This month our experts put Aegon Scottish Equitable's Wealth Management Portfolio under the microscope
By Steven Whalley, head of marketing – investment products at Aegon Scottish Equitable Wealth Management Portfolio The Wealth Management Portfolio bond (WMP) is an offshore portfolio bond which gives investors access to open architecture investment. This means they can invest in an array of collective investments including deposit accounts and some hedge funds. Fund choice The fund choice is divided into three areas: • Aegon Scottish Equitable International (ASEI) Portfolio funds. A wide choice, many with a lower yearly disclosable charge, including: – innovative collections – manage...
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