QCAA

Indexed Inflation-linked Bond Fund

The Indexed Inflation-linked Bond Fund is a unit-linked fund that gives you the opportunity to participate in the performance of Eurozone government inflation-linked bonds.

Main features

  • Opportunity to invest in eurozone government inflation-linked bonds.
  • Potential to make higher returns, in the event of higher than expected future eurozone inflation.
  • This fund will not take any non-euro currency exposure.
  • Aims to track performance of the Barclays Euro Government Inflation-Linked Bond Index.
  • Invests in an ETF managed by BlackRock Asset Management Ireland Limited.
  • Risk rating: 4

Who should invest in the fund?

  • Suitable for 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 objective is to provide investors with exposure to the performance of Eurozone government inflation-linked bonds. The fund currently achieves this by investing in the iShares Euro Inflation Linked Bond UCITS ETF.

This is an Exchange Traded Fund (ETF) managed by BlackRock. Zurich Life reserves the right to replace this ETF with another fund at any stage.

The coupons and maturity proceeds of inflation-linked bonds change in line with a specified inflation index. In this way, inflation-linked bonds can be used to provide protection from inflation. The inflation-linked bonds in which the fund invests are linked to indices of inflation within the Eurozone or within Eurozone member states.

The market value of inflation-linked bonds and, therefore the performance of this fund, depends on a variety of factors, including the expected level of interest rates and expected inflation.

BlackRock does not guarantee that the iShares Euro Inflation Linked Bond UCITS ETF Fund will always exactly mirror the index due to, amongst other things, the time lag and costs of reflecting changes in the index.

BlackRock Asset Management Ireland Limited is authorised and regulated by the Central Bank of Ireland.

 

 

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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