P6AA

Green Resources Fund

The Green Resources Fund invests in the renewable energy, power delivery, cleaner fuel, water utility and water equipment industries. Global population growth and economic development are expected to drive demand for clean water supplies and alternative energy sources. This fund is expected to gain from this growth in demand.

Main features

  • Opportunity to invest in non-traditional investments: Alternative Energy and Water.
  • The fund currently invests in the following Exchange Traded Funds (ETFs): PowerShares Wilderhill Clean Energy Portfolio and the iShares S&P Global Water ETFs.
  • A currency risk arises as many of the underlying companies operate outside the eurozone.
  • Risk rating: 6

Who should invest in the fund?

  • Suitable for investors who are comfortable with a very high level of risk.
  • Investors who wish to gain exposure to assets that offer a potential for high long-term real returns but are also prepared to accept that these investments may be subject to a high level of volatility.
  • 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 Green Resources Fund targets exposure to the Alternative Energy and Water sectors. It invests in the renewable energy, power delivery, cleaner fuel, water utility and water equipment industries.

Global population growth and economic development are expected to drive demand for clean water supplies and alternative energy sources. A currency risk arises as many of the underlying companies operate outside the eurozone.

 

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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