Adviser > News > October 2009 > We're making our core fund range bigger
We're making our core fund range bigger
We're strengthening our range of top quality funds to give you access to 5 new investment sectors.
We believe that getting the asset allocation right is the most important part of building portfolios for your clients. And there are lots of ways that we can help you with this. But we also know that selecting appropriate funds is still a key part of your investment process.
So we need to offer you a strong range of top quality funds.
Giving you access to a diversified range of funds.
In conjunction with OBSR we've carefully selected 10 new funds to add to our core fund range. These give you access to 5 new investment sectors (Commodities, US Mid Cap, Total Return, Global Property and Global Bonds) and increase the choice in some of our existing sectors.
You can use the new equity funds1 within our popular Governed Portfolios and Lifestyle Strategies. All the funds are available when you choose to construct your own portfolio. And once you've constructed your client's portfolio we can rebalance2 it for you so it won't drift away from its original objectives.
Prices can go down as well as up. Investment returns may fluctuate and are not guaranteed.
What are the 10 new funds we've added?
Please click on a fund name below to find out the features and facts of each.
SL/BlackRock Gold & General
Features
- Additional fund management charge: 0.95%
- Sector: Specialist - Commodities
- Benchmark: FTSE Gold Mines (cap only)
- OBSR Rating: AAA
Key facts
- Commodity fund investing in gold, mining and precious metal related shares.
- Gold is often regarded as a "safe haven" asset during periods of market volatility or political uncertainty.
- The team is one of the industry’s acknowledged specialists, with extensive industry contacts and significant research capabilities, managing around US$20bn3 in assets on behalf of clients.
SL/JPMorgan Natural Resources
Features
- Additional fund management charge: 0.70%
- Sector: Specialist - Commodities
- Benchmark: HSBC Gold Mining & General
- OBSR Rating: AA
Key facts
- Commodity fund investing in a wide range of companies spanning base metals as well as energy, gold and other precious metals and minerals.
- Positioned to benefit from the demand for natural resources caused by the rapid development of emerging economies.
- Only fund that can target opportunities in all energy and basic materials focusing on small to mid cap stocks.
SL/Asia Pac Core Plus (First State Asia Pac Ldrs)
Features
- Additional fund management charge: 0.80%
- Sector: Equities – Asia Pacific
- Benchmark: MSCI Asia Pacific Ex Japan
- OBSR Rating: AAA
Key facts
- Invests in large and mid cap equities in the Asia Pacific region.
- Managers invest with an absolute return mindset.
- Award winning team with over 20 years experience managing Asian equities.
- Added to our Matrix fund range.
SL/Schroder US Mid Cap
Features
- Additional fund management charge: 0.80%
- Sector: Equities - US Mid Cap
- Benchmark: Russell 2500 (TR)
- OBSR Rating: AAA
Key facts
- Invests in medium sized US companies.
- Managed by a highly experienced team based in New York.
- Focuses on three types of stock – mispriced growth opportunities, companies generating dependable revenues and turnaround companies.
SL/JPMorgan Cautious Total Return
Features
- Additional fund management charge: 0.58%
- Sector: Specialist - Total Return
- Benchmark: 1 month GBP LIBOR
- OBSR Rating: A
Key facts
- Total return fund aiming to beat the return on cash by an average of 3% p.a.4 over the medium term through highly active asset allocation.5
- Able to alter exposure to cash, equities and bonds swiftly, to react to market conditions.
- Managed by one of the most experienced total return teams in Europe.
SL/Investec Cautious Managed
Features
- Additional fund management charge: 0.58%
- Sector: Multi Asset
- Benchmark: 50% FTSE All Share 50% ML GBP Broad Market
- OBSR Rating: AA
Key facts
- Invests in a diversified portfolio of mainly equities and investment grade corporate bonds.
- The equity portfolio within the fund focuses on the long-term potential of undervalued stocks.
- Equity exposure is limited to a maximum of 60% of the portfolio.
SL/Schroder Global Property Securities
Features
- Additional fund management charge: 0.80%
- Sector: Property - Global
- Benchmark: FTSE EPRA/NAREIT
- OBSR Rating: A
Key facts
- Invests in Real Estate Investment Trusts, equity and debt securities of property companies worldwide.
- Invests on a global basis taking advantage of property cycles as they occur around the world.
- Invests in a diverse range of property opportunities including residential, hotels, offices, leisure and retail complexes.
- Liquidity similar to equity funds.
SL/Invesco Perpetual Global Bond
Features
- Additional fund management charge: 0.55%
- Sector: Bonds - Global
- Benchmark: ABI UK - Global Fixed Interest Sector Average
- OBSR Rating: AA
Key facts
- Invests primarily in government and corporate bonds around the world.
- Employs a flexible, pragmatic approach which can adapt according to market conditions.
- Aims to exploit opportunities on a short-term as well as a longer-term basis.
- Places a strong emphasis on assessing value, based on fundamental analysis of potential risk versus potential return.
SL/Invesco Perpetual Corporate Bond
Features
- Additional fund management charge: 0.55%
- Sector: Bonds - Corporate
- Benchmark: ABI UK - Sterling Corporate Bond Sector Average
- OBSR Rating: AAA
Key facts
- Invests primarily in UK corporate bonds.
- Employs a flexible, pragmatic approach which can adapt according to market conditions.
- Aims to exploit opportunities on a short-term as well as a longer-term basis.
- Places a strong emphasis on assessing value, based on fundamental analysis of potential risk versus potential return.
SL/BGI Over 5 years Index-Linked Gilt Index
Features
- Additional fund management charge: Nil
- Sector: Bonds - Index-Linked
- Benchmark: FTSE UK Gilts Index-Linked over 5 years
- OBSR Rating: N/A (tracker)
Key facts
- A passive fund tracking the FTSE over 5 years index-linked gilt index.
- Employs a flexible, pragmatic approach which can adapt according to market conditions.
Find out more
For more information about our fund range and our other investment options please speak to your usual Scottish Life contact.
OBSR Ratings as at 30 September 2009. Source: www.obsrfundratings.co.uk.
Source:
- New equity funds are SL/BlackRock Gold & General, SL/JPMorgan Natural Resources, SL/Asia Pac Core Plus (First State Asia Pac Ldrs) and SL/Schroder US Mid Cap.
- A choice of rebalancing options are available on Retirement Solutions and Pension Portfolio contracts.
- Funds under management as at March 2009.
- After annual management charge. Based on 1 month GBP LIBOR.
- Medium term (e.g. 3 yrs).
For professional advisers only
