AXA Wealth Specialist Products has launched a new series of risk-profiled passive portfolios to meet the requirements of clients looking for investment stability in times of market volatility in a cost-effective way.
Managed by Architas’ team of investment professionals, the new Elite Diversified Market Range is built from a portfolio of different passive funds that aim to track a range of market indices.
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AXA Wealth said that each fund within the new range, which is available through the firm’s standalone products, the Retirement Wealth Account, Investment Bond and Trustee Investment Plan, has a different asset allocation, based on its risk profile.
According to AXA Wealth, the benefits of new risk-rated passive range will include: risk-profiled to control the amount of risk investors are exposed to; exposure to different markets does not rely on single market index performance; access to a diverse range of underlying assets; passive funds have lower research costs and tend to have lower charges; and Architas investment expertise.
Nick Elphick, managing director of AXA Wealth Specialist Products, said: "Our new range of passive funds, which sit within five different risk-profile bands, offer advisers and their clients a lower-cost, long-term investment strategy."
The company said that by combining risk-profiling with passive funds, it is possible to create a retirement solution that allows clients some control over the amount of investment risk they take that is typically available for less than 0.5% per year.
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