AWARDS 30.86% Average Open Rate 5.01% Average Click Rate. Campaigns in % Average effectiveness

Size: px
Start display at page:

Download "AWARDS 30.86% Average Open Rate 5.01% Average Click Rate. Campaigns in % Average effectiveness"

Transcription

1 17

2 348 Campaigns in % Average Open Rate 5.01% Average Click Rate 16.23% Average effectiveness

3 17

4 BEST OPEN RATE CAMPAIGN Fund Group nominees Aviva Investors Baillie Gifford EFG Asset Management Intelliflo Nimrod Capital

5 BEST OPEN RATE CAMPAIGN EFG Asset Management Winner Market Insight: Trump inauguration heralds new fiscal era

6 Best click Rate Campaign Fund Group nominees AXA Investment Managers (International) Comgest EFG Asset Management Janus Henderson M&G Investments

7 Best click Rate Campaign M&G Investments Winner Bond Vigilantes: 2017 Outlook and Christmas Quiz!

8 Best UK Campaign Fund Group nominees Allianz Global Investors Invesco Perpetual Lazard Asset Management M&G Investments PIMCO

9 Best UK Campaign Allianz Global Investors Winner Fixed income master class with Mike Riddell - watch now

10 Best Single Country ex-uk campaign Fund Group nominees AB Global BlackRock Comgest Janus Henderson Schroders

11 Best Single country ex-uk campaign SCHRODERS Winner Schroders Global Investor Study 2017 Z Hoe kijken Nederlandse tegen duurzaam beleggen aan

12 Best Pan European Campaign Fund Group nominees BlackRock ishares EFG Asset Management Franklin Templeton Investments Generali Investments Robeco

13 Best Pan European Campaign BlackRock ishares Winner Access your exclusive 2017 ETF Desk Reference

14 Best Consumer campaign Fund Group nominees Aberdeen Investment Trust Baillie Gifford Pictet Asset Management

15 Best Consumer campaign Baillie Gifford Winner James Anderson on why We Are Resolute

16 Best outlook campaign Fund Group nominees Amundi BB Biotech ETF Securities Lombard Odier Investment Managers T Rowe Price

17 Best outlook campaign T Rowe Price Winner 2017 Midyear Market Outlook: Where is the Global Economy Going?

18 Best thought piece campaign Fund Group nominees AXA Investment Managers (UK) Eastspring Investments Neptune Investment Management Neuberger Berman Schroders

19 Best thought piece campaign AXA Investment Managers (UK) Winner The Thomas Report May 2017 edition now available

20 Best Video Campaign Fund Group nominees AB Global BB Biotech Carmignac Gestion Mirabaud Asset Management Neuberger Berman

21 Best Video Campaign Carmignac Gestion Winner Video: Patrimoine a flexible and multi asset strategy in one investment solution

22 Best headline campaign Fund Group nominees Aviva Investors AXA Investment Managers (UK) Baillie Gifford Carmignac Gestion M&G Investments

23 Best headline campaign Aviva Investors Winner Can you achieve a sustainable 4% annual income?

24 Best event campaign Fund Group nominees AXA Investment Managers (UK) BlackRock First Trust Global Portfolios Invesco Perpetual Vanguard Asset Management

25 Best Event campaign Invesco Perpetual Winner Your Investment Intelligence Seminars invitation 80 mins CPD

26 Best Webinar campaign Fund Group nominees Carmignac Gestion ETF Securities & Lombard Odier Franklin Templeton Investments Matthews Asia State Street

27 Best webinar campaign ETF Securities & Lombard Odier Winner Registrazione del Webinar: È il momento guisto per investire in obbligazioni emergenti?

28 Best re-engagement campaign Fund Group nominees AB Global Aviva Investors Candriam Franklin Templeton Investments Nimrod Capital

29 Best re-engagement campaign AB Global Winner

30 Highest Average Open Rate Fund Group nominees Amundi Baillie Gifford Lazard Asset Management Mirabaud Asset Management Pictet Asset Management

31 Highest Average Open Rate Winner 39.14%

32 Highest Average Click Rate Fund Group nominees AXA Investment Managers (International) Baillie Gifford EFG Asset Management Franklin Templeton Investments Janus Henderson

33 Highest Average Click Rate DEGROOF PETERCAM Winner 10.33%

34 Highest Average Effectiveness Rate Fund Group nominees AXA Investment Managers (International) EFG Asset Management Janus Henderson PIMCO Schroders

35 Highest Average Effectiveness Rate Winner 25.18%

36 THANK YOU

Morningstar Rating Analysis

Morningstar Rating Analysis Morningstar Research October 2016 Morningstar Rating Analysis of European Investment Funds Authors: Nikolaj Holdt Mikkelsen, CFA, CIPM Ali Masarwah Content Morningstar European Rating Analysis of Investment

