Flexible Income Annuity Fund Managers

Retirement Advantage manages in excess of £1.8 billion (as at March 2015) on behalf of our policyholders. We use a range of fund managers who are well known in their field of expertise.


Jupiter Asset Management

Retirement Advantage Jupiter Merlin Growth Portfolio Fund

Jupiter Asset Management launched in 1985 as a specialist boutique and has grown to be one of the UK’s most successful and respected investment management groups.

Jupiter has £31 billion in assets under management as at 31 December 2014.

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AXA Framlington

Retirement Advantage AXA Framlington Managed Balanced Fund

AXA Investment Managers (AXA IM) is a multi-expert asset management company within the AXA Group, a global leader in financial protection and wealth management. They are one of the largest European-based asset managers with €623 billion in assets under management as at 31.12.14.

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Investec Asset Management

Retirement Advantage Investec Cautious Managed Fund
Retirement Advantage Investec Multi-Asset Protector (MAP) Fund

Investec Asset Management launched in 1991 as a specialist provider of active investment products and services. As at 28 February 2015 Investec has approximately £117 billion in assets under management.

The business has grown largely organically from domestic roots in Southern Africa to a position where they proudly serve a growing international client base.

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The Vanguard Group

Retirement Advantage Cautious Passive Fund
Retirement Advantage Balanced Passive Fund
Retirement Advantage Adventurous Passive Fund

The Vanguard Group is one of the world’s largest investment management companies, managing over $3 trillion in assets under management as at September 2014. The Vanguard Group launched its first index fund in 1976 and launched its international business, Vanguard Investments UK Ltd, in 2009.

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Insight Investment Management

Retirement Advantage Insight Liquidity Fund

Insight Investment Management is a specialist asset manager with £346 billion in assets under management as at 31 December 2014.

Insight launched in 2002 and has grown to be one of the largest asset managers in the UK, winning industry recognition for their investment capabilities.

Insight manages the money market element of our Flexible Income Annuity active and passive range.

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Retirement Advantage Newton Multi-Asset Balanced Fund (closed to new business)

Newton are a London-based, global investment management subsidiary of BNY Mellon. They provide investment products and services to a broad range of clients and have around £50.7bn assets under management (as at 31 December 2014)

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