They are multi-asset risk-profiled offerings that were rolled out five years ago, and, up until now, were only available through Zurich’s platform.
Fraser Blain, national investment development director at Zurich, said: “Our multi-asset Horizon funds are continuing to go from strength-to-strength. Since their launch, the funds have delivered cumulative returns of between 40% and 70%, and enjoyed inflows of more than £500m ($634m, €560m).
“Given their strong and consistent performance in the market, we’re seeing growing demand for the funds, especially from advisers looking for a retirement solution. Adding the funds to Aegon’s platform will further extend their availability and reach for advisers and consumers.”
Three levels of management
The five funds are designed according to different risk profiles and return optimisations, and have three different levels of management, Zurich said.
The first one is performed by financial planning software EValue, which carries out the “strategic asset allocation”.
The second level of management is by Columbia Threadneedle’s multi-asset team, which “conducts the tactical allocation and active asset management”.
And the final layer comes from Zurich itself, where the firm oversees risk management operations.
“By combining EValue’s modelling of long-term asset returns with Columbia Threadneedle’s skill in tactical asset allocation and active asset management, the funds have helped to optimise returns for investors in all conditions,” Blain added.
“We are focussed on continuing to develop and enhance the range for advisers and their clients.”