10 May 2007
Winterthur has expanded its Tailored Selection fund range with nine BGI pension funds to provide further choice for advisers and their high net worth (HNW) clients.
The latest funds extend the range of BGI passive funds to 14 and complement the existing range of investment funds available through Winterthur’s Tailored Selection pension fund range.
The choice of passive funds has been increased to meet the growing needs of price-sensitive investors in the HNW market and advisers who appreciate the significance of the client’s overall asset allocation and the value of the investment selection process.
New Winterthur BGI Funds:
• Winterthur BGI Global Equity (70/30)
• Winterthur BGI Over 15 Year Corporate Bonds
• Winterthur BGI Over 5 Year Index Linked Gilts
• Winterthur BGI Over 15 Year Gilts
• Winterthur BGI Japanese Equity Index
• Winterthur BGI Global Equity (50/50)
• Winterthur BGI Overseas Consensus
• Winterthur BGI World ex UK Index
• Winterthur BGI Deposit
Bernard Henshall, head of investment distribution, Winterthur Life commented: “We are always reviewing the quality of returns and the diversity of funds available on the Tailored Selection to help advisers make the best decisions based on the client’s attitude to investment risk. The new BGI funds have been introduced to meet the needs of the more risk adverse investor.”
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For further information:
Paul Riddell Winterthur Life, Press Office +44 (0)1256 798099
Christine Wood FD +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 Limited 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 pensions business by 125% to £1.45 billion.
www.winterthur-life.co.uk
