Fund Details

The managed funds available to you when you invest in a former Eagle Star European Policies policy are detailed below.

International Dynamic Fund

  • Aggressively managed, global equity fund.
  • It seeks to achieve above average long term capital growth by investing in a well diversified portfolio of international equities.
  • Managed from the point of view of a euro investor.
  • Units are priced in GBP£/US$/€.

International Balanced Fund

  • Medium risk.
  • Seeks to maximise growth through capital gain and income from a portfolio of international equities and international bonds.
  • May invest by direct investment, investment in international equity funds or equity based financial instruments.
  • May also invest in bonds issued by Governments, supranational bodies, high credit quality corporates, international bond funds and bond based financial instruments.
  • For tactical reasons, the fund may also invest in cash.
  • Managed from the point of view of a European investor.
  • Units are priced in GBP£/US$/€.

Sterling Stable Fund

  • Essentially a cash fund, designed to reduce to a minimum any fluctuations in capital value.
  • Invests in short dated bonds issued by European Governments, supranational bodies, high credit quality corporates and interest rate based financial instruments.
  • Managed from the point of view of a Sterling investor, with units priced in GBP£.
  • Important to note that if you link your policy to the Sterling Stable fund for any long period of time, it is likely to give returns similar to that of bank deposits.

US Dollar Stable Fund

  • Essentially a cash fund, designed to reduce to a minimum any fluctuations in capital value.
  • Invests in short dated bonds, high credit quality corporates and interest rate based financial instruments.
  • Managed from the point of view of a US Dollar investor, with units priced in US$.
  • Important to note that if you link your policy to the US Dollar Stable fund for any long period of time, it is likely to give returns similar to that of bank deposits.

Euro Stable Fund

  • Essentially a cash fund, designed to reduce to a minimum any fluctuations in capital value.
  • Invests in interest rate based financial instruments, short dated bonds issued by European Governments, supranational bodies and high credit quality corporates.
  • Managed from the point of view of a European investor, with units priced in Euro.
  • Important to note that if you link your policy to the Euro Stable fund for any long period of time, it is likely to give returns similar to that of bank deposits.
Warning: If you invest in this product you may lose some or all of the money you invest.

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