A diverse selection of funds
Winterthur offers access to a wide variety of funds which can be chosen from across:
- The AXA Family Fund Range: our range of funds managed solely within the AXA Group of companies.
- The Winterthur Tailored Selection: our carefully selected range of externally managed funds.
The AXA Family Fund Range consists of a variety of funds that harness the expertise of Fund Managers within the AXA Group of Companies, such as Architas Multi-Manager and AXA Investment Managers, amongst others.
The Winterthur Tailored Selection, powered by the highly skilled Investment Team at Architas Advisory Services Limited, offers access to a range of externally managed funds that helps place expertise, versatility and choice at the heart of the fund selection process.
The in-depth research and monitoring that underpins the Winterthur Tailored Selection is designed to provide you with confidence in the management quality and investment potential of every fund within this fund range.
The value of an investment can fall as well as rise and is not guaranteed. You could get back less than you originally invested.
How to invest
You can invest in the AXA Family Fund Range and the Winterthur Tailored Selection through Winterthur’s Individual Pension and Investment Bond products. These products are only sold through Financial Advisers.
Typically you should be able to hold an investment for the medium term (which is at least five years) to long term (which is over ten years).
Please see our product Key Features Document for more information such as the aims and risks for each of the products, the minimum investment levels and tax treatment. Please refer to our Product Charges leaflets for product specific charges. Both of these documents are available from a Financial Adviser.
Fund management charges
Charges are taken for fund management and vary according to the fund(s) you invest in. For further details, please refer to the relevant fund list available here.
Factsheets and unit prices
Please click on the links to see fund factsheets for the Winterthur Tailored Selection and AXA Family Funds as well as the latest available unit prices.
It should be noted that the performance and unit price of the Winterthur funds(s) may not necessarily match the performance of the underlying fund(s) due to fund charges and appropriate adjustments for taxation.
Further information
Please speak to your Financial Adviser for more information about our full range of investment options or find a Financial Adviser in your area here.
