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
Play JPM’s Negyal: Back divis to temper EM volatility

JPM’s Negyal: Back divis to temper EM volatility

Omar Negyal, co-manager of the JPMorgan Global Emerging Markets Income trust, says a dividend approach to emerging markets reduces the volatility of investing in the asset class.

Play WMR: Why Russia will lose this war

WMR: Why Russia will lose this war

Author and journalist Adam Lebor believes a perfect storm is brewing when it comes to the Russian economy. .

Play WMR: Gerard Lyons warns Asia is the real risk, not Russia & Ukraine

WMR: Gerard Lyons warns Asia is the real risk, not Russia & Ukraine

Chief economic adviser to London mayor Boris Johnson outlines the geo-political risks in Asia and explains why the risk of another eurozone crisis must not be underestimated.

Your Business: Cover Star Club

Profile: 'new normal' now is as dangerous as when it was applied to tech

Profile: 'new normal' now is as dangerous as when it was applied to tech

7IM's CIO Chris Darbyshire says he has been re-energised by his new role, but has little time for 'new normal' doom-mongers

Wealth Manager on Twitter