Zurich has launched a range of outcome focused funds for advisers using its retail platform, with Richard Romer-Lee's new consultancy Square Mile proving the underlying investment choices.
The ‘Zurich Collection', first revealed last year, offers advisers using the platform four narrow ranges of funds for users, each aimed at a specific outcome.
The group is offering funds designed to provide either capital accumulation, income, capital preservation or inflation protection.
Square Mile - launched by ex-OBSR founders Richard Romer-Lee (pictured) and Nigel Whittingham - has provided the fund choices for the four categories, which advisers can then use to create portfolios.
As well as active funds, the offering also includes ETFs to keep costs lower, with all the funds in the Zurich Collection sold via their clean share classes.
Zurich said funds on the collection range have an average AMC of 57bps.
Mark Peters, head of retail wealth propositions, at Zurich's UK Life arm, said: "The ‘Zurich Collection' is our latest investment solution designed to make life easier for advisers and sits nicely alongside our other offerings
through Morningstar OBSR and the Zurich Horizon Managed Solution range.
He added there was scope to include investment trusts within the range in future.
Caring for children and elderly relatives
Similar to June 2007
Square Mile’s series of informal interviews
Fine reduced to £60,000
Two roles created