Our job is to support your client relationships by helping you find the products and services that suit their goals. When it comes to investment we offer the insights, reviews and performance analysis, access to fund managers and personalised investment proposals that put you and your client in control.
This page brings you information and updates about our investment solutions, as well as offering informative webinars and guides to our investment propositions.
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Our investment options
Hi, I'm Judith Casey from a Standard Lives Investment Solutions
team.
Here at Standard Life our funds fall into two categories,
our packaged and bespoke choices.
Our packaged choices are ready made multi asset funds that
take the hassle out of building and managing portfolios, freeing
you up to focus on guiding your clients through their
investment journey.
Our bespoke choices allow you to build tailored portfolios for
your client if you prefer this approach.
First let's look at package choices.
We believe in diversified multi asset investments at the core
of any portfolio.
We have three different ranges of packaged funds.
Our global index funds with underlying funds managed by Vanguard
comprise of five funds passively managed that take a market
cap weighted approach to equity and bond investing.
Each is highly diversified and aims for a fixed allocation
to equities and bonds rebalanced regularly ensuring allocations don't drift.
Are my failure range are again highly diversified multi asset
funds managed to strict volatility bands.
The range comprises of Myfolio Active which are actively managed
by Aberdeen and the popular Myfolio Market range just as
diversified but are predominantly passively managed funds from Vanguard and
Aberdeen.
Our target retirement funds, commonly known as lifestyle funds, are
designed for pre retirement clients to effortlessly de risk the
closer your client gets to retirement.
Next, let's look at the four categories under bespoke choices.
Lower risk options include money market and deposits appealing to
risk adverse investors.
Vanguard Index Funds provides you with all the major equity
regions and bond sectors to build a diversified portfolio at
an affordable cost, with the added confidence in Vanguard's record
of delivering performance in line with the indices they track.
ESG Focus funds take a sustainable approach to investing and
have sustainable criteria built into them.
These funds fall under Article 8 and 9 of SFDR.
Finally, specialist investments allow you to handpick funds and include
the likes of smaller companies and property as well as
stock trade.
Our self-directed platform where you can select individual shares and
bonds for your client.
For our full range of investment choices see the Fun
Centre.
Also see our Advisor website for end to end advisor
support and tools.
Our investment solutions team members are ready to help you. Contact them on the investment solutions mailbox to arrange a chat over the phone or a virtual meeting. If you know who you’d like to speak to, here’s how to get in touch:
The information on standardlife.ie/adviser is designed for financial advisers. It's not suitable for anyone else. If you're not a financial adviser, please go to standardlife.ie for information about the products and services we offer.