More information

Morningstar Rating Analysis

Morningstar Rating Analysis Morningstar Research January 2018 Morningstar Rating Analysis of European Investment Funds Authors: Nikolaj Holdt Mikkelsen, CFA, CIPM Ali Masarwah Content Morningstar European Rating Analysis of Investment

More information

Morningstar Rating Analysis

Morningstar Rating Analysis Morningstar Research February 2016 Morningstar Rating Analysis of European Investment Funds Authors: Nikolaj Holdt Mikkelsen, CFA Ali Masarwah Content Morningstar European Rating Analysis of Investment

More information

FITZ Quarterly Fund Charges

FITZ Quarterly Fund Charges FITZ Quarterly Fund Charges Unique source of fund fees and expenses for cross-border and UK funds. Our data enables detailed and comprehensive fee analysis of any fund product or share class, including

More information

OLD MUTUAL INTERNATIONAL IM

OLD MUTUAL INTERNATIONAL IM s s Year Years 5 Years 208 207 20 205 204 AMC SFC Managed Solutions available in different risk profiles, providing a high level of diversification across multiple asset classes 98570 4 Compass Portfolio

More information

NETHERLANDS WINNER LIST

NETHERLANDS WINNER LIST NETHERLANDS WINNER LIST GROUP AWARD SIZE COMPANY Bond Large Company BlackRock 2016 THOMSON REUTERS LIPPER FUND AWARDS Bond Small Company T Rowe Price Equity Large Company Comgest Equity Small Company Mirae

More information

FITZ Quarterly Fund Charges

FITZ Quarterly Fund Charges FITZ Quarterly Fund Charges Unique source of fund fees and expenses for cross-border and UK funds. Our data enables detailed and comprehensive fee analysis of any fund product or share class, including

More information

LIPPER FUND AWARDS UNITED KINGDOM WINNER LIST Wednesday, 12 March 2014

LIPPER FUND AWARDS UNITED KINGDOM WINNER LIST Wednesday, 12 March 2014 LIPPER FUND AWARDS 2014 UNITED KINGDOM WINNER LIST Wednesday, 12 March 2014 GROUP AWARD SIZE BEST GROUP COMPANY Bond Large 3 Years AXA Bond Small 3 Years Marlborough Equity Large 3 Years Cazenove Equity

More information

Academy of Funds. Analytics Report. Click below to view our latest. Quarter Talking Withs. Talking Factsheets.

Academy of Funds. Analytics Report. Click below to view our latest. Quarter Talking Withs. Talking Factsheets. Quarter 2 2018 For Professional Clients Only Academy of Funds Analytics Report Click below to view our latest Talking Withs Talking Factsheets @SquareMileICR info@squaremileresearch.com squaremileresearch.com

More information

FITZ Quarterly Fund Charges

FITZ Quarterly Fund Charges ** UK domiciled funds. FITZ Quarterly Fund Charges Unique source of fund fees and expenses for cross-border and UK funds. Our data enables detailed and comprehensive fee analysis of any fund product or

More information

>200, ,000. $7 trillion 50,000 >100 70%

>200, ,000. $7 trillion 50,000 >100 70% Money in Motion Broadridge helps institutional asset managers harness the power of big data to navigate a complex marketplace, uncover new opportunities and make confident decisions for their business.

More information

THE CERULLI REPORT. European Fund Selector 2014 Decoding the Buying Process LOOK INSIDE TO PURCHASE. Overview. Benefits. Subscription Information

THE CERULLI REPORT. European Fund Selector 2014 Decoding the Buying Process LOOK INSIDE TO PURCHASE. Overview. Benefits. Subscription Information THE CERULLI REPORT European Fund Selector 2014 Decoding the Buying Process Overview This report examines Europe s gatekeepers, looking at what drives fund selection, the key criteria for selection, and

More information

old mutual international IM

old mutual international IM All currencies (,,, ) All percentage growth calculated to 0/0/207 Performance % over one year to end June 207 June 207 Year Years 5 Years 20 205 204 20 202 AMC SFC Managed Solutions available in different

More information

old mutual international IM

old mutual international IM All currencies (,,, ) All percentage growth calculated to /08/207 Performance % over one year to end August 207 August 207 Year Years 5 Years 20 205 204 20 202 AMC SFC Managed Solutions available in different

More information

Start of Data. 1 Mth % 3 Mth %

Start of Data. 1 Mth % 3 Mth % Source - Financial Express. Performance is cumulative percentage growth, except for 5 Year p.a. & p.a. figures which are annualised growth. Figures are on a bid to bid, gross total return basis (i.e. all

More information

RETIREMENT WEALTH ACCOUNT

RETIREMENT WEALTH ACCOUNT RETIREMENT WEALTH ACCOUNT FUND LIST JUNE 2018 This fund list details the Phoenix Wealth pension funds available through the Retirement Wealth Account. About this fund list There are three main fund ranges

