to the Schroder ISF Global Cities Real Estate Fund and amend its objective and policy to reflect this. This affects our guided architecture products: Oracle, Paragon and Quantum. Click on this story for more details.

Invesco - Monthly Market Report for period October 2016

Invesco - Monthly Market Report for period October 2016 - Published: 09 Nov 2016

Fund Managers from Invesco Asset Management provide a regional roundup of market activity from October 2016.

Fund Changes - Pictet Emerging Local Currency Debt Fund - Published: 21 Oct 2016

Pictet Asset Management has notified us that it will be changing the Investment Policy to their Emerging Local Currency Fund in order to include the possibility to invest in Sukuk. The changes will take effect on 24 October 2016.

Schroders - Bond Investors post-Brexit options

Schroders - Bond Investors post-Brexit options - Published: 22 Sep 2016

Paul Grainger, fixed income manager for Schroders gives his view on the options bond investors have in the current market in which Brexit has come to increase the already high level of uncertainty.

Standard Life Investments - Q2 2016 Global Review

Standard Life Investments - Q2 2016 Global Review - Published: 22 Sep 2016

What happened in the global markets during Q2 2016? Click here to read Standard Life Investments' economic analysis.

Fund Changes - Allianz GEM Equity High Dividend Fund - Published: 22 Sep 2016

Allianz has notified us that they will be making changes to the Investment Objective and Investment Principles of their GEM Equity High Dividend Fund and these will come in effect on 3 October 2016.

J.P.Morgan - Analyzing the Post Brexit landscape

J.P.Morgan - Analyzing the Post Brexit landscape - Published: 07 Sep 2016

J.P.Morgan experts assess the post Brexit Q1 earnings season and also consider the weigh Brexit implications will have on the economic and investment fronts.

Name Change - Sarasin will change names on some of their funds - Published: 07 Sep 2016

Sarasin has informed us they will be changing the name to several of their funds effective 28th of November 2016. The funds included in these changes that can be found within our product range are Equisar Global Thematic Fund and also their Food & Agriculture Opportunities Fund.

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.

Brexit - Fund Manager reactions post Referendum

Brexit - Fund Manager reactions post Referendum - Published: 04 Jul 2016

After the announcement on Friday 24 June 2016 that the UK voted to exit Europe, fund managers published their immediate views on what they thought this meant for the UK and the impact on their funds. Read their reactions here.

Quantum's express service - Published: 29 Jun 2016

How one Financial Adviser on the other side of the world had an RL360 Quantum application accepted just 7 hours after sending it.

Name and Objective Change - Allianz BRIC Equity Fund - Published: 22 Jun 2016

Allianz Global Investors will change the Sub-Fund name, the investment objective, the investment principles and the benchmark of the BRIC Equity Fund on 15 July 2016.

Fund Merger - Investec Asset Management - Published: 18 May 2016

Effective 17 June 2016 Investec Asset Management will merge their Global Strategic Income Fund with their Global Multi-Asset Income Fund. Investec feels that in order to achieve a high and sustainable level of income it is better to invest in a broader range of investments.

RL360 puts advisers ahead of the game with its desktop online application system - Published: 10 May 2016

In a fast-moving industry you need an efficient, cost-effective way of submitting your clients’ applications.

Tim Kneale crowned Sportsman of the Year - Published: 24 Mar 2016

RL360 Quantum sponsored athlete Tim Kneale has been crowned Sportsman of the Year at the Isle of Man Sports Awards.

Amendment to the Investment Principles - Credit Suisse - Published: 22 Mar 2016

Effective 30 March 2016 Credit Suisse Fund Management will make changes to the investment principles of the subfunds to clarify that they can invest worldwide including emerging market countries and that fixed income securities in the non-investment grade sector may represent up to 20% of their total net assets.

Opportunities to Invest in Small & Medium-Cap Funds

Opportunities to Invest in Small & Medium-Cap Funds - Published: 16 Mar 2016

Investors might think there is safety in investing in the shares of large established companies, but should the small and mid-cap companies be overlooked?

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.

Invesco Perpetual - Investing in UK Smaller Companies

Invesco Perpetual - Investing in UK Smaller Companies - Published: 29 Feb 2016

Jonathan Brown, UK Equities Fund Manager at Invesco Perpetual shares his views on stock picking UK smaller companies which he believes have the resilience to weather the global storm.

