The company says the proposition will “serve the differing investment needs of [its] clients” through three separate fund ranges.
The “managed solutions” range offers a variety of active, passive and blended risk-rated multi-manager funds from the company’s in-house investment specialists, Architas.
The “researched fund” range will include the company’s so-called “less well known” showcase funds, among 80 active and passive funds from a range of external fund managers.
Finally, the “Axa fund collection” will provide discount access to a range of Axa’s single and multi-asset funds.
“Intelligent Investment Choices” will also be available on Axa’s Elevate platform, retirement wealth account, family suntrust, and investment bond.
Chief executive at Axa Wealth, Mike Kellard, said investment would offer “access to comprehensive research, analysis, and due diligence from [Axa’s] in-house investment specialists”.
In June, Axa Wealth International changed the way advisory fees are charged on its offshore bonds, enabling policy holders’ unrestricted access to their annual tax free entitlement.
Following guidance from HM Revenue & Customs, under certain circumstances, advisory fees on several of Axa’s offshore bonds will now be taken from the life company rather than the policyholder’s 5% tax deferred entitlement.