More information

OLD MUTUAL INTERNATIONAL IM

OLD MUTUAL INTERNATIONAL IM ALL CURRENCIES (,,, ) All percentage growth calculated to /8/208 Performance % over one year to end August 208 AUGUST 208 Year Years 5 Years 208 207 20 205 204 AMC SFC Managed Solutions available in different

More information

OLD MUTUAL INTERNATIONAL IM

OLD MUTUAL INTERNATIONAL IM ALL CURRENCIES (,,, ) All percentage growth calculated to /5/208 Performance % over one year to end May 208 MAY 208 Year Years 5 Years 208 207 20 205 204 AMC SFC Managed Solutions available in different

More information

CUMULATIVE. 3 Months. 6 Months

CUMULATIVE. 3 Months. 6 Months Base November 20 All percentage growth calculated to /0/ Year Years 5 Years 20 202 20 200 2009 Managed Solutions available in different risk profiles, providing a high level of diversification across multiple

More information

OLD MUTUAL INTERNATIONAL IM

OLD MUTUAL INTERNATIONAL IM ALL CURRENCIES (,,, ) All percentage growth calculated to 0/4/208 Performance % over one year to end April 208 APRIL 208 Year Years 5 Years 208 207 20 205 204 AMC SFC Managed Solutions available in different

More information

Academy of Funds. Analytics Report. Click below to view our latest. Quarter Talking Withs. Talking Factsheets.

Academy of Funds. Analytics Report. Click below to view our latest. Quarter Talking Withs. Talking Factsheets. Quarter 3 2018 For Professional Clients Only Academy of Funds Analytics Report Click below to view our latest Talking Withs Talking Factsheets @SquareMileICR info@squaremileresearch.com squaremileresearch.com

More information

OLD MUTUAL INTERNATIONAL IM

OLD MUTUAL INTERNATIONAL IM ALL CURRENCIES (,,, ) All percentage growth calculated to //208 Performance % over one year to end March 208 MARCH 208 Year Years 5 Years 208 207 20 205 204 AMC SFC Managed Solutions available in different

More information

OLD MUTUAL INTERNATIONAL IM

OLD MUTUAL INTERNATIONAL IM ALL CURRENCIES (,,, ) All percentage growth calculated to //208 Performance % over one year to end January 208 JANUARY 208 Year Years 5 Years 208 207 20 205 204 AMC SFC Managed Solutions available in different

More information

OLD MUTUAL INTERNATIONAL IM

OLD MUTUAL INTERNATIONAL IM ALL CURRENCIES (,,, ) All percentage growth calculated to 28/2/208 Performance % over one year to end February 208 FEBRUARY 208 Year Years 5 Years 208 207 20 205 204 AMC SFC Managed Solutions available

More information

TRUSTEE INVESTMENT PLAN

TRUSTEE INVESTMENT PLAN TRUSTEE INVESTMENT PLAN FUND LIST JULY 08 This fund list details the funds available to the Trustee Investment Plan. Which funds can I access? The funds you can invest in are determined by the commencement

More information

Start of Data. 1 Mth % 3 Mth %

Start of Data. 1 Mth % 3 Mth % Source - Financial Express. Performance is cumulative percentage growth, except for 5 Year p.a. & p.a. figures which are annualised growth. Figures are on a bid to bid, gross total return basis (i.e. all

More information

LIPPER GLOBAL CLASSIFICATION BEST FUND FUND NAME COMPANY FUND COUNT

LIPPER GLOBAL CLASSIFICATION BEST FUND FUND NAME COMPANY FUND COUNT FRANCE WINNER LIST GROUP AWARD SIZE COMPANY Bond Large Company AllianceBernstein 2017 THOMSON REUTERS LIPPER FUND AWARDS Bond Small Company T Rowe Price Equity Large Company First State Equity Small Company

More information

AUGUST Emerging Markets. Pacific ex Japan. Global Property. UK Property BRIC

AUGUST Emerging Markets. Pacific ex Japan. Global Property. UK Property BRIC INDICATOR HOW TO USE INDICATOR The indicator provides investors with a 2-month stock market outlook from a selection of fund groups linked to Old Mutual International. We provided the fund groups with

More information

FUND CHOICE AND FUND CHARGES

FUND CHOICE AND FUND CHARGES FUND CHOICE AND FUND CHARGES PENSIONS Pension products which have a standard Annual Management Charge of 1% for most of our funds (please see note 9). (Stakeholder Pension charges are not included in this

More information

Elenco dei Prodotti, degli Strumenti Finanziari, delle Attività e Servizi offerti nella prestazione del Servizio di Collocamento

Elenco dei Prodotti, degli Strumenti Finanziari, delle Attività e Servizi offerti nella prestazione del Servizio di Collocamento Elenco dei Prodotti, degli Strumenti Finanziari, delle Attività e Servizi offerti nella prestazione del Servizio di Collocamento Questo documento è consegnato al Cliente alla sottoscrizione del Contratto

More information

FUND CHOICE AND FUND CHARGES

FUND CHOICE AND FUND CHARGES FUND CHOICE AND FUND CHARGES PENSIONS Pension products which have a standard Annual Management Charge of 1% for most of our funds (please see note 9). (Stakeholder Pension charges are not included in this

More information

Start of Data. 3 Months % 6 Months %

Start of Data. 3 Months % 6 Months % Source - Financial Express. Performance is cumulative percentage growth, except for p.a. & p.a. figures which are annualised growth. Figures are on a gross return, bid to bid basis and in the fund currency.

