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Due to ongoing developments in the regulatory environment, including the introduction of Packaged Retail and Insurance-based Investment Products (PRIIPs) legislation, the investment landscape has seen many changes in 2018 to date. The Friends First approach to investing is aligned with the requirements for Financial Brokers to identify the client’s appetite for risk and recommend the most suitable investment options.
The Friends First investment philosophy is made of three pillars:
The stand-alone risk analysis of the Friends First multi-asset fund range ensures each fund within the Magnet and Compass Ranges is aligned with a specific risk profile. Each fund is designed to maximise the potential return for its given level of risk. Furthermore, a number of measures have been undertaken by Friends First to ensure that the Magnet and Compass multi-asset fund ranges remain within any stated targeted risk range.
Following the implementation of the PRIIPs disclosure regimes on January 1st 2018 Friends First has been dedicated to helping Financial Brokers understand the components of Key Information Documents (KIDs) in the following ways:
Financial brokers do the most important job of firstly, understanding their clients’ investment objectives and risk appetite and secondly, recommending a fund or suite of funds that are likely to meet those requirements.
Ongoing due diligence is then carried out by Friends First to ensure the Magnet and Compass Multi-Asset funds continue to meet their stated investment objectives.
For more information on the Friends First range of funds, please contact your Account Manager or visit the Multi-Asset area on our fund centre on friendsfirst.ie.
Remember to visit our ABC Investment Journey to help guide your clients through their investment choice and decisions.
This article is for Financial Broker use only.
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.
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.