Zurich expands fund proposition
Zurich has strengthened its fund proposition with the appointment of three new fund management groups - Midas Capital, Neptune Investment Management and Resolution Asset Argonaut - and has also introduced 18 new fund links which are now available through its investment and pension propositions.By introducing these new funds, Zurich is providing intermediaries and their clients with greater diversification into global property and equity income, as well as easier access to multi-asset class based funds.
The new funds focus on four areas as follows:
Multi-asset class – The multi-asset class managed fund proposition has been expanded to include the Midas Balanced Growth fund, the Midas Balanced Income funds and the M&G Cautious Multi Asset fund.
Equity Income – has benefited from the addition of Neptune Income and the inclusion of a European Income fund via Resolution Asset Argonaut, as well as a Global Equity Income fund via JPMorgan.
Property – the recently launched New Star International Property fund has been included to expand and diversify the range of property funds available to clients.
Themed funds – this has been expanded to include the AEGON Ethical Corporate Bond, M&G American and the SG Japan CoreAlpha fund.
Intermediaries and investors will now be able to access 17 additional funds through the Sterling Bond and 18 new funds through Sterling’s mutual fund range and individual pension proposition. This brings the total number of funds available through Zurich to over 170, through 30 fund management groups.
Commenting on this development, Pete Davis, Fund Development Director, said, “Our new range of funds has been chosen to provide investors with greater diversity than ever before, including access to global property, global equity income and multi-asset class funds.
Davis continued, “We undertake reviews regularly to ensure we continue to offer our customers competitive funds which have the potential to perform well, are flexible and provide good value."