The engine room of wealth management

Generali Worldwide offers investors a comprehensive choice of investment types, ranging from guaranteed funds to retirement lifecycle strategies. Our fund range is selected as to provide access to high quality asset managers who have demonstrated a robust and consistent performance over the medium term.

Within a corporate plan the workforce will be diverse in their personal circumstances, financial knowledge and attitude to risk. Therefore it is important that the employer has the flexibility to provide a variety of investment types to suit their employee’s needs.

The Guaranteed Fund

This fund is a popular choice for employers and employees. It offers the advantages of a low risk rating combined with a guaranteed minimum interest and solid growth potential that provide an excellent foundation for effective savings and retirement planning. Please see Deposit Administration Fund Reports for more detail.

Self Select Range

For those employers/employees that want the flexibility and choice to create their own portfolio, we offer a range of funds encompassing a variety of asset classes and geographical investment. These provide a number of high quality investment options with potential higher returns from world stock markets. As a Generali client you benefit from our purchasing power with access to institutionally discounted funds. Please see Fund Range for more detail.

Lifecycle Strategies Range

For those investors that would like an investment that is suited to their personal circumstances and attitude to risk, but do not have the time or expertise to create their own portfolio, then our Lifecycle Strategies will be of interest.

We offer three strategies, each with a different risk profile. These strategies are managed by investment professionals who will draw on their knowledge, skill and the global resources of the Generali Group to provide asset allocation models to manage each profile.

The profile will rebalance every year on the investor’s birthday so that as the investor gets closer to their retirement/target date, the asset allocation will automatically move down the risk levels so that by the actual date the assets will be to liquid low risk investments.

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Open Architecture/Own Funds

For large corporate retirement/savings plan we can also offer the additional flexibility to white label an existing fund or provide an ‘own fund’ where the company can create a tailor-made investment that can include their own company stock.