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Fund managers

Multiple managers with diversified investment strength

To help you realize your returns expectations, we place your contributions in the capable hands of world-renowned funds managers.

Threadneedle Asset Management Limited

Based in the UK, Threadneedle aims to produce consistently superior long-term investment returns for our clients. Threadneedle is also the UK's 4th largest investment funds group (4 out of 113, in terms of total funds under management. Source: Investment Management Association [IMA], October 2006)

At Threadneedle the investment philosophy is based on a structured, disciplined, risk controlled approach to portfolio management with a strong emphasis on teamwork whilst still allowing managers to exercise individual flair. This has proved to be a successful formula with the following unparalleled achievement in terms of independent recognition:

  • Following the extraordinary record on winning 7 sector awards in SCMP Fund Manager of the Year Awards 20031, Threadneedle Asset Management Limited, again won 7 sector awards in SCMP Fund Manager of the Year Awards 20042
  • Threadneedle has won the sector award with its Latin America Fund3 in 5 consecutive years (2001-2005)4 in the ‘SCMP Fund Manager of the Year Awards’ – Equity Latin America sector, demonstrating its consistent outstanding performance among peers
  • In Lipper Fund Awards Hong Kong 20055, Threadneedle was also the winner of 6 individual awards
  • Overall Best Investment Manager in the Standard & Poor's European Fund Awards 2003
  • Overall UK Fund Manager of the Year Award 2003 from Lipper Analytical
  • Best European Fund Group Overall 2002 from Global Investor and Morningstar
1 Source: South China Morning Post, 20th February, 2004
2 Source: South China Morning Post, 22nd February, 2005
3 The above funds are the underlying funds of Classic Active Insurance Series and Active Insurance Series. The return of Classic Active Insurance Series/ Active Insurance Series and the relevant underlying funds may not be the same
4 Year 2001 (1 and 3 year), 2002 (3 and 5 year), 2003 (3 and 5 year), 2004 (5 year) and 2005 (5 year)
5 Source: Hong Kong Economic Journal, 24th February, 2005

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Baring Asset Management

Baring Asset Management is a global investment management company that manages over £20.6 billion / US$38.5 billion / Euro 30.4 billion (as at 30th September, 2006) on behalf of clients located around the world. Baring offers a wide range of equity and fixed income funds in both domestic and international markets, through mutual funds and segregated accounts.

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Schroder Investment Management

Schroders is a leading independent international asset management group, with more than 200 years experience and over US$226.1 billion in assets under management*.

Schroders’ investment capabilities have been recognized by experts across the world, and their range of funds has won numerous awards worldwide over the past years.

In Hong Kong, Schroders has built a strong local presence over the last 35 years. This is evidenced by their extensive list of clients comprising reputable listed companies, major fund distributors, and retail investors.

*As of 30th June 2006

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Investment involves risks. The price of units may fall as well as rise, and past performance figures shown are not indicative of future performance. For details including fees and charges, please refer to the principal brochure of of Classic Active Insurance Series and Active Insurance Series, which consists of the product brochure, product leaflet for supplementary benefit^ and investment details.

^Product leaflet for supplementary benefit is not applicable to Harvest Link and Wealth Link.

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