RL360 Quantum announces sponsorship agreement with Manx world record holder - Published: 27 Feb 2016

RL360 Quantum has announced a sponsorship agreement with double trap shooter and current World Record Holder Tim Kneale.

Name and Objective Change - Fidelity South East Asia Fund - Published: 18 Feb 2016

Effective 23 March 2016, the fund will change name to the Fidelity - Asia Focus Fund and amend its objective to reflect this. This affects our products: Oracle, Paragon, Quantum and Kudos. Policyholders have been written to. Click on this story for more details.

Guinness Asset Management - Why Invest in Asia?

Guinness Asset Management - Why Invest in Asia? - Published: 15 Feb 2016

The Asia region is made up of a mix of advanced, high-income economies and newly industrialised countries that are home to 54% of the world’s population. Industrialisation brings with it increased wealth, improved standards of living and a vast consumer market that attracts both domestic and international brands. Here Guinness specialists give their views on what makes Asia different.

J.P. Morgan Asset Management - Investing in Smaller Companies

J.P. Morgan Asset Management - Investing in Smaller Companies - Published: 15 Feb 2016

Here J.P. Morgan’s Head of Investment Trusts, Simon Crinage, explains what potential there is in investing in small and mid cap shares, with particular reference to the UK, where the younger companies have the potential to thrive.

Matthews Asia - Asia Insight

Matthews Asia - Asia Insight - Published: 15 Feb 2016

Matthews Asia believes in long-term growth of Asia and is the largest dedicated Asia-only investment specialist in the United States. Matthews Asia funds have recently been added to our guided-architecture products Quantum, Oracle, Paragon and LifePlan. Here they provide their views on investment opportunities that exist in Asia.

New Fund Links - Quantum, Oracle, Paragon and LifePlan - Published: 15 Feb 2016

We've just completed our annual fund review for Quantum, Oracle, Paragon and LifePlan. We've added 28 new funds and introduced 6 new fund groups to the range. Click through to see the full story.

Name Change - JPM Global Capital Appreciation Fund - Published: 09 Dec 2015

On 14 December 2015, the fund will change name to JPM Global Macro Opportunities. This affects our guided architecture products: Oracle, Paragon and Quantum. As it is only a name change, policyholders have not been written to on this occasion.

Investment Policy Changes - Schroder ISF China Opportunities Fund - Published: 01 Oct 2015

Schroders are clarifying the investment objective and policy of the fund in order to provide investors with greater transparency on the fund’s investment strategy. The changes impact the following guided-architecture products: Oracle, Paragon and Quantum. Click on this story for full details.

Fund Merger - UBS (Lux) Equity Fund - Taiwan - Published: 25 Sep 2015

UBS will be conducting a merger of its UBS (Lux) Equity Fund-Taiwan on 29 October 2015. As the fund has now soft closed to subscriptions, we have had to take immediate action for regular premium policies. The merger impacts the following guided-architecture products: Oracle, Paragon and Quantum. Click on this story for full details and to view sample letters that have been issued to policyholder and investment advisers advising what action we will be taking ahead of the merger.

Change of Investment Manager - Amundi Islamic Global Resources - Published: 15 Sep 2015

As of 30 September 2015 the investment manager will change from Amundi to CPR Asset Management. This fund is available within our Oracle, Quantum and Paragon ranges. Click link for more details.

Fund Merger - Aberdeen UK Flexible Strategy Fund - Published: 28 Aug 2015

Aberdeen have proposed a merger of its Aberdeen UK Flexible Strategy Fund on 11 September 2015. The merger impacts the following guided-architecture products: Oracle, Paragon and Quantum. We will be taking action ahead of the merger for affected policyholders. Click on this story for full details and to view sample letters that have been issued to policyholder and investment advisers.

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.

Schroders - China's strong growth, but fragile foundations

Schroders - China's strong growth, but fragile foundations - Published: 10 Aug 2015

Schroders Emerging markets Economist Craig Botham gives his views on chinese growth and why he is still skeptical about the future.

Name and Objective Change - JPMorgan Eastern Europe Equity Fund - Published: 03 Aug 2015

Effective 30 September 2015, the fund will change name to the JPMorgan Emerging Europe Equity Fund and amend its objective and policy to reflect this. This affects our guided architecture products: Oracle, Paragon and Quantum. Policyholders have been written to. Click on this story for more details.

