Tailored Selection

The Tailored Selection offers access to around 140 funds depending on your chosen product. We’ve designed this range especially for those Advisers and clients who wish to make their own asset allocation and fund selection decisions. You can blend the expertise of different investment managers and funds to meet the needs of your clients.

The Tailored Selection is available through Elevate and a range of individual pension and investment bond products from AXA Wealth.

A guided approach

We narrow down the fund universe of over 100,000* funds into one manageable list from around 30 fund groups. With our guided approach you can offer your clients:

• a wide range of externally managed funds.
• a Choice of funds across many asset classes.
• a mix of complementary investment styles and market capitalisations.
• specialist fund managers.
• the confidence that funds have been subjected to a rigorous due diligence process.

*Source: Mutual funds universe as provided by Morningstar (May 2012).

We aim to eliminate the stress of time consuming fund research, to allow you to focus on tailoring an investment to your clients’ needs.

Robust investment process

Our investment process is managed by Architas Advisory Services Limited (Architas), AXA’s specialist investment company. Guided by Architas we aim to provide access to what they consider to be the highest quality funds in each sector.

The Architas approach to fund research, selection and monitoring relies on quantitative analysis from MosaIQue by Architas as well as other specialist systems, combined with in-depth qualitative research. Together this provides a thorough and exhaustive process that every Tailored Selection fund must pass through. With the addition of the specialist knowledge of the Architas team, this brings clarity, depth and objectivity to the Investment Process.

Mix and match

We like to give you a flexible choice, so if you want to offer your clients further diversity then you can also add funds from:

• Multi-Manager Range
• Family Fund Range

More information

If you need more information, to obtain any of our literature items or if you have any factual or administrative questions, please either ask your Business Development Manager or call us on 0845 129 9993. As part of our commitment to quality service and security, telephone calls may be recorded.

Charges are taken for fund management and vary according to the fund(s) your clients invest in. For further details, please refer to the relevant fund list available from the literature library.

The performance and unit price of AXA Wealth versions of Tailored Selection funds will not exactly match the underlying funds.

Please note the value of investments can fall as well as rise and is not guaranteed. This means that your clients could get back less than they originally invested.