More information

Sterling Investment Bond Fund Specific projection rates Series 1

Sterling Investment Bond Fund Specific projection rates Series 1 Sterling Investment Bond Fund Specific projection rates Series 1 This document lists the funds available through the Sterling Investment Bond and the fund specific projection rates used in our illustrations.

More information

Quantum Fund List Performance as at 28 February 2011 (for policies taken out after 6 April 2010)

Quantum Fund List Performance as at 28 February 2011 (for policies taken out after 6 April 2010) Commodity & Energy BGF World Energy EUR LU0171301533 06/04/01 14.24 33.80 31.88 5.92 17.42-3.26 6.64 24.61 BGF World Energy USD LU0122376428 06/04/01 21.37 45.44 34.27-3.54 36.72-6.46 11.43 28.36 BGF World

More information

Foreign collective investment schemes Changes - September 2016

Foreign collective investment schemes Changes - September 2016 Foreign collective investment schemes Changes - September 2016 Approved for distribution in or from Switzerland: Absolute Insight Funds plc (F00163881) Insight Broad Opportunities Fund (F01110091) AIM

More information

INDIVIDUAL PENSION PLANS

INDIVIDUAL PENSION PLANS INDIVIDUAL PENSION PLANS FUND LIST NOVEMBER 07 This fund list details the funds available to all Phoenix Wealth individual personal pension plans (except Retirement Wealth Account policies not upgraded

More information

RETIREMENT ACCOUNT SCOTTISH WIDOWS PENSION FUND CHARGES

RETIREMENT ACCOUNT SCOTTISH WIDOWS PENSION FUND CHARGES RETIREMENT ACCOUNT SCOTTISH WIDOWS PENSION FUND CHARGES SCOTTISH WIDOWS PENSION FUNDS FUND CHOICE AND FUND CHARGES Scottish Widows Funds, managed by a subsidiary of Aberdeen Standard s Scottish Widows

More information

MyFolio Multi Manager Range Report

MyFolio Multi Manager Range Report MyFolio Multi Manager Range Report Standard Life Investments has not considered the suitability of investment against your individual needs and risk tolerance. To ensure that you understand whether a financial

More information

Protected Lifestyle Lebanon

Protected Lifestyle Lebanon Performance Data This booklet contains a number of different performance measures and time periods to help you assess the fund range. The data used to arrive at the figures shown is provided by Morningstar.

More information

LIPPER FUND AWARDS 2015 UK WINNER LIST

LIPPER FUND AWARDS 2015 UK WINNER LIST LIPPER FUND AWARDS 2015 UK WINNER LIST GROUP AWARD SIZE COMPANY Bond Large Legal & General Bond Small T Rowe Price Equity Large Robeco Equity Small River and Mercantile Mixed Assets Large Legg Mason Mixed

More information

RETIREMENT ACCOUNT WEALTH MANAGEMENT. Scottish Widows Pension Fund Charges

RETIREMENT ACCOUNT WEALTH MANAGEMENT. Scottish Widows Pension Fund Charges RETIREMENT ACCOUNT WEALTH MANAGEMENT Scottish Widows Pension Fund Charges SCOTTISH WIDOWS PENSION FUNDS FUND CHOICE AND FUND CHARGES Scottish Widows Funds, managed by a subsidiary of Aberdeen Standard

More information

LifePlan Lebanon. Fund Performance Booklet. Performance Data. Risk Rating

LifePlan Lebanon. Fund Performance Booklet. Performance Data. Risk Rating Performance Data This booklet contains a number of different performance measures and time periods to help you assess the LifePlan Lebanon fund range. The data used to arrive at the figures shown is provided

More information

Zurich Flexible Personal Pension (Section 61 plan) Zurich Personal Pension (89 plan)

Zurich Flexible Personal Pension (Section 61 plan) Zurich Personal Pension (89 plan) Company sponsored personal pension plans Zurich Flexible Personal Pension (Section 61 plan) Zurich Personal Pension (89 plan) Funds Guide To offer the best value for our customers, we use our global buying

More information

Paragon. Fund Performance Booklet. Performance Data. Risk Rating

Paragon. Fund Performance Booklet. Performance Data. Risk Rating Performance Data This booklet contains a number of different performance measures and time periods to help you assess the Paragon fund range. The data used to arrive at the figures shown is provided by

More information

Quantum. Fund Performance Booklet for policies taken out after 6 April Performance Data. Risk Rating