Name Change - Invesco Perpetual UK Aggressive Fund - Published: 30 Jul 2015

On 30 September 2015, the fund will change name to the Invesco Perpetual UK Focus Fund. This affects our guided architecture products: Oracle, Paragon and Quantum. As it is only a name change, policyholders have not been written to on this occasion.

The Outlook for Greece

The Outlook for Greece - Published: 14 Jul 2015

Compilation of articles of experts from Fidelity and Henderson analysing the Greek economic outlook and mentioning probable outcomes for the whole situation.

Fund Merger - Aberdeen UK Opportunities Fund - Published: 30 Jun 2015

The Aberdeen UK Opportunities Fund will be merging into the Aberdeen UK Equity Fund on 10 July 2015. The merger impacts the following guided-architecture products: Oracle, Paragon and Quantum. We will be taking action ahead of the merger for affected policyholders. Click on this story for full details and to view sample letters that have been issued to policyholder and investment advisers.

Investment Policy Change - Pictet Absolute Return Global Diversified Fund - Published: 22 May 2015

Pictet will be making a number of changes including broadening the Fund's investment options on 26 May 2015. The changes impact the following guided-architecture products: LifePlan, Oracle, Paragon and Quantum. Click on this story for full details and to view sample letters that have been issued to policyholders and investment advisers.

Fund Closure - Investec GSF Managed Currency - Published: 22 May 2015

We have been informed by Investec Asset Management that they intend to close their Investec GSF Managed Currency Fund on 19 June 2015.

Name and Objective Change - Henderson Horizon Japanese Equity Fund - Published: 10 Mar 2015

The Henderson Horizon Japanese Equity Fund will change name to the Henderson Horizon Japan Opportunities Fund on 1 April 2015. It will also amend its objective and benchmark. The changes impact the following guided-architecture products: Oracle, Paragon and Quantum. Click on this story for full details and to view sample letters that have been issued to policyholders and investment advisers.

Fund Merger - JPM Global Consumer Trends Fund - Published: 12 Feb 2015

The JPM Global Consumer Trends Fund will be merging into the JPM Global Unconstrained Equity Fund on 27 March 2015. The merger impacts the following guided-architecture products: Oracle, Paragon and Quantum. We will be taking action ahead of the merger for affected policyholders. Click on this story for full details and to view sample letters that have been issued to policyholder and investment advisers.

4 New Islamic fund links for Oracle, Paragon, Quantum & LifePlan - Published: 12 Feb 2015

We’ve added more Islamic funds to our products, following adviser demand. This takes the core number of Islamic fund links to 9 for Oracle, Paragon and Quantum, and 6 for LifePlan. Click on this story for more details.

Fund Closure - Aberdeen UK Opportunities - Euro share class - Published: 06 Feb 2015

Aberdeen Asset Management Limited has closed its Euro denominated share class of the Aberdeen UK Opportunities fund. This impacts the following guided-architecture products: Oracle, Paragon and Quantum. Letters have been sent to policyholders and advisers. Click on this story for full details and to view sample letters.

Quantum and PIMS are evolving - Published: 05 Jan 2015

Based on your feedback, our two premier products have evolved. Quantum with enhanced allocation rates and PIMS with a new charging structure.

Quantum currency rate alterations for 2015 - Published: 30 Dec 2014

Due to market conditions we are updating the currency conversion rates on Quantum for 2015.

Guinness - Investing in companies with innovation in their DNA

Guinness - Investing in companies with innovation in their DNA - Published: 28 Nov 2014

Guinness Asset Management, who has just launched a UCITs version of its highly rated Guinness Atkinson Global Innovators Fund, reveals what it looks for when it comes to searching for the most innovative companies.

Hashtag healthcare - it's trending

Hashtag healthcare - it's trending - Published: 18 Nov 2014

Following our annual fund review and due to popular demand we are pleased to give you access to healthcare, biotechnology and life science equity funds within our Oracle, Paragon, Quantum and LifePlan products for the first time.

The rise in renewable energy

The rise in renewable energy - Published: 18 Nov 2014

Following our annual fund review we are pleased to give you access to a renewable energy fund alongside our regular energy funds within the Oracle, Paragon, and Quantum fund ranges.

Guinness - Investing in global energy

Guinness - Investing in global energy - Published: 03 Nov 2014

Guinness Asset Management explain why the implications of population growth and increasing energy consumption are profound for investors in both traditional energy and alternative energy, and why the long term consumption of energy has huge supply and demand implications now and for the future.

