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Active Fixed Income Fund

The Active Fixed Income Fund is an actively managed bond fund. It primarily invests in bonds issued by eurozone governments and bond-based financial instruments.

Main features

  • Actively managed by Zurich Life
  • Managed against a benchmark of the Merrill Lynch Eurozone Government Over 5 Year Bond Index.
  • A maximum 30% in non-eurozone bonds.
  • Risk rating: 4

Who should invest in the fund?

  • Investors who are comfortable with a medium level of risk.
  • Appeals to investors who have 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 is managed against a benchmark of the Merrill Lynch Eurozone Government Over 5 Year Bond Index. Zurich Life will seek to add value to the fund and aim to out-perform the index by actively managing the fund.

The investment parameters allow for up to 30% of the fund to be invested overseas with the core invested in eurozone bonds. In terms of currency, the fund is managed from the point of view of a eurozone investor. This fund is managed by Zurich Life.

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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