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How we manage funds  
 

We offer a wide range of fund links to suit a variety of needs. Our fund links are managed by six different fund management houses;

  1. Fidelity – founded in Boston in 1946. They have over 450 investment professionals covering over 90% of the world’s companies by market capitalization. Their aim is to identify companies which will outperform, regardless of the prevailing conditions in the stock market.
  2. Insight Investment – They have a total of £109.1 billion*in assets under management as at 31 December 2007. (*This includes £11.9 billion in swap overlay assets where Insight does not explicitly manage the assets back the swaps.)
  3. Invesco Perpetual – is one of the largest fund managers in the UK, with funds under management totaling £24.7 billion (as at 31 December 2006, source: Invesco Perpetual).
  4. Newton – founded in 1978 and currently manages £35.6 billion (as at 31 December 2006, source: Newton). Their sole focus is on investment management and look after pension funds, charities, institutions and private individuals.
  5. Schroders – are one of the world’s largest independent fund managers, managing almost £128.5 billion in assets on behalf of their clients (as at 31 December 2006, source: Schroders).
  6. UBS – UBS Global Asset Management is part of UBS, one of the world’s largest money managers. UBS was responsible for managing £363 billion of assets (as at 31 December 2006, source: UBS).
 
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Issued by Clerical Medical Investment Group Limited. Registered Office 33 Old Broad Street, London EC2N 1HZ. Registered in England and Wales, Registered No. 3196171. Part of the HBOS Group. Clerical Medical Investment Group Limited is authorised and regulated by the Financial Services Authority. These pages are intended for UK residents only. © Copyright Clerical Medical Investment Group Limited 2005.