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Gold Fund

The Gold Fund is a unit-linked fund that gives you the opportunity to gain exposure to movements in the price of gold. It does this by investing in an Exchange Traded Certificate (ETC), which aims to track the spot price of gold in US dollars.

Main features

  • Opportunity to gain exposure to movements in the price of gold.
  • A currency risk arises for a euro investor.
  • Risk rating: 6

Who should invest in the fund?

  • Suitable for investors who are comfortable with a high level of risk.
  • Investors who wish to gain exposure to movements in the price of gold and who wish to further diversify their portfolio.
  • Appeals to investors with a medium to long-term investment horizon.

Find out if this fund is available for your product choice (PDF - 278 KB)

How it works

The fund aims to track the performance of gold. The fund currently achieves this by investing in Physical Gold P-ETC, an Exchange Traded Certificate (ETC) which is managed by Source Physical Markets. Each gold P-ETC is a certificate which is secured in gold bullion.

This ETC tracks the gold spot price and is backed by physical gold. It has been designed to provide investors with a return equivalent to movement in the gold spot price, less fees.

Asset Split**

Annualised Performance (%)*

*Notes: Annual management charges (AMC) apply. The fund performance shown is before the full AMC is applied on your policy.

Returns are based on offer/offer performance and do not represent the return achieved by individual policies linked to the fund.

The fund price/performance shown is for the Pension / Gross of Tax Funds category.

*Source: Zurich Life

**Note: Asset Splits are updated monthly.

Why Zurich Life?

At Zurich Life, we believe that the macro economic environment is the key driver for investment market themes. We are business cycle investors, and our portfolios are constructed to take advantage of investment opportunities over all parts of the economic cycle.

Our investment managers closely co-operate to make decisions across assets, markets and sectors, taking a 'top-down' approach to identify trends and to bring the best investment opportunities to our clients.

It's widely accepted that long-term investment returns within an investor's portfolio are driven by asset allocation. Asset allocation decisions have become increasing complex over the years, due to a changing economic landscape and market volatility. At Zurich Life, we have a reputation for making the right investment decisions at the right time.

Warning: Past performance is not a reliable guide to future performance.
Warning: Benefits may be affected by changes in currency exchange rates.
Warning: The value of your investment may go down as well as up.
Warning: If you invest in these funds you may lose some or all of the money you invest.

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