Our Global Index Funds give your clients the choice of five professionally-managed, multi-asset investment portfolios made up of different combinations of equities and bonds.
They invest in index funds managed by Vanguard, one of the world's largest fund managers. Each of the funds are continuously rebalanced, to ensure the allocation to equities and bonds remains constant over time.
These funds are designed to help your clients meet their financial goals and are a relatively low-cost way to invest in a diversified, all-in-one portfolio, with each of our five funds having an annual management charge of 0.95%.
Hi, I'm Marie MacDonald with Standard Life.
Welcome to an introduction to our global index funds.
These are a range of five ready made multi asset
funds that offer a diversified portfolio of investments made of
different combinations of company shares and bonds.
By offering a choice of five funds, you can choose
a fund that aims to align with your risk tolerance
and investment goals.
Imagine having access to thousands of global shares and bonds,
diversified across all major regions, countries and industries, all within
a single investment fund.
Each global index fund is managed to maintain a fixed
asset mix between company shares and bonds.
This mix between shares and bonds is regularly rebalanced within
each fund to ensure a consistent mix of investments into
the future.
These funds are designed to be accessible with an annual
management charge of less than 1%.
The exact cost can be discussed with your financial advisor.
Now let's look at the Global Index 60 in more
detail.
The fund typically invests in over 17,000 individual securities.
That's real diversification in a single fund.
Approximately 60% of the fund invests in a portfolio of
company shares across developed and emerging markets.
The remaining 40% is carefully invested in the spread of
global government and corporate bonds.
The Global Index Fund 60 is continuously rebalanced, ensuring a
consistent 60% company shares, 40% bonds ratio.
Our global index funds truly are globally diversified, affordable funds
and you have the added confidence that the underlying funds
managed by Vanguard have consistently delivered under objectives of delivering
long term investment returns in line with investment markets.
Discover which global index fund suits you on our website.
To invest, speak to your financial advisor or contact Standard
Life Director.
Risk versus returns
In the simplest possible terms, the more risk clients are comfortable taking in their investments, the greater the potential reward over time. That also means, however, that there is greater potential for loss.
Our five funds are designed and constructed to offer a range of options by combining different percentages of bonds, generally considered as lower-risk investments, and higher-risk equities.
id
More information about our Global Index Funds
The guides below give you more information about each of our funds and how they are managed
If you're new to investing, or you're not sure what your attitude to risk might be, our Risk Profiler is a good place to start.
The tool gives you a score that helps you understand your 'risk appetite'. However, the score shouldn't be seen as financial advice, and we always recommend speaking with a financial adviser before making any investment decisions.
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.
Global Index Fund - adviser flyer