Quantum. Fund Performance Booklet for policies taken out after 6 April Performance Data. Risk Rating Performance Data This booklet contains a number of different performance measures and time periods to help you assess the Quantum fund range. The data used to arrive at the figures shown is provided by

More information

Fund Management Index: Bonds

Fund Management Index: Bonds Fund Management Index: Bonds Page X of 8 FundCalibre launched its Fund Manager Index earlier this year. The goal was to identify the fund groups whose actively managed equity funds consistently outperform

More information

OUR PENSION FUND RANGE INITIAL PRICE

OUR PENSION FUND RANGE INITIAL PRICE OUR PENSION FUND RANGE INITIAL PRICE JUNE 2018 CONTENTS 3 FUND STATISTICS IN OUR FUND RANGES 4 INDICATOR 6 CREATION FUNDS AND GENERATION FUNDS 7 FUND-SPECIFIC GROWTH RATES 8 INITIAL PRICE PENSION FUNDS

More information

Performance Nom ISIN / Valeur Style / Distr. YTD 1 an 3 ans HSBC GIF India Fixed Income AC (USD)

Performance Nom ISIN / Valeur Style / Distr. YTD 1 an 3 ans HSBC GIF India Fixed Income AC (USD) Recherche dun fonds Fund Lab Votre recherche a donné 252 fonds avec 970 tranches http://fundlab.credit-suisse.com/ Suisse - Retail Investor 28.12.2017 08:11 Nom ISIN / Valeur Style / Distr. YTD 1 an 3

More information

Our Packaged Fund Range

Our Packaged Fund Range For customers Our Packaged Fund Range Our Packaged Fund Range allows you choice when building your portfolio with your adviser, while still offering the comfort of full governance. The charges listed below

More information

Aviva Select Funds. An overview of our funds. Retirement Investments Insurance Health

Aviva Select Funds. An overview of our funds. Retirement Investments Insurance Health For financial adviser use only. Not approved for use with customers Aviva Select Funds An overview of our funds Retirement Investments Insurance Health Welcome to our range of fully researched funds Aviva

More information

LIPPER FUND AWARDS 2015 AUSTRIA WINNER LIST

LIPPER FUND AWARDS 2015 AUSTRIA WINNER LIST LIPPER FUND AWARDS 2015 AUSTRIA WINNER LIST GROUP AWARD SIZE COMPANY Bond Large BlackRock Bond Small T Rowe Price Equity Large Standard Life Investments Equity Small Charlemagne Capital Mixed Assets Large

More information

Managed Portfolio Service

Managed Portfolio Service Managed Portfolio Service Defensive Portfolio Factsheet MARCH 2019 MARKET OVERVIEW The cautiously optimistic tones that have been heard across markets this year continued throughout the month of March.

More information

Protected Lifestyle Lebanon

Protected Lifestyle Lebanon Performance Data This booklet contains a number of different performance measures and time periods to help you assess the Protected Lifestyle Lebanon fund range. The data used to arrive at the figures

More information

INVESTMENT BOND. This fund list details the funds available through the Phoenix Wealth Investment Bond. FUND LIST

INVESTMENT BOND. This fund list details the funds available through the Phoenix Wealth Investment Bond. FUND LIST INVESTMENT BOND FUND LIST APRIL 2018 This fund list details the funds available through the Phoenix Wealth Investment Bond. About this fund list There are three main fund ranges within our offering, denoted

More information

ISIN Valuta Fondsnaam Uiterste tijdstip dat ING de order moet hebben ontvangen

ISIN Valuta Fondsnaam Uiterste tijdstip dat ING de order moet hebben ontvangen ISIN Valuta Fondsnaam Uiterste tijdstip dat ING de order moet hebben ontvangen LU0837965291 USD Aberdeen Asia Pacific Equity Fund 12:00:00 LU0837967826 USD Aberdeen Asian Smaller Companies Fund 12:00:00

More information

LifePlan Policyholder Fund Performance Bulletin as at end of Q3 2016

LifePlan Policyholder Fund Performance Bulletin as at end of Q3 2016 Commodity & Energy Pictet Water EUR LU0104884860 5 23/07/90 16.29 7.93 15.46 12.15 22.74 167.66 Pictet Water USD LU0255980327 5 23/07/90 17.07-4.63 7.70 17.75 18.62 78.37 Currency/Money Market Aberdeen

More information

Risk Rated Fund Fact Sheets April 2018

Risk Rated Fund Fact Sheets April 2018 Risk Rated Fund Fact Sheets April 2018 >Awards and Recognition 2017 Internation Fund Awards Best Risked Rated Multi-Manager Fund Manager & Recognised Leaders in FOF - UK Global Fund Awards 2016 Most outstanding

