PLAA
Long Bond Fund
The Long Bond Fund aims to achieve growth by investing mainly in longer-dated bonds with over ten years to maturity primarily issued by eurozone governments. The minimum duration of the fund may not be less than 75% of its investment universe. The managers may also invest in supranational bonds, other investment grade corporate and non-sovereign bonds and/or bond-based financial instruments. This fund is managed by Zurich Life.
Main features
- Actively managed by Zurich Life.
- Invests mainly in bonds with over ten years to maturity.
- Risk ratings: 5
- SFDR Class: Article 6
How it works
The minimum duration of the fund may not be less than 75% of its investment universe. The managers may also invest in supranational bonds, other investment grade corporate and non-sovereign bonds and/or bond-based financial instruments.
No more than 10% of the fund may be in non-eurozone bonds and then only on the basis that they are hedged back into the euro.
Current Fund Price* (as at 09/02/2024)
Price
0.969
1.019
Asset Split**
| 95% Bonds | |
| 5% Cash |
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 quarterly.
Why Zurich?
Our investment team is based in Blackrock, Co. Dublin and is responsible for managing funds of approximately €32.2 billion*. The most senior members of the investment team have been together for more than fifteen years. It is the close co-operation of our fund managers in making investment decisions across assets, sectors and markets that differentiates us from other fund managers. We have an integrated team-based investment process which ensures that we implement our investment strategy quickly and effectively. We are active investment managers with a macro-economic approach, which is top-down and asset allocation driven. We construct our portfolios to allow us to take advantage of opportunities over all parts of the economic cycle. Zurich has an excellent reputation for investment performance and customer service.
*Source: Zurich, September 2023.