The next generation of with-profits funds

with-profits

New generation with-profits funds are more transparent and offer better information, while their ability to reduce volatility makes them suitable for cautious investors

There is a growing acceptance within the market of the benefits new-generation with-profits can offer. We have had these funds for over two years and have seen demand grow steadily during this period. And new entrants to the market, such as the Prudential at the end of 2004, can only help spread awareness of these funds and their benefits. But perhaps the next challenge we face is to get advisers to look beyond the name with-profits as, for some, it carries negative associations, regardless of how the fund operates. However if providers can communicate to investors and advisers how new-ge...