Information on Polices Purchased after October 16th 2020

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Our Savings and Investment Solutions allow our customers to invest their savings in a reputable list of global funds within their life policies.  To learn more about our Savings and Investment Solutions click here.

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Key terms:

  • Ongoing Charges: Estimated annual cost of a fund levied by the fund manager for managing your investments. These charges, which are fund specific, will deducted from the fund assets by the investment account managers.
  • Asset Class: This provides information on the type of investment and which geographic location this fund primarily invests in. E.g Equities, Global Bond.
  • Sharpe Ratio:  Calculates the average return earned in excess of the risk free rate per unit of volatility or total risk.
  • Total annualized return: This is the average return generated over one year in a given time period. The figures provided are gross of fees.
  • Inception Date: This is when the fund was launched.

All figures are as of July End. All figures are gross of fees.

Conservative = Low Risk
Balanced = Medium Risk
Aggressive = High Risk

We need 3 PDF for the tables

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