Aegon has unveiled a fund selection and portfolio building service which will allow advisers to choose off-the-shelf investment solutions or a more flexible, bespoke approach depending on customers' needs.
The proposition, which consists of four fund ranges, is aimed at meeting the needs of both the individual and corporate market and is supported by OBSR and Mercer. The Guidance Range of funds offers a shortlist of ‘best of breed' funds taken from Aegon's full fund range, dynamic and hand-picked by Aegon, OBSR and Mercer. The Select Sector Portfolio Range of funds is a diversified fund of funds representing a single asset class or specialist sector within a range of ten sector ‘fund of funds'. Advisers keep control of asset allocation and can use the portfolios to meet the asset alloca...
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