More information

LIPPER FUND AWARDS 2013 SWITZERLAND WINNERS LIST. Tuesday, 5 February 2013 GROUP AWARD SIZE BEST GROUP COMPANY

LIPPER FUND AWARDS 2013 SWITZERLAND WINNERS LIST. Tuesday, 5 February 2013 GROUP AWARD SIZE BEST GROUP COMPANY LIPPER FUND AWARDS 2013 SWITZERLAND WINNERS LIST Tuesday, 5 February 2013 GROUP AWARD SIZE BEST GROUP COMPANY BOND Large 3 Years PIMCO BOND Small 3 Years Capital at Work EQUITY Large 3 Years First State

More information

RiverSource RAVA 5 Advantage variable annuity - New York

RiverSource RAVA 5 Advantage variable annuity - New York RiverSource RAVA 5 Advantage variable annuity - New York Issued by RiverSource Life Insurance Co. of New York, Albany, NY (RiverSource Life of NY) Performance for Annuities for month ending 02/28/2018

More information

RiverSource RAVA 5 Advantage variable annuity

RiverSource RAVA 5 Advantage variable annuity RiverSource RAVA 5 Advantage variable annuity Issued by RiverSource Life Insurance Company (RiverSource Life) Performance for Annuities for month ending 04/30/2018 and quarter ending 03/31/2018 Current

More information

Risk Rated Funds Fact Sheets January 2018

Risk Rated Funds Fact Sheets January 2018 Risk Rated Funds Fact Sheets January 2018 >Awards and Recognition 2017 Internation Fund Awards Best Risked Rated Multi-Manager Fund Manager & Recognised Leaders in FOF - UK Global Fund Awards 2016 Most

More information

Regular Savings Plan. Fund Performance Booklet. Performance Data. Risk Rating

Regular Savings Plan. Fund Performance Booklet. Performance Data. Risk Rating Performance Data This booklet contains a number of different performance measures and time periods to help you assess the fund range. The data used to arrive at the figures shown is provided by Morningstar.

More information

Legal & General All Stocks Gilt Index Fund LS5 UK Gilts 0.12% 0.05% 0.17% 0.06%

Legal & General All Stocks Gilt Index Fund LS5 UK Gilts 0.12% 0.05% 0.17% 0.06% SELECT PORTFOLIO BOND (WEALTH MANAGERS) FUND DETAILS This document shows the fund charges, Association of British Insurers (ABI) sectors and valuation spreads for the funds available on our Select Portfolio

More information

Legal & General All Stocks Gilt Index Fund LS5 UK Gilts 0.12% 0.04% 0.16% 0.05%

Legal & General All Stocks Gilt Index Fund LS5 UK Gilts 0.12% 0.04% 0.16% 0.05% SELECT PORTFOLIO bond (WEALTH MANAGERS) FUND DETAILS This document shows the fund charges, Association of British Insurers (ABI) sectors and valuation spreads for the funds available on our Select Portfolio

More information

Performance Nom ISIN / Valeur Style / Distr. YTD 1 an 3 ans MainFirst Absolute Return Multi Asset A (EUR) Fonds de placement

Performance Nom ISIN / Valeur Style / Distr. YTD 1 an 3 ans MainFirst Absolute Return Multi Asset A (EUR) Fonds de placement Recherche dun fonds Votre recherche a donné 187 fonds avec 767 tranches http://fundlab.credit-suisse.com/ Suisse - Retail Investor 01.12.2017 21:02 Nom ISIN / Valeur Style / Distr. YTD 1 an 3 ans MainFirst

More information

Introducing Fund Manager Rebates

Introducing Fund Manager Rebates www.davyselect.ie SELECT Introducing Fund Manager s (Excluding Exchange Traded Funds) 26TH APRIL 2017 In the case of all pension and certain trading accounts, Davy will refund to you 100 of any rebates

More information

Quantum Fund List Performance as at 31 March 2010

Quantum Fund List Performance as at 31 March 2010 Launch 3 Months 6 Months 1 Year 5 Year 10 Year 5 Year Standard Commodity & Energy BGF World Energy EUR 06/04/01 6.43 16.48 40.52-1.52 37.32-6.55 26.09 LU0171301533 BGF World Energy USD 06/04/01 0.13 7.84

More information

Your investment choices and charges WPP Pension and Savings Plan

Your investment choices and charges WPP Pension and Savings Plan Your investment choices and charges WPP Pension and Plan This directory lists the Zurich Pension Funds available to you and the total charge for each as at August 2017. You can find details of each fund

More information

Foreign collective investment schemes Changes February 2014

Foreign collective investment schemes Changes February 2014 Foreign collective investment schemes Changes February 2014 Approved for distribution in or from Switzerland: AMUNDI TRESO 12 MOIS (F01027439) Representative: CACEIS (Switzerland) SA, Nyon : UCITS AMUNDI

More information

Pioneer AUM & Flows Ranking

Pioneer AUM & Flows Ranking Pioneer AUM & Flows Ranking Morningstar data January 2017 Economic & Market Research Agenda Pioneer overall ranking by region 1 Top/bottom selling companies o Worldwide 3 o Europe 6 o US 9 o Asia 12 Top/bottom

