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Zurich Life Cautiously Managed Fund

Fund Description

Indicative equity range: 20% - 50% of the value of the fund

The Zurich Life Cautiously Managed Fund seeks to achieve growth through income and capital gains from a well-diversified portfolio of bonds, equities and cash. The bond portion of the fund is comprised of bonds issued by governments, supranational bodies, other investment grade corporate and non-sovereign bonds and/or bond based financial instruments. The equity portion of the fund is invested in global equities and equity based financial instruments. In terms of currency, the fund is managed from the point of view of a eurozone investor. This fund is managed by Zurich Life Investments.

Other Cautiously Managed Fund Information

PDF Document Cautiously Managed Fund Factsheet (245 KB)
PDF Document Cautiously Managed Fund Description Sheet (104 KB)