The specialist offshore provider has added 28 new fund links across its range, and has introduced six fund groups: Kames Capital; Legg Mason; Matthews Asia; Pimco; Polar Capital and T. Rowe Price.
RL360° has also met demand from its more socially responsible clients, adding two more ethical funds to its portfolios.
Rigorous checks
The groups said its review applies a rigorous suitability assessment before funds are considered.
“Our prime goal of the fund review is to ensure we maintain varied fund ranges that consist of good, solid performing funds. We know funds can suffer peaks and troughs when markets are going through turbulent times so we take this into account,” a note on the company’s website said.
“Our prime goal of the fund review is to ensure we maintain varied fund ranges that consist of good, solid performing funds."
“We look to fill gaps in the fund offering, such as introducing new themes,” it added.
“A full review of the existing links is necessary to ensure they still remain attractive. Not all funds perform well all of the time. Funds that performed well in the past but have since lost their edge may have to be replaced with funds who are experiencing stronger growth in their respective sector.”
Topped up offering
The February review has brought 28 new funds across Quantum, its regular premium savings plan; Oracle, the lump sum investment bond; and Paragon, RL360°’s regular premium long-term savings bond. LifePlan, the hybrid protection policy, had 18 new funds added.
The regional offerings investing further down the market cap spectrum include products from JPMorgan, Schroders, BlackRock, Invesco Perpetual and Fidelity.
The biotech, healthcare and technology sectors are also better represented with funds from Polar Capital, BlackRock and Henderson.
To see the full list of new funds, click here.
