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 a range of criteria including overall portfolio risk, volatility and investment returns. Investors will be able to view average five-year annualised...
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