Who looks after my investment?

Sterling ISA and Investment Accounts

Sterling ISA Managers Limited 

We aim to ensure the range of funds available through ISA and Investment Accounts meets the needs and expectations of our customers.

We regularly review the range of panel funds we make available to make sure we're offering a broad range of investments that offer appropriate value for money. If these funds don't meet your needs, we also offer a range of wider market funds.

Fund managers

Our ISA and Investment Accounts offer direct access to investment funds - these are managed by fund managers.

The role of a fund manager is to seek out the best investment opportunities in line with their fund's investment objectives.

Fund managers use their knowledge of the companies, markets and territories in which the fund can invest. They use this expertise to decide on where to invest, and when and how to adjust the relative proportions of different asset types.

The fund manager keeps these decisions under constant review, through continuing analysis, research and regular meetings with the companies in which the fund is making or considering investment.

Sterling ISA Managers Limited is a member of the Zurich Insurance Group

Zurich is a leading multi-line insurance provider with a global network of subsidiaries and offices. With about 60,000 employees, Zurich delivers a wide range of general insurance and life products and services for individuals, small businesses, mid-sized and large companies, including multinational corporations, in more than 170 countries.

Sterling Investment Bond

Sterling

The Sterling Investment Bond and the funds you invest in are provided by Zurich Assurance Ltd, trading as Sterling.

We work with a number of fund managers to provide our customers with a wide choice of investment opportunities. We aim to ensure the range of funds available meets the needs and expectations of our customers.

We regularly review the range of funds we make available to make sure we're offering a broad range of investments that offer appropriate value for money.

Fund managers

The role of a fund manager is to seek out the best investment opportunities in line with their fund's investment objectives.

Fund managers use their knowledge of the companies, markets and territories in which the fund can invest. They use this expertise to decide on where to invest, and when and how to adjust the relative proportions of different asset types.

The fund manager keeps these decisions under constant review, through continuing analysis, research and regular meetings with the companies in which the fund is making or considering investment.

Sterling is a trading name of Zurich Assurance Ltd

Zurich is a leading multi-line insurance provider with a global network of subsidiaries and offices. With about 60,000 employees, Zurich delivers a wide range of general insurance and life products and services for individuals, small businesses, mid-sized and large companies, including multinational corporations, in more than 170 countries.