Managed Solutions
Elite Diversified Market range
I’m putting my clients
at ease with affordable,
risk-rated funds.
For financial adviser use only. It should not be
distributed to, or relied upon by, retail clients.
I want funds that are cost effective
and risk rated – wrapped up in a
single solution
Help put your clients more in control of the amount of risk they are exposed to in a low cost way with the
Elite Diversified Market range.
How these funds can help you
Five portfolios. Five risk appetites.
■■ simple, low cost passive funds aimed at different risk appetites
Choose from our range of passively managed fund of funds, designed to suit a
range of risk appetites. From those who are cautious to those who are willing
to accept a higher level of risk in search of potentially higher returns. The lowest
rating is 2 and the highest risk rating is 6.
■■ diversification through exposure to different asset classes, countries and styles
■■ fund selection and monitoring by Architas, our multi-manager experts
■■ match your clients’ risk appetite to the expected volatility of their investment
■■ access to, in our opinion, some of the world’s top passive fund managers
Each fund invests across a variety of index tracker funds to help diversify your
clients’ investments.
■■ more time to spend with your clients.
Risk profile
Helping your clients feel more in control
Investors are becoming more switched on to what is happening in the market
and how it could impact their investment.
The Elite Diversified Market funds provide a framework for your clients to work
within, helping them make more informed decisions about the likely behaviour of
their portfolio in relation to their risk tolerance.
Check prices and compare performance
using our Fund information centre
3
4
5
6
Elite Diversified Market range
Elite Diversified Market 2
Lower risk
2
Elite Diversified Market 3
Elite Diversified Market 4
Higher risk
in a single solution
Elite Diversified Market 5
Elite Diversified Market 6
There is no Elite Diversified Market 1 as this would invest primarily in cash and many
other money market instruments. Other cash funds are available.
Investors in passive funds should not expect performance or returns in excess of the
markets that they track. In addition, replication of index performance is not guaranteed.
Elite Diversified Market range
2
I want to feel confident that
my clients’ investments
are in expert hands.
Our Elite Diversified Market funds are built and managed by Architas – our specialist investment company
and experts in multi-manager investment.
Support at every stage
What Architas does
In-depth research
Portfolio construction
To identify the best funds in
the marketplace by rigorously
filtering and researching the
investment universe.
Bringing together consistent
passive managers and funds:
■■ into one complete portfolio
■■ at a competitive price.
Ongoing monitoring
& risk management
To help keep the funds:
■■ within their risk parameters
Regular rebalancing
To help ensure your clients’
investments remain within the
level of risk you are both
comfortable with.
■■ in line with their investment
objectives.
Helping you spend more time with your clients
Providing reassurance
Through monthly proof statements to help demonstrate that your
clients’ investments are meeting their risk expectations
Elite Diversified Market range
3
Asset allocations
Each fund within the range has a different
asset allocation, based on its risk profile.
The asset allocation is determined by a third
party stochastic risk model from eValue.
This is remodelled on a quarterly basis, and
investments are rebalanced accordingly.
This is an example of what the asset allocation looks like for each
fund, demonstrating the investment diversification within the Elite
Diversified Market range. The holdings are subject to change at
any time.
Elite Diversified Market 2
Elite Diversified Market 3
Term: 15 years
Term: 15 years
l Government Bond
l Corporate Bond
l UK Equity
59%
2%
12%
l Government Bond
42%
l Corporate Bond
10%
l UK Equity
15%
l Europe ex-UK Equity
3%
l Europe ex-UK Equity
3%
l North America Equity
19%
l North America Equity
24%
l Japan Equity
5%
l Japan Equity
Elite Diversified Market 4
Elite Diversified Market 5
Term: 15 years
Term: 15 years
6%
l Government Bond
22%
l Government Bond
10%
l Corporate Bond
20%
l Corporate Bond
15%
l UK Equity
18%
l UK Equity
23%
l Europe ex-UK Equity
3%
l Europe ex-UK Equity
5%
l North America Equity
29%
l North America Equity
37%
l Japan Equity
10%
l Japan Equity
8%
Elite Diversified Market 6
Term: 15 years
l Government Bond
l Corporate Bond
l UK Equity
2%
3%
29%
l Europe ex-UK Equity
6%
l North America Equity
47%
l Japan Equity
13%
As at 1 December 2015.
Elite Diversified Market range
4
How to invest in the Elite Diversified
Market range
The Elite Diversified Market range is available to new and existing clients
through new investments or fund switches.
Closed products
Retirement
Wealth Account
A personal pension giving your
clients the chance to self-invest
if they want.
Onshore Bond
Help your clients invest for the
future with a range of options to
support estate planning.
Trustee
Investment Plan
An asset of a pension to access
our insured range of funds.
Existing clients can also access
the range through:
■■ The Personal Pension
■■ The Executive Pension
■■ The Section 32
The Elite Diversified Market range is not available on Elevate.
Remember that the value of investments can go down as well as up and clients may not get back the amount originally invested.
Elite Diversified Market range
5
Want to know more?
Explore the whole of our Elite Fund of Funds range here
Telephone
0345 122 3007
Available 8.30am -5.30pm, Monday to Friday.
(As part of our commitment to quality service and security,
telephone calls may be recorded)
Email
[email protected]
(please be aware that emails are not secure as they can
be intercepted, so think carefully before sharing personal or
confidential information in this way).
AXA Wealth, Winterthur Way, Basingstoke, RG21 6SZ. Telephone: 01256 470707
As part of our commitment to quality service and security, telephone calls may be recorded.
The Elite range of funds is managed by Architas Advisory Services Limited (No. 07055766) and is available through certain products provided by AXA Wealth Limited (No. 01225468).
AXA Wealth Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Both Companies are
registered in England and are limited by shares. Their registered office is: 5 Old Broad Street, London EC2N 1AD.
INV3151 February 2016
AXA Wealth’s investment, pension and direct protection
businesses have been sold to the Phoenix Group.
‘AXA Wealth’ and ‘SunLife’ (comprising of the companies
Winterthur Life UK Holdings Limited, AXA Wealth Services
Limited, AXA Wealth Limited, AXA Trustee Services Limited
and AXA Sun Life Direct Limited) have been acquired by
Pearl Life Holdings Limited (and now form part of the Phoenix
Group - www.thephoenixgroup.com). ‘AXA’ and ‘WINTERTHUR’
are trademarks that are owned by AXA SA and will be used
for a short period under a licence granted by AXA SA to the
Phoenix Group.
Pearl Life Holdings Limited is registered in England (4560778)
at 1 Wythall Green Way, Wythall, Birmingham B47 6WG. As
part of Phoenix Group AXA Wealth Limited will continue to be
authorised by the Prudential Regulation Authority and regulated
by Prudential Regulation Authority and Financial Conduct
Authority; AXA Wealth Services Limited will continue to be
regulated by the Financial Conduct Authority.
AW0503 October 2016
The registered office for Winterthur Life UK Holdings Limited
(03223752), AXA Wealth Services Limited (02238458),
AXA Wealth Limited (01225468), AXA Trustee Services Limited
(02155360) and AXA Sun Life Direct Limited (00586343)
has been changed to 1 Wythall Green Way, Wythall,
Birmingham, B47 6WG.