YourWealth adds BirthStar® funds to simplify investing

YourWealth, the digital finance hub, has added the Architas BirthStar® range of low-cost managed portfolios, designed to simplify investing. The addition builds on YourWealth’s promise to make financial planning easier: the funds offer an all-in-one solution, matched to investors’ goals

Level39 member, BirthStar® develops streamlined customer solutions for asset managers and intermediary firms and aims to help make investing easier and more affordable without compromising on expertise.

The first BirthStar® Target Date Funds were launched in 2012 for workplace pension schemes under automatic enrolment and are managed by AllianceBernstein. The Architas BirthStar® Target Date Funds were launched for the UK retail market in December 2014.

Architas BirthStar®’s Target Date Funds will now be new additions to YourWealth’s range of featured funds. The funds provide low-cost managed portfolios with a management fee of 0.55% for SIPPs, ISAs and General Investment Accounts. By offering Architas BirthStar® Target Date Funds, YourWealth continues to make investing easier for individuals looking for more information on a straightforward investment solution.

The fund range is designed to provide an all-in-one investment solution to match investors’ goals. Customers can select from a list of funds to match the target date of their investment goal.

Toby Hughes, Chief Executive Officer, YourWealth said this:

“YourWealth aims to make financial planning as simple and straightforward as possible by providing the information on, and access to, the right financial products to help our customers meet their life goals. By offering detailed information on easy-to-use, goal-based funds like the Architas BirthStar® Target Date Fund range, we can give our customers the information they need to make informed decisions about their financial future.”

Tom Cropper, Head of Strategic Partnerships, BirthStar®:

“We are delighted to be working with YourWealth to help inform its customers about straightforward, affordable investment solutions. With so much choice available to individuals, it can be an overwhelming experience determining how best to invest your money in order to achieve your savings goals. By working with YourWealth we hope to enhance its offering by introducing our behaviourally-adapted investment solutions to make investing easier for their customers, as well as more affordable and better value.”


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