AXA Wealth has launched Intelligent Investment Choices, a new range of investment options offering advisers a choice of investment solutions to serve the differing investment needs of their clients.
The new range includes UK authorised unit trusts and open ended investment companies (OEICs); offshore funds recognised by the FCA; sterling-denominated stocks and shares; investment trusts; exchange-traded funds (ETFs); structured products and commercial property held in self-invested personal pensions (Sipps); and fixed term deposits.
“It is our job to listen to advisers and deliver something that cuts through the noise and simplifies the investment process they use for their customers,” said Mike Kellard, chief executive of AXA Wealth.
According to AXA, there will be three approaches as part of AXA Wealth’s new Intelligent Investment Choices proposition, including managed solutions offering a range of active, passive and blended risk-rated multi-manager funds from Architas; the researched fund range, which includes 80 active and passive funds from external fund managers chosen by Architas; and the wide fund list, which provides access to the broad world of investments.
The new range will be based on AXA Wealth’s research and will select products on merit and provide innovative investment ideas that add diversity and potentially something different to clients’ investment portfolios, said Kellard.
“Advisers need an investment process, with strong governance, from a partner they can trust,” added Kellard. “That’s why we’ve placed integrity at the heart of our investments, offering access to comprehensive research, analysis and due diligence from our in-house investment specialists Architas.”
Intelligent Investment Choices will be available across AXA Wealth’s offering, including the Elevate platform, Retirement Wealth Account, Family Suntrust, Investment Bond and AXA Wealth International.
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