RL360° reviews funds for flagship product, Quantum

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International life company, RL360°, has expanded its range by adding 28 core new fund links following its annual fund review of Quantum, its flagship regular savings product.

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It’s important for policyholders to take as keen an interest in their ongoing fund selection, as we do in selecting funds for the range.

International life company, RL360°, has expanded its range by adding 28 core new fund links following its annual fund review of Quantum, its flagship regular savings product. It has also introduced six fund groups: Kames Capital; Legg Mason; Matthews Asia; PIMCO; Polar Capital; and T.Rowe Price.

The company’s rigorous annual product reviews are designed to ensure its fund ranges remain attractive and varied, and consist of funds that perform solidly. They also consider the impact of fluctuating performance when there is turbulence in certain markets, and seek to introduce new themes.

The latest review has resulted in RL360° filling a gap in the fund offering with the addition of a number of regional small and mid-cap equity funds. More socially-conscious clients will be pleased that RL360° has met demand with the introduction of two more ethical funds to its portfolios, selected for their strong performance versus their peers.

Other RL360° products to be affected by the funds review include lump sum investment bond, Oracle; and regular premium long-term savings bond, Paragon. LifePlan, the protection policy, has had 18 new funds added.

In addition, 6 new fund management groups now provide funds to the expanded range.

Kames Capital: The Edinburgh and London-based specialist investment management business manages £55 billion on behalf of UK and international clients – including wealth managers, financial advisers, family offices, pension funds, financial institutions, government agencies and individuals. Kames Capital is the new name for Aegon Asset Management UK.

Legg Mason: One of the world’s largest asset management firms, Legg Mason serves individual and institutional investors across six continents. The distinctive Legg Mason multi-manager business model provides clients with a broad spectrum of investment solutions across asset classes, geographies and channels. Its assets under management as of December 31, 2015 were $671 billion.

Matthews Asia: An independent investment management firm focusing solely on investing in Asia and in generating long-term investment performance. Founded in 1991, Matthews Asia specialises in actively managed, bottom-up portfolio management. As of December 31, 2015, the firm had 38 professionals on its investment team and managed US$25.5 billion of client assets.

PIMCO: The global investment management firm focuses on preserving and enhancing investors’ assets. As of December 31, 2015, the firm had $1.43 trillion assets under management. PIMCO manages investments for institutions, financial advisors and individuals. It also serves advisors and individuals set on personal financial goals, from preparing for retirement to funding higher education.

Polar Capital: The specialist investment management company offers professional and institutional investors a range of fundamentally research-driven funds diversified by asset class, geographical and sectoral specialisation. Polar Capital currently supports 11 investment teams managing 24 funds and five managed accounts across a range of long-only and alternative products, with combined AUM of US$11.9 billion (as of December 31, 2015).

T. Rowe Price: An independent global investment management firm operating in 41 countries across Europe, the Americas, Asia and the Middle East, and solely focused on providing investment management and long-term results for its clients. As of December 31, 2015, T. Rowe Price’s assets under management were over £517.7 billion.

RL360° Product and Investment Marketing Manager Andrew Dudgeon said: “As part of RL360°s commitment to long-term savers, we continue to review the funds available within the Quantum range on an annual basis. Our aim is always to ensure that we provide access to a broad spectrum of investment opportunities, suitable for different risk appetites that ultimately allow our policyholders to meet their financial goals.

“There are no silver bullets, and hardly ever will you find just one single fund that can generate a consistent positive return over 20 years, whilst also meeting client growth expectations. It’s important for policyholders to take as keen an interest in their ongoing fund selection, as we do in selecting funds for the range.

“Monitoring the ongoing performance of a Quantum policy can be crucial to long-term saving success. And through the RL360° website this can be easily achieved with online policy access for clients and advisers, monthly & quarterly performance bulletins plus fund analysis tools.”

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For further information please contact:
RL360°
Angela Gregory
Communications Executive
Tel: + 44 (0)1624 681610
Email: angela.gregory@rl360.com

RL360°
Nigel Danzelman        
Marketing    and Communications Manager
Tel: + 44 (0)1624 681626
Email: nigel.danzelman@rl360.com

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