LoCall: 1890 304 004
Telephone:+353 1 618 6911
Our investment management process ensures your clients enjoy the benefits of a structured approach while at the same time allowing for rebalancing as the situation requires. As part of this process, for our Compass portfolio fund range, Friends First has recently invested in 2 new asset classes; the Emerging Market Bond (Local Currency) and a listed real estate strategy.
At Friends First we have always embraced diversification to contribute to portfolio optimisation. Over the decades we have prided ourselves on being innovators and at the forefront of opening up access to new asset classes and strategies. Our packaged solutions make it easier for you to make a single product recommendation for your client. However, we are keen that in so doing you will not lose sight of what is happening under the bonnet.
Going forward Friends First will continue to explore opportunities to further diversify and enhance risk adjusted returns for the funds in the Compass range. We have put a focus on ensuring that as the market develops we continue to give Financial Brokers packaged investment solutions which embrace the benefits diversified portfolio investments can provide to your clients.
Our Compass Portfolio Funds are available across the Friends First suite of Pension, Approved Retirement Funds (ARF), Approved Minimum Retirement Funds (AMRF) and Savings and Investment products.
This article is for Financial Broker use only.
The funds referred to on this page may be linked to an insurance-based investment product and the Key Information Document (KID) for this product is available at www.friendsfirst.ie/kids. The Risk Ratings of the funds referred to in this document differ from the corresponding Summary Risk Indicators shown in the KID. An explanation of the differences between the Risk Rating and the Summary Risk Indicator is available at the location above.
Warning: If you invest in this product, you may lose some or all of the money you invest.
Warning: Past performance is not a reliable guide to future performance.
Warning: The value of your investment can go down as well as up.
Warning: Funds may be affected by changes in currency exchange rates.