Australian Unity strengthens investment bond offering

"funds-management"/

20 July 2018
| By Oksana Patron |
image
image image
expand image

Australian Unity has announced that its Lifeplan Investment Bond has been expanded with 39 new investment options, making it the largest investment bond menu available to advisers with 74 investment options spanning all major asset classes.

In particular, the addition increased the number of ethical, index and growth investment options, the firm said.

Australian Unity’s investment bond business has currently $2.2 billion in funds under management (FUM).

“Our new, revitalised investment bond menu provides more choice and diversification via a range of fund managers, asset classes and risk profiles,” AU’s executive general manager, Adnan Glinac said.

“Our focus is to offer a broad and well-diversified investment menu that supports advisers in providing holistic advice to their clients.

“These improvements showcase our continued promise to put advisers at the centre of everything we do and remain recognised as Australia’s leading provider of investment bonds.”

The Lifeplan Investment Bond has received a “highly recommended” rating from Zenith Investment Partners.

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 1 week ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 1 week ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

1 week 4 days ago

The Reserve Bank of Australia has announced its latest interest rate decision following this week's monetary policy meeting....

2 weeks 6 days ago

A former financial adviser who stole $4.4 million from his family and friends to feed gambling debts has been permanently banned by ASIC....

3 weeks 3 days ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND
moneymanagement logo