Zurich rolls out multi asset Horizon Funds on Aegon platform
June 19, 2019
The five risk-profiled funds, which were previously only available on Zurich’s platform, are now live on Aegon’s ARC platform.
Launched just over five years ago, all five of the funds are currently ranked in the top quartile of their respective Investment Association sectors, with three in the top 10.
Fraser Blain, Zurich’s National Investment Development Director, said, “Our multi-asset Horizon funds are continuing to go from strength-to-strength. Since their launch, the funds have delivered cumulative returns of between 40% and 70%, and enjoyed inflows of more than £500m.
“Given their strong and consistent performance in the market, we’re seeing growing demand for the funds, especially from advisers looking for a retirement solution. Adding the funds to Aegon’s platform will further extend their availability and reach for advisers and consumers.”
The funds, which are designed to optimise returns for a given level of risk, have a unique investment process, benefitting from three layers of management.
The strategic asset allocation is carried out by EValue, using their stochastic asset model. Columbia Threadneedle’s multi-asset team, led by Alex Lyle, conducts the tactical allocation and active asset management, and Zurich provides a final layer of risk management oversight.
Blain added, “By combining EValue’s modelling of long-term asset returns with Columbia Threadneedle’s skill in tactical asset allocation and active asset management, the funds have helped to optimise returns for investors in all conditions. We are focussed on continuing to develop and enhance the range for advisers and their clients.”
The funds have a Defaqto 5 Diamond Risk Targeted Fund Family Rating. They invest in a mix of assets including equities, fixed interest securities, property and cash and are competitively priced with OCFs of 0.81-0.84%.