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  • Simple investments keeping you in control

  • Elite Fund of Funds

    Offer your client investments that are easy to manage and simple to understand.

  • Couple-working-lunch

    A range of life and pension multi-manager funds

    Elite Fund of Funds can be a good way for your clients to spread risk and increase their chances of making a good return. They are expertly managed by the investment specialists at Aberdeen Investments. Depending on your client's needs, you can choose from:

    • Managed Funds - these are a range of ready-made portfolios that cater for different attitudes to risk, consisting of funds managed by some of the best investment experts around.
    • Sector Funds - these let you get really hands-on and choose a portfolio for your client from funds selected by experts.
    • Elite Diversified Markets - a range of passive funds of funds, managed by leading investment experts. These are rated to suit a range of clients' attitudes to risk. They track the market, across a number of different benchmarks, so that your client's investments are diversified. And they come with cost-effective charges.

    Your clients can invest in these funds through their existing pension and bond products. You can check prices and compare performance using our Factsheets page.

    Fund performance and factsheets

  • Choose a fund of funds

    You can choose a fund of funds from a range of six, depending on your client’s attitude to risk.

    • Phoenix Wealth Elite Balanced Managed
    • Phoenix Wealth Elite Cautious Managed
    • Phoenix Wealth Elite Defensive Managed
    • Phoenix Wealth Elite Extra Cautious Managed
    • Phoenix Wealth Elite Extra Defensive Managed
    • Phoenix Wealth Elite Stockmarket Managed 


    Our sector funds are grouped by geographical area or asset class. You can mix and match these funds of funds depending on your client’s goals.

    • Phoenix Wealth Elite Asia Pacific
    • Phoenix Wealth Elite Bond
    • Phoenix Wealth Elite European Equity
    • Phoenix Wealth Elite Global Emerging Markets
    • Phoenix Wealth Elite Global Equity
    • Phoenix Wealth Elite International
    • Phoenix Wealth Elite Japan
    • Phoenix Wealth Elite North American Equity
    • Phoenix Wealth Elite UK Equity

    Choose from this list of five risk-rated passive fund of funds.

    • Phoenix Wealth Elite Diversified Markets 2
    • Phoenix Wealth Elite Diversified Markets 3
    • Phoenix Wealth Elite Diversified Markets 4
    • Phoenix Wealth Elite Diversified Markets 5
    • Phoenix Wealth Elite Diversified Markets 6

  • Why choose Elite?

    Active fund monitoring and flexibility

    Give your client's portfolio the chance to perform. Aberdeen Investments makes use of market knowledge and industry news feeds to be aware of any material changes to the structure and terms or management process of funds to assist in their monitoring of the Elite range. Your client can switch between funds free of charge whenever your client's attitude to risk changes.*

    *We may introduce a charge for switching in the future, refuse or limit switches, or delay switches indefinitely under some circumstances.

    Skilled investment process

    The team is comprised of highly experienced portfolio managers and fund analysts. Their fund selection methodology and portfolio construction is based on 'the five Ps' - philosophy, process, people, performance and price.

     

     

     

    Ease and convenience

    Keep things simple with our ready-made investment portfolios that are easy to understand and straightforward to manage.  

     

    In-depth research

    Offer your clients well-researched investments. Aberdeen Investments uses sophisticated specialist software, desk-based research and fund manager interviews to analyse which funds have the potential to grow.

  • Want to know more? Call us on 0345 129 9993.

     Lines are open between 8.30am and 5.30pm, Monday to Friday.

    We sometimes record telephone calls to help with training, service and security.


  • Please bear in mind

    The value of an investment can fall as well as rise and is not guaranteed. That means your clients could get back less than they put in.