Guinness - Dividends matter

Guinness - Dividends matter - Published: 03 Nov 2014

Guinness Asset Management explain why it is important to focus on a value approach with regard to the equity income sector, and why a basket of dividend-paying, quality companies should be a staple in any portfolio.

22 new fund links for Oracle, Paragon and Quantum - Published: 03 Nov 2014

Following a fund review we are pleased to announce the addition of 22 new core fund links (that’s 40 when all currency variants are taken into account) to the ranges. The funds are available with immediate effect. The new links include Healthcare, Global Equity Income, Infrastructure and Alternative Energy. Click on this story for more details.

Funds Removed - Oracle, Paragon and Quantum - Published: 03 Nov 2014

Following a fund review we have removed 10 fund links (plus their currency variants) to new business with immediate effect. Existing policyholders can continue to invest in the affected funds for 3 months, at which point they will need to switch into an alternative fund. Click on this story for full details.

Base Currency Change - Henderson Horizon Japanese Equity Fund - Published: 22 Oct 2014

With effect 17 November 2014 the base currency of the fund will change from USD to JPY. This impacts the following guided-architecture products: Quantum, Oracle and Paragon. Policyholders invested in the fund as at 16 October 2014 have been written to. For more details click on this story.

Fund Closure - Natixis Gateway US Equities - Published: 29 Sep 2014

‘Natixis International Funds (Lux) I’ have advised that they will close the fund on 15 November 2014 due to rationalisation. This impacts the following guided-architecture products: Oracle, Paragon and Quantum. Letters have been sent to policyholders and advisers. Click on this story for full details and to view sample letters.

Fund Closure - Franklin Mutual Global Discovery 'A' Acc CHF Hedged - Published: 05 Sep 2014

After careful analysis and review, the board of directors of Franklin Templeton Investment Funds has decided to close the 'A (Acc) CHF Hedged' share with effect from 26 September 2014. This impacts the following guided-architecture products: Oracle, Paragon and Quantum. Letters have been sent to policyholders and advisers. Click for full details and to view sample letters.

Henderson - Assets aligned

Henderson - Assets aligned - Published: 21 Jul 2014

Hendersons’ Chris Burvill, Manager of the Henderson Cautious Managed Fund, discusses walking the narrow path between equities and bonds and why multi-asset funds have a core role to play in a volatile market.

Henderson - A simple guide to volatility

Henderson - A simple guide to volatility - Published: 14 Jul 2014

Henderson provide a simple explanation about volatility, the importance it plays when selecting funds and why diversification should be considered in order to help spread risk within a clients’ portfolio.

Fund Closure - Parvest Opportunities USA Fund - Published: 04 Jul 2014

Following a programme of fund rationalisation, BNP Paribas will close its Parvest Opportunities USA Fund and merge all holdings into its Parvest Equity USA Value Fund on 18 July 2014. The Fund features in the following guided products: Oracle, Paragon and Quantum. Affected policyholders have been written to about the closure. Click on this story for the full details and to view sample letters.

Increase flexibility with our Capital Redemption Bond - Published: 01 Jul 2014

We have recently added a Capital Redemption variant to our Quantum, Oracle and PIMS products. Technical Manager Neil Chadwick explains how choosing a CRB can offer extra flexibility to your clients.

Product fund centres updated - Published: 05 Jun 2014

Our individual product fund centres have now been updated so that performance is shown in a fund's base currency, with new rebasing options available.

Fund Changes - Natixis Hansberger Emerging Latin America Fund - Published: 02 May 2014

On 10 April 2014 the Fund will undergo a number of modifications which includes a change of name to "Natixis Emerging Latin America Equity". The Fund features in the following products: Oracle, Paragon and Quantum. For further details of the changes click on this story.

Fund Changes - Sarasin Agrisar Fund - Published: 02 May 2014

The fund will change its name to "Sarasin Food and Agriculture Opportunities" on 16 June 2014. Changes to share class references and charges will also apply. The Fund features in the following products: Oracle, Paragon and Quantum. For further details of the changes click on this story.

Fund Closure - BNY Mellon Evolution Global Alpha Fund - Published: 22 Feb 2014

We have been informed by BNY Mellon that they intend to close their BNY Mellon Evolution Global Alpha fund on 14 March 2014. The Fund features in the following products: Oracle, Quantum, Paragon and LifePlan. Affected policyholders have been written to about the closure. Click on this story for the full details and to view sample letters.

