“Reshaping and adapting our investment approach for the benefit of all.”

Ken Hogg
CEO Countrywide Assured

Actively looking after your money is our primary aim. It’s a major force behind your policy, providing the benefits you expect by making your money work hard for you.

HOW WE CURRENTLY INVEST YOUR MONEY
With the help of a selection of fund managers, we invest your money in a range of funds. Each fund is designed to achieve a particular outcome, enabling us to provide the benefits of your policy.

Your money is invested in your chosen fund once we’ve deducted the charges from your premiums. The make-up of each fund is guided by its aims and decided by expert fund managers. Your latest Annual Statement shows your policy’s investment fund.

ANNOUNCING A CHANGE TO OUR FUND MANAGER SELECTION
We are delighted to announce that Schroder Investment Management will be our sole fund manager and investing your money on our behalf. This decision follows an extensive review of all leading fund managers, taking into account a wide range of key factors, and research among our customers.

WHY SCHRODERS?

Schroders is a world-class asset manager operating from 32 locations across Europe, the Americas, Asia, the Middle East and Africa.

They pride themselves on being a ‘global business, managed locally’. Schroders offer the benefit of being a successful and world-renowned fund manager that views the investment needs of their clients through a local lens. We believe our customers can benefit from their investment expertise as we aim to provide you with sustainable growth through both the good times and periods of uncertainty.


“A deciding factor in choosing Schroders as our primary fund manager is their commitment to responsible investing.”


Ken Hogg
CEO Countrywide Assured

WHAT THIS MEANS FOR YOU

1. You don’t have to do anything as the necessary changes are happening here behind the scenes at Countrywide Assured.

2. For most of our customers, the fund names and charges for your policy remain unchanged. For the few, whose policies are affected, please see our recent letter outlining the changes.

Understanding how your money is invested

Annual Statement

If you’re not sure of the charges, the name or details of the fund your policy invests in, or what type of policy you have, please see your latest Annual Statement.

Your Annual Statement explained

Guides are available too should you need help with understanding the information shown on your statement.

Latest fund prices

Details of most of our funds are in the online Fund Centre, along with the latest fund prices. If you need help with finding your way around the Fund Centre, you may find our introductory video and online guide helpful.

/media/1264/icon-warning.svg?mode=pad&width=70&rnd=131847698530000000

Please remember that past performance is not a guide to future performance. The value of your investment may go down as well as up, so you may not get back the amount invested.

WHY RESPONSIBLE INVESTING IS LEADING THE WAY

Looking after your money means investing for the long term. Investing involves more than making money. Today many fund managers, including Schroders, are looking beyond the profitability of the companies that make up the investment fund.

Read More