This website is for financial advisers within the UK, Customers looking for Zurich products please go to Unless you are a financial adviser in the UK who has entered into separate contractual arrangements with Zurich Intermediary Group Limited (“ZIG”) for access to the secure parts of this website, the viewing of this web site is subject to Disclaimers, which, by continuing to access this site, you acknowledge that you have read and accept.

We use cookies to provide you with a responsive service to make your experience of our website(s) better. Please confirm that you agree to our use of cookies in accordance with our cookies policy.

By continuing to use our website we will assume that you are happy to receive non-privacy intrusive cookies. Please be aware that if you disable cookies some functionality on the site will not work.

Alternatively, read our cookies policy to find out more about our cookie use and how to disable cookies.

Changes to the Standard Life AAA Income fund

26 October 2016

We've been advised by Standard Life that changes will be made to the investment policy of the Standard Life AAA Income fund on 7 November 2016.


Standard Life has stated:

"The current investment policy of the Fund states that investment will only be made in securities with a credit rating of AAA from major rating agencies, such as Standard & Poor’s, Moody’s and Fitch.

The United Kingdom was recently downgraded from AAA to AA+ by Standard & Poor’s, the last major rating agency to maintain a AAA rating. As a result, UK government bonds would no longer be an eligible investment for the Fund. UK government bonds are an important part of risk and duration management within the Fund. Accordingly, with effect from 7 November 2016, we will change the investment policy as stated in the current prospectus to enable up to 20% of the Fund to be invested in UK government bonds, despite them not having a AAA rating."

Notice of a Change to the AAA Income Fund