Quantum enhanced for 2014 - Published: 03 Feb 2014

Our flagship regular premium savings policy, Quantum, has been enhanced for 2014 with the addition of a capital redemption variant, as well as segmentation. This means there are now even more reasons to consider Quantum.

Fund Closure - BNY Mellon Vietnam, India & China fund - Published: 19 Nov 2013

We have been informed by BNY Mellon that they intend to close their BNY Mellon Vietnam, India & China Fund on 6 December 2013. The Fund features in the following products: Oracle, Paragon and Quantum. Affected policyholders have been written to about the changes. Click on this story for the full details and to view sample letters.

Individual product fund centres launched - Published: 14 Nov 2013

Do you need quick access to a fund factsheet or performance information but don't want to login to our secure fund centre? Then help is now at hand in the form our product specific fund centres, available via the RL360 Adviser site.

Name & Investment Policy Change - Henderson Gartmore Global Focus Fund - Published: 07 Nov 2013

On 1 December 2013 the Henderson Gartmore Global Focus Fund will undergo a change of name and an amendment to its investment policy. The fund features in the following products: Oracle, Paragon and Quantum. Affected policyholders have been written to about the changes. Click on this story for the full details and to view sample letters.

Fund merger - JPM Global Total Return - Published: 01 Nov 2013

On 25 October 2013 the JPM Global Total Return Fund merged into the JPM Global Capital Appreciation Fund. The merger affects the following products: Oracle, Paragon and Quantum. Policyholders have been written to about the merger. Click on this story for the full details and to view sample letters.

Fund Closure - Fidelity Funds Asia Pacific Property A Acc (EUR) Fund - Published: 11 Oct 2013

Fidelity fund managers have announced their intention to close their Fidelity Funds Asia Pacific Property Fund A Acc (EUR) fund on 18 December 2013. The closure affects the following products: Quantum, Paragon and Oracle. Policyholders have been written to about the closure. Click on this story for the full details and to view sample policyholder letters.

Fund closure - HSBC Amanah Global Equity fund - Published: 27 Aug 2013

Following a strategic review by HSBC, they intend to focus their Islamic finance offering on customers solely in Malaysia and Saudi Arabia, and remove the HSBC Amanah funds from all third party wholesale distributors by the end of August 2013. This affects our guided architecture products Quantum, Oracle and Paragon. The fund will be removed from the fund ranges with immediate effect. Click on this story to read details on how this affects existing investors and to view sample letters we have issued.

Fund Merger - JP Morgan Asia Pacific ex Japan Equity Fund - Published: 14 Aug 2013

On 13 September 2013 the JP Morgan Asia Pacific ex Japan Equity Fund will merge with the JPMorgan Asia Pacific ex-Japan Behavioural Finance Equity Fund. As a result, the merged funds will be re-named the JPMorgan Funds – Asia Pacific Strategic Equity Fund. This merger will affect the following products: Quantum, Oracle and Paragon. Click on this story for further details.

Sarasin - Four frogs and a fridge

Sarasin - Four frogs and a fridge - Published: 23 Jul 2013

Henry Boucher, Deputy Chief Investment Officer at Sarasin & Partners and manager of the Sarasin AgriSar fund explains what the Victorians, frogs and long-term trends in the global food chain all have in common.

Speeding up new business with RL360’s improved online pipeline report - Published: 08 Jul 2013

Changes to the dashboard in the Online Service Centre will make it easier to see outstanding requirements on applications and help speed up new business acceptance.

4 more funds added to Quantum, Oracle and Paragon - Published: 08 Jul 2013

We’ve added the Renaissance Pan-African fund and 3 funds from the Harmony Portfolio range which are managed by Momentum Global Funds. The July investment guides, which include the 4 additions, are available to download now. Click on this story for more details.

Renaissance - Africa's momentum has just begun

Renaissance - Africa's momentum has just begun - Published: 05 Jul 2013

Ron Gillies of Renaissance Asset Managers looks at what growth prospects Africa can offer in the emerging markets sector.

