Standard Life Mutual Funds Ltd. has expanded its selection of managed programs for high net-worth and emerging high net-worth investors.
E-Series targets investors with deposits of $100,000 or more, and is available under the new Eclipse Managed Program. The new program complements the original Legend Program aimed at investors with deposits of $250,000 or more.
“Today’s sophisticated investors are moving away from stand-alone investment funds towards packaged programs backed by premier investment professionals. Standard Life’s Managed Programs are custom-designed to meet investors’ needs for liquidity, income, capital preservation and growth,” said Anthony Cardone, senior vice president, marketing.
The Eclipse Program matches the investor’s risk tolerance profile and financial situation to one of four pre-determined asset allocation portfolios, and includes portfolio monitoring and rebalancing to ensure that the original investment strategy stays the course over the long term.
The asset allocation portfolios will be continuously monitored to ensure that they reflect evolving market conditions and opportunities.