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Provider fund governance details now on Aequos Online.
Over the past few years there has been a major change in the funds available through both pension products and insurance bonds. Originally, there were just in house insured funds moving to a few wrapped funds from third party managers which could be institutional funds or unit trusts and then to large lists of linked funds or even platforms. More recently refined lists have been offered which have been honed with the assistance of third party qualitative fund assessors.
Companies who have taken this new route usually offer risk rated portfolios and constant fund monitoring to ensure that the lists are relevant.
To assist Aequos Online users these details have been added to the Defaqto database with sifts available in Aequos Online.
Please see the Investments and Pensions product update pages for greater detail.
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If you have any questions about Aequos Online or would like any help, please contact Defaqto Customer Support at customersupport@defaqto.com or 01844 295544.