Axa Sun Life is to launch a fund allocation tool for intermediaries looking to build up a portfolio ...
Axa Sun Life is to launch a fund allocation tool for intermediaries looking to build up a portfolio within the group's life bond. The Cautious Life Funds Portfolio Planner is a web-based tool that allows investors to analyse how different funds within a portfolio have performed. The bond contains 16 in-house Axa funds and investors can choose up to seven of these via the planner. They can then see how any mix of funds has performed under criteria including overall portfolio risk, volatility and investment returns. They will be able to view average five-year annualised growth rates an...
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