Sterling Bond/Zurich Pension
Our funds governance process has identified that the underlying Liontrust Global Income fund has failed to meet its own performance targets over an extended period of time. The fund is already closed to new business so as a result, we’ve decided to close the Sterling and Zurich Liontrust Income funds on 3 February 2017.
We'll send you a list of clients affected by these changes in the next week or so.
We'll also be writing to your clients as we've said we'll let them know when changes are made to funds they have invested in. Please click on the links below to download copies of the letters we'll be sending to your clients:
Sterling ISA/Investment Account
The Liontrust Global Income fund will still be available to your clients invested through the Sterling ISA and Investment Account but we've moved it to our Wider Market fund range. We don’t apply the same selection process to Wider Market funds or review them in the same way as we do our panel funds.
Please click on the link below to download a copy of the letter we'll be sending to your clients: