11 April 2007
Winterthur is pleased to announce the launch of the Winterthur PSigma Income Fund. This new fund complements the existing range of funds available through the company’s Tailored Selection range of investment funds on both individual pension and life products.
Winterthur PSigma Income fund:
• Aims to achieve a reasonable and rising income together with long term capital growth
• Has a large-cap bias at launch, investing in UK companies
• Uses a thematic approach with economic and market analysis
• Employs stockpicking skills with a wide range of internal and external inputs
• Managed by Bill Mott and a team of experienced portfolio managers
• The fund has an annual management charge of 1.20% and fund expenses of 0.20%.
Bernard Henshall, head of investment distribution, Winterthur Life comments: “In addition to their excellent investment track record, we already have a good relationship with the PSigma team, making it a natural move for us to offer the Winterthur PSigma Income Fund. We are delighted to be one of the first Life offices offering this fund and from the interest already generated, we are confident it will be well received.”
Bill Mott, investment director, PSigma said: “We look forward to working with Winterthur and believe our investment knowledge combined with their pensions expertise enables us to provide an excellent investment offering to advisers. The addition of this fund to the Winterthur Tailored Selection range provides further manager diversification within the UK Equity Income Sector.”
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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)20 7269 7253
Notes to Editors
About Winterthur Life UK Limited
Winterthur Life UK Limited is part of AXA Group, one of the largest financial institutions in the world.
Winterthur Life UK is a provider of focused investment and retirement solutions and support services predominantly distributed through quality IFAs to their high net worth clients.
The company is recognised as having an innovative approach to financial products and its products feature simple, transparent charging with access to a wide range of carefully selected investment funds and fund managers via its Tailored Selection fund platform. Winterthur is also differentiated in the market through its focus on service excellence.
Winterthur Life UK Limited has a B+ financial strength rating from AKG, which denotes “very good financial strength”. At the end of 2006 Winterthur had assets under management exceeding £10 billion, and grew its new insured individual pensions business by 122% to £1.59 billion.
Winterthur Life UK Limited is authorised and regulated by the Financial Services Authority.
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.
www.winterthur-ifa.co.uk
