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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 – Established 40 years ago, Fidelity International has become one of the UK’s largest mutual fund managers and the European leader in pan-European equities with assets under management of $215.9 billion as at 31/03/2010*.
    *Assets are those of FIL Limited.
  2. Insight Investment – Insight is a leading specialist asset manager at the forefront of designing investment solutions to meet clients' needs, with £99.9 billion in assets under management as at 31/03/2010. (Source: Insight)
  3. Invesco Perpetual – Invesco Perpetual is one of the largest fund managers in the UK with funds under management totalling £36.1 billion as at 31/03/2010. Total retail and institutional funds under management include unit trust, OEICs and ISAs. (Source: Investment Management Association)
  4. Newton – With assets under management of over £44.5billion (as of 31/03/2010), Newton Investment Management is a London-based, global investment management subsidiary of The Bank of New York Mellon Corporation. (Source: Newton)
  5. Schroders – Schroders are one of the world’s largest independent fund managers, managing almost £167.9 billion in assets on behalf of their clients as at 31/03/2010. (Source: Schroders)
  6. UBS – UBS Global Asset Management, a business division of UBS, is a large scale asset manager with well diversified businesses across regions, capabilities and distribution channels. UBS is responsible for managing £369 billion of assets as at 31/03/2010. (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. Clerical Medical Investment Group Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. These pages are intended for UK residents only. Clerical Medical is an introducer of Scottish Widows products. The firms are regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Scottish Widows plc. Registered in Scotland No. 199549. Registered Office in the United Kingdom at 69 Morrison Street, Edinburgh EH3 8YF. Telephone: 0845 767 8910.