WELCOME

Adviser's Alpha newsletter

July 2016

Dear Investor,

It's been 5 years since we launched the LifeStrategy range and since then, thanks to your support, AUM in the funds has reached £3.9 billion*.

In celebration of the funds' 5-year anniversary, we have 3 LifeStrategy-related resources for you.

The latest edition of the client-friendly quarterly newsletter on the funds is now ready to download. You can use it to update clients and prospects on the range. Download the newsletter.

What do advisers think of the range? We interviewed some of them - watch the video to find out!

Did you know that on Friday 24 June, when the Brexit result was announced and markets took a downward turn, all five of the LifeStrategy funds delivered a positive return? Find out why in this article.

If you have any questions or would like any further information, please email us or call us on 0800 917 5580.

Best regards,

Neil Cowell

Neil Cowell
Head of Retail Sales

*as of 30 June 2016

Previous Issues

DescriptionDate
The January edition looks at how to handle conversations about the economy. January 2016
The December edition sets out our investment and economic outlook for 2016. December 2015
The November edition looks at how to help your clients overcome behavioural biases. November 2015
The October edition reveals two new LifeStrategy resources. October 2015
The September edition introduces a new way to brush up your asset allocation knowledge. September 2015
The August edition asks why equity income funds have become so popular. August 2015
The July edition reiterates the importance of portfolio rebalancing in times of market uncertainty. July 2015
The June edition explores the relationship between advisers and technology. June 2015
The May edition takes a look at how to deal with uncertainty when talking about returns.. May 2015
The April edition reveals our latest research on indexing. April 2015
The March edition shares two practical ways in which you can measure and quantify the value you offer to clients. March 2015
The February edition discusses the popularity of low-cost funds and provides research showing that investors are voting with their feet. February 2015
The January edition introduces our economic and investment outlook paper. January 2015
The December edition provides a round-up of 2014. December 2014
The November edition reveals how much adviser value contributes to investor returns. November 2014
The October edition discusses how to combine active and passive strategies. October 2014
The September edition explores how our target-allocation funds can help your clients reach their goals. September 2014
The August newsletter introduces some video resources on topics such as inflation risks in global markets and recent trends in indexing. August 2014
The July newsletter takes a look at the resources available on managing your practice. July 2014
The June edition examines how our target-date funds align with a range of investor risk tolerances. June 2014
The May newsletter introduces our new bonds education module. May 2014
The April newsletter takes a look at active bond funds. April 2014
The March edition examines global equities. March 2014
The February edition takes a look at bond markets in a risking rate environment. February 2014
The January edition reveals the results of the adviser value index. January 2014
The December edition takes a look back at 2013. December 2013
The November edition discusses the importance of ignoring market noise. November 2013
The October edition introduces our new CPD training modules on the Investment advice process. October 2013
The September edition spotlights our risk-profiling tool, which can help you assess your clients' attitudes to investment risk. September 2013
The August edition looks at how advisers can adapt to a post-commission world. August 2013
The July edition asks whether bonds still make sense in the current environment. July 2013
The June edition spotlights our new fund launches. June 2013
The May edition takes a look at tactical asset allocation. May 2013
The April edition introduces our new adviser webinars. April 2013
The March edition discusses how managing your clients' emotions can help them reach their investment goals. March 2013
The February edition introduces our new adviser guide, Moving clients to fees. February 2013
The January edition looks at understanding the low-cost advantage. January 2013