More information

Legal & General (PMC) All Stocks Gilts Index Fund UK Gilts 0.20% 0.00%

Legal & General (PMC) All Stocks Gilts Index Fund UK Gilts 0.20% 0.00% PORTFOLIO PLUS FUND DETAILS This document shows the fund management charge, Association of British Insurers (ABI) sectors and spreads for the funds available on the Portfolio Plus SIPP and Portfolio Plus

More information

RiverSource Variable Universal Life - New York

RiverSource Variable Universal Life - New York RiverSource Variable Universal Life - New York Issued by RiverSource Life Insurance Co. of New York, Albany, NY (RiverSource Life of NY) Performance for Insurance for month ending 11/30/2017 and quarter

More information

RiverSource Retirement Advisor Variable Annuity

RiverSource Retirement Advisor Variable Annuity RiverSource Retirement Advisor Variable Annuity Issued by RiverSource Life Insurance Company (RiverSource Life) Performance for Annuities for month ending 11/30/2017 and quarter ending 09/30/2017 Current

More information

Morningstar Direct SM Asset Flows Commentary: Europe

Morningstar Direct SM Asset Flows Commentary: Europe July 2017 Data through June 30 Morningstar Direct SM Asset Flows Commentary: Europe European Investors Continued to Pile Up on Their Investments in Fixed-Income Funds in June By Matias Möttölä, CFA, Associate

More information

Morningstar Direct SM Asset Flows Commentary: Europe

Morningstar Direct SM Asset Flows Commentary: Europe July 2012 Data thru June 30 Morningstar Direct SM Asset Flows Commentary: Europe Europe Open-End Funds Fear over Greed Drives Second-Quarter European Asset Flows by Dan Lefkovitz, European Research Team

More information

Investment Worksheet. FlexChoice Access. A VA Rider ANNUITIES VARIABLE

Investment Worksheet. FlexChoice Access. A VA Rider ANNUITIES VARIABLE Investment Worksheet ANNUITIES VARIABLE FlexChoice Access A VA Rider Personalized Investment Strategy At Brighthouse Financial, we believe annuities play an essential role in building a holistic financial

More information

RiverSource Retirement Advisor Variable Annuity

RiverSource Retirement Advisor Variable Annuity RiverSource Retirement Advisor Variable Annuity Issued by RiverSource Life Insurance Company (RiverSource Life) Performance for Annuities for month ending 08/31/2018 and quarter ending 06/30/2018 Current

More information

RiverSource Variable Universal Life IV, RiverSource Variable Universal Life IV Estate Series (ES)

RiverSource Variable Universal Life IV, RiverSource Variable Universal Life IV Estate Series (ES) RiverSource Variable Universal Life IV Estate Series (ES) Issued by RiverSource Life Insurance Company (RiverSource Life) Performance for Insurance for month ending 08/31/2018 and quarter ending 06/30/2018

More information

Variable Investment Option Performance Update

Variable Investment Option Performance Update Variable Investment Option Performance Update Brighthouse Life Insurance Company The performance data quoted represents past performance and does not guarantee future results. Current performance may be

More information

RiverSource Variable Second-to-Die Life Insurance

RiverSource Variable Second-to-Die Life Insurance RiverSource Variable Second-to-Die Life Insurance Issued by RiverSource Life Insurance Company (RiverSource Life) Performance for Insurance for month ending 07/31/2018 and quarter ending 06/30/2018 Average

More information

Adviser Guide to Investment Options and Fund Choice

Adviser Guide to Investment Options and Fund Choice For Adviser use only not approved for use with clients Adviser Guide Adviser Guide to Investment Options and Fund Choice Including: Life Funds Pension Funds Prudential International Funds Collective Funds

More information

THE SILVER THATCH PENSION PLAN FINANCIAL STATEMENTS JUNE 30, 2014

THE SILVER THATCH PENSION PLAN FINANCIAL STATEMENTS JUNE 30, 2014 FINANCIAL STATEMENTS Independent Auditor's Report To the Trustees of the Silver Thatch Pension Plan We have audited the accompanying financial statements of The Silver Thatch Pension Plan (the Plan ),

More information

RiverSource Variable Universal Life III

RiverSource Variable Universal Life III Issued by RiverSource Life Insurance Company (RiverSource Life) Performance for Insurance for month ending 08/31/2018 and quarter ending 06/30/2018 Average annual rates of return reflect all charges incurred

More information

RiverSource Variable Second-to-Die Life Insurance - New York

RiverSource Variable Second-to-Die Life Insurance - New York RiverSource Variable Second-to-Die Life Insurance - New York Issued by RiverSource Life Insurance Co. of New York, Albany, NY (RiverSource Life of NY) Performance for Insurance for month ending 08/31/2018

More information

Flexible Investment Plan

Flexible Investment Plan Flexible Investment Plan Short Fund Guide Introduction This short fund guide gives you a list of funds you can choose from, an indication of the potential reward and risk of each fund and information on

