Jackson adds VIP and S&P funds
Jackson National Life Insurance Co. today added a pair of new portfolios to its retail mutual fund lineup.
Jackson National Life Insurance Co. today added a pair of new portfolios to its retail mutual fund lineup.
The Jackson Perspective VIP fund and the Jackson Perspective S&P 4 fund are bring the company’s number of mutual fund strategies to seven.
As a total return strategy, the Jackson Perspective VIP fund invests in six different strategies, including the Dow Core 5, the European 20, the Nasdaq 25, the Standard and Poor’s 24, the Select Small-Cap and the Value Line 30 strategy.
On the other hand, the Jackson Perspective S&P 4 uses four different methods within the S&P 500 index: competitive advantage, dividend growth and income, intrinsic value, and total yield.
This portfolio uses a capital appreciation strategy that invests equally in all four methods.
Jackson’s retail mutual fund family is a year old this month, having been launched last January with the Jackson Perspective 5, the Jackson Perspective Optimized 5, the Jackson Perspective Index 5, the Jackson Perspective 10×10 and the Jackson Perspective Money Market funds.
Learn more about reprints and licensing for this article.