Adviser > Investment for Advisers > Updates > We've made our fund range bigger
We've made our fund range bigger
A focused fund range makes it easier for you to create high quality portfolios for your clients. So instead of simply building the biggest we’ve set our sights on building the best.
In brief
Our 39 new funds give you:
- Access to 17 new sector focuses
- Funds from 5 new fund management partners
Download our funds leaflet to see a full list of our new funds.
What changes have we made to our fund range?
Building the best fund range means putting each fund through a rigorous selection process so you can be sure it meets your high standards. It also means providing a range wide enough to allow you to build portfolios for all types of clients in all market conditions.
Which is why on 29 March 2010 we added 39 more funds.
You can also have the reassurance that the majority of our new funds are rated by Old Broad Street Research (OBSR).
Who are our new investment partners?
| Existing fund management partners | New fund management partners |
|---|---|
| Royal London Asset Management Allianz Artemis Baillie Gifford Barclays Global Investors BlackRock Close TEAMS Fidelity First State Gartmore GLG HSBC Invesco Perpetual Investec JPMorgan Newton Schroders UBS | Jupiter Legg Mason M&G Neptune Threadneedle |
Find out more about our investment partners.
Which new sector focuses have we added?
| Existing sector focuses | New sector focuses |
|---|---|
EquitiesUK | EquitiesChina |
BondsCorporate | BondsEmerging Markets |
PropertyUK Direct Property | Property |
DepositDeposit | Deposit |
Mixed AssetDefensive Managed | Mixed AssetDistribution |
SpecialistCommodities | SpecialistAbsolute Return |
How do we select our funds?
We’ve filtered the fund universe down to 132 high quality funds to reduce the time you have to spend on fund selection but, at the same time, give you plenty of choice to add value to your clients. And to make your review process easier we continue to monitor them for you to make sure their quality is maintained.
We prefer funds that:
- Have a high quality management and investment process.
- Are rated by Old Broad Street Research (OBSR).
- Have a strong track record of meeting their objectives and delivering competitive returns without taking excessive risk.
- Are competitively priced – if all else is equal we choose the lower cost option.
- Bring something new to our range – complementing not duplicating the other funds.
What are the benefits of our focused fund range?
- It saves you time – we analyse a vast universe of funds so you don’t have to.
- You benefit from our in-house research and governance capability.
- A focused fund range makes it easy to find the funds you want.
- It provides ample choice to accommodate all your clients’ needs in all market conditions.
- It helps to ensure you always recommend high quality funds.
How can our fund range help you with governance?
We place a huge amount of emphasis on our ongoing governance process to ensure decisions are made in the best interests of our investors.
Although the new funds have already gone through a rigorous selection process, to make your ongoing fund review process as easy as possible, we’ll continue to monitor the funds for you to ensure their quality is maintained.
How can you use our funds within our other investment options?
So you like our range of funds but you’d prefer to use them in conjunction with our other investment options. How do you do it?
Governed Range
Our equity funds can all be used within our award winning range of Governed Portfolios and Lifestyle Strategies.
Our nine risk graded Governed Portfolios, recently recognised as the Ultimate Default Fund in the 2010 Corporate Adviser Awards, help you make investment decisions based on risk attitude and time to retirement. These portfolios have been specially created to provide a consistent investment approach that is regularly monitored by our Investment Advisory Committee (IAC) and automatically updated at no extra cost, giving you confidence that your chosen portfolio will not drift away from its original objective.
Custom Range
You can also use our fund range to construct portfolios using our Custom Range.
The Custom Range gives you the freedom to design your own unique portfolios or lifestyle strategies for your clients. You decide the asset allocation, which funds to use and whether to add rebalancing or lifestyling. And to save you time in the future you can name and reuse your portfolios or strategies for all your clients.
Find out more
For more information about our fund range and our other investment options please:
- speak to your usual Scottish Life contact
- call us on 0845 60 40 800.
Prices may go down as well as up. Investment returns may fluctuate and are not guaranteed.
For professional advisers only
