Wealth Manager - the site for professional investment managers

Register to get unlimited access to all of Citywire’s Fund Manager database. Registration is free and only takes a minute.

Threadneedle to run new Zurich multi-asset range

Threadneedle to run new Zurich multi-asset range

Insurance group Zurich is launching five multi-asset and risk-profiled funds, which are to be managed by Threadneedle.

The Zurich Horizon Investment Solutions fund range targets long-term growth within specified risk profiles. The funds will be managed by Threadneedle's Alex Lyle, with their asset allocation determined by eValue, a financial forecaster. The annual management charge for the funds has been set at 0.6%, with an ongoing charge of between 0.81% and 0.88%.

‘We know that the complexity of investments can be a barrier for new clients to enter the market so it is essential that providers introduce solutions that make the discussion about fund selection and associated risks clearer and more straightforward to give customers real choice and peace-of-mind,’ commented Gary Shaughnessy (pictured), chief executive of Zurich UK Life.

Campbell Fleming, Threadneedle’s chief executive, added: ‘Threadneedle has a strong fund solutions capability based on asset allocation. Multi-asset strategies are a significant proportion of our assets under management and we have a proven and consistent record of delivering excellent performance for our clients over the medium and long term.’

Threadneedle currently manages insurance and pension assets on behalf of the Zurich group.

Leave a comment!

Please sign in or register to comment. It is free to register and only takes a minute or two.
Citywire TV
Brewin's Foster: the world’s most unconventional monetary policies

Brewin's Foster: the world’s most unconventional monetary policies

In this week's podcast, Guy Foster asks why the world’s biggest economies are pursuing some of the world’s most unconventional monetary policies. 

Play Charles Tan on Woodford & hidden trust income gems

Charles Tan on Woodford & hidden trust income gems

Cantor Fitzgerald investment company analyst Charles Tan discusses Woodford Patient Capital and some of the income trusts slipping under the radar.  

Play Taxicab Tenner: SGPB Hambros CIO Eric Verleyen

Taxicab Tenner: SGPB Hambros CIO Eric Verleyen

In the second episode of our new series, Verleyen jumps on board a black cab and explains how hard it's become to find good valuation on the market.  

Wealth Manager on Twitter