Closing to subscriptions - Renaissance Sub-Saharan fund - Published: 05 Jul 2013

Renaissance Asset Managers have advised that they intend to 'hard' close their Sub-Saharan fund as it is nearing capacity at a fund size of almost US$200 million. The closure to subscriptions will affect our guided architecture products Quantum, Oracle and Paragon. The fund will be removed as an investment option from these products with immediate effect and replaced with the Renaissance Pan-African fund. Affected policyholders have been written to.

Objective Change - Fidelity Emerging Europe, Middle East and Africa Fund - Published: 13 Jun 2013

We have been informed by the Fidelity board of Directors that the Emerging Europe, Middle East and Africa Fund will change its investment objective from 8 July 2013. A policyholder notification will be issued to those affected by the change. Click on this story for further details.

Performance fees - Amundi funds - Published: 10 May 2013

The Directors of the Amundi Fund range have announced that they have agreed to implement a performance fee for AU and AE classes of shares of several funds within their current fund range. The implementation will affect the following products: Oracle, Quantum and Paragon. All affected policyholders have been written to. Click on this story for further details.

Fund transfers - BNP Paribas L1 SICAV to Parvest SICAV - Published: 26 Apr 2013

BNP Paribas Investment Partners have announced that they are looking to separate out their two brands to target specific markets. They will be carrying out a number of fund transfers from their BNP Paribas L1 SICAV fund range into their Parvest SICAV fund range. These fund transfers will affect the following products: Oracle, Quantum and Paragon. Click on this story for further details.

Even more funds added to Oracle, Paragon and Quantum - Published: 12 Mar 2013

Following the recent launch of 13 new funds to the ranges, we're pleased to announce the addition of a further 7 funds with effect from March 2013. The funds include 2 single country equity funds, 3 more managed funds, an ASEAN equity fund and an Islamic fund investing in global resources. March investment guides, which include the 7 additions, are available to download now.

52% regular premium increase for RL360 - Published: 27 Feb 2013

2012 results are out

13 new fund links enhance the Quantum, Oracle and Paragon fund range - Published: 04 Feb 2013

We have just concluded our latest fund review and are pleased to announce the addition of 13 new links (21 when all currency variants are taken into account). If you want your clients to have exposure to Indonesia or Africa, or companies in the designer brands market, the new fund additions could offer you that investment opportunity.

Fund removals that affect Quantum, Oracle and Paragon - Published: 04 Feb 2013

We have just concluded our annual fund review and after in-depth analysis we have decided to remove 5 funds that no longer satisfy the requirements of the range. With effect from 4 February 2013 these funds will not be available to newly issued policies and will not be available to existing policyholders wishing to invest in the funds for the first time. A policyholder notification will be issued to those affected by the closures providing them with 3 months notice to select an alternative fund within the range.

Brand changes - JPMorgan/JF Funds - Published: 16 Jan 2013

JPMorgan have advised that they are removing the ‘JF’ brand from their funds. With effect from 4 February 2013, any JPMorgan fund that had 'JF' in its name will now be referred to as JPMorgan (for example, JF Singapore will become JPMorgan Singapore). We have a range of JF funds in both our new business and closed products. For the new business products the changes will be reflected in the published Investment Guides. The changes affect the following products: Prosper, Preference, Oracle, Quantum, Paragon and PIMS. Policyholder letters have been issued for the closed products.

Policy fee increase reminder - Published: 20 Dec 2012

Some of RL360's product fees will increase in line with the retail price index in 2013

Name and investment policy change - Natixis Harris Associates Global Value Fund - Published: 17 Dec 2012

On 7 January 2013, Natixis International Funds (Lux) will change the name of their Harris Associates Global Value Fund to the Natixis Harris Associates Global Equity Fund. There will also be a modification of the investment policy to withdraw the possibility for the fund to enter into securities lending, borrowing transactions as well as repurchase agreements and reverse repurchase agreements which will reduce the funds exposure to risk. The amendment affects the following guided architecture products: Oracle, Paragon and Quantum. Affected policyholders have been written to, notifying them of the changes.

Risk Ratings added to product Investment Guides - Published: 14 Dec 2012

To aid you in fund selection and portfolio creation for your clients, we’ve now added 'risk ratings' to our guided architecture fund ranges Quantum, Oracle, Paragon and LifePlan.

