P9BA

Irish Government Bond 2016 Fund

This fund is closed to new business

The Irish Government Bond 2016 Fund invests in the 2016 Irish Government Bond and all coupons paid on the bond are reinvested by Zurich Life in Irish Government Securities.

Main features

  • All investments held by the fund are guaranteed by the Irish Government.
  • The fund is open for investment for a limited time only.
  • Risk rating: 5

Who should invest in the fund?

  • Suitable for investors who are comfortable with a medium to high 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 Irish Government Bond 2016 Fund invests in the 2016 Irish Government Bond and all coupons paid on the bond are reinvested by Zurich Life in Irish Government Securities.

All investments held by the fund are guaranteed by the Irish Government.

The returns you achieve on the fund will depend on:

  1. The current price of the 2016 Irish Government Bond, and
  2. The return Zurich Life receives on the coupons we reinvest.

For every €100 of the bond held, the 2016 Irish Government Bond pays a coupon of €4.60 each year from 18th April 2011 until 18th April 2016. On 18th April 2016, the €100 is also repaid.

Zurich Life’s normal product charges apply, including early encashment charges on some products. The returns on the fund are before deduction of these charges.

What happens after 18th April 2016?

Zurich Life will write to you to offer you alternative investment options before 18th April 2016.

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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