4 April 2006
Winterthur Life UK now offers over 90 carefully selected quality funds on its Tailored Selection fund platform, enhancing the company investment range as part of its A-Day proposition.
Winterthur Life has added 23 brand new funds and reselected a further four, increasing the total number of funds on Winterthur’s fund platform to 92, all available from A-Day. The Tailored Selection introduces new fund managers to the platform, including Aegon, Goldman Sachs and JPM.
Winterthur Life’s Tailored Selection fund platform is comprised of some of the best quality investment funds in the market, covering a variety of asset classes, all of which are maintained using a rigorous selection and deselection process.
Winterthur Life recognises that due to the wide choice of funds available in the market, helping clients achieve their investment objectives is made more difficult for advisers. Winterthur Life’s solution is its Tailored Selection which is a product of a strict five-step selection process, enhanced by the contribution of independent experts Forsyth Partners, who provide additional expertise and objectivity to the fund selection process. However funds that win a place in the Tailored Selection aren’t necessarily there to stay unless they continue to meet Winterthur Life’s strict criteria. This leaves advisers free to focus on helping clients make the right fund choices.
Winterthur Life also incorporated adviser feedback in the latest selection process, expanding the choices and the quality of funds available, providing advisers with a wider range from which to tailor their client’s portfolios when conducting their post A-Day reviews.
The new range of funds includes Threadneedle Absolute Return Bond and Artemis UK Special Situations, along with more exposure to the Far East and many of the emerging markets through funds such as the Goldman Sachs BRIC Equity Portfolio, a link currently exclusive to Winterthur Life.
In addition to the new funds, Winterthur Life has added the Elite International Equity fund to its Elite Fund of Fund range, bringing the total Elite funds within the investment platform to 10. Elite International Equity consists predominantly of overseas equity funds.
Bernard Henshall, investment distribution manager, commented: “Market trends indicate that post A-Day investors will be looking for greater investment choice and more financially sophisticated products.
“Using the same thorough evaluation and monitoring processes Winterthur Life’s Tailored Selection is known for, the new funds have been selected to specifically meet these demands. With over 100 funds now available including the Elite Fund of Funds Range, advisers can offer clients a choice from a number of quality funds, a variety of asset classes and investment styles, all backed by Winterthur Life’s investment research credentials and the expert management of over 30 external fund managers.”
For further information:
Paul Riddell Winterthur Life, Press Office +44 (0)1256 798099
Sandra Fulton Winterthur Life, Press Office +44 (0)1256 798310
Christine Wood Financial Dynamics +44 (0) 207 269 7253
Notes to Editors
About Winterthur Life UK Limited
Winterthur Life UK Limited is part of Winterthur Group, which is part of Credit Suisse Group, a leading global financial services company headquartered in Zurich.
Winterthur Life UK offers pensions and investments for high net worth clients distributed via top tier IFAs and is renowned for its innovative approach to financial products. Its philosophy of transparent product propositions offers advisers a range of retirement and investment solutions with an open charging structure.
Winterthur Life UK is one of the UK’s top 10 providers of single premium personal pensions, trustee investment plans and corporate pensions via IFAs and a leading provider of self-investment retirement plans like Self Invested Personal Pensions (“Sipps”).
Any opinions expressed in this media communication are made as at the date of publication but are subject to change without notice. Past performance is not a guide to the future. The value of shares/units and the income from them can go down as well as up. Exchange rate fluctuations may cause the value of underlying investments to fall as well as rise. Yields are not guaranteed and may fall or rise.
Winterthur Life UK Limited is authorised and regulated by the Financial Services Authority.
www.winterthur-ifa.co.uk
Winterthur Group
Winterthur Group is a leading Swiss insurance company with head office in Winterthur. As an international company, the Group provides a broad range of personal, property and casualty insurance products, as well as insurance solutions in life and pensions that are tailored to the individual needs of private and corporate clients. Winterthur Group has approximately 19,000 employees worldwide. The company achieved a total business volume of CHF 28.3 billion in 2005 and reported assets under management of CHF 153.3 billion as of December 31, 2005.
Credit Suisse Group
Credit Suisse Group is a leading global financial services company headquartered in Zurich. Credit Suisse, the banking business of Credit Suisse Group, provides its clients with investment banking, private banking and asset management services worldwide. Credit Suisse offers advisory services, comprehensive solutions and innovative products to companies, institutional clients and high-net-worth private clients globally, as well as retail clients in Switzerland. Credit Suisse Group also includes Winterthur, a Swiss general insurer with a focus on international business activities. Credit Suisse Group is active in over 50 countries and employs approximately 60,000 people. Credit Suisse Group’s registered shares (CSGN) are listed in Switzerland and, in the form of American Depositary Shares (CSR), in New York. Further information about Credit Suisse Group and Credit Suisse can be found at www.credit-suisse.com. Further information about Winterthur can be found at www.winterthur.com.
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