Unit Split - Carmignac Patrimoine EUR Fund - Published: 10 Dec 2012

On 12 November 2012, Carmignac Gestion carried out a split on the units of the Carmignac Patrimoine A EUR Acc fund. In order to do this, the net asset value per unit has been divided by 10, which means that the number of units held by each shareholder has been multiplied by 10 (for example, if a shareholder held 5 units, they now hold 50). We are currently undertaking the administration process of applying this change to the policies of those invested in the fund. The changes affect the following guided architecture products: Oracle, Paragon, Quantum and LifePlan. Affected policyholders have been written to, notifying them of the unit split.

Fund Closure - Natixis ASG Laser - Published: 09 Nov 2012

The Board of Directors of the Natixis International Funds (Lux) have decided to liquidate the Natixis ASG Laser fund due to an economic rationalisation. The formal closure date will be 30 November 2012. The closure affects the following guided architecture products: Oracle, Paragon and Quantum. Affected policyholders have been written to to notify them of the closure.

Fidelity - Asset allocation; strategic or tactical?

Fidelity - Asset allocation; strategic or tactical? - Published: 10 Oct 2012

Steven Edgley, Investment Director - Investment Solutions Group, Fidelity, shares his views regarding asset allocation.

Fund Centre gets an upgrade - Published: 05 Oct 2012

We've added a range of great new features to our Fund Centre to enhance your experience when researching funds for your clients

Pictet - A brief update on gold

Pictet - A brief update on gold - Published: 31 Aug 2012

Chloe Koos Dunand, econimist at Pictet, discusses the recent demand for gold and some of the key reasons for its success.

BlackRock - Peering through the hedge

BlackRock - Peering through the hedge - Published: 30 Jul 2012

Claire Duffy, head of strategic alliances at BlackRock, takes the time to explain BlackRock's views on currency hedging, risk, and its role in the value of total returns.

Fund Closure - HSBC Amanah Asia Pacific ex Japan Equity and HSBC Amanah Europe Equity - Published: 24 Jul 2012

The Board of Directors of HSBC Amanah have decided to close their HSBC Amanah Asia Pacific ex Japan Equity Fund and their HSBC Amanah Europe Equity Fund on the 27 August 2012. As assets under administration have not grown sufficiently enough, and unlikely to in the future, to make either fund viable over the long term, they consider liquidation of the fund to be in the best interests of investors. The change affects the following guided-architecture products: Quantum, Paragon, Oracle. Affected policyholders have been written to.

Pictet - Quenching the world's thirst

Pictet - Quenching the world's thirst - Published: 30 May 2012

Philippe Rohner, senior investment manager of the Pictet Water fund, highlights the importance of better water provision, the current imbalance between supply and demand and the potential opportunities.

Sarasin - 7 billion and counting

Sarasin - 7 billion and counting - Published: 30 Apr 2012

Henry Boucher, Sarasin agrisar fund manager, examines the world's population, its impact on global resources and the associated opportunities.

GAM - Asia's global influence grows

GAM - Asia's global influence grows - Published: 30 Mar 2012

Michael Lai, investment director of asian funds at GAM, shares his views on asian countries extending their political and economic influence and what this means for the future.

Change of Objective - Schroder ISF Asian Bond Absolute Return Fund - Published: 21 Mar 2012

The board of directors of the Schroder International Selection Fund has decided to amend the investment objective and to change the methodology for calculating the global risk exposure of the Schroder ISF Asian Bond Absolute Return Fund with effect from 2 April 2012. The changes affect the following guided-architecture products: Preference, Kudos, Prosper, Quantum, Paragon, Oracle, LifePlan. Affected policyholders have been written to to notify them of the changes.

Fund Closure – Selector World Shariah Value - Published: 16 Mar 2012

The Selector World Shariah Value Fund has been closed due to significant changes in its economic situation. Values have been returned to shareholders. The changes affect the following guided-architecture ranges: Quantum, Paragon, Oracle and LifePlan. Affected policyholders have been written to.

Henderson - What is Absolute Return?

Henderson - What is Absolute Return? - Published: 30 Oct 2011

Ben Wallace and Luke Newman, UK absolute return fund managers at Henderson, take the time to explain a little bit more about absolute return strategies.

Loomis, Sayles & Co - Bond market perspectives

Loomis, Sayles & Co - Bond market perspectives - Published: 30 Mar 2011

Kathleen Gaffney, multi-sector bond portfolio manager, examines how the current economic climate is impacting on the bond sector.

Quantum - New regular savings product launch - Published: 30 Apr 2010

RL360 has launched a new regular premium savings product for international investors, called Quantum.