More information

Morningstar Direct SM Asset Flows Commentary: Europe

Morningstar Direct SM Asset Flows Commentary: Europe October 2012 Data thru Sept 30 Morningstar Direct SM Asset Flows Commentary: Europe European Fund Investors Are Finally Getting More Positive On Stocks by Ali Masarwah, European Research Team With policymakers

More information

Class AA Variable Investment Option Performance Update

Class AA Variable Investment Option Performance Update Variable Investment Option Performance Update Brighthouse Life Insurance Company of NY The performance data quoted represents past performance and does not guarantee future results. Current performance

More information

SWITZERLAND WINNER LIST

SWITZERLAND WINNER LIST SWITZERLAND WINNER LIST GROUP AWARD SIZE COMPANY Bond Large Company BlackRock 2016 THOMSON REUTERS LIPPER FUND AWARDS Bond Small Company T Rowe Price Equity Large Company Comgest Equity Small Company Seilern

More information

Morningstar Direct SM Asset Flows Commentary: Europe

Morningstar Direct SM Asset Flows Commentary: Europe November 2017 Data through October 31 Morningstar Direct SM Asset Flows Commentary: Europe Demand for European open-end funds rises as allocation and alternative funds rebound By Ali Masarwah, Director,

More information

OCBC WING HANG BANK LIMITED

OCBC WING HANG BANK LIMITED 1 ALLIANZ ASIAN MULTI INCOME PLUS MEDIUM 2 ALLIANZ CHINA EQUITY MEDIUM TO HIGH 3 ALLIANZ EMERGING ASIA EQUITY MEDIUM TO HIGH 4 ALLIANZ EUROPE EQUITY GROWTH SELECT MEDIUM TO HIGH 5 ALLIANZ EUROPEAN EQUITY

More information

Variable Investment Option Performance Update

Variable Investment Option Performance Update One Month YTD 1 Year 3 Year* 5 Year* Brighthouse Life Insurance Company The performance data quoted represents past performance and does not guarantee future results. Current performance may be lower or

More information

AXA Insurance Pte Ltd Company Reg No M 8 Shenton Way, #24-01, AXA Tower Singapore /2018

AXA Insurance Pte Ltd Company Reg No M 8 Shenton Way, #24-01, AXA Tower Singapore /2018 AXA Insurance Pte Ltd Company Reg No. 199903512M 8 Shenton Way, #24-01, AXA Tower Singapore 068811 03/2018 Thank you for investing with AXA We are pleased to present to you the Annual Report of AXA Pulsar,

More information

Variable Investment Option Performance Update

Variable Investment Option Performance Update Brighthouse Life Insurance Company Variable Investment Option Performance Update One Month YTD 1 Year 3 Year* 5 Year* The performance data quoted represents past performance and does not guarantee future

More information

Deeper Perspectives. DGFs new tactical opportunities emerge

Deeper Perspectives. DGFs new tactical opportunities emerge Number 42 January 2017 A regular analysis of strategic issues in the institutional investment business Deeper Perspectives DGFs new tactical opportunities emerge Most new growth in assets for DGF providers

More information

fund prices Isle of Man funds June 2016

fund prices Isle of Man funds June 2016 fund prices Isle of Man funds June 2016 Fund s as at the last price available on 31 May 2016. Access to these funds is only available through the Isle of Man product range. This leaflet is for information

More information

Issued by Mercer Superannuation (Australia) Limited (MSAL) ABN Australian Financial Services Licence # as the Trustee of the

Issued by Mercer Superannuation (Australia) Limited (MSAL) ABN Australian Financial Services Licence # as the Trustee of the Issued by Mercer Superannuation (Australia) Limited (MSAL) ABN 79 004 717 533 Australian Financial Services Licence #235906 as the Trustee of the Mercer Super Investment Trust: GPO Box 9946, Melbourne

More information

Fund Management Index

Fund Management Index Page X of 8 FundCalibre Having launched its Elite Fund ratings in July last year, FundCalibre has now extended its research to bring you the fund management businesses which have achieved the most success

More information

Variable Investment Option Performance Update

Variable Investment Option Performance Update Brighthouse Life Insurance Company of NY Variable Investment Option Performance Update The performance data quoted represents past performance and does not guarantee future results. Current performance

More information

Guinness Asset Management is closing the early investor share class on its Global Equity Income Fund to new investment

Guinness Asset Management is closing the early investor share class on its Global Equity Income Fund to new investment Press Release London, 18 th February. Embargoed until 9.30am. Guinness Asset Management is closing the early investor share class on its Global Equity Income Fund to new investment In December 2011, on

More information

Variable Investment Option Performance Update

Variable Investment Option Performance Update Brighthouse Life Insurance Company of NY Variable Investment Option Performance Update The performance data quoted represents past performance and does not guarantee future results. Current performance

More information