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Zurich Life Protected Funds
The Zurich Life Protected Funds are aimed at investors who wish to invest in the stock market, but who also want to limit the risks they take.
The Zurich Life Protected Funds are:
- Protected Balanced Fund (launched 1st September 2006) - closed to new business
- Protected International Equity Fund (launched 1st September 2006) - closed to new business
- Protected Dynamic Fund (launched 1st November 2005) - closed to new business
- Protected Dynamic (Series B) Fund (launched 1st July 2008) - closed to new business
- Protected 70 Fund
- Protected 80 Fund (Previously called Protected Dynamic (Series C))
- Protected 90 Fund
The risk is limited because Zurich Life Protected Funds have a Protected Price below which the unit price of the fund cannot fall. For each Protected Fund, the Protected Price is 80% of the highest ever unit price of that fund.
Key Features
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A Protected Price below which the unit price of the fund cannot fall.
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The Protected Balanced fund will invest up to 90% in the Zurich Life Balanced Fund. The other Protected Funds invest up to 70% in the actively managed fund.
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Ongoing protection: The protection is provided every day and not just at a specified time in the future.
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Excellent investment track record for the Zurich Life Dynamic Fund.
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The Funds are managed by our award winning investment team (2006 MoneyMate Best Investment Manager).
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Available through the following products:
- Investment Bond (Protected Funds)
- Savings Plus (Protected Funds)
- Personal Pension (Protected Funds) – single premium
- Executive Pension (Protected Funds) – single premium
- A(M)RF (Protected Funds)
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Available for regular premium investment through Zurich Life Savings Plus (Protected Funds).
Further Information
For more information on the Zurich Life Protected Funds see below.
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